Topic
Semiconductors
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News Work & careers
Dipti Vachani takes charge as Adeia chief executive under transition agreement
Semiconductor licensing firm Adeia seated former Arm executive Dipti Vachani as chief executive on 12 October, while retaining outgoing officer Paul Davis through a $183,000 advisory retainer.
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News Chips & infrastructure
US charges a California company owner with smuggling more than $300 million of GPU servers to China
Prosecutors say the servers went through Malaysia and Singapore on false paperwork. An indictment is an allegation; he is presumed innocent.
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News Work & careers
AI chip company Blaize cuts about 26% of its staff to save up to $8.4 million a year
The Nasdaq-listed maker of processors for AI inference filed the cuts with the SEC. It employed 254 people at the end of 2025; the filing gives no number.
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News Chips & infrastructure
US will bar importers from bringing in polysilicon if they stockpile before December's tariffs
Polysilicon is the base material for chips and solar panels. A temporary rule lets the Commerce Department stop companies importing far above their usual volumes until minimum prices and tariffs start on 4 December.
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News Chips & infrastructure
India says 5 of the 12 chip plants it approved are now in commercial production, as it moves to Semicon 2.0
Two more assembly and packaging lines, in Mohali and Surat, started on 17 September, the government says. It puts Semicon 2.0's budget at $13.5 billion, up from $8 billion.
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News Chips & infrastructure
TSMC's revenue rose 53.3% in August from a year earlier, to NT$514.8 billion
Its sales for January to August were up 39.3%. The monthly report gives a single total and does not say which products drove it.
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News Business
Broadcom's quarterly revenue rose 86% to $29.6 billion, driven by chips for AI data centres
Its semiconductor sales more than doubled from a year earlier. The company forecasts $34.8 billion for the next quarter, up 93%.
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News Chips & infrastructure
US sets minimum import prices for polysilicon and a 15% tariff on its derivatives, from December
The floor prices run from $21 a kilogram for polysilicon to $0.38 a watt for solar modules. The material underpins both chips and solar panels.
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News Chips & infrastructure
India approves Semicon 2.0, a ₹1,27,500 crore second round of support for its chip industry
It adds chipmaking machines and materials, more fabs, design and research to the first programme's plants. India's first fab is due to be commissioned in 2028.
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News Chips & infrastructure
US puts a 25% tariff on some imported advanced chips, with wide exemptions, and signals broader chip tariffs
Chips for US data centres, research, start-ups, consumer and public-sector uses are exempt. Wider tariffs on semiconductors depend on trade negotiations.