US lawmakers amend new restrictions on Chinese chipmakers — MATCH Act’s blanket restrictions removed from select chipmaking tools

U.S. lawmakers remove countrywide exports ban on cryogenic etching tools from the MATCH Act, yet Chinese companies could barely get them anyway.
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Intel hires tenured Samsung exec to lead Foundry Services — signals company focus on winning business from potential Foundry suitors

Intel lures Shawn ‘Seung Hoon’ Han from Samsung Foundry to land new customers and maintain customer relationships at Intel Foundry.
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Elon Musk pushing forward with Terafab at ‘light speed’ — staff reaching out to various suppliers and are reportedly willing to pay a premium to gain priority

Elon Musk’s people have begun reaching out to various semiconductor fab suppliers to ask for pricing and delivery timelines as the Terafab project ramps up.
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TSMC ups revenue guidance and CapEx, buoyed by ‘multiyear AI megatrend’ — warns Middle East conflict may impact profitability as costs increase

TSMC unveils aggressive plans to ramp up 3nm-capable capacity further in the coming years amid strong demand from the AI sector.
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TSMC warns of Intel Foundry’s growing prowess during the company’s latest earnings call — ‘We view Intel as our formidable competitor and do not underestimate them’

By now, TSMC has become a much bigger chipmaker than Intel has ever been, but the world’s top foundry still calls its American peer a ‘formidable’ competitor.
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YMTC’s third Wuhan fab clears Beijing’s 50% local tooling threshold as two more are planned — move positions company toward 3D NAND production to capitalize on wafer bonding strengths

China’s YMTC is expected to start operations at its Phase 3 Wuhan fab late this year as the first leading-edge memory plant built to comply with Beijing’s unwritten 50% tooling requirement.
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China’s premiere memory-maker YMTC plans two additional Wuhan fabs using homegrown chipmaking tools — Phase 3 crosses 50% domestic tooling threshold

China’s Yangtze Memory Technologies plans to build two fabs beyond the Phase 3 plant that it’s due to complete in Wuhan this year.
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Intel’s EMIB-T packaging technology set for fab rollout this year — as TSMC CoWoS capacity remains limited,EMIB-T is preparing for advanced AI accelerator designs

If these “billions per year” in deals close, it’d mark quite the turnaround for Intel Foundry, which generated just $307 million in external revenue last year.
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China intensifies efforts to poach semiconductor talent from Taiwan, claims report — international restrictions motivate illicit efforts to obtain talent and equipment

Taiwan’s National Security Bureau claims that China is intensifying efforts to steal semiconductor process technologies and other chip-related know-how from Taiwan as international restrictions get more severe.
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Intel joins Elon Musk’s TeraFab project — ‘Intel is proud to join the Terafab project with SpaceX, xAI, and Tesla to help refactor silicon fab technology’

As Intel joins Elon Musk’s TeraFab project, Lip-Bu Tan expects Elon Musk to reimagine the semiconductor industry.

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