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Tag: chips

Close-up of an integrated circuit microchip, at the centre of US debate over expanded semiconductor tariffs
Posted inTech

White House Weighs Semiconductor Tariffs on Laptops, Servers and Consoles

by newanalytica30 August 2026

The Trump administration is considering duties on finished products containing chips—laptops, data center servers and gaming consoles—as PC prices already sit more than 20% above year-ago levels.

Korea Exchange building in Seoul, South Korea
Posted inMarkets

Samsung and SK Hynix Both Fall Over 7% as Chip Selloff Crosses Into Asia

by newanalytica19 August 2026

KOSPI fell 5.5% and Samsung shed 7.3% on Wednesday as the global chip selloff deepened, with US 30-year Treasury yields reaching their highest level since 2007.

TSMC Fab 12B semiconductor manufacturing plant, Hsinchu, Taiwan, at night
Posted inMarkets

TSMC Q2 Revenue Surges 36% to Record $39.6 Billion on AI Demand

by newanalytica14 July 2026

TSMC reported Q2 2026 revenue of $39.63 billion, a 36% year-over-year rise hitting the upper bound of its own guidance, as AI accelerator orders pushed June to an all-time monthly record of $13.2 billion.

Nvidia corporate sign outside headquarters campus in Santa Clara California
Posted inTech

Nvidia faces Warren’s chip-diversion deadline today as DOJ indictments pile up

by newanalytica18 June 2026

June 18 is the deadline Senator Warren set for Nvidia to explain why DOJ indictments allege $670 million in GPU diversions to China that CEO Jensen Huang said never happened.

12-inch silicon wafer used in semiconductor chip manufacturing
Posted inTech

FTC opens antitrust probe into Arm as chip designer turns competitor

by newanalytica8 June 2026

The US Federal Trade Commission has launched an antitrust investigation into Arm Holdings, questioning whether the chip architect is restricting rivals’ access to processor blueprints after launching its own data-centre chip in March 2026.

Trump's January chip order rewrites the rules on AI hardware exports
Posted inTech

Trump’s January chip order rewrites the rules on AI hardware exports

by newanalytica14 May 202614 May 2026

A January 2026 presidential proclamation imposing a 25 percent tariff on imported AI chips, combined with a BIS rule shifting export review of advanced chips from presumption of denial to case-by-case, has restructured who can buy the most powerful AI hardware and on what terms.

UK announces AI hardware strategy to cut semiconductor dependence
Posted inTech

UK announces AI hardware strategy to cut semiconductor dependence

by newanalytica14 May 202614 May 2026

The UK government unveiled a domestic AI hardware plan in late April, committing to build sovereign capability in the chips and semiconductor technologies underpinning the AI stack — a belated but explicit acknowledgement that dependence on US and Asian supply chains is a strategic vulnerability.

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