Search results for semiconductor supply chain
Industry
Arizona chip boom faces water cuts from 2027, raising alarm for TSMC, Intel expansions
Arizona is expected to sharply reduce the amount of water it draws from the Colorado River under a new U.S. allocation plan, increasing pressure on semiconductor plant expansions by TSMC and Intel. The state must cut at least 760,000 acre-feet a year from 2027, more than a quarter of its current supply from the river. Chipmaking is water-intensive and AI chip and data centre buildouts are boosting demand.
Industry
Taiwan-led semiconductor security standard SEMI E187 launches, first certified products due this year
The certification mark for the semiconductor cybersecurity standard SEMI E187 has been unveiled, moving the certification system from drafting to verification. Taiwan\'s Ministry of Digital Affairs and SEMI revealed the mark at a security forum during Semicon Taiwan 2026. Taiwan expects the Taipei Computer Association to become the first verification body accredited by the Taiwan Accreditation Foundation as early as October. A first product could obtain the mark before year-end.
AI & Enterprise
Jensen Huang congratulates OpenAI\'s Astra, says AGI has arrived, next 400,000 GPUs
Nvidia CEO Jensen Huang (젠슨 황) congratulated OpenAI on the launch of its new AI model Astra, saying artificial general intelligence has arrived. He posted on X that Astra was trained on Nvidia chips and wrote that the next step would be 400,000 GPUs coming online. OpenAI unveiled Astra on Sept. 4 and began providing it to some customers. OpenAI executives differed over how to use the term AGI.
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AI & Enterprise
Trump semiconductor tariffs put U.S. AI on alert; data center projects could lose 20 percent
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Industry
Sony, TSMC to set up $4.69 billion image sensor joint venture in Japan
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Industry
U.S. to impose 15 percent tariff on polysilicon, key material for chips and solar
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Industry
SK hynix to invest 54 trillion won in Yongin, Cheongju to expand DRAM and NAND fabs
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Industry
U.S. Senate issues ultimatum to Apple to pledge not to use Chinese memory chips
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Industry
China starts domestic production of DUV lithography tools; ASML and chip equipment stocks slide
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AI & Enterprise
AI boom lifts Japan\'s Toto, Nittobo and Ajinomoto shares
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Industry
Semiconductor boom, but South Korea\'s chip equipment exports to China fall
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AI & Enterprise
Nvidia cracks down on China circumvention, cuts over half of Asia AI chip customers
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Industry
WSJ: Apple won semiconductor tariff exemption thanks to Intel chip deal
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Industry
Micron shares jump nearly 8 percent after new U.S. supply chain investment plan
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Industry
Micron breaks ground on $9.3 billion HBM plant expansion in Hiroshima, Japan
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Industry
AI hardware race heats up at electronica Shanghai 2026, humanoid robots emerge as new battleground
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AI & Enterprise
AI memory shortage lifts Micron, raises concern over prolonged rise in IT device prices
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Industry
U.S. to provide $500 million to SandboxAQ for semiconductor materials development