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.
Tag: semiconductors
Posted inMarkets
Nvidia Posts $96 Billion Quarter and Guides to $108 Billion Ahead
Nvidia posted $96.2 billion in second-quarter revenue, up 106% year-on-year, and guided the next quarter to $108 billion on sustained data center demand.
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China’s Top Internet Regulator Issues 2026–2030 Plan to Push Firms to Build AI Chips
China’s Cyberspace Administration has issued a 21-measure sectoral plan for 2026–2030 directing informatization and cybersecurity companies to develop advanced AI chips, improve foundation models, and pursue AI agents and embodied intelligence.
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YMTC Seeks $4.9 Billion Shanghai Listing on AI Memory Demand
China’s third-largest NAND flash chipmaker filed for a 33-billion-yuan IPO on Shanghai’s STAR Market on August 21, positioning itself to capitalise on surging AI data-centre memory demand despite US export restrictions.
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Samsung and SK Hynix Both Fall Over 7% as Chip Selloff Crosses Into Asia
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.
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Intel Raises $15 Billion in Its First Public Share Sale Since 1971
Intel’s $15 billion equity offering — its first public share sale since its 1971 IPO — will fund AI chip production, advanced packaging and foundry expansion, with underwriters able to add $2.25 billion more.
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TSMC July Revenue Jumps 44.7% to Record $14.5 Billion as AI Demand Accelerates
TSMC posted July revenue of $14.5 billion, up 44.7% year-on-year, pushing cumulative 2026 revenue 37% higher and prompting the company to raise its full-year growth forecast above 40%.
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Apple Tests Chinese CXMT Memory Chips for iPhones as Senate Warns Against the Move
Apple is evaluating DRAM from China’s CXMT for use in iPhones and MacBooks, according to reports from August 9, while bipartisan US senators warn against sourcing chips from Chinese suppliers.
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Tesla and SpaceX Announce $16.8 Billion Terafab Chip Factory in Texas
Tesla and SpaceX are jointly developing a $16.8 billion semiconductor campus called Terafab in Grimes County, Texas, to produce memory and logic chips for vehicles, Optimus robots and spacecraft systems.
Posted inTech
AMD Data Centre Revenue Doubles as Helios AI Platform Enters Production
AMD’s Q2 2026 data centre revenue doubled to $6.7 billion as the Helios AI platform entered production with Anthropic and Microsoft as launch customers.