Sitemap - 2025 - Chip Briefing
Weekly: How China gets banned Nvidia chips through Singapore
Daily: US finds China engaged in unfair chip trade, tariff to come mid-2027
Daily: Nvidia to start shipping H200 chips to China by mid-Feb next year
Daily: Tencent rents top Nvidia chips from Japanese firm, skirting US export controls
Weekly: China's secret EUV machine
Daily: US departments begin review into H200 chips before licence to sell
Daily: Micron beats analyst expectations amid memory crunch
Daily: Amazon may invest US$10B in OpenAI, OpenAI may use its Trainium chips
Daily: South Korea to invest ~US$3 billion in chip sector next year
Daily: White House AI czar, David Sacks, says China is rejecting Nvidia chips
Weekly: Selling H200 chips to China is a bad idea
Daily: Huawei phone breakdown finds chip equivalent to 5nm technology, despite sanctions
Daily: Chinese companies are eager for Nvidia's H200 chips; no word from Beijing
Daily: Will Beijing accept Nvidia's H200 chips?
Daily: Trump allows sale of Nvidia's H200 chips to China, US gets 25% cut
Daily: Samsung poised to reclaim top DRAM supplier in next quarter
Weekly: Is Nvidia losing its market dominance?
Daily: US Congress introduces SAFE Chips Act, chip export controls
Daily: Jensen Huang unsure if China would buy unsanctioned Nvidia chips
Daily: Huawei, Amazon seek to compete with Nvidia
Daily: Samsung supplies more than 60% of HBMs in Google TPUs
Daily: Beijing bans TikTok-owner ByteDance from using Nvidia AI chips
Daily: Meta in talks to use Google's TPU chips
Daily: Commerce Sec. Lutnick confirms Trump weighing H200 sales to China
Daily: US chip policy in flux as Trump admin weighs advanced AI chip sales to China
Weekly: Strong earnings, skittish markets?
Daily: Tech, AI, and semiconductor stocks fall despite strong Nvidia earnings
Daily: US and Middle East semiconductor deals + Nvidia's earnings jump 62% yoy
Daily: Nvidia and Microsoft to invest US$15 billion into Anthropic in latest circular deal
Daily: SoftBank one step closer to US$6.5 billion acquisition of chip firm Ampere
Daily: Samsung, SK, others, to invest US$550 billion in South Korea
Weekly: Congress considers export controls amid new evidence of sanction loopholes
Daily: Amazon, Microsoft, Anthropic support chip export control bill
Daily: China rations AI chips amid US sanctions
Daily: SoftBank sells Nvidia shares to invest in OpenAI
Daily: TMSC monthly revenue rises at slowest rate in over a year
Daily: White House bans Nvidia's Blackwell chips from export to China
Weekly: White House tech policy head not concerned about AI bubble
Daily: Elon Musk floats chip fab for Tesla, possibly partner with Intel
Daily: Only domestic chips in China’s state-funded data centres
Daily: AMD stock drops after underwhelming earnings forecast
Daily: Trump says Nvidia's Blackwell chips are not for 'other people'
Weekly: Whispers of AI bubble becomes a chorus
Daily: Nvidia to supply more than 260,000 chips to South Korea
Daily: U.S.-China tensions look to thaw
Weekly: Circular financing in AI and semiconductors
Daily: Intel’s upbeat earnings forecast
Daily: YMTC looks to IPO in 2026
Daily: CXMT looks to IPO Q1 2026
Daily: Samsung to unveil HBM4 later this month
Daily: Cambricon, ‘China’s Nvidia,’ has 14x jump in quarterly revenue
Weekly: Europe's semiconductor strategy
Daily: European and American automakers voice concern over Nexperia
Daily: Huawei and affiliates showcase domestic semiconductor technology
Daily: U.S. government pressured Dutch move over Chinese owned Nexperia
Daily: OpenAI inks multibillion-dollar custom chip deal with Broadcom
Daily: U.S.-China tit-for-tat escalates with semiconductor & software sanctions, probes, and tariffs
Weekly: Is the AI boom a bubble?
Daily: China sanctions semiconductor, rare earths exports
Daily: Cisco’s new networking chip competes with Broadcom
Daily: US lawmakers call for stricter sanctions on chipmaking equipment
Daily: OpenAI and AMD ink multibillion-dollar deal involving 10% AMD stake
Daily: Huawei uses sanctioned TSMC, Samsung, SK Hynix tech in latest AI chip
Weekly: US dependence on China's legacy chips + Chip Briefing Semiconductor Tariff Timeline
Daily: Delayed UAE chip deal frustrates Nvidia CEO Jensen Huang
Analysis: Semiconductor Tariff Timeline
Daily: OpenAI reaches agreement with Samsung and SK Hynix for Stargate memory
Daily: Meta to acquire AI chip startup Rivos and inks $14b deal with CoreWeave
Daily: Lutnick tells Taiwan to produce half of US chip demand in the US
Daily: Trump's two new semiconductor tariff schemes?
Weekly: Will AI spending pay off?
Daily: Taiwan backtracks chip curbs on South Africa
Daily: Intel looks to Apple for investment and collaboration
Daily: OpenAI announces five new US data centres
Daily: Nvidia invests US$100 billion into OpenAI
Daily: Nvidia approves Samsung's HBM3E
Weekly: On the Nvidia-Intel deal
Daily: Nvidia to invest $5 billion in Intel
Daily: China bans Nvidia's latest AI chip; Alibaba builds H20 equivalent
Daily: Nvidia caught in US-China crosshairs
Daily: China says Nvidia violated antitrust law
Daily: China launches 2 probes into US chip sector
Weekly: Samsung and SK Hynix in the age of AI
Daily: Alibaba and Baidu use domestic chips for training AI models
Daily: Oracle and OpenAI sign US$300 billion deal
Daily: Nvidia turns lobbying efforts to Congress
Daily: US government considers annual China licences for Samsung and SK Hynix
Daily: Nvidia lobbies against GAIN AI Act
Weekly: Deep dives into memory industry
Daily: Chinese companies still want Nvidia's AI chips despite govt pressure
Daily: US government revokes China licences for TSMC
Daily: Rapidus develops their 2nm node
Daily: US government revokes China licences for Samsung and SK Hynix
Weekly: Should US government take an Intel stake? Part II
Daily: Cambricon, 'China's Nvidia,' falls after doubling this month
Daily: Nvidia sales jump 56%, stock falls 3%
Daily: China's builds out domestic chip ecosystem
Daily: Commerce Dept voids US$7.4 b semiconductor consortium
Daily: Intel, US agree to 10% stake.
Weekly: Should US government take an Intel stake? Part I
Daily: Nvidia suspends H20 production
Daily: Lutnick's "insulting" comments caused China's H20 pushback
Daily: Lutnick suggests using CHIPS funding to take more stakes
Daily: Trump admin to take 10% stake in Intel
Daily: Trump considers using CHIPS funds for Intel stake
Weekly: How much is Trump's hand in the US chip industry?
Daily: Trump floats stake in Intel
Exclusive: An Interview with David Henderson, Director of Industrial Segment, Micron Technology
Daily: US authorities secretly track AI chips
Daily: Chinese companies must justify using Nvidia chips
Daily: Trump may allow Nvidia Blackwell chips
Daily: Nvidia and AMD to pay USG 15% + Chip Briefing scoop on Micron
Exclusive: Micron Unveils Space-Qualified NAND, Opening Industry-First Aerospace Portfolio
Daily: Trump calls Intel CEO to resign
Daily: Trump to place 100% tariffs on semiconductors, with caveat
Daily: US arrests Chinese nationals for smuggling AI chips.
Daily: U.S. wants to location-track Nvidia chips
Daily: Backlog at BIS stalls H20 chip licence
Weekly: Are data centres the new fiber optic cable?
Daily: SK Hynix surpasses Samsung to become world's top memory maker
Daily: Samsung quarterly profit plunges 94%
Daily: Nvidia orders 300,000 H20 chips from TSMC
Daily: Trump freezes export controls to meet with Xi
Daily: Semiconductor tariffs expected in two weeks
Weekly: Was the H20 deal a free gift to China?
Daily: Intel to lay off 15% of workforce; stock drops ~8%
Daily: Semiconductors and Trump's AI Action Plan
Daily: Tariffs cause gloomy forecast in the semiconductor market
Daily: Stargate struggles to launch
Daily: Xi Jinping warns against AI overcapacity
Weekly: Who are Jensen's friends at the White House?
Daily: TSMC Q2 net profit jumps ~61% yoy
Daily: Jensen Huang walks the U.S.-China tightrope
Daily: Trump officials defend H20 reversal
Daily: U.S. allows H20 chips again
Daily: Jensen Huang is going to China
Weekly: A CFR primer on Section 232 tariffs
Daily: Can Huawei export AI chips?
Daily: Nvidia valued at US$4 trillion
Daily: How the new Korea/Japan tariffs affect semiconductors
Daily: Samsung's earnings drop 56%
Daily: How Samsung's strategy is shifting
Daily: 35% chip tax credit passes; Samsung Taylor fab delayed; EDA sales resume
Daily: Fully Chinese CPU; TSMC repurpose GaN for packaging; Correction for Intel 18A
Daily: Trump tax bill and chips; Intel's 18A; China chip startups
Daily: China's technology; TSMC's AZ fabs; DDR4 phasing out
Weekly: On Taiwan, Huawei, and SMIC; Global AI Divide; Europe-China innovation ecosystem
Daily: More details about Micron; Biren prepares to IPO; ASML in China
Daily: China responds to Taiwan's sanctions; Nvidia's record stock price; Micron's stock climbs
Daily: Semiconductor tariffs; Foundry landscape in 2030; Samsung's Taylor fab
Daily: Shifting memory landscape; Huawei stuck at 7nm; DeepSeek for Chinese military
Daily: US may revoke chip waivers; $1 trillion AI/robotics complex?; Korea's largest data centre
Weekly: Global tech race; On export controls; AMD vs Nvidia
Daily: SK Hynix's custom HBMs; Apple eyes AI chip design; Huawei and DeepSeek
Daily: Sacks on China chip controls; TI to invest $60b; Samsung and SK Hynix develop 4F DRAM
Daily: 30% chip tax credit; US signals sanctions; More good news for Samsung's HBM
Daily: TSMC and Samsung 2nm; Consolidating Chinese chip industry; AI investments in the Middle East?
Daily: Is no news bad news?; Intel might need to breakup; Samsung's HBMs in AMD chips
Daily: Micron to invest $200b; AMD's latest chips; HBM news roundup
Daily: China's 15th Five-Year Plan; Nvidia x G42; TSMC's latest CoPoS tech
Daily: U.S.-China trade talks end; Huawei downplays chip capabilities; Shake-ups in memory landscape
Daily: U.S.-China tech competition; SMIC streamlines for advanced nodes; Kioxia to double output
Daily: TSMC's 2025 Annual Shareholder Meeting; China's memory players; Broadcom's latest switch chip
Daily: 2nm in 2H25; Sugon / Hygon merger; Glass substrates
Weekly: From CHIPS Act to CHIPS Office; Risks of the Middle East deal; On Nvidia
Daily: H20 replaced; Xiaomi's 3nm Xring O1 chip; ASML's High NA
Daily: Huang says no smuggling; Replacing the H20; Xiaomi moves to chips
Weekly: 2025 industry timeline; China's chipmaking tools industry; US-ME and possible new chip rules
Daily: CXMT and others on U.S. blacklist
Daily: Zhao Weiguo suspended death sentence; Tencent stockpiled chips; Intel aims for No. 2 foundry
Daily: AI Diffusion Rule scrapped; Huawei contained; Nvidia and AMD deals with Middle East
Daily: Samsung foundry yields improve; Nvidia may use GDDR
Weekly: After the AI Diffusion Rule; Has Huawei caught up?; Hank Paulson on the AI energy challenge
Daily: AI Diffusion Rule scrapped; New chip tracking proposals; SMIC profit jumps but misses
Daily: Xi urges self-reliance; Huawei tests Ascend 910D; YMTC valued at US$22b
Weekly: US chip tariffs?; EU AI Action Plan
Daily: Intel news; China may ease chip tariffs; Jensen China visit revised
Daily: SK Hynix beats earnings; Micron drops DDR4; TSMC A14 node
Daily: Top DRAM maker SK Hynix; Intel's 20% layoffs; Huawei's Ascend 920 chips
Daily: TSMC cannot control compliance; Huawei releases 910C chip; Samsung abandons lower-end chips
Daily: UAE wants AI chips; U.S.-China chip war; Micron's new structure
Weekly: Beyond export controls; Deep-dive on CXMT; On Nvidia
Daily: Jensen in China; No TSMC/Intel JV; Intel CEO's new management
Daily: Trump's chip controls; Chip stocks fall; TSMC earnings beat expectations
Daily: Trump's new chip controls; Tariffs cost chip toolmakers; New FeRAM
Daily: Trump admin probs chips; Nvidia $500b US investment; Intel sells Altera to Silver Lake
Weekly: Tariffs damage US AI strategy; Chips not really exempt
Daily: China's AI Industry Investment Fund; Intel CEO's China Investments; TSMC Q1 revenue jumps
Daily: EU AI Action Plan; AI chip production emissions 4x; Samsung's 1nm node
Daily: U.S. may fine TSMC; Chinese chip stocks rise; Micron raises prices post-tariff
Daily: Chip stocks fall; Samsung beats expectations; YMTC files patents
Daily: China's chip investments; Rapidus begins test production; Samsung profit expected to drop
Weekly: Chris Miller on TikTok; A case for semiconductor alliances; GPU cloud rating system
Daily: Trump tariffs and semiconductors; Intel / TSMC JV; China's AI chips
Daily: Tariff exemption for chips; China buys Nvidia chips; CXMT raise DRAM prices?
Daily: CHIPS Office staff cut; Alphwave acquisition?; imec expands
Daily: Lutnick may revise CHIPS; GlobalFoundries and UMC merger?; Arm and Intel
Daily: US-China tech war spirals; Trump cuts BIS funding; Interview w Gelsinger
Weekly: A defence of the CHIPS Act; Will allies support chip controls?; NYT on chips
Daily: Nvidia invests in US chip supply chain; AI chip designers; Samsung's HBM hopes
Daily: Nvidia GTC news; SK Hynix's HBM4; Intel CEO Lip-bu Tan's letter
Daily: China's big R&D budget; Lip-bu Tan's Intel Strategy; Good news for Nvidia and partners
Weekly: CSIS on DeepSeek; China's chip surplus?; Future of photolithography
Daily: UAE in DC; Inside Lip-bu Tan's mind; SoftBank and OpenAI build data centre in Japan
Daily: New Intel CEO Lip-Bu Tan; Huawei competes w Nvidia; Nvidia FT Film
Daily: Chip industry reacts to Trump; TSMC's rising revenue; Future for Rapidus?
Daily: Huawei AI chip stockpile; US fab market share to rise; Data storage innovation
Weekly: Trump targets CHIPS Act; What TSMC's investment means; North America-made chip?
Daily: Musk advisor guts Chips office; Strong Broadcom earnings; TSMC defends its investment
Daily: CHIPS expected to continue; Korea's US$34b tech fund; Malaysia's tariff response
Daily: Factcheck Trump against CHIPS; Arm in Malaysia; US-made TSMC chips will be expensive
Daily: China circumvents chip controls; TSMC's $100b US investment; Intel's mixed news
Weekly: US-China chip design competition; CXMT and YMTC catch up?; Nvidia status update
Daily: More on chip controls; Nvidia shares fall 8.5%; More on data centres
Daily: Nvidia beats expectations; China unhappy at TSMC/Intel; SK hynix yield rate
Daily: Huawei chip yield up; Trump admin chip controls; More H20 for China
Daily: China's AI investments; India's semiconductor investments; Intel 18A ready?
Weekly: US-China Decoupling in 2025; AI Diffusion Rule under Trump; Chips vs Rocks
Daily: Trump's chip tariffs; Intel, Broadcom, and Silver Lake; Memory chip industry and China
Daily: Korea to buy GPUs; SMIC's continued growth; ASE in Malaysia
Daily: TSMC & Intel; Broadcom & Intel; Hua Hong profits plummet
Weekly: Trump chip tariffs? and the Taiwan perspective; Morris Chang interview
Daily: Trump to review CHIPS; Arm's new chips; China chipmaking self-sufficiency update
Daily: ByteDance's Malaysian Data Centres; Meta acquire FuriosaAI?; Intel-TSMC JV?
Daily: Vance on Chips; FT on CXMT; In-house OpenAI chip
Weekly: DeepSeek and Nvidia; Semiconductor innovations; SEA's chip potential?
Daily: France-UAE data centre partners; TEL and MCHP's disappointing forecasts; Gates on Intel
Daily: Qualcomm, Arm stock drops; Promising news for Nvidia Blackwell chips; SoftBank to buy Ampere?
Daily: Bipartisan call for more chip controls; TSMC likely to pass on any tariffs to consumers
Weekly: Do export controls work?; DeepSeek and the future of AI; Is DeepSeek overhyped?
Daily: DeepSeek and Chips; CXMT and YMTC update
Weekly: TSMC earnings report; Biden AI Diffusion Controls; China's AI Chips and LLMs
Daily: $100b OpenAI/SoftBank/Oracle JV; Strong SK Hynix Earnings; ByteDance buys chips
Daily: China's new AI fund; Earthquake in Taiwan
Daily: Trump's commerce sec. nominee on CHIPS; Intel to be acquired?