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Chinese memory chip maker CXMT briefly became China’s most valuable company after its Shanghai IPO, highlighting surging investor demand for AI memory chips.
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Nvidia’s $1.5 billion Amkor deal will expand US AI chip packaging capacity and could help ease a growing semiconductor supply bottleneck.
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China is considering tighter controls on AI models, training data, and chip designs, potentially limiting how Chinese technology reaches global users.
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Samsung’s US headquarters move to Texas is affecting 739 New Jersey positions as the company consolidates teams and cuts some jobs.
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Apple has reportedly delayed its Baltra AI server chip as it explores chip startup acquisitions to strengthen the infrastructure behind its AI ambitions.
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TSMC plans four more Arizona fabs, bringing its total US investment to $265 billion and expanding chip capacity amid surging AI demand and geopolitical risk.
The post TSMC’s $265B US Expansion: Four New Chip Fabs Planned appeared first on TechRepublic.
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Trump says Apple will work with Intel on US chip production, a potential foundry win that could shift Apple’s supply chain options and US chip strategy.
The post Apple to Work With Intel on US Chip Production, Trump Says appeared first on TechRepublic.
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The G7’s critical minerals push is putting AI hardware, chip supply chains, data centers, and APAC manufacturing under sharper scrutiny as governments look for ways to finance alternatives to China-linked supply chains.
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The EU’s tech sovereignty package targets cloud, chips, AI infrastructure, and open source as Europe tries to reduce foreign tech dependence.
The post EU Unveils ‘Sovereignty Package’ to Break Reliance on US, Chinese Tech appeared first on … Continue reading EU Unveils ‘Sovereignty Package’ to Break Reliance on US, Chinese Tech
Broadcom’s AI chip revenue is still surging, but its guidance rattled investors and spilled into South Korea, where Samsung and SK Hynix are exposed to the high-bandwidth memory supply chain behind AI infrastructure.
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