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1.
Intel shares soar on Apple chip deal report. Here's why it signals a total pivot for chipmaking (cnbc.com)
2.
Which Macs are suffering from shortages—and where are things getting worse? (arstechnica.com)
3.
Samsung chip workers reject $340,000 one-time bonus, demand annual payouts like SK hynix's $900,000 — workers want share of AI windfall, impending 18-day strike could cost Samsung up to $11.7 billion (tomshardware.com)
4.
TSMC's details next-gen CoWoS roadmap: over 14-reticle packages and 48x leap in compute power expected by 2029 — massive size enables 24 HBM5E stacks and additional memory bandwidth jump (tomshardware.com)
5.
Samsung engineer sentenced to 7 years in prison for selling chipmaking trade secrets to Chinese chipmaker — ex-employee supplied 10nm DRAM data to CXMT for $2 million (tomshardware.com)
6.
Congress moves to strip the DoC of chip-export discretion with the MATCH Act — DUV lithography machines among those targeted in chipmaking tool crackdown (tomshardware.com)
7.
Chinese fabs import record volumes of US chipmaking equipment via Singapore and Malaysia — homegrown tool makers booked record 2025 revenues as price competition squeezes margins (tomshardware.com)
8.
ASML stock sinks amid tightening China restrictions despite strong earnings, guidance (cnbc.com)
9.
US lawmakers aim to ban export of DUV chipmaking and etching tools to leading firms in China — bipartisan proposal would ban lithography equipment for Huawei, SMIC, and others (tomshardware.com)
10.
SMIC sent chipmaking tools to Iran's military, Trump administration officials say — report claims exchange began a year ago, 'almost certainly included technical training on SMIC's semiconductor technology' (tomshardware.com)
11.
DIY chip lab turns backyard shed into Class 100 cleanroom with custom lithography system (techspot.com)
12.
Toilet Maker Toto's Shares Get Unlikely Boost From AI Rush (slashdot.org)
13.
The US claims it just strongarmed Taiwan into spending $250 billion on American chip manufacturing (theverge.com)
14.
Chip stocks rally to start 2026 after third-straight winning year (cnbc.com)
15.
U.S. allows TSMC to import chipmaking equipment to its China fabs — Samsung, SK hynix likewise receive go signal from Commerce Department (tomshardware.com)
16.
The world is overly reliant on one US-located mine for critical chipmaking material, but China is working to break the stranglehold — China investing over $14 million in synthetic quartz manufacturing to diversify away from US dependency (tomshardware.com)
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