TSMC says keeping the US happy costs a bomb
TSMC’s Arizona chip push is getting bigger, costlier and more awkward as US demand keeps…
ai chips
Chip-making chemical prices jump
AI chip demand and fresh Middle East trouble are pushing semiconductor raw material prices higher,…
UAE gets AI chips for Iran support
The UAE has been handed prized AI chip access after helping America attack Iran. According…
SK hynix mulls Korean bonds
SK hynix may park some of its ADR loot in Korean government debt as HBM…
Nvidia guts Asian AI chip customer list
Nvidia has slashed its approved list of Asian customers as Washington tries to stop its…
Samsung cashes in on AI wafer squeeze
Samsung and TSMC are hiking foundry prices as AI demand turns chip capacity into a…
Nvidia eyes TSMC A16 for Rosa
Nvidia has tapped TSMC to build its next-generation Rosa CPUs, which are expected to arrive…
Samsung foundry prices get an AI shove
Samsung was struggling to charm customers into its chip manufacturing business only a few months…
China may ease Nvidia H200 ban
US-China geopolitical tensions prompted Beijing to ban local firms from buying Nvidia’s China-specific H200 GPUs.…
DeepSeek cooks up its own AI chip
DeepSeek is working on its own inference chip as China’s AI darling tries to loosen…