Apple’s next-generation iPhones face a major cost challenge as TSMC prepares to hike prices for advanced 2nm chip production starting in 2026. The move to gate-all-around transistor technology could increase wafer costs by over 50% compared to current 3nm processes. This puts pressure on Apple’s lon
Asian tech stocks are getting hammered as the AI boom shows its first real cracks. Chipmakers and AI-focused companies are leading the selloff, with some indexes wiping out recent gains.
China’s Commerce Ministry accused the Netherlands of creating “chaos” in semiconductor supply chains by seizing Chinese-owned chipmaker Nexperia. The move has disrupted chip supplies critical to automakers worldwide, though recent talks show signs of easing tensions.
Broadcom could rally another 32% as hyperscaler demand for custom AI chips accelerates. Jefferies raised their price target to $480, citing massive revenue upside from Google, Meta, and OpenAI. The stock has already surged 56% this year.
Samsung’s upcoming Exynos 2600 engineering sample has achieved single-core performance matching Apple’s M5 in leaked benchmarks. The 2nm GAA chipset demonstrates unprecedented power efficiency while potentially redefining mobile computing boundaries.
China is slashing electricity bills by up to 50% for tech companies using domestic AI chips. This strategic move aims to overcome the energy inefficiency gap with Nvidia and accelerate China’s semiconductor independence.
China’s manufacturing scale in solar, EVs, and batteries has reached staggering proportions, creating both global benefits and domestic challenges. The country’s “new three” industries are rewriting the rules of green technology economics through unprecedented production capacity and relentless cost
Toshiba Electronics Europe has launched six new DTMOSVI 600V series MOSFET chips featuring breakthrough performance metrics. The technology represents a significant leap in power semiconductor efficiency that could transform data center and renewable energy infrastructure.
AMD has officially confirmed its Zen 6 architecture will power next-generation Medusa and Venice processors. The roadmap reveals ambitious plans for 2nm manufacturing and open source firmware, but significant technical hurdles remain.
NVIDIA’s aspirations to reenter the lucrative Chinese AI market have hit another major roadblock. President Trump’s explicit ban on Blackwell chip exports to China creates new challenges for the chipmaker and reshapes global AI competition.
