semiconductors
15 briefs
The US Is Trying to Cut Off ASML from China While Its President Is in Beijing Asking China for Favors
The MATCH Act gives the Netherlands a 150-day deadline to stop ASML sales to China -- and The Hague is openly refusing, catching Washington in a contradiction it cannot resolve.
41,000 Samsung Workers Are About to Strike Over a Bonus Gap That SK Hynix Created
South Korea's semiconductor giant lost $66 billion in market value in hours before Seoul intervened -- and the actual dispute is not about wages, it is about who owns the upside of a chip boom.
The Strike That Could Crack the Memory Market
Samsung's union wants 15% of operating profit. Management offered nothing. May 21 is the deadline. Micron stock is already up 6%.
Cerebras Is Pricing Its IPO at $150 a Share. The Market Thinks It Will Open Worth $50 Billion.
20x oversubscribed, backed by OpenAI and AWS, the AI chipmaker claims its wafer-scale processor beats Nvidia at inference. That claim is the entire bet.
Samsung Workers Want 15% of the AI Boom. Management Says the Company Can't Afford It.
Samsung's union is threatening an 18-day strike starting May 21, demanding a share of the HBM windfall that helped drive Korea's GDP. The company says paying out would hurt competitiveness. One of them is right.
Samsung's Workers Want 15% of the AI Boom. The Company Says No. An 18-Day Strike Starts May 21.
Samsung's semiconductor division just posted a $32.6 billion first-quarter profit. The unions that made those chips want a share. Management says the timing is wrong. The timing is never going to get better.
Nvidia Has Zero Percent of China's AI Market. Its CEO Says That Was Always the Point.
Jensen Huang admits export controls handed China's AI chip market to Huawei. He is arguing this proves the policy should be reversed. He has a conflict of interest the size of a data center.
Trump Tears Up the Turnberry Agreement
Raising EU auto tariffs to 25% doesn't just hit cars. It breaches a deal that also covers semiconductors, AI chips, and digital trade — the things the US most needs from Europe right now.
DeepSeek Bets on Huawei and China's Chip Independence Finally Gets a Proof of Concept
After years of Huawei's Ascend chips failing to attract top-tier customers, DeepSeek V4 just gave Beijing's domestic silicon strategy its first credible validation.
Congress Moves to Ban China From the Factory Floor, Not Just the Chip Aisle
The MATCH Act targets the tools that make chips, not just the chips themselves. That is either a precision strike or a supply chain catastrophe, depending on who you ask.
The MATCH Act Would Let the US Cut Off Allies Who Don't Follow Its Chip Rules
Congress wants to force allies to comply with US semiconductor export controls or face secondary sanctions on any product using American technology. China says it has already adapted.
China Blocked Nvidia's H200 Chips Even After Trump Gave the Green Light
The White House approved the deal. Beijing's customs officials stopped it anyway. The chip war now has two fronts: one in Washington, one inside the US bureaucracy.
Congress Is Trying to Lock China Out of the Chip Industry. Nvidia Says That's the Wrong Move.
The MATCH Act would block China from buying the machines that make advanced chips. Jensen Huang says restricting China just makes it build faster.
Samsung's Record Quarter Is Funding Its Own Undoing
The union is demanding $30 billion in bonuses. The company says that wipes out its R&D budget. An 18-day strike in May could hand Micron and China the memory market.
The Chip War Is Now a Two-Front Battle, and the US Is Losing the Material That Wins It
The MATCH Act would cut China off from Dutch chipmaking tools. China's InP export controls just cut the world off from the material that makes AI data centers run. Washington is winning the equipment war while Beijing controls the supply chain beneath it.