Trump warns ‘fairly substantial’ semiconductor tariffs are coming September 05, 2025 Trump had said last month that he would impose a 100% tariff on semiconductor imports, but would exempt products from companies that shift their manufacturing to the US.
SK hynix introduces ‘industry’s first’ commercial High NA EUV September 04, 2025 The TWINSCAN EXE:5200B, the first model for volume production of ASML’s High NA EUV product line, enables printing of transistors 1.7 times smaller and achievement of transistor densities 2.9 times higher, compared with the existing EUV system, with a 40% improvement in the NA to 0.55 from 0.33.
Evertiq Expo Gothenburg: From defence to semiconductors to the EMS industry September 03, 2025 Evertiq Expo Gothenburg returns on 4 September 2025 with a programme that spans defence, semiconductors, EMS manufacturing, sustainability, cybersecurity, and much more
2Q25 foundry revenue surges 14.6% – TSMC extends market dominance September 02, 2025 Global foundry revenue rose 14.6% quarter-on-quarter (QoQ) in the second quarter of 2025 to a record USD 41.7 billion, according to TrendForce. The increase was driven by China’s consumer subsidy program and early demand for smartphones, notebooks, PCs, and servers ahead of second-half launches, reports TrendForce.
Ranovus invests $100M to expand semiconductor facility in Ottawa September 02, 2025 Canada-based Ranovus is a developer of high-capacity miniaturized optical interconnects, a type of semiconductor that enables faster data transfer between chips using light instead of traditional electrical signals.
Samsung, SK Hynix lose US waiver on chip gear for China use September 01, 2025 Samsung manufactures about 35-40% of its total NAND flash memory chips at its plant in Shaanxi, while SK Hynix produces about 40% of its DRAM in Jiangsu and 20% of NAND flash chips in Liaoning.
Poland in the race for the Baltic AI GigaFactory August 29, 2025 Poland, together with Estonia, Lithuania and Latvia, has submitted an Expression of Interest to the European Commission for the creation of the Baltic AI GigaFactory – a project valued at around 3 billion euros and designed to become the region’s largest high-performance computing infrastructure for artificial intelligence. According to Poland’s Ministry of Digital Affairs, the proposal was formally lodged in June 2025 as part of the EU’s InvestAI initiative. Now these countries must wait for a decision.
Trump seeks more government investments like Intel’s August 27, 2025 US President Donald Trump says he wants to make more government investments in American companies, similar to the recently announced deal with chipmaker Intel, Reuters reports.
Rocket Lab boosts US semiconductor and space investments August 26, 2025 US-based Rocket Lab Corporation plans to expand its domestic investments to increase semiconductor manufacturing capacity and secure the supply chain for space-grade solar cells and electro-optical sensors used in national security space missions.
Rocket Lab invests in US national security programs, chipmaking August 25, 2025 Rocket Lab’s capital investments over the next five years are expected to strengthen its market position as a satellite manufacturer, components supplier, and end-to-end mission provider for commercial and national security space missions.
US government takes 9.9% stake in Intel August 25, 2025 It's official, Intel and the US government have reached an agreement that makes the federal government a shareholder in the semiconductor company. The government will invest USD 8.9 billion in Intel, acquiring a 9.9% stake.
CHIPS Act funding could come with US government stakes August 20, 2025 The US government is examining whether to take ownership stakes in major semiconductor companies in exchange for federal CHIPS Act grants, Reuters reports, citing two sources familiar with the talks.
QCi awarded TFLN photonic chip contract by US’s NIST August 18, 2025 Quantum Computing Inc. (QCi) has been awarded a contract by the National Institute of Standards and Technology (NIST), part of the US Department of Commerce, for the design and fabrication of thin-film lithium niobate (TFLN) photonic integrated circuits (PICs).
Report: Trump administration discussing taking a stake in Intel August 15, 2025 According to the Bloomberg report, the two sides were discussing a deal in which the US government would pay for a stake in the company. The White House also wants to shore up Intel’s plans to open a new manufacturing plant in Ohio.
Xanadu partners with DISCO to develop advanced wafer processing August 15, 2025 This partnership focuses on enhancing wafer dicing processes, specialized wafer preparation for heterogeneous integration and assembly, as well as achieving ultra-smooth surfaces through polishing optimization.
US uses hidden trackers to monitor AI Chip shipments bound for China August 14, 2025 US authorities have reportedly embedded concealed tracking devices in certain shipments of advanced AI chips to detect possible violations of export restrictions targeting China, according to sources cited by Reuters.
AI to drive 2025 growth as electronics market slows into 2026 August 13, 2025 TrendForce’s latest investigations find that the global electronics market in 2025 will be sharply divided.
Indian startup Xovian raises $2.5 million to build RF satellites August 13, 2025 With this funding, the Bengaluru-based spacetech company plans to launch its first indigenous multi-frequency RF sensor in space, expand its engineering capacity, and scale towards delivering sovereign RF intelligence.
Thales Alenia Space, ASI to develop first human outpost on Moon August 11, 2025 Planned for launch from NASA’s Kennedy Space Center in 2033, the Multi-Purpose Habitation (MPH) module will safely host astronauts during their missions, support surface operations, enable scientific research experiments both with and without the presence of a human crew, and have the capability to move on the surface.
SIA: Hope tariff exemptions, trade deals ensure US chip leadership August 08, 2025 President Trump said this week that he plans to impose 100% tariffs on imported semiconductors but indicated he would not charge companies that commit to making chips in the US.
Trump calls for Intel CEO's resignation over China ties August 07, 2025 US President Donald Trump has called for the resignation of Intel CEO Lip-Bu Tan, citing what he described as “highly conflicted” ties to Chinese firms, Reuters reports.
DNP to open first overseas R&D centre in the Netherlands August 07, 2025 Dai Nippon Printing will open its first overseas R&D centre in the Netherlands in September 2025. The new R&D centre will be located at the High Tech Campus Eindhoven (HTCE), and aims to promote global R&D, and accelerate innovation.
onsemi to set up research centre for wide bandgap materials August 07, 2025 onsemi plans to invest USD 8 million with Stony Brook University to establish a wide band gap research centre that will advance innovation in power semiconductors and foster the next generation of professionals in this field.
Apple commits $100B to US manufacturing and expansion August 07, 2025 Apple has announced a new USD 100 billion investment as part of a broader initiative to expand its operations and manufacturing footprint in the United States. The move raises the company’s total planned U.S. investment to USD 600 billion over the next four years.
Trump proposes 100% tariff on imported chips – with exemptions August 07, 2025 President Donald Trump announced plans to impose a 100% tariff on imported semiconductors, while exempting companies that manufacture chips within the United States or have committed to doing so.
Global silicon wafer shipments increase 10% YoY in 2Q25 August 06, 2025 SEMI reports that worldwide silicon wafer shipments increased 9.6% year-on-year to 3,327 million square inches (MSI) from the 3,035 MSI recorded during the same quarter of 2024.
A homemade crisis: Europe's EMS market shrank 14% in 2024 August 06, 2025 At Evertiq Expo Berlin, market analyst Dieter Weiss (in4ma) and Christoph Solka (IPC, today Global Electronics Association) took the stage once more — not to speak of promise and growth, but of collapse. With data from over 400 companies and biting commentary, the duo unpacked what they claim to be the worst year for Europe’s EMS industry in two decades — and a crisis entirely of the industry’s own making.
Trump’s new tariffs trigger confusion across the globe August 01, 2025 Economists estimate the overall tariff rate on US imports at around 15% compared to the roughly 2% at the start of the year. This makes it the highest level since the 1930s. However, in a hint that Trump was open to further negotiations, the White House said that the new measures will take effect in a week.
Teramount raises $50M to advance optical connectivity solutions for AI July 31, 2025 Israeli company Teramount’s TeraVerse solution is a detachable, serviceable connector that links optical fibers coming from outside the rack to the silicon photonics chips inside Co-Packaged Optics (CPO) systems.
Semiconductors get magnetic boost with new method from UCLA researchers July 30, 2025 The investigators demonstrated the ability to produce semiconductor materials containing up to 50% magnetic atoms, whereas current methods are often limited to a concentration of magnetic atoms no greater than 5%.
Report: Nvidia orders 300,000 H20 chips from TSMC due to China demand July 29, 2025 The Trump administration recently allowed Nvidia to resume sales of H20 GPUs to China, reversing an effective ban that aimed to keep advanced AI chips from reaching China. The new orders with TMSC would add to the existing inventory of 600,000 to 700,000 H20 chips, Reuters reports.
xLight raises $40 million to build powerful chip-making laser July 28, 2025 This funding further enables Silicon Valley startup xLight to develop the world’s most powerful EUV free electron lasers (FEL), which has the potential to revolutionize advanced semiconductor manufacturing and unlock other critical economic and national security applications.