In Episode 15 of Chips Weekly by Diana, we cover the week—where geopolitics and innovation collided once again.

• The U.S. finalizes 75% tariffs on imported semiconductors.
• Washington takes a 10% stake in Intel, reshaping its future.
• Nvidia halts H20 production in China after regulators raise security concerns.
• Industry Spotlight: the quiet choke point of rare earths and critical materials.
• Chip of the Week: India’s izmoMicro unveils a silicon photonics packaging breakthrough.

🎧 Stay strategic. Stay informed. Stay chip-aware.

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In Episode 14 of Chips Weekly by Diana, we break down the week where trade, geopolitics, and innovation collided.

• Trump threatens 300% semiconductor tariffs, reshaping global supply chains.
• India announces four new fabs and commits to a “Made-in-India” chip by 2025.
• China’s AI darling DeepSeek delays its model launch after Huawei chips fall short.
• Industry Spotlight: The rise of nation-stated chip builds—where governments, not just companies, now drive chip strategy.
• Chip of the Week: Innatera’s Pulsar neuromorphic chip, bringing brain-inspired computing into real-world edge devices.

Stay sharp, stay global, and stay chip-aware.

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This week in Chips Weekly by Diana:

• President Trump imposes 100% tariffs on imported semiconductors, with exemptions for U.S. investors.
• Apple commits $100 billion to U.S. manufacturing, partnering with Samsung in Texas.
• Intel’s CEO faces political calls for resignation over alleged China ties.

In our Industry Spotlight, we examine the intense geopolitical pressure now facing semiconductor fabs. And in our Chip of the Week, we spotlight SK Hynix’s record-breaking HBM module—a silent powerhouse for AI infrastructure.

🎧 Stay chip-aware: weekly insights, strategic context, and a global view of semiconductors.

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chipsweekly.net