New US tariffs on semiconductors from China won’t take real effect until June 2027. This gives Apple, which relies on many Chinese chip suppliers, a significant breather to manage costs and diversify its supply chain.
Intel’s year was defined by seismic shifts. A new CEO took charge, Nvidia invested billions, and the U.S. government bought a stake, all while the company sold off a major division at a loss. The chip giant is trying anything to turn things around.
According to a Reuters poll, South Korea’s exports likely grew for the seventh straight month in December. The 9% rise is powered almost entirely by booming semiconductor demand linked to AI. However, the rest of the export picture looks pretty weak.
Taiwan was hit by a powerful 7.0 magnitude earthquake, triggering evacuations at TSMC’s key fabs. The chipmaker recovered rapidly, with no structural damage reported and most equipment operational again within ten hours.
Nvidia is targeting mid-February to start shipping its H200 AI chips to China, according to a CNBC report. However, the entire plan hinges on approval from the Chinese government, which is still reviewing the matter and considering conditions like bundling domestic chips.
Samsung’s Device Solutions division is rewarding employees with a bonus equal to their full annual salary. The massive payout is driven by a surge in DRAM prices and supplying HBM3E memory to NVIDIA, marking a dramatic recovery for the chip unit.
Cummins is pumping $50 million into its multi-purpose power systems facility in Daventry, UK. The investment aims to boost manufacturing capacity and secure skilled jobs, positioning the site to support critical infrastructure like data centers.
Everyone’s racing to adopt AI, but a new article highlights the brutal truth: bad data is the killer. Before any pilot program, manufacturers need to ask five simple but critical questions about their data foundation.
ATS Corporation has appointed Doug Wright as its new CEO and a board member. He joins from diversified industrial firm Indicor and has a deep background at Honeywell.
Federal funding for a major semiconductor digital twin initiative has been cut. The move raises questions about the stability of U.S. industrial policy and its impact on long-term R&D partnerships.
