Intel also Approaches TSMC over Potential Investment and Partnership
Intel CEO Lip-Bu Tan is seeking partnerships with Apple and TSMC for investments or manufacturing, meeting with Tim Cook and C. C. Wei.
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Nvidia's $5 Billion Bet: Powering Up Intel for a New Computing Era
Nvidia invests $5 billion in Intel, forming a strategic alliance to co-develop PC and data center chips. This partnership aims to boost Intel and fuse Nvidia's AI dominance with Intel's x86 architecture, laying the groundwork for future computing.
US Chip Controls Expand to TSMC in China
The US revoked VEU status for TSMC, Samsung, & SK Hynix's China facilities, ending blanket permissions for chip production gear. This shifts to individual licenses, creating supply chain uncertainty & aiming to limit China's AI prowess. Waivers expire by Dec 2025 or sooner.
Trump's Bold Play: Equity Stakes in Semiconductor Subsidies Sparks Industry Debate
The Trump administration is seeking equity in semiconductor companies receiving CHIPS Act funds, signaling a major shift from traditional subsidies. Still, the Commerce Department is "not looking to take equity from TSMC and Micron."
Trump's Chip Tariffs: US Manufacturing Exemptions
US President Trump's 100% chip tariffs feature key exemptions for companies manufacturing domestically, benefiting giants like TSMC, Samsung, and Apple with their significant US investments.