Latest in Likely Uphold Chips
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New York State Chosen as National Center for Chip Manufacturing Research
The Biden administration will place a hub of a newly created national semiconductor technology center in upstate New York.Business - The New York Times - 6 days ago -
Samsung reports 'major' progress in supply deal for AI chips
Samsung Electronics has reported progress on a major supply deal for artificial intelligence-focused chips, aiming to reassure investors following a slowdown in semiconductor profits during the ...World - ABC News - October 31 -
A Year on, Intel’s Touted AI-chip Deals Have Fallen Short
Despite increased sales projections overall, the chipmaker did not sell as many of its Gaudi AI chips as its CEO hoped.Business - Inc. - 6 days ago -
Speaker Johnson does clean up on CHIPS Act repeal question
Speaker Mike Johnson (R-La.) quickly backtracked after saying at a campaign event on Friday that he would “probably” move to try to repeal the CHIPS and Science Act, marking the second time in a ...Politics - The Hill - 5 days ago -
Harris slams Speaker Johnson’s comments about CHIPS Act
Vice President Harris took a swipe at Speaker Mike Johnson (R-La.) Friday evening, after Johnson said on the campaign trail that he would "probably" move to try to repeal the CHIPS and Science Act. ...Politics - The Hill - 5 days ago -
Graphene-chip implant in UK trial could transform brain tumour surgery
Cancer cell detector made of material that won its inventors Nobel prize is hailed as ‘clinical milestone’. A revolutionary device designed to transform the surgical treatment of brain tumours is ...World - The Guardian - 4 days ago -
U.S. Chip Toolmakers Move to Cut China From Supply Chains
Applied Materials and Lam Research are telling vendors to follow new restrictions, spurred by U.S. government pressure.Tech - The Wall Street Journal - 3 days ago -
House Speaker Johnson Walks Back Talk of Repealing CHIPS Act
In an up for grabs New York congressional district getting a Micron plant through federal grants, a comment that the GOP ‘probably will’ try to repeal the program quickly gets massaged to a desire ...Business - Inc. - 3 days ago -
Mystery Surrounds Discovery of TSMC Tech Inside Huawei AI Chips
The apparent use of TSMC circuitry, believed to have first routed through a Chinese chip firm, shows the difficulties for the U.S. in enforcing a tech crackdown.Tech - The Wall Street Journal - 2 days ago -
Boeing wants to be iconic — but not like before
The plane-maker is mired in debt, workforce strife and production glitches. Its new boss wants to turn back the clockBusiness - Financial Times - October 23 -
Crazy Is Beginning to Sound Like an Understatement
Election Day can’t come soon enough.Top stories - The New York Times - October 28 -
Sporting ending was written like this - Amorim
Manchester United's incoming head coach Ruben Amorim reflects on a dream departure from Sporting, but warns of "different world" in the Premier League.Top stories - BBC News - Yesterday -
Asian semiconductor stocks rise after shares of AI chip darling Nvidia hit a record high
Nvidia's gains in share price lifted its market value to top $3.4 trillion, unseating Microsoft as the second most valuable company on Wall Street.Business - CNBC - October 15 -
Biden admin to provide $750 million to North Carolina-based Wolfspeed for advanced computer chips
The Biden-Harris administration announced plans to provide up to $750 million in direct funding to Wolfspeed, with the money supporting its new silicon carbide factory in North Carolina that makes ...Tech - ABC News - October 15 -
ASML share plunge wipes over $50 billion off Dutch chip giant's value
ASML published its third-quarter earnings Tuesday, a day earlier than expected.Business - CNBC - October 16 -
Don't own the AI chip leaders? Jim Cramer says this might be your chance to act
The Investing Club holds its "Morning Meeting" every weekday at 10:20 a.m. ET.Business - CNBC - October 15 -
Wolfspeed, a Maker of EV Chips, Gets $750 Million in Grants for North Carolina Plant
The government money, and matching funds from a group of financial firms, will be used for its new silicon carbide wafer plant in the Research Triangle area.Business - Inc. - October 15 -
S&P 500 eyes another record close — plus, our 2 health-care stocks that defied the group
Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.Business - CNBC - October 18 -
The UAE can guarantee the 'safety and the security’ of U.S.-made chips, G42 CEO says
The comments come as Washington reportedly continues to weigh limits on advanced chip sales to the Middle East over national security concerns.Business - CNBC - October 16 -
Global chip stocks fall on ASML's disappointing outlook, possible U.S. export cap
Global semiconductor stocks dropped, after ASML's third-quarter results pointed to a weaker 2025 sales outlook than the Dutch firm guided previously.Business - CNBC - October 16 -
ASML just gave us a first glimpse into how U.S. chip export curbs will dent its China sales
ASML on Tuesday offered the first glimpse into how U.S. restrictions on exports of its advanced chip manufacturing tools to China will impact its sales in the Asian country.Business - CNBC - October 17 -
China Security Group Urges Review of Intel's Chips as Tech Tension With U.S. Rises
The Chinese industry group said that Intel’s products have shown security vulnerabilities and high failure rates.Business - The Wall Street Journal - October 16 -
TSMC set to produce first chips from new Arizona plant at start of 2025
TSMC is building three new facilities in Arizona in order to protect its business against mounting tensions between China and the U.S.Business - MarketWatch - October 17 -
Nvidia’s stock sets one record but falls short of another
While TSMC issued upbeat commentary on the state of the AI market, Wall Street perhaps already had that confidence.Business - MarketWatch - October 17 -
Exclusive-Samsung delays taking deliveries of ASML's chip gear for its new US factory, sources say
Samsung Electronics has postponed taking deliveries of ASML chipmaking equipment for its upcoming factory in Texas as it has yet to win any major customers for the project, three people familiar ...Sports - Yahoo Sports - October 18 -
How the CEO of this upstart Nvidia rival hopes to seize on the lucrative market for AI chips
Andrew Feldman leads Cerebras Systems, a company whose eventual IPO could pave the way for more AI chip companies to go publicBusiness - MarketWatch - October 18 -
TSMC denies U.S. is probing the company after report suggests blacklisted Huawei is using its chips
TSMC has denied a report that the U.S. is investigating its dealings with Huawei, following news that one of its chips has been found in a Huawei product.Business - CNBC - October 23 -
Germany’s chip ambitions hit after US tech group shelves plant plans
Chancellor Olaf Scholz’s industrial policy comes under attack following decision by WolfspeedWorld - Financial Times - October 23 -