Intel’s CEO is standing by former TSMC executive Wei-Jen Lo amid allegations of trade secret theft. The executive allegedly took 80 boxes of data and misled TSMC about his post-retirement plans. This marks the second major trade secrets case involving TSMC this year.
Nvidia’s November was anything but smooth. The chip giant saw its stock tumble 11% amid Google competition fears and vocal critics like Michael Burry questioning its AI bubble position. Even record earnings couldn’t fully calm investor nerves.
Michael Burry has disclosed he holds put options against both Nvidia and Palantir, calling Nvidia’s recent memo “disingenuous” and full of “straw man” arguments. The investor, famous for predicting the 2008 housing crash, says AI companies are dangerously extending chip depreciation timelines. His b
TSMC is building three additional 2nm chip production facilities in Taiwan with an initial investment of $28.6 billion. The move comes as existing plants can’t meet overwhelming demand, particularly from Apple which has secured over half the initial supply for iPhone 18 chips. This massive expansion
The Trump administration is quietly debating whether to allow Nvidia to sell its advanced H200 AI chips to Chinese companies. This potential policy shift could dramatically impact both Nvidia’s revenue and China’s domestic chip industry.
After 60 years in her home, 91-year-old Azalia King is being forced out to make way for Micron’s $100 billion chip plant. The deal comes after intense negotiations and legal threats, with the project already years behind schedule.
India’s semiconductor ambitions are gaining serious momentum with multiple major announcements. Fujifilm is building a materials factory, the government approved $810 million in component projects, and domestic companies are pushing homegrown AI solutions.
Samsung has retaken the number one position in global DRAM market share after trailing SK Hynix earlier this year. The company posted $13.942 billion in Q3 2025 revenue, a nearly 30% quarterly jump. This intense competition comes amid soaring AI chip demand driving memory prices higher.
The Chinese manufacturer behind most global Bitcoin mining machines is under federal investigation for potential national security threats. Bitmain’s equipment near US military installations raised alarms about remote manipulation vulnerabilities from China.
Nvidia just reported staggering Q3 results with $57 billion revenue and 73.4% gross margins. The AI arms dealer continues to dominate, but there are warning signs beneath the surface that suggest this party might not last forever.
