GoKawiil - Tech News

1.

White House mulling tariff exemptions for Big Tech — Amazon, Google, Microsoft, other AI hyperscalers to be spared worst of import duties with U.S.-Taiwan deal (tomshardware.com)

2026-02-10 | by Jowi Morales | related products | tags: billion, chip, chips

2.

'Impossible': Taiwan pushes back against Washington’s 40% chip supply relocation goal (cnbc.com)

2026-02-10 | by Dylan Butts | related products | tags: billion, chain, cnbc

3.

Taiwan rebuffs U.S. push to absorb 40% of its chip supply chain (cnbc.com)

2026-02-10 | by Dylan Butts | related products | tags: billion, chip, semiconductor

4.

Taiwan rejects possibility of transferring 40% of the island's semiconductor capacity to U.S. — production on Taiwan expected to increase in lockstep with increases in U.S.-based production (tomshardware.com)

2026-02-09 | by Anton Shilov | related products | tags: expanding, government, overseas

5.

Global chip sales are on track to hit $1 trillion thanks to AI (techspot.com)

2026-02-09 | related products | tags: according semiconductor, ai infrastructure, association

6.

TSMC to make advanced AI semiconductors in Japan (news.ycombinator.com)

2026-02-09 | by Chan Covers China Business | related products | tags: advanced, chips, demand

7.

Semiconductor industry on track to hit $1 trillion in sales in 2026, SIA predicts — bumper forecast follows $791.7 billion haul for 2025 (tomshardware.com)

2026-02-06 | by Anton Shilov | related products | tags: billion, market, memory

8.

Toilet maker Toto scores a royal flush as share price rises due to AI demand in unlikely chipmaking side-gig — Japanese company develops electrostatic chucks to hold silicon wafers in lucrative segment (tomshardware.com)

2026-01-23 | by Mark Tyson | related products | tags: analysts, chucks, expertise

9.

TSMC Says AI Demand Is 'Endless' After Record Q4 Earnings (slashdot.org)

2026-01-16 | related products | tags: believe, billion, earnings

10.

TSMC says AI demand is “endless” after record Q4 earnings (arstechnica.com)

2026-01-16 | related products | tags: believe, chips, earnings

11.

CNBC Daily Open: AI trade reignited by TSMC earnings blowout (cnbc.com)

2026-01-16 | by Yeo Boon Ping | related products | tags: announced, cnbc, semiconductor

12.

CNBC Daily Open: TSMC earnings draw investors' eyes back to AI (cnbc.com)

2026-01-16 | by Yeo Boon Ping | related products | tags: european, markets, profit

13.

A $250 billion trade deal will see Taiwan bring more semiconductor production to the US (engadget.com)

2026-01-15 | related products | tags: agreement, billion, cnbc

14.

Taiwan to invest $250B in US semiconductor manufacturing (techcrunch.com)

2026-01-15 | by Rebecca Szkutak | related products | tags: additional, billion, deal

15.

Chip stocks pop after TSMC's earnings beat boosts confidence in industrywide demand (cnbc.com)

2026-01-15 | by Ari Levy | related products | tags: broadcom, earnings, nvidia

16.

Water Is the Supply Chain Risk No One Talks About — Until It's Too Late (feeds.feedburner.com)

2026-01-12 | related products | tags: industrial, infrastructure, reuse

17.

Micron secures $318 million Taiwanese subsidy for HBM R&D as AI memory arms race intensifies — three-year project aims to develop leading-edge, high-performance memory (tomshardware.com)

2026-01-02 | by Luke James | related products | tags: advanced, development, memory

18.

UK Company Sends Factory With 1,000C Furnace Into Space (slashdot.org)

2026-01-01 | related products | tags: factory, semiconductor, semiconductors

19.

UK company shoots a 1,000-degree furnace into space to study off-world chip manufacturing — semiconductors made in space could be 'up to 4,000 times purer' than Earthly equivalents (tomshardware.com)

2025-12-31 | by Jowi Morales | related products | tags: forge, manufacturing, reduce

20.

UK company shoots a 1000-degree furnace into space to study off-world chip manufacturing — semiconductors made in space could be 'up to 4,000 times purer' than Earthly equivalents (tomshardware.com)

2025-12-31 | by Jowi Morales | related products | tags: forge, manufacturing, reduce

21.

The Top 8 Semiconductor Stories of 2025 (spectrum.ieee.org)

2025-12-30 | by Samuel K. Moore | related products | tags: chip, chips, lithography

22.

Trump administration announces new tariffs on Chinese chips and electronic components — but fresh sanctions won't take effect until 2027, and rates remain unknown (tomshardware.com)

2025-12-24 | by Bruno Ferreira | related products | tags: china, components, production

23.

New Texas Instruments fab will pump out tens of millions of chips per day — first 300mm fab starts production after $60 billion investment (tomshardware.com)

2025-12-18 | by Jowi Morales | related products | tags: instruments, power, semiconductor

24.

Essential Semiconductor Physics [pdf] (news.ycombinator.com)

2025-12-13 | related products | tags: essential, essential semiconductor, physics

25.

Essential Semiconductor Physics,Mark Lundstrom Purdue University [pdf] (news.ycombinator.com)

2025-12-13 | related products | tags: essential, essential semiconductor, lundstrom

26.

Semiconductor industry enters unprecedented ‘giga cycle’, says report — scale of artificial intelligence is rewriting compute, memory, networking, and storage economics all at once (tomshardware.com)

2025-12-09 | by Luke James | related products | tags: billion, hardware, market

27.

Tata, Intel deepen India semiconductor push with pact on chip supply chain and AI PCs (cnbc.com)

2025-12-09 | by Dylan Butts | related products | tags: chip, electronics, india

28.

Pat Gelsinger wants to save Moore’s Law, with a little help from the Feds (techcrunch.com)

2025-12-07 | by Connie Loizos | related products | tags: gelsinger, industry, kelez

29.

RAM Is So Expensive, Samsung Won't Even Sell It To Samsung (slashdot.org)

2025-12-04 | related products | tags: division, electronics, samsung

30.

How Intel clawed its way back to relevancy - and why it's suddenly winning again (zdnet.com)

2025-12-02 | by Sabrina Ortiz | related products | tags: billion, intel, nvidia