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It’s been a tumultuous year for the U.S. semiconductor industry. The semiconductor industry plays a sizable role in the “AI race” that the U.S. seems determined to win, which is why this context is worth paying attention to: from Intel’s appointment of Lip-Bu Tan to CEO — who wasted no time getting to work trying … Read more
Plans to build a semiconductor manufacturing plant in Michigan have fallen through and Democratic Gov. Gretchen Whitmer said Wednesday that “massive economic uncertainty” is to blame. Bringing the company to Michigan was a key goal for Whitmer, a Democrat and potential 2028 presidential candidate who is in her final years as governor of the battleground … Read more
It’s already been a tumultuous year for the U.S. semiconductor industry. The semiconductor industry plays a sizable role in the “AI race” that the U.S. seems determined to win, which is why this context is worth paying attention to: from Intel’s appointment of Lip-Bu Tan to CEO — who wasted no time getting to work … Read more
Qualcomm has agreed to acquire Alphawave Semi, a U.K.-based semiconductor company focused on high-speed data center connectivity, for around $2.4 billion. According to Qualcomm CEO Cristiano Amon, the deal will help Qualcomm grow its data center business. “The combined teams share the goal of building advanced technology solutions and enabling next-level connected computing performance across … Read more
Chinese President Xi Jinping and U.S. President Donald Trump. Dan Kitwoodnicholas Kamm | Afp | Getty Images China is calling out the U.S. for “discriminatory restrictions” in its use of export controls in the chip industry, after the Trump administration accused the world’s second-largest economy of violating a preliminary trade deal between the two countries. … Read more
It appears the Trump administration has imposed new export controls on chip design software as it seeks to further undermine China’s ability to make and use advanced AI chips. Siemens EDA, Cadence Design Systems and Synopsys all confirmed that they have received notices from the U.S. Commerce Department about new export controls on electronic automation … Read more
Camtek's SWOT analysis: semiconductor equipment maker's stock resilience
Jensen Huang, co-founder and CEO of Nvidia Corp., speaks during a news conference in Taipei on May 21, 2025. I-hwa Cheng | Afp | Getty Images Replacing Nvidia is a tall order. While Chinese competitors are years behind the company’s cutting-edge technology, many analysts and insiders warn they are catching up, thanks to U.S. export … Read more
Before “America First” became the Trump administration’s mandate for foreign policy and trade, one sector was already working to bring business back to the United States: the semiconductor industry. Aided by government incentives, American and foreign tech companies alike have invested hundreds of billions of dollars to bolstering semiconductor operations — research and development, manufacturing … Read more
It’s already been a tumultuous year for the U.S. semiconductor industry. The semiconductor industry plays a sizable role in the “AI race” that the U.S. seems determined to win, which is why this context is worth paying attention to: from Intel’s appointment of Lip-Bu Tan — who wasted no time getting to work trying to … Read more
https://www.profitablecpmrate.com/nsirjwzb79?key=c706907e420c1171a8852e02ab2e6ea4