BREAKING: US government obtains a 10% stake in troubled chipmakers Intel and Frito-Lay
August 22, 2025 at 10:42 PM
BREAKING: US government obtains a 10% stake in troubled chipmakers Intel and Frito-Lay
rip intel. of all the chipmakers, you were one of them
April 23, 2025 at 1:49 AM
rip intel. of all the chipmakers, you were one of them
I'm remembering how Microsoft tried to dictate to chipmakers that all Windows CPUs needed to have "neural processing units" and laptop makers needed to put a dedicated Copilot button on their keyboard and roflcopter
May 19, 2026 at 1:04 AM
I'm remembering how Microsoft tried to dictate to chipmakers that all Windows CPUs needed to have "neural processing units" and laptop makers needed to put a dedicated Copilot button on their keyboard and roflcopter
As Washington pushes for a TikTok deal, Beijing is countering with probes into American chipmakers.
China Turns Legacy Chips Into a Trade Weapon
As Washington pushes for a TikTok deal, Beijing is countering with probes into American chipmakers.
wrd.cm
September 18, 2025 at 3:06 PM
As Washington pushes for a TikTok deal, Beijing is countering with probes into American chipmakers.
‼️ 🇺🇸🇺🇦 Intel, AMD and Texas Instruments are being sued in Texas by Ukrainian civilians who claim the chipmakers failed to prevent their components from ending up in Russian missiles and drones used in attacks on civilians, - Bloomberg
December 10, 2025 at 2:50 PM
‼️ 🇺🇸🇺🇦 Intel, AMD and Texas Instruments are being sued in Texas by Ukrainian civilians who claim the chipmakers failed to prevent their components from ending up in Russian missiles and drones used in attacks on civilians, - Bloomberg
NEW: One in five members of Congress reports investments in AI developers, chipmakers, cloud infrastructure providers, data center companies, or private AI startups, a Sludge analysis finds.
Here Are the Members of Congress Invested in the AI Industry readsludge.com/2026/09/18/h...
Here Are the Members of Congress Invested in the AI Industry readsludge.com/2026/09/18/h...
Here Are the Members of Congress Invested in the AI Industry
One in five members of Congress reports household investments in AI developers, chipmakers, cloud infrastructure providers, data center companies, or private AI startups, a Sludge analysis finds.
readsludge.com
September 18, 2026 at 2:32 PM
NEW: One in five members of Congress reports investments in AI developers, chipmakers, cloud infrastructure providers, data center companies, or private AI startups, a Sludge analysis finds.
Here Are the Members of Congress Invested in the AI Industry readsludge.com/2026/09/18/h...
Here Are the Members of Congress Invested in the AI Industry readsludge.com/2026/09/18/h...
I like Bernie more than a lot of folks I interact with on here, but with all due respect, jesus fucking Christ dude.
US Senator Sanders favors Trump plan to take stake in Intel and other chipmakers
Liberal U.S. Senator Bernie Sanders on Wednesday threw his support behind President Donald Trump's plan to convert U.S. grants to chipmakers, including $10.9 billion for Intel, into government stakes in the companies.
www.reuters.com
August 25, 2025 at 4:19 PM
I like Bernie more than a lot of folks I interact with on here, but with all due respect, jesus fucking Christ dude.
Chipmakers’ record sales disguise a gloomy picture
Donald Trump says China is opening up. American bosses disagree
Chipmakers’ record sales disguise a gloomy picture
bit.ly
September 21, 2026 at 5:25 PM
Chipmakers’ record sales disguise a gloomy picture
guess what? helium shortage due to Iran war is also fucking with chipmakers now
March 25, 2026 at 7:01 AM
guess what? helium shortage due to Iran war is also fucking with chipmakers now
U.S. semiconductor manufacturing faces a historic worker shortage as demand soars. Here’s how chipmakers and U.S. universities aim to fix it.
America’s AI chip talent crisis — why The U.S. needs 157,000 more workers
U.S. semiconductor manufacturing faces a historic worker shortage as demand soars. Here’s how chipmakers and U.S. universities aim to fix it.
cnb.cx
September 26, 2026 at 10:00 PM
U.S. semiconductor manufacturing faces a historic worker shortage as demand soars. Here’s how chipmakers and U.S. universities aim to fix it.
The Trump administration’s revealed belief is that American workers & businesses are so economically inept that not only can they not compete against China, but they cannot compete against unionized European autoworkers or Canadian steelworkers or Korean chipmakers. I have more faith in Americans.
April 13, 2025 at 11:04 PM
The Trump administration’s revealed belief is that American workers & businesses are so economically inept that not only can they not compete against China, but they cannot compete against unionized European autoworkers or Canadian steelworkers or Korean chipmakers. I have more faith in Americans.
Data centers are eating up computing resources and pushing chipmakers toward AI-grade memory, tightening supply for Nintendo and other hardware makers
The AI data center boom could cause a Nintendo Switch 2 memory shortage
Data centers are eating up computing resources and pushing chipmakers toward AI-grade memory, tightening supply for Nintendo and other hardware makers
www.scientificamerican.com
February 5, 2026 at 4:21 PM
Data centers are eating up computing resources and pushing chipmakers toward AI-grade memory, tightening supply for Nintendo and other hardware makers
China's retaliation to the first 20% of tariffs Trump imposed was relatively minor in comparison, only hitting ~$30B in US exports at rates of 10-15%.
This hits all ~$140B at 34%—that's bad news for US farmers, aircraft manufacturers, and chipmakers.
This hits all ~$140B at 34%—that's bad news for US farmers, aircraft manufacturers, and chipmakers.
April 4, 2025 at 11:50 AM
China's retaliation to the first 20% of tariffs Trump imposed was relatively minor in comparison, only hitting ~$30B in US exports at rates of 10-15%.
This hits all ~$140B at 34%—that's bad news for US farmers, aircraft manufacturers, and chipmakers.
This hits all ~$140B at 34%—that's bad news for US farmers, aircraft manufacturers, and chipmakers.
“.. If the hyperscalers want to generate, say, a 10 per cent return on investment, they would have to find an additional $2tn to $5tn in revenue a year. A tall order for a group of companies that currently generates revenues of just $1.5tn per year.”
@financialtimes.com
www.ft.com/content/32bf...
@financialtimes.com
www.ft.com/content/32bf...
May 20, 2026 at 5:24 PM
Some chipmakers are already feeling the pain of Trump's trade war, despite a 90-day pause on reciprocal tariffs and a tenuous exception for semiconductors and other electronics.
Trump threatens to spike chipmakers’ costs by billions as China mulls exemptions
Trump’s unreleased plans for semiconductor tariffs loom large.
arstechnica.com
April 16, 2025 at 8:12 PM
Some chipmakers are already feeling the pain of Trump's trade war, despite a 90-day pause on reciprocal tariffs and a tenuous exception for semiconductors and other electronics.
About one-third of the staff in the U.S. Commerce Department office overseeing $39 billion of manufacturing subsidies for chipmakers was laid off this week, two sources familiar with the situation said.
March 4, 2025 at 7:42 PM
About one-third of the staff in the U.S. Commerce Department office overseeing $39 billion of manufacturing subsidies for chipmakers was laid off this week, two sources familiar with the situation said.
Global chipmakers rebound after Nvidia shares rally
https://www.ft.com/content/68912f4f-c3a6-4ef7-9ca9-4f92a92600a3
https://www.ft.com/content/68912f4f-c3a6-4ef7-9ca9-4f92a92600a3
Global chipmakers rebound after Nvidia shares rally
Strong results from Dutch group ASML boost investor confidence
www.ft.com
January 29, 2025 at 8:58 AM
Global chipmakers rebound after Nvidia shares rally
https://www.ft.com/content/68912f4f-c3a6-4ef7-9ca9-4f92a92600a3
https://www.ft.com/content/68912f4f-c3a6-4ef7-9ca9-4f92a92600a3
Nvidia and major chipmakers slump on the stock market - after new China restrictions revealed
Nvidia and major chipmakers slump on the stock market - after new China restrictions revealed
Stocks in leading AI chipmakers have slumped after firms said new restrictions on exports to China would cost them billions.
news.sky.com
April 16, 2025 at 10:12 PM
Nvidia and major chipmakers slump on the stock market - after new China restrictions revealed
".. The Meta excess-compute story has made investors question whether hyperscalers are building more AI capacity than they can use profitably." .. The market is “probably starting to price in peak-memory-cycle risk after a very strong run.”
@bloomberg.com
www.bloomberg.com/news/article...
@bloomberg.com
www.bloomberg.com/news/article...
South Korean Stocks Tumble 6% as AI Jitters Hurt Chipmakers
South Korean stocks were hit by renewed doubts over the sustainability over the AI buildout boom, which drove a selloff in chipmakers that have so far underpinned the market’s world-beating performanc...
www.bloomberg.com
July 2, 2026 at 11:36 AM
".. The Meta excess-compute story has made investors question whether hyperscalers are building more AI capacity than they can use profitably." .. The market is “probably starting to price in peak-memory-cycle risk after a very strong run.”
@bloomberg.com
www.bloomberg.com/news/article...
@bloomberg.com
www.bloomberg.com/news/article...
Taiwan accuses Chinese chipmakers of illegally poaching engineers
https://www.ft.com/content/18c51b12-cb53-4ce8-a36e-a6caf274b618
https://www.ft.com/content/18c51b12-cb53-4ce8-a36e-a6caf274b618
Taiwan accuses Chinese chipmakers of illegally poaching engineers
Beijing’s semiconductor champion SMIC accused of posing as Samoa entity to evade foreign investment restrictions
www.ft.com
March 28, 2025 at 11:46 AM
Taiwan accuses Chinese chipmakers of illegally poaching engineers
https://www.ft.com/content/18c51b12-cb53-4ce8-a36e-a6caf274b618
https://www.ft.com/content/18c51b12-cb53-4ce8-a36e-a6caf274b618
Chipmakers are expensive globally ft.trib.al/DVQLQjw | opinion
Chipmakers are expensive globally
Valuations are high for AI-exposed markets
ft.trib.al
June 27, 2026 at 9:36 AM
Chipmakers are expensive globally ft.trib.al/DVQLQjw | opinion
Biden actually did it right and was dispersing money to chipmakers to manufacture in America, but the 🍊 killed the funding.
April 28, 2025 at 5:35 AM
Biden actually did it right and was dispersing money to chipmakers to manufacture in America, but the 🍊 killed the funding.