The US faces a massive uncertainity with its chip industry under China's newest rare earth export control measures, and they could potentially force TSMC not to sell its chips to American companies. Beijing Is Moving Towards Introducing an Export License For Foreign Entities If They Are Reliant on Chinese Rare Earth Materials The US-China trade dispute has taken a massive turn in the past few days, especially after the announcement by Beijing that it will be ramping up the export controls on 'rare earths', adding extra scrutiny towards semiconductor firms like TSMC. As the world's largest producer of rare earths, […]

Read full article at https://wccftech.com/tsmc-could-be-barred-from-selling-chips-to-the-us-under-china-rare-earths-export-control/

The Crimson Collective hacking group claims to have breached Nintendo's security and stolen files from the gaming company.

Two newly disclosed vulnerabilities in 7-Zip could allow attackers to execute arbitrary code by tricking users into opening a malicious ZIP archive.

UPS is experiencing issues with thousands of parcels due to incomplete information, resulting in customs delays and, in some cases, item destruction.

President Trump imposed a 100% tariff on Chinese goods and announced export controls on undefined 'critical software,' a move that could cripple China’s tech and manufacturing sectors more than tariffs themselves.

TSMC's market share in the foundry business shows that the Taiwan giant has created a 'monopoly' over the markets, giving others no space to compete at all. TSMC's Massive Market Share Is Attributed To Capable Nodes Like the 3nm, Along With Prolonged Client Trust There's no doubt that TSMC is the leading supplier for all chip needs, which is why every major tech giant looks to it for their semiconductor orders, including Apple, NVIDIA, AMD, and Qualcomm. In particular, with the AI frenzy, TSMC has seen a significant increase in the utilization rate of its production lines, which is why, […]

Read full article at https://wccftech.com/tsmc-dominates-global-foundry-market-with-a-jaw-dropping-share/

NVIDIA's CoWoS orders at TSMC have reached a new high, according to UBS, driven by current-gen Blackwell AI chips, as well as future Rubin products. NVIDIA's AI GPU Production Is Anticipated to See a Huge Rise, Giving Firms Like TSMC Little Time To Adjust The demand for AI hardware isn't waning anytime soon, based on multiple reports, and with that, NVIDIA has already started to prepare the supply chain, as, according to UBS analyst notes, it is revealed that Team Green has sees demand for 678,000 CoWoS wafers in 2026, which marks almost a 40% increase from the figure of […]

Read full article at https://wccftech.com/nvidias-cowos-demand-is-expected-to-see-a-massive-yearly-rise-driven-by-strong-orders/

InferenceMax AI benchmark measures software stacks, efficiency, and TCO

President Trump, in a fiery Truth Social post, has just warned China about potential new tarriffs as a response to Beijing's expanded export controls surrounding rare earth minerals. Trump says for every element China monopolizes, America has two, and that other moves are also being considered in retaliation.

The Senate just passed the bill forcing Nvidia and AMD to prioritize US orders over exports.

SoftBank is securing a $5 billion loan backed by Arm shares to expand its OpenAI and AI infrastructure investments, raising total Arm-collateralized debt to $18.5 billion and further highlighting its leveraged AI expansion strategy.

China has quietly extended its rare-earth export controls into the heart of the semiconductor supply chain.

Beijing has banned TechInsights from doing business with Chinese companies because it has "defied China's strong objections to engage in activities such as so-called military-technical cooperation with Taiwan, made malicious remarks concerning China, and assisted foreign governments in suppressing Chinese companies."

Microsoft has just added a GB300 NVL72 supercluster to Azure, deploying a total of 4,608 GB300 GPUs across 64 racks. Each rack consists of 72x GPUs interconnected via NVLink, allowing for 1.44 PFLOPS of FP4 Tensor Core performance. Each rack is then intra-connected via Quantum-X800 InfiniBand at 800 Gb/s per GPU.

An investigation has uncovered that a Singapore-based firm with Chinese ties bought $2 billion worth of restricted Nvidia GPUs through Inspur's U.S. subsidiary to funnel them to Malaysia and Indonesia, where they were allegedly used by clients from China or resold to customers in the PRC.

AMD is set to use TSMC's leading-edge N2 fabrication process for its next-generation CDNA 5-based Instinct MI450 accelerators, but Nvidia's Rubin may have an edge over these GPUs when it comes to brute force compute performance.

China has expanded its export controls on rare-earth elements, adding new items to a growing list of restricted materials and processing technologies.

U.S. Commerce Secretary Howard Lutnick's plan to split leading-edge chip production equally between America and Taiwan seeks greater self-sufficiency and security but lacks clarity, overlooks U.S. industry realities, and remains largely symbolic given global dependencies on Japan, Europe, and Korea for materials, tools, and memory.

Major banking institutions are starting to warn of an impending market correction for AI companies and their stock prices. Although not all agree when it'll happen, most suggest it is coming as the major industry players continue to invest in each other, driving up investments and share prices in turn.