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CHIPMAKERS

China's State Administration for Market Regulation has found Nvidia in violation of antitrust regulations after its acquisition of networking gear maker Mellanox Technologies.
BUSINESS / Companies
Sep 15, 2025
China targets Nvidia over 2020 deal, raising trade-talk stakes
Beijing said the U.S. chipmaker is in violation of antitrust regulations after its acquisition of networking gear maker Mellanox Technologies.
Representatives from member companies of JOINT3, a consortium working together on semiconductor-related developments announced by Resonac, pose for a photo in Tokyo on Wednesday.
BUSINESS / Companies
Sep 4, 2025
Resonac creates 27-member consortium to pursue advanced chip developments
It will develop materials, equipment and design tools suitable for large, square organic interposers used in chipmaking.
The TSMC logo at its fabrication plant in Kaohsiung, Taiwan, on June 7. Compared with Samsung and SK Hynix, TSMC’s manufacturing footprint in China is relatively small.
BUSINESS / Tech
Sep 3, 2025
U.S. pulls TSMC’s waiver for China shipments of chip supplies
TSMC suppliers will have to apply for individual approvals when they want to ship semiconductor equipment and other gear covered by U.S. export controls to its Nanjing facility.
Powdered rare earth elements collected from the seabed in October 2013, at the Japan Agency for Marine-Earth Science and Technology in the city of Yokosuka, Kanagawa Prefecture
JAPAN / Politics
Sep 2, 2025
Japan to launch think tank for policy advice on economic security
There are concerns the government lacks a comprehensive approach to economic security, which includes critical minerals, semiconductors and artificial intelligence.
Indian Prime Minister Narendra Modi and Prime Minister Shigeru Ishiba meet in Sendai on Saturday during a trip in which they toured a chip factory belonging to Tokyo Electron.
BUSINESS
Aug 30, 2025
Indian PM Modi tours Miyagi chip plant with Ishiba
"We hope to work together to strengthen the semiconductor supply chain and enhance economic security,” Ishiba told reporters after the visit.
Under a notice published Friday, the U.S. Commerce Department said it was revoking waivers for Samsung and SK Hynix to use U.S. technologies in their Chinese operations.
BUSINESS / Tech
Aug 30, 2025
Samsung and SK Hynix lose U.S. waiver on chip gear for China use
The semiconductor companies had been operating in China under regulations that allow them to import chipmaking equipment without applying for a new license each time.
Taiwan Semiconductor Manufacturing Company (TSMC) is the world's largest contract maker of chips, used in everything from smartphones to missiles.
BUSINESS / Companies
Aug 28, 2025
Taiwan prosecutors charge three with stealing TSMC trade secrets
The three people include a former TSMC engineer who went to work for Tokyo Electron's Taiwan subsidiary and two staff employed by the chipmaker.
The Tokyo Electron booth at the Semicon Japan exhibition in Tokyo in December. Tokyo Electron supplier Marumae is seeking out deals to consolidate the chip tool components sector.
BUSINESS / Companies
Aug 26, 2025
Japan’s niche chip gear makers left out of Nvidia boom, one CEO says
Small companies lack the scale to demand better prices and lower costs, resulting in profit margins of less than 10%, the head of Tokyo Electron supplier Marumae said.
Under a new agreement, the U.S. will receive 433.3 million shares of common stock — representing 9.9% of the fully diluted common shares in Intel — according to a statement from the company.
BUSINESS
Aug 23, 2025
U.S. takes nearly 10% Intel stake, clinching unorthodox deal
Under the agreement, the U.S. will receive 433.3 million shares of common stock — representing 9.9% of the fully diluted common shares in the firm.
Nvidia CEO Jensen Huang during an event in Washington, in July. Huang says Nvidia is currently in talks with the U.S. over the potential offering of a more powerful chip for sale in China.
BUSINESS / Tech
Aug 22, 2025
Nvidia CEO says in talks with U.S. over new China chip
The tech giant is reportedly working on a new chip based on its latest Blackwell architecture that will be more powerful than a model currently greenlit for sale to China.
U.S. Secretary of Commerce Howard Lutnick on June 5. Soruces say Lutnick has been pushing the idea of the federal government taking equity stakes in computer chip manufacturers that receive CHIPS Act funding, and that Trump likes the idea.
BUSINESS / Tech
Aug 20, 2025
Washington eyeing government stakes in chipmakers given CHIPS Act funds: sources
U.S. Commerce Secretary Howard Lutnick is said to be exploring how the U.S. can receive equity stakes in firms such as Micron, Taiwan Semiconductor Manufacturing Co. and Samsung.
SoftBank CEO Masayoshi Son and U.S. President Donald Trump. Son has promised to invest $100 billion in the United States.
BUSINESS / Companies
Aug 19, 2025
SoftBank buying about 2% of Intel for $2 billion
CEO Masayoshi Son earlier pledged to invest a total of $100 billion in the United States.
Nvidia CEO Jensen Huang speaks during the China International Supply Chain Expo in Beijing. Nvidia, along with Advanced Micro Devices, has agreed to pay 15% of revenues from Chinese artificial intelligence chip sales to the U.S. government.
BUSINESS / Tech
Aug 14, 2025
Trump’s deal with Nvidia offers path forward in global trade war
The deal provides U.S. firms a path to enter the Chinese market despite various trade barriers.
Nvidia CEO Jensen Huang (right) speaks alongside U.S. President Donald Trump about investing in America, at the White House in Washington on April 30.
BUSINESS / Tech
Aug 12, 2025
Trump opens door to sales of version of Nvidia's next-gen AI chips in China
The chip will be a less-powerful version of the Blackwell.
The logo of Nvidia is seen during the annual Computex computer exhibition in Taipei on May 30, 2017.
BUSINESS / Tech
Aug 11, 2025
Nvidia and AMD to pay U.S. 15% of China chip revenue, says report
The Trump administration had frozen the sale of some advanced chips to China earlier this year as trade tensions spiked between the world’s two largest economies.
Tokyo Electron's Kyushu head office in Kikuyo, Kumamoto Prefecture. Chip industry veterans say they see no clear reason for Tokyo Electron to engage in an act of intellectual property theft and risk its relationship with Taiwan Semiconductor Manufacturing Co., the world’s largest contract chipmaker.
BUSINESS / Companies
Aug 8, 2025
TSMC trade secrets leak puts Tokyo Electron in hot seat
The Japanese supplier of chipmaking tools is struggling to address the potential fallout after a former employee was implicated in the case.
The SK Hynix logo at the 26th Semiconductor Exhibition (SEDEX 2024) in Seoul in October 2024.
BUSINESS / Tech
Aug 7, 2025
Samsung and SK Hynix not subject to 100% U.S. chip tariffs, South Korean envoy says
Trade envoy Yeo Han-koo said that South Korea will face the most favorable U.S. tariff rates on chips under the trade deal between Washington and Seoul.
Tokyo Electron is one of the largest suppliers of semiconductor fabrication tools and gear to TSMC.
BUSINESS / Companies
Aug 7, 2025
Tokyo Electron fires worker suspected of stealing TSMC tech
Taiwan prosecutors arrested six at TSMC on suspicion of intellectual property theft this week, including an individual who was identified as a former Tokyo Electron staffer.
U.S. President Donald Trump looks on as he and Apple CEO Tim Cook (not pictured) present the tech company's announcement of a $100 billion investment in U.S. manufacturing, in the Oval Office at the White House in Washington on Wednesday.
BUSINESS / Tech
Aug 7, 2025
Trump eyes 100% chips tariff, but zero percent for U.S. investors like Apple
The U.S. president has said he could unveil separate levies on all products containing semiconductor chips as soon as next week.
Taiwan has arrested six people on suspicions of stealing trade secrets from Taiwan Semiconductor Manufacturing Co. after the chipmaker reported a number of former and current staff to authorities.
BUSINESS / Tech
Aug 6, 2025
Taiwan arrests six in probe of TSMC chip technology leak
The chipmaker had reported a number of former and current staff to authorities on suspicion they illegally obtained core technology.

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