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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In this episode of Chips Weekly by Diana, we explore how U.S. export licensing chaos is freezing key AI chip shipments, AMD’s push to re-enter the China market, and Samsung’s massive new deal with Tesla. In our Industry Spotlight, we dive into the rising challenge of fab security—from insider threats to cyber-physical risks. And we wrap with an exciting Chip of the Week: Imec’s new microwave photonic chip that could reshape the future of wireless communications.

🧠 Topics Covered:

• U.S. AI chip export backlog
• AMD’s MI308 & China
• Samsung’s $16.5B Tesla contract
• Semiconductor fab security threats
• Chip of the Week: Imec’s microwave photonic chip

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Welcome to Chips Weekly by Diana — your go-to update on semiconductor news and trends.

This week we cover:

• Intel’s potential halt of the 14A node and the impact on foundry competition
• The landmark U.S.–Japan semiconductor trade agreement with over $550B in investment
• Why TSMC is exiting Gallium Nitride and doubling down on advanced packaging

Plus, an Industry Spotlight on startups transforming semiconductor testing with AI and software innovation.

No Chip of the Week this episode — back next week with more highlights.

🔔 Subscribe and hit the bell to stay ahead in chips!

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📝 Episode Description:

In this week’s episode of Chips Weekly by Diana, we unpack three major headlines from the semiconductor world:

• NVIDIA’s H20 AI chips quietly clear export hurdles and begin shipping to China
• Taiwan’s chip sector faces a new wave of cyber-espionage targeting R&D and IP
• TSMC doubles down in Arizona with a third fab and billions in U.S. funding

Plus: our Industry Spotlight takes a closer look at a looming copper shortage that could disrupt chip packaging and high-performance computing.

And finally, our Chip of the Week goes to Rapidus’ 2nm GAA chip—a major step forward in Japan’s semiconductor comeback.

🎙 New episodes every Tuesday.

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On this week’s Chips Weekly:

• Samsung struggles: 56% Q2 profit drop
• TSMC soars: AI demand drives 38.6% revenue growth
• Intel’s wake-up call: CEO admits they’re no longer a top 10 chipmaker
• $60B+ fab boom in our Industry Spotlight
• Chip of the Week: AMD Instinct MI350

Tune in for the latest on the companies and chips powering our digital world.

📍 Subscribe for weekly semiconductor insights

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Welcome to the first episode of Chips Weekly – Origin Stories, a new Thursday series from Chips Weekly by Diana.

Today we’re diving into the story of Fairchild Semiconductor, the revolutionary startup that gave rise to the modern chip industry — and Silicon Valley itself. From the rebellious “Traitorous Eight” to the invention of the planar process and the first commercial ICs, this episode tells the story of how one company changed the world of semiconductors forever.

📌 What you’ll hear:

• Why William Shockley’s lab drove 8 brilliant engineers to quit
• How Fairchild helped invent the modern startup model
• The story behind the planar process and monolithic IC
• How Intel, AMD, and hundreds of other companies trace their roots back to Fairchild

Whether you’re a chip designer, a founder, or just curious about tech history, this episode is your front-row seat to the birth of an industry.

🎙 New Origin Stories drops on Thursdays — alongside our weekly chip news every Monday.

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