Tag - chipmakers

 
 

CHIPMAKERS

Senate minority leader Chuck Schumer is among the key Democrats who have raised concerns about Middle East chip deals.
WORLD / Politics
May 20, 2025
Democrats warn Trump’s Middle East chip deals imperil U.S. security
Key U.S. Senate Democrats have urged the administration of President Donald Trump to revisit new artificial intelligence deals with Saudi Arabia and the United Arab Emirates, saying that expanded sales of AI chips to the Middle Eastern countries risk exposing advanced technology to China and Russia,...
For Nintendo, it’s been a challenge making sure it can produce enough Switch 2 gaming devices to meet demand.
BUSINESS / Companies
May 20, 2025
Nintendo turns to Samsung to make chips for Switch 2
The Kyoto-based company is pivoting to Samsung because the Nvidia-based chipset that the Switch 2 employs was optimized for the Korean company’s manufacturing systems.
A Huawei Ascend AI chip. The U.S. Commerce Department had said in a statement last week that it was issuing guidance to make clear that the use of the Huawei chips is a breach of the U.S. government’s export controls.
WORLD / Politics
May 20, 2025
China says U.S. warnings on Huawei chips undermine their recent trade talks
The U.S. Commerce Department's warnings specify that the use of Huawei Ascend chips amounts to a breach of the U.S. government’s export controls.
Nvidia CEO Jensen Huang gives a keynote speech at Computex in Taipei on Monday.
BUSINESS
May 19, 2025
Nvidia CEO unveils new technologies to protect AI chip lead
Huang introduced a new RTX Pro Server system, which he said offered four times better performance than Nvidia’s former flagship H100 AI system with DeepSeek workloads.
SoftBank Group reported net income of ¥517.18 billion ($3.5 billion) in its fiscal fourth quarter, helped by the Vision Fund, which swung to a profit of ¥26.1 billion.
BUSINESS / Companies
May 14, 2025
SoftBank profit doubles as AI demand boosts chip sales and startups
The results come as SoftBank plans to invest $30 billion in OpenAI while leading a $100 billion foray into building AI hardware in the U.S.
U.S. President Donald Trump speaks during the Saudi-U.S. business investment forum in Riyadh, Saudi Arabia, on Tuesday.
BUSINESS / Tech
May 14, 2025
Trump’s Middle East visit opens floodgate of AI deals led by Nvidia
Saudi Arabia and the United Arab Emirates are poised to win wider access to advanced AI chips from Nvidia and Advanced Micro Devices.
A semiconductor wafer is magnified through the lens of a microscope in Seoul on April 30. A rule introduced by former U.S. President Joe Biden to restrict the export of sophisticated chips has been described as "unenforceable."
BUSINESS / Tech
May 8, 2025
Trump administration to rescind and replace Biden's AI chip export curbs
A spokeswoman for the Department of Commerce said the rule is "overly complex" and "unenforceable."
Nvidia CEO Jensen Huang speaks during the Milken Institute Global Conference in Beverly Hills, California, on Tuesday.
BUSINESS / Tech
May 7, 2025
Trade barriers to China's AI market a 'tremendous loss,' NVidia CEO says
Jensen Huang has argued that tightening restrictions on his company that limit access to China, the biggest market for semiconductors, will hurt U.S. national security.
The Advanced Micro Devices headquarters in Santa Clara, California
BUSINESS / Tech
May 7, 2025
AMD and Arm offer a window into the AI landscape ahead of Nvidia earnings
Though chipmaking stocks have taken a hit this year, underlying results may show a stronger foundation for the AI trade than recent stock performance indicates.
Data center servers and components containing the newest artificial intelligence chips from Nvidia are seen on display at the company's GTC software developer conference in San Jose, California, on March 19.
WORLD / Politics
May 6, 2025
U.S. lawmaker targets smuggling of Nvidia chips to China with new bill
Rep. Bill Foster said the technology to track chips after they are sold is readily available, with much of it already built into Nvidia's chips.
The Framework for Artificial Intelligence Diffusion was issued by the U.S. Department of Commerce a week before the end of the Biden administration. The Trump administration is now trying to alter it.
BUSINESS / Tech
Apr 30, 2025
Trump officials eye changes to Biden's AI chip export rule
Removing the tier system could open the door to using U.S. chips as an even more powerful negotiating tool in trade talks.
Sony is considering spinning off its semiconductor unit, sources say.
BUSINESS / Companies
Apr 29, 2025
Sony weighs chip spinoff that Dan Loeb called for years ago
The chip business makes industry-leading image sensors that go into cameras inside Apple and Xiaomi phones.
Prime Minister Shigeru Ishiba receives a gift from Nvidia CEO Jensen Huang at the start of their meeting at the Prime Minister's Office in Tokyo on Monday.
BUSINESS / Tech
Apr 22, 2025
Nvidia CEO urges LDP to build up Japan’s AI infrastructure
Japan has pledged to increase government and corporate funding in AI to over ¥50 trillion ($350 billion) in the next 10 years.
Nvidia CEO Jensen Huang answers questions from reporters after his meeting with Prime Minister Shigeru Ishiba at the prime minister's official residence in Tokyo on Monday.
BUSINESS
Apr 21, 2025
Nvidia CEO lobbies Japan to generate more power to fuel AI
The two discussed how Japan is particularly well-positioned to develop AI, given its leadership in robotics and industrial manufacturing.
A Taiwan Semiconductor Manufacturing Co. (TSMC) logo is displayed on a wall in Hsinchu, Taiwan, on Tuesday. A recent rout saw TSMC’s forward price-to-earnings ratio hit a two-year low at one point.
BUSINESS / Tech
Apr 16, 2025
TSMC and ASML outlooks to reveal depth of tariff pain and AI angst
Both have borne the brunt of a broader market selloff, weighed down by both U.S. tariff threats and doubts over future AI demand.
The U.S. Commerce Department has begun investigating how semiconductors and pharmaceuticals impact national security.
BUSINESS / Economy
Apr 15, 2025
Trump initiates chips and drug probes, ahead of more tariffs
The moves, announced Monday in the Federal Register, are a precursor to imposing tariffs and threaten to broaden the president’s sweeping U.S. trade war.
U.S. President Donald Trump holds a chart next to Secretary of Commerce Howard Lutnick as Trump delivers remarks on tariffs in the Rose Garden at the White House in Washington on April 2.
BUSINESS / Economy
Apr 14, 2025
Trump warns tariffs are coming for electronics after reprieve
The American president downplayed a weekend exemption as a procedural step in his overall push to remake U.S. trade.
Taiwan Semiconductor Manufacturing Company (TSMC) signage on the floor of the New York Stock Exchange on Monday. TSMC could face a penalty of $1 billion or more to settle a U.S. export control investigation over a chip it made that ended up inside a Huawei artificial intelligence processor,
BUSINESS / Tech
Apr 9, 2025
TSMC could face $1 billion or more fine from U.S. probe, sources say
The penalty is to settle a U.S. export control investigation over a chip it made that ended up inside a Huawei artificial intelligence processor.
Taiwan Semiconductor Manufacturing Co.'s JASM plant in Kumamoto Prefecture. Ensuring stability in the semiconductor supply chain is a matter of national security and must be based on cooperation between the government and private sector.
COMMENTARY / Japan / Geoeconomic Briefing
Apr 4, 2025
Identifying choke points in the semiconductor supply chain
Addressing bottlenecks in chipmaking is essential for Japan's economic security and requires public-private collaboration, including aimed at information sharing.
Rapidus is gearing up to mass produce semiconductors using 2-nanometer processes in 2027, which on paper would match Taiwan Semiconductor Manufacturing Co.
BUSINESS / Companies
Apr 2, 2025
Rapidus begins pilot production of 2-nanometer chips in Hokkaido
The 2-year-old company aims to mass produce the next-generation semiconductors — vital for technologies such as artificial intelligence and autonomous driving — in 2027.

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