Trump’s Surprise 100% Chip Tariff Plan Leaves Firms in Limbo
President Trump’s vague plan for 100% tariffs on foreign-made chips sparks rallies at top semiconductor giants while smaller firms scramble for clarity.
Semiconductor
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China Reviews Export Licenses as U.S. Lifts Key Trade Curbs
China’s Ministry of Commerce says the United States has lifted trade curbs, from EDA tools to jet engines, as it reviews export licenses under recent bilateral talks.
Xiaomi Teases Xring O1 Chip to Power Multiple Devices
Xiaomi’s Lu Weibing unveils the Xring O1 chip, marking the company’s return to in-house SoC design for smartphones and beyond.
Mainland Official Warns of DPP Endangering Taiwan Semiconductor Future
A Mainland official warns that DPP actions risk undermining Taiwan’s semiconductor industry amid major tech deals.
Fragmented Chips: Global Supply Chain at Risk
Global semiconductor supply chain faces fragmentation risks as U.S. measures target the Chinese mainland’s crucial role in tech production.
China Pushes Back Against U.S. Probe into Semiconductor Sector
China strongly opposes the U.S. Section 301 investigation into its semiconductor industry, citing potential disruptions to global supply chains and minimal impact on the U.S. market.
China Criticizes Netherlands’ New Chip Export Restrictions
China voices strong dissatisfaction over the Netherlands’ expanded restrictions on chip exports to China, citing US pressure and concerns over global supply chains.
Malaysia Eyes $107 Billion Investment to Supercharge Semiconductor Industry
Malaysia aims to attract $107 billion in investments to expand its semiconductor industry, positioning itself as a global manufacturing hub.
South Korea Unveils $7 Billion Boost for Semiconductor Sector
South Korea is set to invest over $7 billion in its semiconductor sector, aiming to dominate the global chip industry with comprehensive support for research, materials, and equipment makers.
OpenAI’s $7T AI Chip Ambition: Marketing Hype or Industry Game-Changer?
OpenAI’s CEO Sam Altman is seeking $7 trillion for the semiconductor industry. However, expert Wang Jian questions if the investment can fundamentally transform the sector.