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Tag: Semiconductor Industry

Morgan Stanley Flags Potential Impact on Astera Labs from Intel-Nvidia Chip Collaboration

Morgan Stanley Flags Potential Impact on Astera Labs from Intel-Nvidia Chip Collaboration

Morgan Stanley Flags Potential Impact on Astera Labs from Intel-Nvidia Chip Collaboration A new strategic collaboration between Intel (NASDAQ: INTC) and Nvidia (NASDAQ: NVDA) to co-develop PC and data center chips could have significant, though currently undefined, implications for Astera Labs (NASDAQ: ALAB), according to analysis from Morgan Stanley. The investment bank noted the potential for major shifts in the semiconductor landscape following this partnership, emphasizing that while the precise nature of the impact on Astera Labs is not yet…

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Nvidia Forges Landmark $5 Billion Alliance with Intel, Reshaping AI Chip Landscape

Nvidia Forges Landmark $5 Billion Alliance with Intel, Reshaping AI Chip Landscape

Nvidia Forges Landmark $5 Billion Alliance with Intel, Reshaping AI Chip Landscape In a seismic shift for the technology sector, Nvidia, the undisputed leader in artificial intelligence semiconductors, announced Thursday a strategic investment of $5 billion into its long-time rival, Intel. This groundbreaking move will see the two giants collaborate on developing next-generation chips for PCs and critical data centers, signaling a significant acceleration in the global AI race. The news sent Intel’s shares soaring by 23% on Thursday, boosting…

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China Launches Dual Anti-Dumping & Anti-Discrimination Probes Against US Semiconductor Sector

China Launches Dual Anti-Dumping & Anti-Discrimination Probes Against US Semiconductor Sector

China Launches Dual Anti-Dumping & Anti-Discrimination Probes Against US Semiconductor Sector China’s Ministry of Commerce announced on Saturday, September 13, 2025, the initiation of two significant investigations targeting the United States’ semiconductor industry. These actions unfold just ahead of planned high-level talks between the two nations concerning trade and broader economic issues, signaling a potential intensification of technology-related disputes. The Ministry confirmed it has opened an anti-dumping probe specifically scrutinizing certain American-made analog integrated circuit (IC) chips, a product segment…

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US Government Confirms Bid for 10% Intel Stake, Converts CHIPS Act Funds to Equity

US Government Confirms Bid for 10% Intel Stake, Converts CHIPS Act Funds to Equity

US Government Confirms Bid for 10% Intel Stake, Converts CHIPS Act Funds to Equity SAN FRANCISCO – In an extraordinary move, the U.S. government is actively pursuing a significant 10% ownership stake in Silicon Valley giant Intel. U.S. Commerce Secretary Howard Lutnick confirmed the ambitious plan on Tuesday, revealing that federal grants previously allocated to Intel under the CHIPS and Science Act will be converted into equity, making the government one of the company’s largest shareholders. This development follows closely…

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Trump Administration Considers Nationalizing Intel Amid Urgent Chip Security Push

Trump Administration Considers Nationalizing Intel Amid Urgent Chip Security Push

Trump Administration Considers Nationalizing Intel Amid Urgent Chip Security Push The Trump administration is reportedly in advanced discussions to potentially nationalize Intel, America’s largest chip fabricator, a move likened by experts to a modern-day “Manhattan Project.” This unprecedented consideration, typically reserved for national emergencies, underscores the escalating urgency to secure domestic semiconductor supply chains and counter China’s growing influence in the global tech and AI arms race. Sources indicate that while the exact stake the government seeks remains undisclosed, the…

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Breaking: Nvidia and AMD to Pay 15% of China Chip Sales Revenue to US, FT Reports

Breaking: Nvidia and AMD to Pay 15% of China Chip Sales Revenue to US, FT Reports

Breaking: Nvidia and AMD to Pay 15% of China Chip Sales Revenue to US, FT Reports In a significant and breaking development, leading semiconductor giants Nvidia and AMD are reportedly mandated to pay 15% of their chip sales revenues from China directly to the U.S. government. The Financial Times first broke the news, highlighting a major new financial obligation for American technology companies operating within the lucrative Chinese market. This unprecedented move, revealed just hours ago, is expected to have…

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Intel CEO Lip-Bu Tan Rejects Trump’s Resignation Demand Amid China Tie Scrutiny

Intel CEO Lip-Bu Tan Rejects Trump’s Resignation Demand Amid China Tie Scrutiny

Intel CEO Lip-Bu Tan Rejects Trump’s Resignation Demand Amid China Tie Scrutiny Intel CEO Lip-Bu Tan has publicly defended his professional conduct and investment history, stating he has “always operated within the highest legal and ethical standards,” following former President Donald Trump’s call for his immediate resignation. Trump took to Truth Social on Thursday, asserting that Tan was “highly CONFLICTED” and must step down. This demand came shortly after Senator Tom Cotton dispatched a letter to Intel Chairman Frank Yeary,…

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Intel CEO Lip-Bu Tan Faces White House Scrutiny Amid Internal Strife and Trump’s Call for Resignation

Intel CEO Lip-Bu Tan Faces White House Scrutiny Amid Internal Strife and Trump’s Call for Resignation

Intel CEO Lip-Bu Tan Faces White House Scrutiny Amid Internal Strife and Trump’s Call for Resignation Intel’s CEO, Lip-Bu Tan, is currently at the center of a swirling controversy, facing intense scrutiny from the White House and mounting internal pressures. Appointed last March, Tan’s initial takeover brought a 13% stock surge, signaling renewed market confidence. However, weeks of escalating internal tensions have now drawn the attention of Washington, making Intel’s position increasingly precarious. For months, internal pressure has been building…

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Intel CEO’s Past China Chip Investments Under Scrutiny Amid Geopolitical Tensions

Intel CEO’s Past China Chip Investments Under Scrutiny Amid Geopolitical Tensions

Intel CEO’s Past China Chip Investments Under Scrutiny Amid Geopolitical Tensions Lip-Bu Tan, a prominent figure now associated with Intel, is facing renewed scrutiny over his extensive investment history in China’s semiconductor industry. For over three decades, Tan’s venture firm, Walden International, channeled more than $5 billion into hundreds of companies globally, with over 100 of those investments directed towards Chinese enterprises. Among these investments were early stakes in companies like Semiconductor Manufacturing International Corp. (SMIC), now China’s largest chipmaker,…

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Trump’s 100% Chip Tariff Sparks Market Gains, Apple Soars

Trump’s 100% Chip Tariff Sparks Market Gains, Apple Soars

Trump’s 100% Chip Tariff Sparks Market Gains, Apple Soars U.S. stock futures advanced early Thursday as investors absorbed President Donald Trump’s late-Wednesday announcement of a sweeping 100% tariff on imported semiconductors and chips. The move, aimed at incentivizing domestic manufacturing, immediately impacted market sentiment, with tech giant Apple seeing a significant surge. The new tariff, revealed from the Oval Office, includes a crucial exemption: companies committed to or actively building manufacturing facilities within the United States will not be subjected…

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