Articles tagged with "semiconductors"
Intel veteran Sanjay Natarajan on Moore's Law and the limits of digital scaling
Sanjay Natarajan, a veteran semiconductor engineer and former Senior Vice President at Intel, challenges the notion that Moore’s Law has reached an absolute end. With a career spanning over three decades, including leading Intel’s critical 32-nanometer and 14-nanometer process technology developments, Natarajan witnessed and contributed to overcoming the escalating challenges of chip scaling such as rising costs, physical limitations, and manufacturing complexities. His work consistently focused on extending performance and yield by adopting fundamentally new approaches for each successive technology node, demonstrating that the evolution of semiconductor technology is an ongoing process rather than a halted one. Natarajan’s passion for electrical engineering began early, inspired by the emergence of personal computing and hands-on experience with an Apple II Plus. His long tenure at Intel was driven not only by the intellectual challenges and innovation opportunities but also by the impact of seeing his work widely adopted globally. He credits Intel’s leadership in CMOS technology and its collaborative environment as key factors in his sustained motivation.
semiconductorsMoore's-Lawchip-scalingprocess-technologyIntelnanometer-technologysemiconductor-manufacturingA timeline of the US semiconductor market in 2025
The U.S. semiconductor industry experienced significant developments throughout 2025, marked by leadership changes, government interventions, and shifting international trade dynamics. Nvidia emerged as a dominant player, reporting record revenues driven largely by its data center business, and securing a non-exclusive licensing deal with chip maker Groq, including hiring Groq’s founder and acquiring $20 billion in assets. Despite challenges, Nvidia also navigated complex regulatory environments, including a reversal by the U.S. Department of Commerce allowing it and AMD to export advanced AI chips to China, although China imposed restrictions on domestic companies purchasing Nvidia chips and ruled that Nvidia violated antitrust laws related to a past acquisition. Intel made notable strides with the announcement of its Panther Lake processor, built on its advanced 18A semiconductor process and produced exclusively at its Arizona fab. The company also underwent leadership changes shortly after the U.S. government took an equity stake in Intel’s foundry program, a move aimed at securing domestic chip production amid tariff rumors and geopolitical tensions.
semiconductorsAI-chipsNvidiaIntelchip-manufacturingsemiconductor-industrytechnology-tariffsSemiconductor deal: Taiwan commits $250B for 5% tariff relief
The United States and Taiwan have finalized a significant trade agreement to boost semiconductor manufacturing within the U.S. Taiwanese chip and technology firms will invest at least $250 billion in American production capacity, supported by a $250 billion credit guarantee from the Taiwanese government. In exchange, the U.S. will reduce reciprocal tariffs on Taiwan from 20% to 15%, with zero tariffs on generic pharmaceuticals, aircraft components, and certain natural resources. The deal also links tariff relief directly to U.S. manufacturing activity, allowing Taiwanese companies to import chip components tariff-free up to certain limits based on their U.S. production capacity. Commerce Secretary Howard Lutnick emphasized that companies not investing in U.S. manufacturing could face tariffs as high as 100%, underscoring the U.S. goal to relocate 40% of Taiwan’s semiconductor supply chain domestically. Taiwan Semiconductor Manufacturing Co. (TSMC), the world’s largest contract chipmaker, has already committed up to $40 billion to build chip fabs in Arizona
semiconductorschip-manufacturingTaiwan-Semiconductor-Manufacturing-Companytrade-agreementU.S.-manufacturingtariffstechnology-investmentTaiwan to invest $250B in US semiconductor manufacturing
The Trump administration has secured a significant multi-billion-dollar trade deal with Taiwan aimed at boosting U.S. domestic semiconductor manufacturing. Under the agreement, Taiwanese semiconductor and technology companies will invest $250 billion directly into the U.S. semiconductor industry, covering sectors such as semiconductors, energy, and AI production and innovation. Additionally, Taiwan will provide $250 billion in credit guarantees to support further investments from these enterprises. The timeline for these investments has not been specified. In exchange, the U.S. will invest in Taiwan’s semiconductor, defense, AI, telecommunications, and biotech industries, though no specific investment amount from the U.S. side was disclosed. This deal aligns with the U.S. government’s broader strategy to reduce dependence on foreign semiconductor supply chains, which currently see only about 10% of semiconductors produced domestically. The administration emphasized that reliance on foreign supply chains poses significant economic and national security risks, potentially impacting industrial and military capabilities. The announcement also hinted at forthcoming semiconductor tariffs once
semiconductorssemiconductor-manufacturingTaiwanUS-Taiwan-trade-dealenergy-innovationAI-productiontechnology-investmentThe US imposes 25% tariff on Nvidia’s H200 AI chips headed to China
The U.S. government, under President Donald Trump, has imposed a 25% tariff on certain advanced AI semiconductors, including Nvidia’s H200 chips, when these are produced outside the U.S., pass through the U.S., and are then exported to countries like China. This tariff formalizes a key aspect of the Department of Commerce’s earlier decision to allow Nvidia to sell these chips to vetted Chinese customers starting in December. The tariff also affects chips from other companies, such as AMD’s MI325X. Despite the tariff, Nvidia welcomed the move, emphasizing that it enables American chip manufacturers to compete globally while supporting domestic jobs and manufacturing. China faces a complex situation in the global AI and semiconductor race, balancing its desire to develop a robust domestic chip industry with the need to access advanced foreign technology in the interim. The Chinese government is reportedly drafting regulations to control how many semiconductors Chinese companies can import, potentially allowing some purchases of Nvidia’s chips, which would mark a shift from previous
semiconductorsAI-chipsNvidiatariffssemiconductor-industryUS-China-tradeadvanced-technologyNew test detects defects in solar cells with 1,000 times sensitivity
Korean researchers at the Korea Advanced Institute of Science & Technology (KAIST) have developed a novel measurement technique that detects hidden defects, or electronic traps, in semiconductors with approximately 1,000 times greater sensitivity than existing methods. These electronic traps are microscopic flaws that capture electrons and impede electrical current flow, causing device inefficiencies and performance degradation in components like memory chips and solar cells. By precisely identifying these defects and their interactions with electrons, the new method enables a more accurate evaluation of semiconductor quality, potentially improving device efficiency, longevity, and reducing development costs and time. The technique builds upon traditional Hall measurements by incorporating controlled light exposure and temperature variations, allowing simultaneous analysis of charge carrier movement and electronic traps within a single experiment. As light intensity increases, traps fill with electrons until saturated, after which excess electrons freely move through the material. Monitoring electrical changes during this process yields critical parameters such as electron mobility, lifetime, travel distance, and detailed defect properties. The researchers validated the approach on silicon
energysolar-cellssemiconductorsdefect-detectionmaterials-scienceelectronic-trapssemiconductor-efficiencyChina’s Chips Manhattan Project And The Semiconductor Skills Race - CleanTechnica
The article discusses China’s covert, large-scale effort to develop extreme ultraviolet (EUV) lithography technology, often likened to a "Manhattan Project," aimed at closing the gap in advanced semiconductor manufacturing. EUV lithography is critical for producing cutting-edge chips with features measured in nanometers, enabling higher transistor density, faster switching speeds, and lower energy consumption. This technology is extraordinarily complex, involving precision optics, plasma physics, lasers, vacuum systems, and advanced materials science. China’s progress, which includes developing partial working prototypes, signifies that the technological gap with the Dutch manufacturer ASML—the only company currently producing EUV machines—is shrinking from decades to years, though China has not yet matched ASML’s capabilities. China’s initiative emerged after the U.S. and its allies, including the Netherlands, South Korea, and Japan, imposed export controls to block China’s access to advanced semiconductor manufacturing equipment, particularly EUV machines. Faced with exclusion from the most advanced chip nodes, China chose
semiconductorslithographyEUV-technologychip-manufacturingmaterials-scienceenergy-efficiencyadvanced-manufacturingPat Gelsinger wants to save Moore’s Law, with a little help from the Feds
Pat Gelsinger, former Intel CEO and now a general partner at Playground Global, is focusing on reviving Moore’s Law by backing xLight, a startup developing revolutionary lithography technology for semiconductor manufacturing. xLight aims to create massive free electron lasers powered by particle accelerators to generate extreme ultraviolet (EUV) light at much shorter wavelengths (around 2 nanometers) than the current industry standard of 13.5 nanometers used by ASML, the dominant player in EUV lithography. This breakthrough could address the semiconductor industry's critical bottleneck—lithography—enabling continued advances in chip performance and manufacturing. The xLight project is notable not only for its technological ambition but also because it is linked to funding under the U.S. Chips and Science Act, marking a rare instance of federal involvement in early-stage semiconductor ventures. Although the deal is still in the letter of intent phase and not finalized, Gelsinger is optimistic about its potential to sustain semiconductor innovation. xLight’s
semiconductorsMoore's-Lawlithographyfree-electron-laserschip-manufacturingsemiconductor-industrytechnology-innovationWhat does it mean when Uncle Sam is one of your biggest shareholders? Chip startup xLight is about to find out
The Trump administration has agreed to invest up to $150 million in xLight, a Palo Alto-based semiconductor startup, through the Commerce Department using funds from the 2022 Chips and Science Act. This investment, in exchange for equity, is expected to make the U.S. government the largest shareholder in xLight, marking the first Chips Act award in Trump’s second term, though the deal remains preliminary. xLight aims to revolutionize chip manufacturing by developing particle accelerator-powered lasers capable of producing more precise and powerful light sources at a wavelength of 2 nanometers, significantly surpassing the current industry leader ASML’s 13.5-nanometer technology. The company is led by CEO Nicholas Kelez, an expert in quantum computing and government labs, with former Intel CEO Pat Gelsinger serving as executive chairman. The government’s involvement has sparked mixed reactions in Silicon Valley, where many investors are wary of state intervention in the tech sector. Venture capitalists express concern about competing against startups backed
semiconductorschip-manufacturingparticle-acceleratorslasersenergy-efficiencymaterials-sciencegovernment-fundingRecord-breaking quantum material could outpace every semiconductor
Scientists from the University of Warwick and the National Research Council of Canada have developed a silicon-compatible quantum material exhibiting the highest electrical conductivity ever recorded for such materials. This breakthrough involves a nanometer-thin, compressively strained germanium layer grown on a silicon wafer, termed compressively strained germanium on silicon (cs-GoS). By applying controlled compressive strain, the researchers created an ultra-pure crystal structure that significantly enhances charge mobility, achieving a record hole mobility of 7.15 million cm²/V·s—far surpassing standard industrial silicon and previous group-IV semiconductors compatible with modern chip fabrication. This advancement addresses key challenges in the semiconductor industry, which faces physical limits as silicon-based chips shrink and generate more heat. Germanium, known for superior charge mobility but difficult to integrate with silicon manufacturing, is now viable at scale through cs-GoS. The material’s compatibility with existing silicon fabrication infrastructure promises faster, more energy-efficient electronics and quantum devices, potentially extending the life of silicon chip
materialssemiconductorsquantum-materialsgermaniumsilicon-technologyelectronic-devicesenergy-efficiencyControl over atomic structure of perovskites could transform solar cells
Researchers have developed a novel vapor-based method to grow ultra-thin halide perovskite films with atomic-level precision, potentially transforming the fabrication of solar cells, LEDs, lasers, and quantum devices. Unlike traditional solution processing, which is difficult to control and messy, this vapor deposition technique—commonly used for standard semiconductors—enables precise alignment of atoms in both two-dimensional and three-dimensional perovskite layers. This epitaxial growth approach allows for fine-tuning of the material’s properties by controlling the thickness and composition of each layer down to fractions of an atom. The team demonstrated the ability to engineer the junctions between perovskite layers to either keep electrons and holes together or separate them, significantly impacting light emission efficiency. They achieved tunability of the energy difference between layers by more than half an electron volt and extended charge carrier lifetimes to over 10 microseconds, far exceeding typical values. This unprecedented control opens avenues for scalable, high-performance optoelect
perovskitessolar-cellsmaterials-sciencesemiconductorsenergy-efficiencythin-filmsvapor-depositionMicrosoft’s plan to fix its chip problem is, partly, to let OpenAI do the heavy lifting
Microsoft is addressing its semiconductor challenges by leveraging its partnership with OpenAI, which is developing custom AI chips in collaboration with Broadcom. Under a revised agreement, Microsoft has secured intellectual property rights to OpenAI’s chip designs and will have access to these innovations, allowing it to adopt and extend the technology for its own use. This move comes as Microsoft’s chip efforts have lagged behind competitors like Google and Amazon, making the partnership a pragmatic solution to accelerate its AI hardware capabilities. CEO Satya Nadella emphasized that Microsoft benefits from OpenAI’s system-level innovations, gaining a significant advantage without bearing the full burden of chip development. The agreement also grants Microsoft continued access to OpenAI’s AI models through 2032, though OpenAI retains exclusive rights to its consumer hardware products. This collaboration highlights the complexity and cost of building advanced AI chips, with Microsoft opting to rely on OpenAI’s expertise and a strategic contract to bolster its position in the AI hardware space.
semiconductorsAI-chipsMicrosoftOpenAIchip-designtechnology-collaborationcustom-hardwareGermanium flips to superconducting state for the first time ever
Scientists have achieved superconductivity in germanium for the first time, marking a significant breakthrough with potential implications for quantum computing and energy-efficient electronics. A collaborative team from New York University, the University of Queensland, and other institutions succeeded in making germanium conduct electricity without resistance at 3.5 Kelvin (-453°F). This was accomplished by precisely doping germanium with gallium using molecular beam epitaxy, a technique that allows ultra-thin crystal layers to be grown with high atomic precision. This method maintained the crystal’s stability despite the high gallium concentration, enabling the superconducting state. Germanium, a widely used semiconductor in computer chips and fiber optics, has long been sought after for superconductivity due to its ideal electrical properties and stable diamond-like crystal structure. Achieving superconductivity in germanium opens new possibilities for scalable, foundry-ready quantum devices and could revolutionize technologies requiring seamless integration between semiconducting and superconducting materials, such as quantum circuits, sensors, and cryogenic electronics. The
materialssuperconductivitygermaniumsemiconductorsquantum-computingenergy-efficient-electronicsmolecular-beam-epitaxyUS signs collaboration agreements with Japan and South Korea for AI, chips and biotech
The United States has signed collaboration agreements with Japan and South Korea aimed at strengthening cooperation in advanced technologies such as artificial intelligence (AI), semiconductors, quantum computing, biotechnology, space, and 6G. These agreements seek to enhance strategic ties, align regulations, and support both economic and national security objectives. Japan’s expertise in advanced materials, robotics, and space technologies, combined with South Korea’s dominance in memory chip production, positions these partnerships as critical to maintaining a competitive edge in the global technology race. Specifically, the U.S.-Japan deal focuses on boosting AI exports, protecting technology, and fostering collaboration on AI standards and innovation, promoting a joint AI ecosystem across hardware, software, and related standards. The U.S.-South Korea agreement aims to reduce operational burdens for tech companies by addressing data localization and hosting challenges, while also coordinating AI export controls and standards innovation. A broader goal of these agreements is to reduce dependence on China’s technology supply chain and influence the global regulatory framework for emerging
roboticssemiconductorsAI-technologyadvanced-materialsquantum-computingtechnology-collaborationchip-productionWith an Intel recovery underway, all eyes turn to its foundry business
Intel reported a strong third-quarter performance, surpassing Wall Street expectations with $13.7 billion in revenue and a net income of $4.1 billion, a significant turnaround from a $16.6 billion loss in the same period last year. This improvement was driven by revenue growth, substantial cost-cutting measures including layoffs, and major investments from Softbank, Nvidia, and the U.S. government. Intel also bolstered its financial position by divesting non-core assets, such as selling its hardware division and an autonomous driving technology company, raising billions to support its turnaround efforts. CEO Lip-Bu Tan emphasized that these actions have strengthened Intel’s balance sheet and operational flexibility, positioning the company for continued strategic execution. Despite the positive quarterly results, Intel provided limited details on the future of its foundry business, which manufactures custom chips and has struggled since its inception. The foundry segment is a key focus for Tan and is supported by the U.S. government’s investment, which includes conditions for
semiconductorsIntelfoundry-businesschip-manufacturingenergy-efficient-chipstechnology-investmentautonomous-driving-technologyAs China’s 996 culture spreads, South Korea’s tech sector grapples with 52-hour limit
The article discusses the tension between South Korea’s legally mandated 52-hour workweek limit and the demanding work culture spreading from China’s “996” system (9 am to 9 pm, six days a week) within the global deep tech sector. While South Korea enforces a 40-hour standard workweek with strict overtime regulations and penalties for violations, it has introduced special extended work programs allowing up to 64 hours weekly with worker consent and government approval, particularly for deep tech industries like semiconductors. However, these exemptions are limited and expected to be scaled back, reflecting the government’s intent to tighten working-hour regulations despite some political debate. Tech investors and founders in South Korea express concerns that the 52-hour limit poses challenges for innovation-driven sectors requiring intense focus and long hours during critical phases. Yongkwan Lee, CEO of a venture capital firm, notes that strict work-hour caps could slow progress toward key milestones in highly competitive fields such as AI and quantum computing. Surveys indicate many startup
semiconductorsdeep-techwork-cultureSouth-KoreaAIquantum-computinglabor-regulationsIntel unveils 18A chips in major push to revive US semiconductor edge
Intel has unveiled its most advanced processors to date—the Core Ultra series 3 (codenamed Panther Lake) and Xeon 6+—built on its cutting-edge 18A semiconductor process. Panther Lake targets consumer and commercial AI PCs, gaming, and edge computing, featuring a scalable multi-chiplet architecture with up to 16 new performance and efficient cores, delivering over 50% faster CPU performance than its predecessor. It also includes an Intel Arc GPU with up to 12 Xe cores for 50% faster graphics and supports AI acceleration up to 180 TOPS. Additionally, Intel is expanding Panther Lake’s reach into robotics and edge applications through a new AI software suite and reference board. Xeon 6+, Intel’s first 18A-based server processor, is designed for hyperscale data centers and cloud providers, offering up to 288 efficient cores and a 17% increase in instructions per cycle, with availability expected in early 2026. The 18A process represents a
semiconductorsIntel-18AAI-chipsroboticsedge-computingenergy-efficiencymaterials-engineeringIn a first, scientists observe short-range order in semiconductors
Scientists from Lawrence Berkeley National Laboratory and George Washington University have, for the first time, directly observed short-range atomic order (SRO) in semiconductors, revealing hidden patterns in the arrangement of atoms like germanium, tin, and silicon inside microchips. This breakthrough was achieved by combining advanced 4D scanning transmission electron microscopy (4D-STEM) enhanced with energy filtering to improve contrast, and machine learning techniques including neural networks and large-scale atomic simulations. These methods allowed the team to detect and identify recurring atomic motifs that were previously undetectable due to weak signals and the complexity of atomic arrangements. The discovery of SRO is significant because it directly influences the band gap of semiconductors, a critical property that governs their electronic behavior. Understanding and controlling these atomic-scale patterns could enable the design of materials with tailored electronic properties, potentially revolutionizing technologies such as quantum computing, neuromorphic devices, and advanced optical sensors. While this research opens new avenues for atomic-scale material engineering, challenges
materialssemiconductorsatomic-ordermicroscopyAImachine-learningelectronic-propertiesBidirectional Charging, AI, & Semiconductors — Volkswagen's IAA Announcements - CleanTechnica
At the IAA Mobility 2025 auto show in Munich, Volkswagen made several significant announcements emphasizing innovation in bidirectional charging, artificial intelligence, and semiconductor procurement. Central to Volkswagen's strategy is a new procurement model developed in partnership with Rivian and Volkswagen Group Technologies, covering over 50 semiconductor categories including microcontrollers and power transistors. This initiative aims to streamline semiconductor sourcing, reduce costs, and ensure supply chain resilience, reflecting Volkswagen’s ambition to become a global leader in automotive technology. The company also hosted the 4th Semiconductor Summit, bringing together key industry players to strengthen collaboration between automotive and semiconductor sectors. Volkswagen subsidiary Elli introduced a pilot project for bidirectional charging in private homes, featuring a legally compliant 11 kW wallbox that connects electric vehicles with home solar systems through a modular software platform. This technology can potentially reduce charging costs by up to 75% and supports energy independence. Elli is recruiting participants in Germany for this pilot and plans to integrate EV battery storage into a virtual power
energybidirectional-chargingsemiconductorselectric-vehiclesautomotive-technologyAIIoTNVIDIA invests $5B in Intel, launches joint AI and PC chip venture
NVIDIA is investing $5 billion in Intel, becoming one of its largest shareholders and forming a strategic partnership to jointly develop future data center and PC chips. This collaboration aims to combine Intel’s x86 CPU architecture with NVIDIA’s AI and GPU technologies, with Intel building custom CPUs for NVIDIA’s AI infrastructure and manufacturing x86 system-on-chips integrated with NVIDIA RTX GPU chiplets for high-performance personal computers. The deal provides a significant boost to Intel, which has struggled in recent years, as evidenced by a 23% surge in its stock price following the announcement. The partnership leverages the strengths of both companies: Intel’s foundational x86 architecture, manufacturing capabilities, and advanced packaging, alongside NVIDIA’s AI leadership and CUDA architecture. Analysts view NVIDIA’s involvement as a pivotal moment for Intel, repositioning it from an AI laggard to a key player in AI infrastructure. The collaboration also has competitive implications, potentially challenging rivals like AMD and TSMC, which currently manufactures NVIDIA’s top processors. The
semiconductorsAI-chipsNVIDIAInteldata-centersPC-processorsAI-infrastructureChina tells its tech companies they can’t buy AI chips from Nivida
China’s Cyberspace Administration has officially banned domestic tech companies, including major players like ByteDance and Alibaba, from purchasing Nvidia’s AI chips, specifically the RTX Pro 6000D server designed for the Chinese market. This move follows earlier discouragements from Beijing to avoid Nvidia chips and instead support local AI chip manufacturers. Nvidia’s chips are widely regarded as some of the most advanced globally, making this ban a significant setback for China’s tech ecosystem, despite efforts by companies like Huawei and Alibaba to develop indigenous AI hardware. Nvidia’s CEO Jensen Huang expressed disappointment but acknowledged the broader geopolitical tensions between China and the U.S. He emphasized Nvidia’s willingness to support Chinese companies if permitted. The ban comes amid a complex backdrop of U.S. export controls: the Trump administration initially restricted Nvidia’s chip sales to China in April, causing substantial revenue losses for Nvidia. Although restrictions were partially eased later, including a controversial revenue-sharing proposal with the U.S. government, Nvidia has yet to resume significant sales
semiconductorsAI-chipsNvidiaChina-tech-marketsemiconductor-industrychip-manufacturingtechnology-regulationsWhy the US government is taking a stake in Intel
The Trump administration aims to establish U.S. dominance in artificial intelligence by revitalizing domestic semiconductor manufacturing, a critical component for AI technology. To support this goal, the administration converted a government grant intended for semiconductor manufacturing into an equity stake in Intel, contingent on Intel maintaining majority ownership of its foundry business over the next five years. Intel’s foundry unit, which manufactures custom chips, has faced challenges including regulatory setbacks, leadership changes, and strategic uncertainty since its 2021 launch and subsequent failed acquisition attempts. Former Intel board member Lip-Bu Tan briefly returned in early 2025 with a turnaround plan focused on refocusing the company and workforce, but his ties to China raised concerns among U.S. lawmakers, leading to his abrupt resignation. Shortly afterward, Intel secured a significant investment from SoftBank and finalized the U.S. government’s deal, which positions the government as a passive investor aligned with Intel’s interests. This unprecedented move reflects the administration’s commitment to reshoring semiconductor manufacturing, though questions
semiconductorschip-manufacturingIntelU.S.-governmentAI-technologydomestic-manufacturingsupply-chainTrump administration’s deal is structured to prevent Intel from selling foundry unit
The Trump administration has structured a deal with Intel that restricts the company’s ability to spin off or sell its foundry business unit, which manufactures custom chips for external customers. Intel’s CFO David Zinsner revealed that the agreement includes a five-year warrant allowing the U.S. government to acquire an additional 5% stake in Intel at $20 per share if Intel’s ownership in the foundry unit falls below 51%. This provision effectively penalizes Intel for divesting the foundry business, aligning with the government’s goal of maintaining domestic chip manufacturing capacity amid growing reliance on offshore producers like Taiwan Semiconductor Manufacturing Company (TSMC). The foundry unit has been financially underperforming, reporting losses in the second quarter and generating pressure from analysts, board members, and investors to spin it off. Despite these challenges, the deal incentivizes Intel to retain the unit, reflecting the administration’s strategic priority to bolster U.S. semiconductor production under the CHIPS and Science Act. Intel recently received remaining grant
semiconductorschip-manufacturingIntel-FoundryU.S.-CHIPS-Actsemiconductor-industrytechnology-policysupply-chain-managementU.S. government plans to take a 10% stake in Intel
The U.S. government plans to acquire a 10% ownership stake in Intel, as announced by President Donald Trump on August 22, 2025. Intel has agreed to the proposal, which caused the company’s stock to rise by over 7%. This move is notable because government equity stakes in private companies are rare in the U.S., typically reserved for extraordinary circumstances such as the 2008-2009 financial crisis. The investment comes amid Intel’s ongoing restructuring under CEO Lip-Bu Tan, who is focusing the company on core businesses and addressing competitive pressures from rivals like Nvidia. This government investment follows a recent deal in which Japanese conglomerate SoftBank agreed to purchase Intel common stock at $23 per share, signaling international confidence in Intel’s role in advanced technology and semiconductors. The government’s stake is expected to be officially announced shortly after the SoftBank deal. This marks a significant shift in U.S. policy, reflecting heightened federal interest in supporting domestic semiconductor manufacturing and technology leadership
energysemiconductorstechnology-investmentIntelgovernment-stakeadvanced-technologychip-manufacturingSoftBank makes $2B investment in Intel
Japanese conglomerate SoftBank has agreed to invest $2 billion in Intel by purchasing common stock at $23 per share, signaling a strong commitment to advanced semiconductor technology and manufacturing in the United States. The deal, announced after market hours on August 18, 2025, led to a more than 5% increase in Intel’s share price. SoftBank Group Chairman and CEO Masayoshi Son emphasized that the investment reflects confidence in the expansion of U.S.-based semiconductor manufacturing, with Intel playing a pivotal role, especially amid growing interest in AI chip development. This investment serves as a significant validation for Intel, which has faced competitive pressures from companies like Nvidia and is currently undergoing a restructuring under new CEO Lip-Bu Tan. Intel is focusing on streamlining its semiconductor business, particularly its client and data center segments, while reducing workforce in its Intel Foundry division. The deal also aligns with SoftBank’s renewed focus on the U.S. market and AI technologies, complementing its recent activities such
semiconductorsAI-chipsIntelSoftBankadvanced-technologysemiconductor-manufacturingdata-centersNeoLogic wants to build more energy-efficient CPUs for AI data centers
NeoLogic, an Israel-based fabless semiconductor startup founded in 2021 by CEO Messica and CTO Leshem, aims to develop more energy-efficient server CPUs tailored for AI data centers. Despite skepticism from industry experts who believed innovation in logic synthesis and circuit design was no longer possible, NeoLogic is pursuing a novel approach by simplifying logic processing with fewer transistors and logic gates. This design strategy is intended to enable faster processing speeds while significantly reducing power consumption. The founders bring extensive semiconductor experience, with backgrounds at Intel, Synopsis, and in circuit manufacturing. The company is collaborating with two unnamed hyperscalers on CPU design and plans to produce a single-core test chip by the end of the year, targeting deployment in data centers by 2027. NeoLogic recently secured $10 million in a Series A funding round led by KOMPAS VC, with participation from M Ventures, Maniv Mobility, and lool Ventures. These funds will support engineering expansion and ongoing CPU development. Given the increasing energy
energysemiconductorsCPUsdata-centersAI-hardwareenergy-efficiencychip-designTwo arrested for smuggling AI chips to China; Nvidia says no to kill switches
The U.S. Department of Justice arrested Chuan Geng and Shiwei Yang on August 2 in California for allegedly smuggling advanced AI chips to China through their company, ALX Solutions. They face charges under the Export Control Reform Act, which carries penalties of up to 20 years in prison. The DOJ indicated the chips involved were highly powerful GPUs designed specifically for AI applications, strongly suggesting Nvidia’s H100 GPUs. Evidence showed ALX Solutions shipped these chips to intermediaries in Singapore and Malaysia while receiving payments from entities in Hong Kong and China, apparently to circumvent U.S. export restrictions. In response, Nvidia emphasized its strict compliance with U.S. export controls and stated that any diverted products would lack service and support. The company also rejected recent U.S. government proposals to embed kill switches or backdoors in chips to prevent smuggling, arguing such measures would compromise security and trust in U.S. technology. Nvidia warned that creating vulnerabilities intentionally would benefit hackers and hostile actors, ultimately harming America
AIsemiconductorsNvidiaexport-controlchip-smugglingtechnology-securityGPUsTrump says he’ll announce semiconductor and chip tariffs
President Donald Trump announced plans to impose tariffs on semiconductors and chips as early as next week, though specific details about these tariffs have not yet been disclosed. This move could significantly disrupt U.S. hardware and AI companies, which rely heavily on semiconductor imports. Despite the U.S. producing only a small portion of the world’s chips, it remains home to many leading semiconductor companies. Efforts to boost domestic chip manufacturing have been underway since the 2022 CHIPS Act, which allocated $52 billion in subsidies to increase U.S. production capacity, with companies like Intel investing in new manufacturing facilities. The tariff announcement coincides with ongoing deliberations over AI chip export restrictions. The Trump administration has criticized the Biden administration’s multi-tiered export control rules introduced in May, which limit sales of advanced AI semiconductors to certain countries for national security reasons. In July, the Trump administration released a policy framework emphasizing the need for chip export restrictions but without detailed proposals. Recent reports suggest the Trump administration
semiconductorschip-tariffssemiconductor-manufacturingAI-chipsexport-restrictionschip-industrytechnology-policyChina cites ‘backdoor safety risk’ in Nvidia’s H20 AI chip; company denies allegation
Chinese authorities have summoned Nvidia over alleged security vulnerabilities in its H20 AI chip, citing “serious security risks” and concerns about potential backdoors that could allow remote access or tracking. The Cyberspace Administration of China (CAC) questioned Nvidia representatives and requested documentation to clarify these issues. Nvidia has denied the allegations, affirming that their chips contain no such backdoors. This investigation comes amid stalled trade talks between Washington and Beijing and could delay Nvidia’s efforts to resume sales of the H20 chip in China, complicating the company’s market position. The scrutiny of Nvidia’s H20 chip aligns with China’s broader strategy to reduce reliance on U.S. semiconductor technology and promote domestic alternatives, such as Huawei’s Ascend 910C chip, which is gaining traction for AI workloads. The H20 was designed to comply with U.S. export restrictions, and its sales resumption was seen as a potential breakthrough in easing trade tensions. However, the current probe and regulatory uncertainty highlight ongoing geopolitical and
semiconductorsAI-chipscybersecurityNvidiaChina-tech-markettrade-restrictionssemiconductor-alternativesNo wires needed: German physicists control electronics with light pulses
German physicists at Bielefeld University have developed a novel method to control atomically thin semiconductors using ultrashort pulses of terahertz light instead of traditional electrical signals. By employing terahertz radiation—electromagnetic waves between infrared and microwave frequencies—and specialized nanoantennas that convert this light into extremely strong, vertical electric fields within the semiconductor, they achieved switching speeds on the order of femtoseconds to picoseconds (trillionths of a second). This approach eliminates the need for physical wires or bulky electronic components, enabling faster, more energy-efficient, and potentially miniaturized electronic devices. The team demonstrated their technique on molybdenum disulfide (MoS₂), a semiconductor only a few atoms thick, observing a Stark shift that confirmed the terahertz-induced electric field was effectively altering the material’s electronic properties in real time. This coherent, non-contact control mechanism could revolutionize electronics by enabling light-controlled transistors, ultrafast data transmission, advanced
materialssemiconductorsterahertz-lightultrafast-electronicsnanoantennasenergy-efficient-technologyatomically-thin-materialsA timeline of the US semiconductor market in 2025
The U.S. semiconductor industry in 2025 has experienced significant upheaval amid the intensifying global AI competition. Intel, under new CEO Lip-Bu Tan, focused on restructuring and efficiency, canceling projects in Germany and Poland, consolidating test operations, and planning substantial layoffs of up to 20% in certain units. Intel also made key leadership hires to pivot back to an engineering-driven approach. Meanwhile, AMD expanded its AI hardware capabilities through acquisitions, including companies specializing in AI inference chips and software adaptation to compete more directly with Nvidia’s dominance. On the policy front, the Trump administration introduced an AI Action Plan emphasizing chip export controls and allied coordination, though specific restrictions remained undefined. Nvidia faced challenges due to U.S. export licensing requirements on AI chips, leading the company to exclude China-related revenue from forecasts and file applications to resume chip sales there, including launching a China-specific RTX Pro chip. The U.S. also grappled with national security concerns over AI chip sales to the UAE and
semiconductorsAI-chipsIntelNvidiachip-export-controlssemiconductor-industryrare-earth-elementsIntel continues to pull back on its manufacturing projects
Intel CEO Pat Gelsinger is advancing a restructuring plan aimed at reducing inefficiencies by scaling back several manufacturing projects. In its Q2 earnings report, Intel announced it will cancel previously planned chip manufacturing facilities in Germany and Poland, including an assembly and testing site in Poland and a chip factory in Germany, both of which had been on hold since early 2024. The company also plans to consolidate test operations in Costa Rica by shifting them to Vietnam and Malaysia. Gelsinger acknowledged that prior capacity investments were excessive and poorly aligned with demand, leading to a fragmented factory footprint. Moving forward, Intel intends to expand capacity only based on confirmed volume commitments and tie capital expenditures to clear milestones. Additionally, Intel will further delay its $28 billion chip factory in Ohio, originally slated to open in 2025. This announcement coincides with Gelsinger’s first full quarter as CEO, during which he emphasized streamlining operations by divesting non-core units and eliminating redundancies. The company has already reduced its
semiconductorschip-manufacturingIntelmanufacturing-projectsfactory-consolidationsemiconductor-industryproduction-capacityTrump’s AI Action Plan aims to block chip exports to China but lacks key details
The Trump administration’s recently released AI Action Plan aims to maintain U.S. leadership in AI technology while preventing adversaries, particularly China, from benefiting from American innovations. Central to the plan is strengthening export controls on AI chips through “creative approaches,” including working with government agencies and the AI industry to develop chip location verification features and establishing enforcement mechanisms for export restrictions. The plan emphasizes the need for international alignment with allies to impose strong export controls and prevent backfilling, using tools like the Foreign Direct Product Rule and secondary tariffs. However, the plan lacks detailed strategies on how these goals will be achieved, especially regarding coordination with global allies and specific enforcement measures. Instead, it outlines foundational steps for future sustainable export guidelines rather than immediate policy implementations. This ambiguity reflects ongoing uncertainty, as the administration has shown inconsistent export restriction policies recently, such as rescinding previous Biden-era rules and fluctuating stances on semiconductor exports to China. Upcoming executive orders expected around July 23 may focus more on organizing government efforts than
energysemiconductorsAI-chipsexport-controlstechnology-policyinternational-tradechip-manufacturingNvidia boss dismisses China military chip use, cites US tech risk
Nvidia CEO Jensen Huang has downplayed concerns that China’s military could effectively use American AI chips, citing export restrictions and the risk of sanctions as major deterrents. Speaking ahead of a planned visit to China, Huang argued that Chinese military institutions would avoid dependence on US-origin hardware like Nvidia’s advanced A100 and H100 GPUs due to the possibility of supply cutoffs. His comments come amid ongoing US efforts to limit Beijing’s access to cutting-edge semiconductor technologies, which Washington views as critical to national security. Despite Huang’s reassurances, US lawmakers remain wary. Senators Jim Banks and Elizabeth Warren have formally urged Huang not to engage with Chinese military-linked entities or firms circumventing US export controls, such as DeepSeek, a Chinese AI company accused of indirectly sourcing Nvidia chips to support military and intelligence projects. The bipartisan concern reflects broader fears over the dual-use nature of high-end GPUs, which power both civilian AI applications and sophisticated military systems like battlefield automation and electronic warfare. Meanwhile, Nvidia faces complex geopolitical challenges
semiconductorsAI-chipsNvidiamilitary-technologyexport-controlsUS-China-relationstechnology-securityA comprehensive list of 2025 tech layoffs
The article provides a detailed overview of the ongoing wave of tech layoffs in 2025, highlighting the significant impact on the industry and workforce amid growing adoption of AI and automation. It tracks layoffs across numerous companies, noting monthly totals such as over 24,500 employees laid off in April and 10,397 in May. The piece underscores the human cost of these cutbacks while also suggesting potential implications for innovation in the tech sector. Several major companies are featured with specific layoff figures and contexts. Microsoft announced cuts exceeding 6,500 jobs, representing about 3% of its global workforce of 228,000, marking one of its largest layoffs since 2023. Amazon has reduced its workforce by approximately 27,000 since 2022, including around 100 layoffs in its devices and services division. Other notable layoffs include Chegg cutting 248 employees (22% of its staff) due to declining web traffic amid AI competition, CrowdStrike reducing about 500 roles as part of
robotIoTenergysemiconductorstech-layoffsworkforce-reductionautomationIntel to lay off up to 20% of Intel Foundry workers
Intel plans to lay off 15% to 20% of its Intel Foundry division workforce starting in July 2025, according to an internal memo reported by The Oregonian. The Intel Foundry division, which designs, manufactures, and packages semiconductors for external clients, will see significant job cuts, although the exact number of affected employees has not been disclosed. With Intel's total workforce at approximately 108,900 as of December 2024, this reduction represents a substantial downsizing within the division. These layoffs align with strategic changes initiated by Intel’s CEO Lip-Bu Tan, who took over in March 2025 and has focused on streamlining the company’s core business units, flattening organizational structure, and reinforcing an engineering-first approach. The move follows previous layoffs of around 15,000 employees in August 2024 and was foreshadowed by Tan’s statements at the Intel Vision conference earlier in the year. Intel has not provided further details beyond the internal memo
materialssemiconductorsIntel-Foundrysemiconductor-manufacturingchip-productionworkforce-reductiontech-industryTaiwan places export controls on Huawei and SMIC
Taiwan has imposed export controls on Chinese technology companies Huawei and SMIC, restricting their access to critical resources needed for AI chip production. The Taiwanese International Trade Administration has classified certain high-tech commodities as strategic, requiring government approval for any shipments to these companies. This move effectively limits Huawei and SMIC’s ability to obtain Taiwanese plant construction technologies, materials, and equipment. The export controls are part of a broader effort by Taiwan to address national security concerns and combat arms proliferation. On June 10, the administration added over 600 entities from countries including Russia, Pakistan, Iran, Myanmar, and mainland China—among them Huawei and SMIC—to its restricted entity list. This development could significantly hinder China’s progress in developing advanced AI semiconductors.
materialssemiconductorsexport-controlsAI-chipshigh-tech-commoditiesTaiwan-tradesupply-chain-securityQualcomm to acquire semiconductor firm Alphawave Semi for $2.4B
Qualcomm has announced its agreement to acquire Alphawave Semi, a U.K.-based semiconductor firm specializing in high-speed data center connectivity, for approximately $2.4 billion. Qualcomm CEO Cristiano Amon highlighted that this acquisition aims to expand Qualcomm’s presence in the data center market by combining advanced technology solutions to enhance connected computing performance across various high-growth sectors, particularly data center infrastructure. Alphawave Semi develops a range of wired connectivity and compute technologies, complementing Qualcomm’s existing portfolio. This acquisition follows a recent larger deal by Qualcomm in the semiconductor space, signaling the company’s strategic focus on strengthening its data center capabilities. The transaction is anticipated to be completed in the first quarter of 2026.
materialssemiconductorsdata-centerconnectivityQualcommtechnology-acquisitionhigh-speed-data-transferSpace Forge raises $30M Series A to make chip materials in space
materialsenergysemiconductorsspace-technologycrystal-growthmanufacturingaerospace