In Episode 14 of Chips Weekly by Diana, we break down the week where trade, geopolitics, and innovation collided.

• Trump threatens 300% semiconductor tariffs, reshaping global supply chains.
• India announces four new fabs and commits to a “Made-in-India” chip by 2025.
• China’s AI darling DeepSeek delays its model launch after Huawei chips fall short.
• Industry Spotlight: The rise of nation-stated chip builds—where governments, not just companies, now drive chip strategy.
• Chip of the Week: Innatera’s Pulsar neuromorphic chip, bringing brain-inspired computing into real-world edge devices.

Stay sharp, stay global, and stay chip-aware.

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This week in Chips Weekly by Diana:

• President Trump imposes 100% tariffs on imported semiconductors, with exemptions for U.S. investors.
• Apple commits $100 billion to U.S. manufacturing, partnering with Samsung in Texas.
• Intel’s CEO faces political calls for resignation over alleged China ties.

In our Industry Spotlight, we examine the intense geopolitical pressure now facing semiconductor fabs. And in our Chip of the Week, we spotlight SK Hynix’s record-breaking HBM module—a silent powerhouse for AI infrastructure.

🎧 Stay chip-aware: weekly insights, strategic context, and a global view of semiconductors.

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In this episode of Chips Weekly by Diana, we explore how U.S. export licensing chaos is freezing key AI chip shipments, AMD’s push to re-enter the China market, and Samsung’s massive new deal with Tesla. In our Industry Spotlight, we dive into the rising challenge of fab security—from insider threats to cyber-physical risks. And we wrap with an exciting Chip of the Week: Imec’s new microwave photonic chip that could reshape the future of wireless communications.

🧠 Topics Covered:

• U.S. AI chip export backlog
• AMD’s MI308 & China
• Samsung’s $16.5B Tesla contract
• Semiconductor fab security threats
• Chip of the Week: Imec’s microwave photonic chip

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Welcome to Chips Weekly by Diana — your go-to update on semiconductor news and trends.

This week we cover:

• Intel’s potential halt of the 14A node and the impact on foundry competition
• The landmark U.S.–Japan semiconductor trade agreement with over $550B in investment
• Why TSMC is exiting Gallium Nitride and doubling down on advanced packaging

Plus, an Industry Spotlight on startups transforming semiconductor testing with AI and software innovation.

No Chip of the Week this episode — back next week with more highlights.

🔔 Subscribe and hit the bell to stay ahead in chips!

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📝 Episode Description:

In this week’s episode of Chips Weekly by Diana, we unpack three major headlines from the semiconductor world:

• NVIDIA’s H20 AI chips quietly clear export hurdles and begin shipping to China
• Taiwan’s chip sector faces a new wave of cyber-espionage targeting R&D and IP
• TSMC doubles down in Arizona with a third fab and billions in U.S. funding

Plus: our Industry Spotlight takes a closer look at a looming copper shortage that could disrupt chip packaging and high-performance computing.

And finally, our Chip of the Week goes to Rapidus’ 2nm GAA chip—a major step forward in Japan’s semiconductor comeback.

🎙 New episodes every Tuesday.

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On this week’s Chips Weekly:

• Samsung struggles: 56% Q2 profit drop
• TSMC soars: AI demand drives 38.6% revenue growth
• Intel’s wake-up call: CEO admits they’re no longer a top 10 chipmaker
• $60B+ fab boom in our Industry Spotlight
• Chip of the Week: AMD Instinct MI350

Tune in for the latest on the companies and chips powering our digital world.

📍 Subscribe for weekly semiconductor insights

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Welcome to the first episode of Chips Weekly – Origin Stories, a new Thursday series from Chips Weekly by Diana.

Today we’re diving into the story of Fairchild Semiconductor, the revolutionary startup that gave rise to the modern chip industry — and Silicon Valley itself. From the rebellious “Traitorous Eight” to the invention of the planar process and the first commercial ICs, this episode tells the story of how one company changed the world of semiconductors forever.

📌 What you’ll hear:

• Why William Shockley’s lab drove 8 brilliant engineers to quit
• How Fairchild helped invent the modern startup model
• The story behind the planar process and monolithic IC
• How Intel, AMD, and hundreds of other companies trace their roots back to Fairchild

Whether you’re a chip designer, a founder, or just curious about tech history, this episode is your front-row seat to the birth of an industry.

🎙 New Origin Stories drops on Thursdays — alongside our weekly chip news every Monday.

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In this episode of Chips Weekly by Diana, we dive into three key semiconductor stories shaping the global market:

• China’s Moore Threads and MetaX prepare $1.7B IPOs to challenge Nvidia’s AI lead

• TSMC delays its second Japan fab and shifts focus to U.S. amid geopolitical pressure

• Broadcom rises as a top AI infrastructure play, beyond GPUs

🔍 Industry Spotlight: The growing talent gap in the chip sector—why the race for engineers may define the future of silicon.

💡 Chip of the Week: NVIDIA’s new Hopper H100 NVL, engineered for large-scale AI inference at hyperscale.

#semiconductors #AIchips #NVIDIA #Broadcom #TSMC #chipnews #ChipsWeekly

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This week on Chips Weekly by Diana, we dive into four headline-making moves in the semiconductor world: a rare-earth minerals deal between the U.S. and China, Micron’s breakout Q3 earnings fueled by HBM demand, AMD’s rising stock driven by AI chip momentum, and a fascinating new startup building superconducting AI chips. Plus, an Industry Spotlight on how materials, memory, and compute systems are reshaping chip strategy from the ground up.

🎙️ Topics covered:

• U.S.–China rare-earth deal & chip supply chains
• Micron’s AI-fueled memory surge
• AMD’s expanding role in AI compute
• Snowcap Compute and superconducting chip innovation
• Industry Spotlight: Why materials and systems now define strategic advantage

🔔 Subscribe for weekly insight and strategy on the global semiconductor race.

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In this episode of Chips Weekly by Diana, we dive into escalating U.S. export controls on semiconductor equipment in China, Texas Instruments’ massive $60B fab expansion, and Applied Materials’ $2B R&D move into India. We also break down Micron’s $200B strategy to reshape U.S. memory manufacturing—and wrap up with our Chip of the Week: Intel’s Gaudi 3 AI accelerator, a serious contender in the AI compute race.

🎧 Highlights:

• U.S. plans to revoke chip equipment export waivers
• Texas Instruments’ investment in legacy node leadership
• Applied Materials goes deep in India
• Strategic view on Micron’s $200B DRAM/HBM roadmap
• Chip of the Week: Intel Gaudi 3

Subscribe, listen, and stay ahead of the silicon curve.

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