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The Latest Breaking News from Semiconductor

Chip tariffs could be around the corner as the US starts to probe the 'effects on national security' of foreign semiconductor production

Just as cheap graphics cards are about to launch, too. They sure do know how to pick their moment.

PC Gamer

Chip Gear Giant ASML Tops Q1 Views, Guides Low On Q2 Sales

Semiconductor equipment maker ASML beat estimates for the first quarter but its Q2 sales guidance was short of views. ASML stock fell.

Investors Business Daily

Trump’s trade war puts America’s AI ambitions at risk

The global trade war triggered by US President Donald Trump earlier this month shows no signs of ending anytime soon. In recent days, China suspended exports of a wide range of critical minerals that are vital ingredients in everything from electric cars and drones to the semiconductor chips that power…

The Conversation

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Nvidia, AI Chip Stocks Called 'Safest' Bets Heading Into Q1 Earnings Season

Semiconductor stocks exposed to the AI megatrend, such as Nvidia stock, are best positioned for Q1 earnings season, an analyst says.

Investors Business Daily

Which companies will be impacted by Trump’s semiconductor tariffs?

Companies such as Taiwan’s TSMC and South Korea’s Samsung Electronics may be particularly hit by upcoming US semiconductor tariffs.

Euronews

South Korea to boost chip industry support in face of Trump's tariffs

South Korea said on Tuesday it will expand its financial support package for its crucial semiconductor industry to 33 trillion won (about €22.43 million) as part of efforts to address uncertainties posed by the Trump administration’s tariff hikes.

Euronews

Atomic-scale chip alignment: Laser holograms could set new standard for 3D semiconductor overlay accuracy

UMass Amherst researchers have developed a laser-based holographic alignment method that could revolutionize overlay accuracy in semiconductor manufacturing, though its industrial adoption may hinge on integration with existing lithography systems.

Tom’s Hardware

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South Korea to boost support of semiconductor industry in the face of Trump's tariffs

South Korea on Tuesday said it will expand its financial support package for its crucial semiconductor industry to about $23 billion in part of efforts to address uncertainties posed by the Trump administration’s tariff hikes

The Independent UK

Stocks Set for Muted Open as Investors Await U.S. Economic Data and More Big Bank Earnings, Fed Speak on Tap

June S&P 500 E-Mini futures (ESM25) are up +0.05%, and June Nasdaq 100 E-Mini futures (NQM25) are up +0.14% this morning, pointing to a muted open on Wall Street, while investors await U.S. economic data, quarterly reports from more big banks, and remarks from Federal Reserve officials.

Barchart

US social security administration accuses Biden of lying in speech – as it happened

This live blog is now closed.

The Guardian - US

European markets open higher on hopes of Trump tariff exemptions

European markets opened higher after US President Donald Trump hinted at potential auto tariff relief, despite the push ahead with probes into pharma products and semiconductors.

Euronews

S. Korea Plans Extra $4.9 Bn Help For Chips Amid US Tariff Anxiety

South Korea on Tuesday announced plans to invest almost $5 billion extra in the country's semiconductor industry, citing "growing uncertainty" over US tariffs.

International Business Times

S. Korea Govt Plans $4.9 Bn More Help For Semiconductors As US Tariff Risk Bites

South Korea on Tuesday announced plans to invest an additional $4.9 billion in the country's semiconductor industry, citing "growing uncertainty" over US tariffs.

International Business Times

Nvidia Announces Plans For U.S.-Made AI Supercomputers

Nvidia announced plans to make artificial intelligence supercomputers in the U.S. with its partners. Nvidia stock was little changed on Monday.

Investors Business Daily

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Al Jazeera

Did Trump really ‘exempt’ Chinese phones, chips from tariffs?

Trump only rolled back tariffs imposed since April 2. Laptops, phones and semiconductors still face hefty levies.

Tom’s Hardware

Trump says new chip tariffs will be announced next week

President Trump announced new semiconductor tariffs to be introduced next week as part of an effort to shift tech manufacturing to the U.S.

The Independent UK

China halts critical rare earth mineral exports as Trump teases new tariffs

US president says he will announce tariff rates on semiconductors next week

The Guardian - AU

Trump warns exemptions on smartphones, electronics will be short-lived, promises future tariffs

The US president has said no one is ‘getting off the hook’, as he promises to launch a national security investigation into the semiconductor sector

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Fortune

Commerce Secretary Howard Lutnick says tariff exemption on electronic devices is temporary and semiconductor duties will come in ‘a month or two’

Lutnick referred to the new tariffs as “duties on semiconductors,” but they will span across other tech imports.

The Independent UK

Howard Lutnick says tariffs on smartphones ‘coming soon’ after Apple gets China reprieve

Howard Lutnick says tech exemptions will end within two months after investors celebrate tariff relief

Tom’s Hardware

Pat Gelsinger turns to particle accelerators for a new way to make chips, joins xLight

Pat Gelsinger is back in the semiconductor game with xLight, a company that plans to make an EUV light source using a collider.

Tom’s Hardware

Trump exempts computers, smartphones, and more from tariffs

The tech industry is delighted that computers, smartphones, semiconductor chips, and more are officially exempt from tariffs on foreign imports.

Barchart

Is Broadcom Stock a Buy or Sell as the Trade War Escalates?

Broadcom stock rebounds after falling below $150 price as the trade war rages on.

Tom’s Hardware

China's new semiconductor rule spares Taiwan fabs, punishes Intel, GlobalFoundries & Texas Instruments

China now considers wafer fabrication location as origin of chips, no matter where they were packaged or developed, which is good news for those outsourcing to Taiwan, but bad news for those who manufacture in America.

Tom’s Hardware

Researchers make breakthrough in cleaning up the 'forever chemicals' used in chip manufacturing

Monash University has developed a water filter to catch PFAS used in chip manufacturing and other industries. The chip industry has been lobbying for years against any progress on legislating PFAS-use.

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