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Main News U.S . CHIPS Act and Equity Requirements The U.S. government is reportedly considering equity acquisitions for major recipients such as Samsung and TSMC, following Intel, under the CHIPS Act, which provides semiconductor manufac...

Main News Major Investment in Intel and Government Support The SoftBank Group will invest $2 billion in Intel to strengthen ties in the U.S. semiconductor field. In addition, the U.S. government is also considering acquiring a 10% stake ...

Main News Trump Administration Considering Investment in Intel The Trump administration is considering acquiring a 10% stake in Intel, which, if realized, would make it the company's largest shareholder. The move is reportedly intended t...

Main News Trump warns on semiconductor tariffs (up to 300% possible): Trump has announced that he may impose tariffs of up to 300% on semiconductor products manufactured outside the US. The tariffs, which could take effect by the end of ...

The second week of August (8/10-8/16) was a week in which the "reality" of generative AI was once again confronted: the pros and cons of OpenAI's GPT-5, the strengthening of Anthropic's policies, NVIDIA's announcement for robotics, the p...

Main News Trump warns on semiconductor tariffs (up to 300% possible): chip stocks generally fell after Trump announced that he may impose tariffs of up to 300% on semiconductor products produced outside the US. This could be a policy shi...

Main News Samsung Plans $170 Million Packaging Base in Japan to Challenge TSMC Samsung is planning a $170 million advanced chip packaging R&D center in Yokohama, Japan, to open in March 2027. This is a strategic move to leverage Japa...

Main News China Orders Halt to Purchase NVIDIA H20 Chips The Chinese government has ordered Alibaba and ByteDance to halt purchases of NVIDIA's H20 AI chips amid intensifying technology friction. This represents a further escalation in t...

Main News NVIDIA and AMD Sign Agreement to Pay 15% of Revenues from Chip Sales to Chinato theU.S.Government: NVIDIA and AMD have agreed to pay 15% of their chip sales revenues in China to the U.S. government. President Trump confirmed th...

Main News NVIDIA and AMD Agree to Pay U.S. 15% of Revenue from Chip Sales in China NVIDIA and AMD have reportedly entered into an "unprecedented agreement" as part of their licensing approval to pay the U.S. government 15% of revenue fro...