Tag #Semiconductors

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edition.cnn.com

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Jun 8, 01:10

TSMC's \$100 Billion US Investment: Reshaping the AI Landscape

TSMC, the world's leading semiconductor chipmaker, announced a \$100 billion investment in two advanced packaging facilities in Arizona, aiming to strengthen the US's AI capabilities and reduce dependence on Taiwan amid US-China tensions.

TSMC's \$100 Billion US Investment: Reshaping the AI Landscape

TSMC, the world's leading semiconductor chipmaker, announced a \$100 billion investment in two advanced packaging facilities in Arizona, aiming to strengthen the US's AI capabilities and reduce dependence on Taiwan amid US-China tensions.

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What are the immediate economic and geopolitical implications of TSMC's \$100 billion investment in US chip production?

Taiwan Semiconductor Manufacturing Company (TSMC) announced a \$100 billion investment in the US, the largest foreign investment in US history. This will involve building two advanced packaging facilities in Arizona, crucial for producing AI chips. The move is significant because it strengthens the US's position in the global AI race and reduces reliance on Taiwan for key technologies.

cnn.com

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Jun 6, 13:13

US and China Agree to Resume Trade Talks After Tense Standoff

Following a phone call between US President Donald Trump and Chinese President Xi Jinping, the US and China have agreed to resume trade talks that had stalled due to accusations of broken promises over rare earth minerals and advanced technology exports; however, deep divisions over supply chains pe...

US and China Agree to Resume Trade Talks After Tense Standoff

Following a phone call between US President Donald Trump and Chinese President Xi Jinping, the US and China have agreed to resume trade talks that had stalled due to accusations of broken promises over rare earth minerals and advanced technology exports; however, deep divisions over supply chains pe...

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What immediate impacts resulted from the Trump-Xi phone call on US-China trade relations?

US President Donald Trump and Chinese President Xi Jinping held a 90-minute phone call, agreeing to resume stalled trade talks. The call temporarily eased tensions but didn't resolve underlying issues, particularly concerning rare earth minerals and advanced technology export controls. Both sides accuse the other of violating previous agreements.

usa.chinadaily.com.cn

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Jun 5, 10:14

China Offers Free EDA Tools Amidst US Chip Sanctions

Faced with US sanctions limiting access to advanced chip design tools, China's Shanghai UniVista Industrial Software Group is offering free EDA software trials to domestic users, backed by government investment and insurance support, aiming to bolster the nation's semiconductor industry.

China Offers Free EDA Tools Amidst US Chip Sanctions

Faced with US sanctions limiting access to advanced chip design tools, China's Shanghai UniVista Industrial Software Group is offering free EDA software trials to domestic users, backed by government investment and insurance support, aiming to bolster the nation's semiconductor industry.

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What is the immediate impact of US restrictions on Chinese access to advanced chip design tools, and how is China responding?

In response to US restrictions on advanced chip design tools, Shanghai UniVista Industrial Software Group is offering free trials of its EDA software to Chinese users. This aims to mitigate the impact of US sanctions on China's chip industry, which is heavily reliant on foreign EDA tools. UniVista, backed by Chinese government funds, is the only domestic provider capable of supporting the entire digital chip verification flow.

africa.chinadaily.com.cn

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Jun 3, 10:13

AT&S Confident in China's Semiconductor Market Despite Trade Tensions

AT&S, a European provider of high-end printed circuit boards and integrated circuit substrates, will continue production localization and technology innovation in China, despite US-China trade tensions, driven by the country's growing semiconductor market and its own technological advancements; the ...

AT&S Confident in China's Semiconductor Market Despite Trade Tensions

AT&S, a European provider of high-end printed circuit boards and integrated circuit substrates, will continue production localization and technology innovation in China, despite US-China trade tensions, driven by the country's growing semiconductor market and its own technological advancements; the ...

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What is the immediate impact of the US-China trade conflict on AT&S's business in China, and what is the company's response?

AT&S, a European high-end PCB and integrated circuit substrate provider, remains confident in the Chinese market, continuing its localization and technological innovation despite US-China trade tensions. The company's chairman, Zhu Jinping, stated that while the trade conflict hasn't directly impacted AT&S, the concern is its effect on clients' businesses and supply chain stability. AT&S's revenue reached €1.59 billion in fiscal year 2024/25, and they project €2.1-2.4 billion for 2026/27.

french.china.org.cn

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Jun 2, 13:14

China Accuses US of Violating Trade Agreement, Threatens Retaliation

The Chinese Ministry of Commerce accused the U.S. of violating a Geneva trade agreement by imposing discriminatory restrictions on Chinese AI chip exports, student visas, and chip design software, prompting China to warn of potential retaliatory measures if the U.S. doesn't correct its course.

China Accuses US of Violating Trade Agreement, Threatens Retaliation

The Chinese Ministry of Commerce accused the U.S. of violating a Geneva trade agreement by imposing discriminatory restrictions on Chinese AI chip exports, student visas, and chip design software, prompting China to warn of potential retaliatory measures if the U.S. doesn't correct its course.

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How did China respond to the U.S. measures and what were the stated reasons behind its actions?

The U.S. actions contradicted a January 17th agreement between the two heads of state and led to increased economic and trade friction. China canceled retaliatory tariffs, acting responsibly despite U.S. accusations of violating the consensus, which China denies.

forbes.com

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May 30, 16:12

Marvell Beats Q1 Expectations but Stock Falls Amidst Macroeconomic Concerns

Marvell Technology exceeded Q1 2026 earnings expectations with $0.62 EPS and $1.9B revenue, driven by strong data center sales, yet its stock fell 3% post-earnings and is down 43% year-to-date due to previous disappointing outlook and market sensitivity, despite an analyst price target suggesting si...

Marvell Beats Q1 Expectations but Stock Falls Amidst Macroeconomic Concerns

Marvell Technology exceeded Q1 2026 earnings expectations with $0.62 EPS and $1.9B revenue, driven by strong data center sales, yet its stock fell 3% post-earnings and is down 43% year-to-date due to previous disappointing outlook and market sensitivity, despite an analyst price target suggesting si...

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What is the primary driver of Marvell's strong Q1 performance, and what are its immediate implications for the company's future?

Marvell Technology (MRVL) exceeded Q1 2026 earnings expectations, reporting $0.62 per share on $1.9 billion in revenue. Despite this, the stock fell 3% in after-hours trading and is down 43% year-to-date, largely due to a disappointing outlook in March. This contrasts with the Trefis High Quality portfolio's 91%+ returns since inception.

theglobeandmail.com

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Jun 7, 19:10

Untether AI Shuts Down, Acquired by AMD

Toronto-based AI chip startup Untether AI Corp. is closing down after failing to raise funds, and its engineering team will be acquired by AMD for an estimated value under US$100 million; the company's innovative, energy-efficient chips couldn't overcome Nvidia's dominance in the generative AI marke...

Untether AI Shuts Down, Acquired by AMD

Toronto-based AI chip startup Untether AI Corp. is closing down after failing to raise funds, and its engineering team will be acquired by AMD for an estimated value under US$100 million; the company's innovative, energy-efficient chips couldn't overcome Nvidia's dominance in the generative AI marke...

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What are the long-term implications of Untether AI's failure for Canadian AI innovation and the global AI hardware market?

Untether's story underscores the importance of timing and market adaptability in the rapidly evolving AI industry. While their technology showed promise – boasting six times the energy efficiency of competitors in some tests – the shift toward generative AI and Nvidia's dominance proved insurmountable. The outcome raises questions about the long-term viability of smaller AI hardware startups in a market increasingly consolidated by a few powerful players.

forbes.com

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Jun 6, 13:14

Broadcom Q2 Beats Expectations Amidst High Valuation Concerns

Broadcom reported exceeding Q2 2025 results with $15 billion in revenue (20% YoY increase) and $1.58 adjusted EPS (44% YoY increase), primarily driven by a 46% YoY surge in AI semiconductor revenue to $4.4 billion, despite a 4% stock price decline post-announcement due to high valuation.

Broadcom Q2 Beats Expectations Amidst High Valuation Concerns

Broadcom reported exceeding Q2 2025 results with $15 billion in revenue (20% YoY increase) and $1.58 adjusted EPS (44% YoY increase), primarily driven by a 46% YoY surge in AI semiconductor revenue to $4.4 billion, despite a 4% stock price decline post-announcement due to high valuation.

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How does Broadcom's profitability compare to the S&P 500, and what factors contribute to this difference?

Broadcom's Q2 success highlights the surging demand for AI semiconductor solutions, significantly boosting revenue and profitability. The 700 basis point YoY expansion in adjusted EBITDA margin to 66.7% underscores the company's strong operational efficiency. However, despite positive results, the stock price dropped 4% post-announcement.

bbc.com

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Jun 5, 22:15

Trump to Visit China Amidst Ongoing Trade Dispute

Following a phone call between Presidents Trump and Xi Jinping, President Trump announced he will visit China, aiming to resolve trade disputes that have led to tit-for-tat tariff increases reaching 145% before a May truce lowered tariffs to 30% for the US and 10% for China.

Trump to Visit China Amidst Ongoing Trade Dispute

Following a phone call between Presidents Trump and Xi Jinping, President Trump announced he will visit China, aiming to resolve trade disputes that have led to tit-for-tat tariff increases reaching 145% before a May truce lowered tariffs to 30% for the US and 10% for China.

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What immediate impact will President Trump's planned visit to China have on the ongoing trade dispute?

Following a phone conversation, President Trump announced plans to visit China, reciprocating an invitation from President Xi Jinping. This follows a trade war initiated by Trump in February, marking the first communication between the two leaders since then. Trump described the conversation as "very good" and leading to a "positive conclusion".

usa.chinadaily.com.cn

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Jun 3, 04:08

Trilateral Cooperation: Strengthening East Asia's Economic and Technological Future

China, Japan, and South Korea are cooperating in semiconductors, renewable energy, and digital technology to strengthen East Asia's stability and technological competitiveness, leveraging their complementary strengths and the RCEP framework for regional economic integration.

Trilateral Cooperation: Strengthening East Asia's Economic and Technological Future

China, Japan, and South Korea are cooperating in semiconductors, renewable energy, and digital technology to strengthen East Asia's stability and technological competitiveness, leveraging their complementary strengths and the RCEP framework for regional economic integration.

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What are the key economic and geopolitical reasons driving closer cooperation between China, Japan, and South Korea?

China, Japan, and South Korea's cooperation in semiconductors, renewable energy, and digital technology is crucial for East Asia's stability and prosperity. Their complementary strengths—Japan's materials and equipment, South Korea's memory chips (70% of global production), and China's raw materials and market—allow for shared innovation and resilience against global supply chain restructuring.

kathimerini.gr

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May 30, 13:14

US-China Trade War: Rare Earth Restrictions Disrupt Global Supply Chains

The US and China, after a temporary trade war truce on May 12th, are now restricting exports of rare earth magnets and semiconductors, impacting global supply chains, causing factory closures like the Ford plant in Chicago, and potentially disrupting production for hundreds of EU companies.

US-China Trade War: Rare Earth Restrictions Disrupt Global Supply Chains

The US and China, after a temporary trade war truce on May 12th, are now restricting exports of rare earth magnets and semiconductors, impacting global supply chains, causing factory closures like the Ford plant in Chicago, and potentially disrupting production for hundreds of EU companies.

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How do China's near-monopoly on rare earth magnets and the US's technological restrictions contribute to the disruption of global supply chains?

China's near-monopoly on rare earth magnets (90%) gives it significant leverage. The US actions target China's technological ambitions and economic independence. These escalating trade controls disrupt global supply chains and impact major industries, highlighting the interdependence and vulnerability of the global economy.",

french.china.org.cn

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May 30, 10:11

China Demands End to US Tariffs Following Court Ruling

Following a US International Trade Court ruling against US tariffs on China, China's Commerce Ministry spokesperson He Yongqian urged the US to fully abandon its unilateral tariff practices, citing negative impacts on global trade and calling for adherence to the Geneva talks' consensus.

China Demands End to US Tariffs Following Court Ruling

Following a US International Trade Court ruling against US tariffs on China, China's Commerce Ministry spokesperson He Yongqian urged the US to fully abandon its unilateral tariff practices, citing negative impacts on global trade and calling for adherence to the Geneva talks' consensus.

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How has China responded to the US's use of export controls in the semiconductor sector?

China argues that these unilateral tariffs haven't solved US problems, instead disrupting international trade and harming consumers. The spokesperson highlighted the court ruling as evidence supporting China's stance against protectionism.

Showing 1 to 12 of 253 results