$INTC CEO to visit White House on Monday. He'd better come with an offering or a gift. The good news is he has a meeting. WSJ story 👇🏼

LOOK: Photos show the damage sustained by China Coast Guard vessel 3104 after it was rammed by a Chinese PLA Navy warship during an incident near Scarborough Shoal earlier this morning, Aug. 11. (1/2)

Fully agree to most of the points, but still have question marks on the effect of the #tarrifs as most advanced chips (≤10nm) are built into electronics and IT equipment outside the US and then imported as finished products, thus EMS location being relevant

"Drei Elemente sind für Europa zentral: wirtschaftliche Stärke, technologische Souveränität und internationale Partnerschaften." Frage v.a. für 2 ist, wie man von Top-Forschung (die gibt es) zu markt- und konkurrenzfähigen Akteuren kommt - nicht nur im Bereich #Halbleiter <10nm

Soll nochmal einer sagen, Trump würde nur Zölle als Maßnahme kennen... 15 % sales revenue (!) tax auf Verkäufe nach China...immer wieder mal was Neues. #Halbleiter #Semiconductors golem.de/news/ki-beschl…

"The quid pro quo arrangement is unprecedented. According to export control experts, no US company has ever agreed to pay a portion of their revenues to obtain export licences." Nvidia and AMD to pay 15% of China #chip sale revenues to US government share.google/QdaXvV1tRi5bmf…

Advancements in vehicle architectures, AI, and security are reshaping the future of the car. semiengineering.com/sdvs-and-ai-fo… #SDVs #AutonomousDriving #automotive

Intel’s statement on meeting with President Trump: "Earlier today, Mr. Tan had the honor of meeting with President Trump for a candid and constructive discussion on Intel’s commitment to strengthening U.S. technology and manufacturing leadership. We appreciate the President’s

Pretty black and white view/comparison imho. The downgraded H20 that are ordered and manufactured by TSMC also mean less sales and, more importantly, less steeper learning curve of Chinese manufacturers such as SMIC. It's a complex issue. #semiconductors

$TSM BoD Meeting Resolution: "To meet long-term capacity plans based on market demand forecasts and TSMC’s technology development roadmap, the Board approved capital appropriations of approximately US$20,657.50 million for purposes including: 1) Installation of advanced

Must read for any journalist that does not cover the #semiconductor industry on a daily basis, but has to create a piece on #H20. Arguments are valid also for the AMD MI308, the version of MI300 "downgraded/castrated" for China.

13. August 1961: Ein Regime mauert sich ein. Keine freien Wahlen, Stacheldraht + Schießbefehl unterbinden nun auch die Abstimmung mit den Füßen. Die Interdependenz zwischen ökonomischer und politischer Unfreiheit wurde in Berlin für alle Welt sichtbar in Beton gegossen. #Mauerbau

Organisationstalent gesucht! Projektbüro #Dresden der Cyberagentur sucht eine Teamassistenz (30 Std./Teilzeit). Team und die Büroleitung administrativ & organisatorisch unterstützten. Jetzt bewerben: t1p.de/q9jmg #JobsDresden #Teamassistenz #Cybersicherheit

Singapore-headquartered semiconductor and electronics manufacturer #ASMPT announced today that it will close its advanced semiconductor equipment plant in Shenzhen’s Bao’an District as part of a strategic optimization of its manufacturing operations in China.

4 new projects in #India approved - 500 Mio USD in subsidies... Big ‘Make in India’ push! Cabinet approves four new #semiconductor projects; cumulative investment of around Rs 4,600 crore eyed - check details - Times of India share.google/C2qPqgU3mFcadF…

Nice surprise: there will be three different book covers for the Taiwanese edition of Focus the ASML Way. The major bookstores will each have their own version. Looking forward to visiting Taiwan in September - stay tuned for more details.

Important to remember that Grok-4, GPT5, Opus 4.1 were all trained on Hopper GPUs. Excited to see the first models trained on Blackwell over the next six months.

Latest: US stake in Intel?; 15% pay-for-play on chip sales; neural-accelerated GPUs; critical minerals funding; $1.8B acquisition; thermodynamic chip; new crypto standard; lawsuit and IP theft; dynamic power analysis app; Ansys-NVIDIA deal semiengineering.com/chip-industry-… #semiconductor

Aktuelle Folge #Podcast #WhatsChippening #33: AMD & Nvidia: 15 % Abgabe bei KI-Chip-Exporten nach China; Tesla: Ende für Dojo; Indien: 4 neue Halbleiterfabs - Silicon Saxony share.google/bGWkCssR14HrkA…