Politics
Trump's Chip Tariff Plan Has a Giant Loophole for Amazon, Google, and Microsoft
The administration is preparing semiconductor tariffs with built-in exemptions for Big Tech, and TSMC's $165 billion Arizona bet is the key.
Shaw Beckett·
Semiconductors
5 articles
Business
Wall Street's Third Straight Year of Gains: What AI and Chips Mean for 2026
Chip stocks surged to open 2026 as investors bet the AI boom has more room to run. Here's what the numbers say and what could go wrong.
Shaw Beckett·
Technology
China Built a Secret EUV Chip Machine by Reverse-Engineering the West's Most Guarded Technology
A covert six-year program involving former ASML engineers has produced a working prototype. Here's what that means for the global chip war.
Shaw Beckett·
Technology
Nvidia Invests $2 Billion in Synopsys to Build AI-Powered Chip Design Tools
The GPU giant is betting that AI can design the next generation of chips faster and better than human engineers alone. Synopsys will help make it happen.
Shaw Beckett·
Technology
AWS Launches Trainium3: Amazon's Answer to Nvidia's AI Chip Dominance
Amazon's new 3-nanometer AI chip promises 4x faster performance and 4x more memory. The cloud giant is betting big on breaking Nvidia's stranglehold.
Shaw Beckett·