#ai-chip-tariffs

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#tsmc
Business
fromTechzine Global
1 hour ago

TSMC on course for fourth consecutive record quarter

TSMC is expected to report a record €14.6 billion profit for Q1 2026, driven by strong demand for 3-nanometer chips.
Business
fromTechzine Global
1 hour ago

TSMC on course for fourth consecutive record quarter

TSMC is expected to report a record €14.6 billion profit for Q1 2026, driven by strong demand for 3-nanometer chips.
#tariffs
World politics
fromwww.aljazeera.com
4 days ago

Trump threatens 50% tariffs on countries that supply Iran with weapons

Trump's proposed 50% tariffs on countries supplying Iran with military weapons lack clear legal authority and are seen as an 'empty threat'.
US politics
fromEngadget
2 months ago

Trump administration imposes a 25 percent tariff on high-end chips

The US imposed a 25 percent tariff on certain advanced computing chips, specifically targeting AMD MI325X and NVIDIA H200 imported for re-export.
NYC real estate
fromTruthout
1 day ago

Tariff Refunds Flow to Companies as Consumers Keep Footing the Bill

Tariffs have increased consumer prices, and refunds to companies may not benefit shoppers who bore the costs.
US Elections
fromFast Company
2 days ago

Trump's tariffs face a fresh legal test in federal court

Trump's economic policy faces legal challenges over tariffs imposed under Section 122 of the Trade Act after the Supreme Court struck down previous tariffs.
US Elections
fromwww.aljazeera.com
2 days ago

US federal court hears new case against Trump tariffs

The legality of Trump's temporary tariffs is being challenged in court after previous tariffs were struck down by the Supreme Court.
World politics
fromwww.aljazeera.com
4 days ago

Trump threatens 50% tariffs on countries that supply Iran with weapons

Trump's proposed 50% tariffs on countries supplying Iran with military weapons lack clear legal authority and are seen as an 'empty threat'.
US politics
fromwww.theguardian.com
18 hours ago

The Guardian view on AI politics: US datacentre protests are a warning to big tech | Editorial

Voters across the political spectrum are uniting against big tech's influence, particularly regarding AI datacentres and their environmental impact.
European startups
fromFast Company
3 days ago

The U.S. and Silicon Valley may be running out of time to deal with Taiwan

Taiwan is essential to global technology, producing 90% of advanced semiconductors, and its stability is threatened by China's military actions.
#apple
Apple
fromTNW | Apple
16 hours ago

Mac mini and Mac Studio go out of stock - is it the RAM crisis or an M5 refresh?

High-RAM Mac mini and Mac Studio models are currently unavailable due to a global DRAM shortage and potential inventory clearance for upcoming models.
Apple
fromEngadget
6 days ago

Report: Apple's foldable iPhone may be delayed due to engineering snags

Apple's foldable iPhone faces unexpected engineering issues, potentially delaying its release by months.
Apple
fromComputerworld
1 week ago

Apple leans into the component crisis storm

Apple aims to maximize gross profit dollars through pricing and supply chain actions, widening its market gap despite challenges faced by competitors.
Apple
fromTNW | Apple
16 hours ago

Mac mini and Mac Studio go out of stock - is it the RAM crisis or an M5 refresh?

High-RAM Mac mini and Mac Studio models are currently unavailable due to a global DRAM shortage and potential inventory clearance for upcoming models.
Apple
fromEngadget
6 days ago

Report: Apple's foldable iPhone may be delayed due to engineering snags

Apple's foldable iPhone faces unexpected engineering issues, potentially delaying its release by months.
Apple
fromComputerworld
1 week ago

Apple leans into the component crisis storm

Apple aims to maximize gross profit dollars through pricing and supply chain actions, widening its market gap despite challenges faced by competitors.
Mobile UX
fromGSMArena.com
1 day ago

Samsung Galaxy Z Fold7 now costs more in the US

The Samsung Galaxy Z Fold7 has increased prices in the US despite expectations of a price cut.
#china
fromFortune
2 days ago
Alternative transportation

Trump's gift to China: a booming market for cheap, state-of-the-art EVs amid the Iran War | Fortune

fromFortune
2 days ago
Alternative transportation

Trump's gift to China: a booming market for cheap, state-of-the-art EVs amid the Iran War | Fortune

#semiconductors
Intellectual property law
fromNextgov.com
2 days ago

Tech bills of the week: Boosting export controls; AI-focused workforce development; and more

Bipartisan senators introduced the MATCH Act to strengthen semiconductor export controls and prevent adversaries from acquiring critical technology.
World politics
fromSilicon Canals
3 weeks ago

Inside the quiet restructuring of global semiconductor supply chains: how TSMC, Samsung, and Intel's subsidy race is creating three separate technological civilisations - Silicon Canals

Governments are investing heavily in semiconductor production, leading to the creation of three distinct technological ecosystems.
fromEngadget
2 months ago
World news

A $250 billion trade deal will see Taiwan bring more semiconductor production to the US

Intellectual property law
fromNextgov.com
2 days ago

Tech bills of the week: Boosting export controls; AI-focused workforce development; and more

Bipartisan senators introduced the MATCH Act to strengthen semiconductor export controls and prevent adversaries from acquiring critical technology.
World politics
fromSilicon Canals
3 weeks ago

Inside the quiet restructuring of global semiconductor supply chains: how TSMC, Samsung, and Intel's subsidy race is creating three separate technological civilisations - Silicon Canals

Governments are investing heavily in semiconductor production, leading to the creation of three distinct technological ecosystems.
fromEngadget
2 months ago
World news

A $250 billion trade deal will see Taiwan bring more semiconductor production to the US

#fcc
Privacy professionals
fromKotaku
2 weeks ago

Trump Banning All New Foreign-Made Routers As He Continues To Just Make Everything Worse - Kotaku

The FCC has banned the import of new foreign-made consumer routers due to national security concerns.
Privacy professionals
fromKotaku
2 weeks ago

Trump Banning All New Foreign-Made Routers As He Continues To Just Make Everything Worse - Kotaku

The FCC has banned the import of new foreign-made consumer routers due to national security concerns.
#intel
Toronto startup
from24/7 Wall St.
5 days ago

Intel Lands Musk's $25 Billion Terafab: A Billion-Dollar Foundry Win in the Making?

Intel joins Elon Musk's Terafab project to enhance its foundry ambitions and produce advanced AI chips.
Business
from24/7 Wall St.
4 days ago

Intel Jumps 8%: The TeraFab Excitement Is Real, but Is the Valuation Stretched?

Intel stock surges 8% due to TeraFab partnership, raising questions about valuation versus fundamentals.
Toronto startup
from24/7 Wall St.
5 days ago

Intel Lands Musk's $25 Billion Terafab: A Billion-Dollar Foundry Win in the Making?

Intel joins Elon Musk's Terafab project to enhance its foundry ambitions and produce advanced AI chips.
Business
from24/7 Wall St.
4 days ago

Intel Jumps 8%: The TeraFab Excitement Is Real, but Is the Valuation Stretched?

Intel stock surges 8% due to TeraFab partnership, raising questions about valuation versus fundamentals.
Gadgets
fromThe Verge
4 days ago

The AI RAM shortage is also driving up SSD prices

Consumer SSD prices have surged dramatically, with some models increasing by over 300% since late 2025 due to high demand and limited supply.
fromTechRepublic
5 days ago

China Says Military-Grade Infrared Chips Could Cost 99% Less

Xidian University stated that the new manufacturing method could reduce costs to 'one-hundredth to one-tenth' of current designs, indicating a potential price drop from 100 to between 1 and 10 dollars.
Wearables
#nvidia
US news
fromTheregister
2 weeks ago

Three more charged with trying to smuggle GPUs to China

Three individuals were charged with attempting to smuggle Nvidia GPUs to China, violating export controls and smuggling laws.
Tech industry
fromTheregister
4 days ago

Supply chain challenges risk delaying Nvidia's Rubin GPUs

Nvidia's next-gen Rubin GPUs may ship later and in smaller volumes due to supply chain challenges, impacting overall GPU shipment forecasts.
US news
fromTheregister
2 weeks ago

Three more charged with trying to smuggle GPUs to China

Three individuals were charged with attempting to smuggle Nvidia GPUs to China, violating export controls and smuggling laws.
Tech industry
fromTheregister
4 days ago

Supply chain challenges risk delaying Nvidia's Rubin GPUs

Nvidia's next-gen Rubin GPUs may ship later and in smaller volumes due to supply chain challenges, impacting overall GPU shipment forecasts.
Healthcare
fromMedCity News
1 week ago

The Drug Companies Avoiding Trump's Tariffs - For Now - MedCity News

President Trump is imposing new tariffs on branded pharmaceuticals while exempting generic medications and certain specialty drugs.
European startups
fromFortune
1 day ago

'People are trying to be creative': Tariff-battered American companies are so cash-starved they are using refund claims as collateral for loans. | Fortune

The Supreme Court's ruling on tariffs may lead to $166 billion in refunds for U.S. importers, but many companies face financial struggles.
Business
from24/7 Wall St.
2 days ago

This Semiconductor Stock Is All You Need To Be Buying

Taiwan Semiconductor is a crucial stock for portfolios, outperforming competitors and holding significant market share in chip manufacturing.
#ai-chips
Tech industry
from24/7 Wall St.
2 days ago

AMD Gains 4%, Broadcom Climbs 5%: The AI Chip Rally Has Two Very Different Winners Today

The AI chip market is diverse, benefiting different companies like AMD and Broadcom with distinct business models.
fromwww.theguardian.com
2 months ago
US politics

Trump imposes 25% tariff on Nvidia AI chips and others, citing national security

The US imposed a 25% tariff on certain high-end AI chips (e.g., Nvidia H200, AMD MI325X) to incentivize domestic semiconductor production and reduce foreign reliance.
Tech industry
from24/7 Wall St.
2 days ago

AMD Gains 4%, Broadcom Climbs 5%: The AI Chip Rally Has Two Very Different Winners Today

The AI chip market is diverse, benefiting different companies like AMD and Broadcom with distinct business models.
Artificial intelligence
fromAxios
3 days ago

What AI CEOs still don't get about Washington

Congress struggles with tech policy amid lobbying and constituent demands, while companies propose various AI governance strategies.
Intellectual property law
fromKqed
3 days ago

Anthropic's Bid to Lift 'Supply Chain Risk' Label Suffers Setback in U.S. Appeals Court | KQED

Anthropic is contesting the Pentagon's classification as a supply-chain risk due to ideological motivations behind the government's actions.
World politics
fromTheregister
3 days ago

Iran war piles more pain on already battered PC market

America's conflict with Iran is increasing pressure on computing markets, leading to higher prices and declining PC shipments throughout the year.
fromArs Technica
4 days ago

Motorola suddenly raises budget phone prices up to 50%-you can probably thank AI

Motorola has enacted price increases of up to 50 percent on the rest of its 2026 Moto G lineup, indicating a shift in pricing strategy for budget smartphones.
Mobile UX
Business
from24/7 Wall St.
2 days ago

Think It's Too Late to Buy Micron? Here's the Case for Getting In Now

Micron Technology's stock has risen significantly, with strong fundamentals and growth potential, but risks must be carefully considered before investing.
fromTechRepublic
2 days ago

Samsung Eyes Vietnam for $4B Semiconductor Packaging Project

The ministry is coordinating with other ministries and agencies to finalise and submit to the Prime Minister the Memorandum of Understanding between the Government of Vietnam and Samsung Group regarding the group's semiconductor manufacturing project in Vietnam.
European startups
#ai-infrastructure
Tech industry
from24/7 Wall St.
3 days ago

Are Intel Investors Tired of Winning Yet? Chipmaker Bags Another Big Score

Intel and Google collaborate on Xeon processors to enhance AI infrastructure and efficiency.
Tech industry
from24/7 Wall St.
3 days ago

Are Intel Investors Tired of Winning Yet? Chipmaker Bags Another Big Score

Intel and Google collaborate on Xeon processors to enhance AI infrastructure and efficiency.
World politics
fromThe Cipher Brief
4 days ago

America's Drone Strategy Has a Supply Chain Problem

The U.S. defense technology ecosystem is shifting towards a model prioritizing rapid adaptation and drone technology in response to modern warfare challenges.
fromwww.theguardian.com
3 days ago

US defense official overseeing AI reaped millions selling xAI stock after Pentagon entered agreement with company

Emil Michael, who oversees the Pentagon's AI efforts, sold his xAI shares for between $5 million and $25 million, having initially valued them at up to $1 million. This sale raised concerns about potential conflicts of interest given his role in negotiating with AI companies.
Artificial intelligence
#patent-law
European startups
fromTechRepublic
2 days ago

Alibaba Launches AI Data Center Powered by 10,000 Homegrown Chips

Alibaba is creating its own semiconductors to power new data centers in response to US export restrictions on AI chips.
Business
from24/7 Wall St.
2 days ago

After Fabrinet's Massive Run, Is the Opportunity Already Gone?

Fabrinet's stock has risen significantly, and strong revenue growth suggests potential for continued investment.
European startups
fromTheregister
4 days ago

Supermicro investigating alleged China chip smuggling

Supermicro is investigating charges against employees for violating US export restrictions related to AI servers sent to China.
Business
from24/7 Wall St.
4 days ago

Broadcom Cut to Neutral at Seaport: Has the AI Chip Party Finally Gone Too Far?

Broadcom's stock was downgraded to Neutral due to valuation concerns after a significant AI-driven rally.
Tech industry
from24/7 Wall St.
6 days ago

Intel Is On the Verge of Delivering Its First Billion-Dollar Foundry Wins

Advanced packaging is crucial for AI performance, efficiency, and cost control, positioning Intel for significant revenue growth in its foundry business.
#us-china-relations
European startups
fromTechRepublic
5 days ago

Trump Eyes Sweeping Expansion of China Tech Ban Across Critical Infrastructure

The White House is considering expanding the ban on Chinese equipment for critical infrastructure, impacting telecom networks and data centers.
European startups
fromTechRepublic
5 days ago

Trump Eyes Sweeping Expansion of China Tech Ban Across Critical Infrastructure

The White House is considering expanding the ban on Chinese equipment for critical infrastructure, impacting telecom networks and data centers.
Tech industry
from24/7 Wall St.
2 weeks ago

This AI Semi Equipment Maker Has Been Quietly Chewing Up the Competition

Lam Research has outperformed competitors in AI semiconductor equipment with a 321% total return over three years, despite recent stock fluctuations.
Venture
fromComputerworld
1 month ago

China announces new plans to take US industry head on

China aims to increase digital economy share to 12.5% of GDP by 2030 and boost funding for start-ups in advanced technologies to compete with the US.
European startups
fromFortune
2 weeks ago

Elon Musk warns the U.S. could soon be producing more chips than we can turn on. And China doesn't have the same issue | Fortune

Electrical power limitations are hindering AI advancement in the U.S., unlike Chinese competitors who do not face the same issues.
#ai-chip-exports
fromAxios
1 month ago
US politics

Nvidia and AMD chips could be subject to U.S. approvals for foreign sales

fromAxios
1 month ago
US politics

Nvidia and AMD chips could be subject to U.S. approvals for foreign sales

fromwww.aljazeera.com
3 weeks ago

Three charged in the US with smuggling AI chips into China

The Justice Department charged Yih-Shyan Liaw, Ruei-Tsang Chang, and Ting-Wei Sun in an indictment unsealed in federal court in Manhattan on Thursday, alleging a complex scheme to send US-made servers through Taiwan to other countries in Southeast Asia.
Intellectual property law
European startups
from24/7 Wall St.
4 weeks ago

Government Drops Sweeping AI Chip Export Rules: Can Nvidia Start Growing Again?

U.S. government shelved a proposed global AI chip licensing system that threatened to restrict Nvidia's international sales, potentially unlocking fresh growth momentum for the company.
#nvidia-h200
Intellectual property law
fromArs Technica
1 month ago

Tech industry is in tariff hell, even if refunds are automated

Trade groups urge courts to establish a clear tariff refund process as 300,000 US businesses await $175 billion in unlawful tariff collections, with interest accruing at $23 million daily.
European startups
fromTheregister
1 month ago

Beijing warns of more chip supply worries amid Nexperia mess

China's Ministry of Commerce warns of semiconductor supply chain disruption following Nexperia's restriction of Chinese staff access to critical systems, while Indonesia bans social media for children under 16 to combat cyberbullying and addiction.
European startups
fromTechzine Global
1 month ago

"AI chips will remain in America unless foreign countries invest in the US"

The US government is implementing strict export controls on AI chips, requiring foreign customers to invest in US AI infrastructure or provide security guarantees, with ongoing monitoring of chip distribution and usage.
fromTechzine Global
2 months ago

US introduces AI chip tariffs and skims revenue from Nvidia and AMD

The US government has introduced new import tariffs on advanced AI chips from Nvidia and AMD, with the aim of channelling part of the proceeds from sales to China directly into the US treasury. According to the Financial Times, the measure is part of President Donald Trump's broader trade and industrial policy, which explicitly intertwines economic transactions and national security.
US politics
World news
fromwww.aljazeera.com
2 months ago

Taiwan and US seal deal to lower tariffs, boost chip investment

Taiwan will invest $250bn in US semiconductor, energy, and AI capacity while Washington reduces tariffs, strengthening US access to Taiwan's chip industry.
#semiconductor-export-controls
European startups
fromTechCrunch
1 month ago

US reportedly considering sweeping new chip export controls | TechCrunch

The Trump administration drafted rules requiring U.S. government approval for all AI chip exports, giving the Department of Commerce control over semiconductor sales by companies like AMD and Nvidia.
European startups
fromTechCrunch
1 month ago

US reportedly considering sweeping new chip export controls | TechCrunch

The Trump administration drafted rules requiring U.S. government approval for all AI chip exports, giving the Department of Commerce control over semiconductor sales by companies like AMD and Nvidia.
European startups
fromTechzine Global
1 month ago

Calls for a 'Chinese ASML' are growing louder, but it is still a long way off

Chinese chip executives advocate for developing domestic EUV lithography technology as a central priority, proposing a national integrator model to reduce dependence on ASML amid export restrictions.
fromThe Cipher Brief
2 months ago

Export Controls Backfire: The China Innovation Paradox

Instead of paralyzing China's AI sector, these controls have promoted domestic self-reliance. With no choice but to develop indigenous workarounds and architectural innovations, Chinese businesses are decoupling AI progress from sheer hardware volume. U.S. policies have undoubtedly bought time, but they have also ushered in a parallel innovation ecosystem totally independent of Western influence.
Artificial intelligence
#semiconductor-tariffs
US politics
fromwww.mercurynews.com
1 month ago

Opinion: Trump risks US innovation and security if he sells China advanced chips

China aims to displace U.S. global leadership through economic and technological means, prompting calls to restrict advanced chip exports and tighten national security reviews.
Artificial intelligence
fromwww.dw.com
1 month ago

AI-fueled chip shortage is driving up smartphone prices

Surging AI-driven demand for memory chips is raising chip prices, causing higher consumer electronics costs, longer delivery times, and significant economic damage.
fromIPWatchdog.com | Patents & Intellectual Property Law
2 months ago

Other Barks & Bites for Friday, January 16: U.S.-Taiwan $250B Chip and Tariff Deal Announced; South Korean Creators Slam Korea AI Action Plan; and CJEU Says Private Copying Levies Don't Violate Copyright Directive

This week in Other Barks & Bites: the Sixth Circuit affirms a dismissal of a declaratory judgment suit after finding no federal question of law raised by the suit's copyright allegations; the EU's highest court says that EU member states can pass rules implementing a private copying levy against manufacturers of computer hard drive storage; the governments of the United States and Taiwan announce a relaxation of some reciprocal tariffs in response for a $250 billion investment in American chip capacity;
Intellectual property law
fromComputerworld
2 months ago

Yea or nay: Will Nvidia H200 chips go to China?

In what appears to be a case of diplomatic mind games in action, one day after the US government issued a regulation clearing the way for Nvidia to sell its H200 artificial intelligence processors to Chinese companies on a case-by-case basis, a published report has revealed Chinese custom officers have been told not to let them into the country. The ruling announced Monday by the US commerce department's Bureau of Industry and Security (BIS),
Artificial intelligence
#export-controls
US politics
fromThe Verge
2 months ago

The US claims it just strongarmed Taiwan into spending $250 billion on American chip manufacturing

The US cut Taiwan tariffs to 15% in exchange for Taiwanese firms investing $250 billion with $250 billion credit to build U.S. chipmaking plants.
US politics
fromThe Cipher Brief
2 months ago

The U.S.-China Economic Cold War Is No Longer Silent

U.S. outsourced critical industry, losing semiconductor and rare-earth leadership; China militarizes economic assets, prompting a U.S. economic war cabinet and an Economic Defense Unit.
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