Nvidia Signs $1.5B Deal to Expand US AI Chip Packaging

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 Considers Export Controls on AI Models, Training Data and Chip Technology

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 US Headquarters Move Affects 739 New Jersey Jobs

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 Reportedly Delays ‘Baltra’ AI Server Chip Amid Infrastructure Challenges

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’s $265B US Expansion: Four New Chip Fabs Planned

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.
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Apple to Work With Intel on US Chip Production, Trump Says

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.
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G7 Critical Minerals Push Targets AI and Chip Supply Chain Risk

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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EU Unveils ‘Sovereignty Package’ to Break Reliance on US, Chinese Tech

The EU’s tech sovereignty package targets cloud, chips, AI infrastructure, and open source as Europe tries to reduce foreign tech dependence.
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Broadcom’s AI Chip Guidance Raises APAC Supply-Chain Questions

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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SK Hynix Tops $1 Trillion Valuation as AI Memory Boom Reshapes Chip Market

SK Hynix crossed a $1 trillion valuation as AI data center demand drives memory chip prices higher and reshapes the semiconductor market.
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