Wolfspeed, the wide-bandgap chipmaker focused on silicon carbide and gallium nitride devices, plans to spend up to $5 billion to chase demand in the electric vehicle business that shows no signs of slowing down.

Republican lawmakers have warned Apple that it will face intense scrutiny from Congress if the California company procures memory chips from a controversial Chinese semiconductor manufacturer for the new iPhone 14.

The US government is loosening restrictions on the sharing of technology with blacklisted firms, seeking to maintain America's lead in setting international standards as China closes the gap.

The Biden administration plans next month to broaden curbs on US shipments to China of semiconductors used for artificial intelligence and chipmaking tools, several people familiar with the matter said.

A Reuters review of more than a dozen publicly available government tenders over the past two years indicated that among some of China's most strategically important research institutes, there is high demand - and need - for Nvidia's signature A100 chips.

Volkswagen and Foxconn Technology Group are keeping their workers on-site in their factories in Chengdu after the Chinese metropolis locked down its 21 million residents to contain a Covid-19 outbreak.

Chengdu has become the latest Chinese city to be locked down as Beijing continues to pursue its controversial "zero-Covid" policy.

Broadcom forecast fourth-quarter revenue above estimates on Thursday as the semiconductor company expects resilient demand from businesses going digital to help it weather a likely chip industry slowdown.

At Hot Chips 34, a new player entered the high-performance GPU market.

China has placed millions of its citizens under renewed lockdown after fresh outbreaks of Covid-19 as the government persists in its hardline policy on containing the virus in the face of more evidence that it is suffocating the economy.

Citi analyst says that the continuing strength of the auto and industrial sectors will wane just like consumer electronics has, predicts 'every company/end market will correct' for chips.

EU antitrust regulators will not appeal a court ruling scrapping its EUR997 million (US$991 million) fine against Qualcomm, people familiar with the matter said, in a major win for the US chipmaker that ends a long-running saga.

Infineon Technologies and II-VI have signed a multi-year supply agreement for silicon carbide (SiC) wafers.

China's central bank has cut its mortgage rate as officials work to support the crisis-hit property market. The People's Bank of China lowered the five-year loan prime rate (LPR) by 1.5pp, which matches its biggest cut on record.

The UK has blocked the takeover of an electronic design company by a Hong Kong rival over national security concerns, in the latest sign of growing British anxiety about Chinese investment.

Samsung Electronics broke ground recently for a new semiconductor research and development complex in Giheung, Korea, with plans to invest about KRW20 trillion (US$14.95 billion) by 2028.

South Korea's early exports barely rose in August as geopolitical risks and central bank tightening weigh on the world economy.

China's Sichuan province has ordered all factories to shut down for six days to ease a power shortage in the region as a scorching heat wave sweeps across the country.

China's top anti-corruption watchdog has launched investigations against several executives linked to the country's largest chip investment fund, as Beijing steps up scrutiny of the sector in its race for technological self-sufficiency.

Remember about two years ago, when absolutely everyone wanted to either upgrade their existing PC or buy a new one? Yeah, that doesn't appear to be the case anymore, according to the latest market report from Mercury Research. The report states that x86 chip shipments have dropped by the largest percentage year-over-year since the report began way back in 1994. Analyst Dean McCarron says it's probably the largest decline since the precipitous downturn of 1984.

SK Hynix aims to select a US site for its advanced chip packaging plant and break ground there around the first quarter of next year, two people familiar with the matter said, helping the United States to compete as China pours money into the burgeoning sector.

Nvidia on Monday warned its second-quarter revenue would drop by 19% from the prior quarter on weakness in its gaming business, sending the chip designer's shares down about 5% in early trading.

GlobalFoundries and Qualcomm have announced they are more than doubling their existing strategic global long-term semiconductor manufacturing agreement previously entered into by GF's and Qualcomm's respective subsidiaries. Today's announcement secures wafer supply and commitments to support US-based manufacturing through capacity expansion at GF's most advanced semiconductor manufacturing facility in Malta, New York.

Italy is close to clinching a deal initially worth $5 billion with Intel to build an advanced semiconductor packaging and assembly plant in the country, two sources briefed on discussions told Reuters on Thursday.

TSMC CEO CC Wei said he had never had an auto industry executive call him until the shortage was desperate. "In the past two years they call me and behave like my best friend," he told a laughing crowd of TSMC partners and customers in Silicon Valley recently. One automaker called to urgently request 25 wafers, said Wei, who is used to fielding orders for 25,000 wafers. "No wonder you cannot get the support."

Despite the challenging macroeconomic and geopolitical situation, Infineon has reported another robust quarter with revenue of ??,618 million, up 10% sequentially and 33% year over year, in the third quarter of its fiscal year 2022. The Munich, Germany-based chipmaker has raised its revenue forecast for the full year 2022.

Keith Krach, former Under Secretary of State for Economic Growth, Energy, and the Environment in the Trump administration, speaks on the significance of the CHIPS Act, which has since been passed by the House in a 243-187 vote.

The Biden administration has been weighing a potential ban for months, but has elected to order the Commerce Department to issue a new rule that will effectively block the export of chip design software that's required to make chips with an emerging technology called gate all around, according to a person familiar with the administration's plans.

Washington had banned the sale of most gear that can fabricate chips of 10 nanometers or better to Chinese leader SMIC without a license. Now it has expanded that barrier to equipment that can make anything more advanced than 14 nm, Lam Research CEO Tim Archer told analysts.

China has begun a series of investigations into key figures responsible for shaping chip policy and investment, raising questions about the impact on Beijing's blueprint for challenging US dominance of a US$550 billion industry.

STMicroelectronics expects its factories to run at full steam well into 2023 as the chipmaker's backlog is filled by the car and smartphone industries, prompting it to raise its 2022 outlook and build new production lines.

Hyundai Motor, factory robot builder ABB and Swedish fridge maker Electrolux see the semi-conductor chip shortage easing, executives said Thursday, in a boost for manufacturers after a long struggle for components.

Intel has informed customers it will raise prices on a majority of its microprocessors and peripheral chip products later this year, citing rising costs, Nikkei Asia learned.

China's economy contracted sharply in the second quarter of this year as widespread coronavirus lockdowns hit businesses and consumers, with its GDP falling by 2.6% sequentially.

Intel today announced that its board of directors has declared a quarterly dividend of $0.365 per share ($1.46 per share on an annual basis) on the company's common stock. The dividend will be payable on Sept. 1, 2022, to stockholders of record on Aug. 7, 2022.

SK Hynix is considering cutting its 2023 capital expenditure by about a quarter to KRW16 trillion (US$12.2 billion) in response to slower electronics demand than anticipated, people familiar with the matter said.

Bosch will invest EUR3 billion (US$3.01 billion) in chip production by 2026, including on opening two new development centres and expanding a wafer factory in Dresden, the company said on Wednesday.

A supply chain crisis triggered by the global pandemic deprived makers of PCs and smartphones to cars of computer chips needed to make their products. All that suddenly changed over three weeks from late May to June, as high inflation, China's latest COVID lockdown, and the war in Ukraine dampened consumer spending, especially on PCs and smartphones.

Instead of using an Exynos SoC for the upcoming Galaxy S23 series, perhaps Samsung should fully embrace Qualcomm.

The US is pushing the Netherlands to ban ASML Holding from selling to China mainstream technology essential in making a large chunk of the world's chips, expanding its campaign to curb the country's rise, according to people familiar with the matter.