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Monday 25 August 2025
Nvidia halts H20 chip production, reportedly seeks downgraded Blackwell for China
The H20 chip faces resistance from the Chinese government, with reports indicating that Nvidia has requested its supply chain partners to halt production of the H20. However, Nvidia...
Monday 25 August 2025
China's AI drive accelerates: data centers power 40% jump in computing capacity
China's computing power for artificial intelligence is expanding at a blistering pace, with capacity expected to rise more than 40% this year, according to the Ministry of Industry...
Monday 25 August 2025
OpenAI to open corporate office in New Delhi amid India expansion
OpenAI announced plans to open a corporate office in New Delhi, India, its second-largest market for the firm, in the coming months. The company has begun hiring locally, posting...
Monday 25 August 2025
Analysis: TSMC avoids US equity stake, balancing independence and monopoly risks
The US government's acquisition of a 9.9% stake in Intel, alongside TSMC's exclusion from such equity participation, highlights contrasting subsidy approaches under shifting US administrations...
Sunday 24 August 2025
G2 AI race: US chases AGI breakthroughs, China eyes practical AI deployment
Eric Schmidt, former CEO of Google, has noted a fundamental divergence in artificial intelligence (AI) development approaches between the US and China. While Silicon Valley directs...
Sunday 24 August 2025
Taiwan economist: US subsidy flip and Trump tariff threats could shake investor trust
The US Department of Commerce is reportedly weighing whether to convert part of the subsidies granted to Intel and TSMC under the CHIPS and Science Act into equity stakes. Chung-Shu...
Saturday 23 August 2025
It’s official: Trump administration takes 10% Intel stake in $8.9B deal
Intel Corporation announced an agreement with the Trump Administration under which the US government will take a 9.9% stake in the company through a US$8.9 billion equity investment,...
Saturday 23 August 2025
Analysis: SoftBank and Trump team up to boost Intel's foundry push, unlocking Arm chip manufacturing market
The Financial Times recently cited sources revealing that before Intel CEO Lip-Bu Tan visited the White House on August 11, 2025, to meet with President Donald Trump, a preliminary...
Friday 22 August 2025
Nvidia reportedly orders halts H20 chip production amid China market backlash
Nvidia's H20 AI chip, once expected to anchor its sales in China, now faces an uncertain future as reports surface of halted production orders amid Beijing's push for local alternatives...
Friday 22 August 2025
Equity-for-subsidies: Samsung and Seoul fear US govt overreach
The Trump administration is exploring acquiring equity stakes in major semiconductor companies, including Samsung Electronics, following its interest in Intel Corporation. This move,...
Friday 22 August 2025
TSMC considers returning subsidies as US official clarifies no equity stake planned, according to WSJ
The US government has no plans to take equity stakes in major semiconductor companies like TSMC and Micron, despite speculation fueled by recent comments on potential investments...
Thursday 21 August 2025
South Korea denies US plans to acquire Samsung shares amid CHIPS Act speculation
The South Korean presidential office has dismissed reports that the US government intends to purchase shares of Samsung Electronics Co., stating there is no factual basis for such...
Thursday 21 August 2025
Commentary: The govt check TSMC should turn down
US Secretary of Commerce Howard Lutnick recently stated in interviews that the government should not only offer free subsidies but also acquire non-voting stakes to safeguard American...
Thursday 21 August 2025
Intel reportedly seeks fresh equity infusion as it pushes turnaround in 2025
Intel is reportedly in talks with additional large investors to secure an equity infusion at a discounted price, people familiar with the matter told CNBC, as the US chipmaker...
Wednesday 20 August 2025
Commentary: From Biden's spending spree to Trump's Intel stake, US industrial policy is infused with personal will
As the US government seriously considers taking a stake in Intel, the company faces more than just a simple transaction; it has become a strategic industry bet. Once the semiconductor...