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3 ARTICLES

last mo.

Micron Pledges Up to $3 Billion to Secure U.S. Wafer Supply

The move includes $500 million for GlobalWafers’ Sherman, Texas plant and a planned 10-year wafer supply pact to shore up materials for Micron’s AI-driven memory expansion.

6 ARTICLES

2mo ago

Sources: ByteDance in Samsung Talks for 'SeedChip' AI Processor as Company Disputes Report

6 ARTICLES

6mo ago

Intel Shares Tumble After Soft Outlook Highlights 18A Yield Shortfalls

8 ARTICLES

6mo ago

Nvidia Overtakes Apple as TSMC’s Biggest Customer, Reshaping Chipmaking Priorities

5 ARTICLES

7mo ago

U.S., Taiwan Set 15% Tariff Cap in Deal Tied to $250 Billion Chip Investments

5 ARTICLES

7mo ago

U.S. and Taiwan Seal Tariff-for-Investment Pact to Shift Chip Production to America

4 ARTICLES

7mo ago

U.S. Sets China Chip Tariffs at 0% Until 2027, Delaying Costs for Apple and Others

Supply Chain

Micron Pledges Up to $3 Billion to Secure U.S. Wafer Supply

EU Weighs Temporary Lift of Sanctions on Chinese Chip Supplier

AI Memory Crunch Deepens as Prices Soar and Shortage Timeline Extends to 2028

Arm Reports Record Sales as AI Orders Top $2 Billion but Supply Falls Short

Kaynes OSAT in Sanand Begins Production After Modi Inauguration

Helium Squeeze Deepens After Iran’s Strikes on Qatar Hit Global Supply

TSMC Touted as Top AI Chip Play in New Yahoo Finance Pick

Helium Crunch Deepens as Qatar Outage Starts to Hit Chipmakers and Hospitals

China Rejects U.S. Allegation That SMIC Sent Chip Tools to Iran’s Military

Gulf Attacks Cripple Qatar Helium, Putting Advanced Chip Supply on Edge

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Supply Chain

Qatar LNG Disruption Puts Helium at Risk, Dragging Asian Chip Stocks Lower

U.S. Intel Chiefs Warned Tech CEOs Taiwan Could Be Targeted by 2027

MatX Raises $500 Million to Challenge Nvidia in LLM Chips

Modi Lays Foundation For HCL–Foxconn OSAT Plant In Jewar

Sources: ByteDance in Samsung Talks for 'SeedChip' AI Processor as Company Disputes Report

Intel Shares Tumble After Soft Outlook Highlights 18A Yield Shortfalls

Nvidia Overtakes Apple as TSMC’s Biggest Customer, Reshaping Chipmaking Priorities

U.S., Taiwan Set 15% Tariff Cap in Deal Tied to $250 Billion Chip Investments

U.S. and Taiwan Seal Tariff-for-Investment Pact to Shift Chip Production to America

U.S. Sets China Chip Tariffs at 0% Until 2027, Delaying Costs for Apple and Others

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Supply Chain