Lip-Bu Tan: Intel chip foundry business will “grow threefold” and advanced packaging is a huge opportunity.
TSMC’s revenue in Q3 2025 and the first three quarters both hit record highs, with revenue in the first three quarters increasing 36.4% year-on-year.
SEMI: Total storage equipment spending will reach $136 billion in the next three years.
US lawmakers are calling for expanding the ban on chipmaking equipment exports to China.
US has added 16 Chinese companies to its Entity List, including several electronic component distributors.
Announcement from the Ministry of Commerce of China: Export controls will be implemented on the export of rare earths and rare earth technologies.
Ministry of Commerce of China: Implement export controls on items related to superhard materials.
Ministry of Commerce of China: Implement export controls on items related to lithium batteries and artificial graphite negative electrode materials.
Graphcore, the British AI chipmaker owned by SoftBank, plans to invest £1 billion in India over the next decade.
