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Thursday 31 July 2025
Samsung-Tesla AI chip deal: a potential four-way win for all?
Samsung's major AI chip contract with Tesla has sparked heated discussions, with Elon Musk pledging to personally step in to help Samsung improve production efficiency while hinting...
Thursday 31 July 2025
Commentary: Samsung’s Tesla deal opens door to Musk’s fab ambitions
Samsung Foundry has secured an eight-year, US$16.5 billion contract to manufacture Tesla's next-generation AI6 chip. The move is seen as a major strategic win that comes just as Intel...
Thursday 31 July 2025
Samsung's Lee Jae-yong visits DC with US tariff negotiations ongoing, eyes further Texas investment
Samsung Electronics Chairman Lee Jae-yong recently made a spontaneous trip to Washington, DC, to assist South Korea in ongoing reciprocal tariff negotiations with the US. As AI semiconductors...
Wednesday 30 July 2025
Samsung chairman heads to Washington as Musk backs chip pact amidst tariff standoff
Samsung Electronics Chairman Lee Jae-yong departed for Washington, DC, on July 29 in a bid to bolster South Korea's final efforts to avert a 25% reciprocal tariff from the US. The...
Tuesday 29 July 2025
Samsung-Tesla US$16.5 billion chip pact ignites Texas fab push; Musk hints at expansion
Samsung Electronics will produce 2nm chips for Tesla, targeting use in the automaker's supercomputers, autonomous vehicles, and humanoid robots. The chips will be manufactured at...
Monday 28 July 2025
Analysis: Tesla's US$16.5b chip deal gives Samsung major lift in 2nm race against TSMC
Tesla has signed a 7.5-year, US$16.5 billion contract with Samsung to produce its next-generation A16 chip using Samsung's 2nm process at its Texas facility. The deal represents a...
Wednesday 23 July 2025
Oracle to supply OpenAI with 2 million AI chips for data centers
OpenAI and Oracle Corp. announced they will develop 4.5 gigawatts of additional US data center capacity in an expanded partnership, furthering a massive plan to power artificial intelligence...
Wednesday 16 July 2025
Apple turns to US rare earths in US$500M supply chain shift
Apple Inc. has struck a US$500 million deal to buy rare-earth minerals from MP Materials Corp., the US producer that just last week secured backing from the Pentagon.
Thursday 3 July 2025
Oracle, OpenAI expand Stargate deal for more US data centers
OpenAI has agreed to rent a massive amount of computing power from Oracle Corp. data centers as part of its Stargate initiative, underscoring the intense requirements for cutting-edge...
Monday 30 June 2025
Tesla launches Robotaxi service in Austin, challenging Waymo's lead

On June 22, Tesla officially launched its first robotaxi service in Austin, Texas, inviting select passengers to participate in trial...

Friday 27 June 2025
IntelliEPI taps AI boom with InP focus, kicks off new fab expansion backed by Texas subsidies
IntelliEPI, a manufacturer of compound semiconductors, reported a shift in product focus toward indium phosphide (InP) epitaxial products, which in the first quarter of 2025 represented...
Wednesday 25 June 2025
Georgia Tech's Montreuil highlights new era for Taiwanese manufacturers in America
In an exclusive interview with DIGITIMES, Georgia Tech professor Benoit Montreuil — widely known as the architect of the "Physical Internet" — laid out a blueprint...
Thursday 19 June 2025
Texas Instruments plans over US$60 billion investment for US foundational chip manufacturing
On June 18, 2025, Texas Instruments (TI) announced it will invest over US$60 billion in seven semiconductor fabs across the US. This historic investment aims to boost TI's domestic...
Monday 16 June 2025
Fortune Electric secures Taiwan's first contract in US Stargate AI project, winning NT$2 billion power transformer order
Taiwan-based heavy electrical equipment maker Fortune Electric has become the first Taiwanese company to secure a contract under the US Stargate Project, a US$500 billion AI infrastructure...
Monday 16 June 2025
Force mos announces court victory against Asus in patent infringement case
On June 12, Force mos, a prominent power semiconductor company, released an update on a significant legal victory. This follows a ruling on February 14 by a jury in the District Court...