Tech
Trump proposes 100% tariff on foreign computer chips
Trump plans 100% tariff on foreign computer chips, threatening prices of electronics while encouraging domestic manufacturing investments
Trump plans 100% tariff on foreign computer chips, threatening prices of electronics while encouraging domestic manufacturing investments
– Trump announced a 100% tariff on foreign computer chips, exempting US manufacturers.
– Apple plans to invest $100 billion in US manufacturing while concerns rise for countries dependent on semiconductors.
The move comes as Trump and Cook discussed Apple investing $100 billion in US manufacturing over four years, on top of a previous $500 billion commitment. Although Apple primarily manufactures abroad, these investments aim to boost domestic production.
The Taiwan Semiconductor Manufacturing Company (TSMC) and South Korea’s Samsung Electronics and SK Hynix will be exempt from the tariff, as confirmed by official statements. Nvidia is also expected to be exempt due to its US facilities.
Concerns have been raised about the impact on countries heavily reliant on semiconductor exports, such as the Philippines.
Tariff Overview
Trump’s tariff signals a shift from prior strategies aimed at encouraging chip production through funding and incentives, like the bipartisan Chips and Science Act signed into law by Joe Biden in 2022. This new approach may raise costs for consumers while pushing companies to establish domestic operations.
Tech
TSMC posts record profits on AI chip boom
TSMC posts record Q4 profit, driven by strong chip demand, exceeding predictions and signaling market dominance.
TSMC posts record Q4 profit, driven by strong chip demand, exceeding predictions and signaling market dominance.
Taiwan Semiconductor Manufacturing Company (TSMC) has posted a record net profit for the fourth quarter, driven by strong demand for advanced chips.
Net profit surged 35% year-on-year, exceeding analyst expectations and signalling a dominant position in the semiconductor market.
Quarterly revenue also rose 20.5% compared to last year, supported by robust sales in AI and high-performance computing segments. The company’s success reflects the growing global appetite for cutting-edge semiconductor technology.
Looking ahead, TSMC plans to ramp up capital expenditure, projecting investments of up to $56 billion in 2026. The positive results have sparked an upbeat reaction across global markets, highlighting TSMC’s influence in the tech sector.
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#TSMC #Semiconductors #AIChips #TechNews #HighPerformanceComputing #StockMarket #QuarterlyEarnings #TechInvesting
Tech
X restricts Grok AI as global backlash grows
X restricts Grok AI from creating sexualized images amid global backlash and regulatory concerns, aligning with UK guidelines.
X restricts Grok AI from creating sexualized images amid global backlash and regulatory concerns, aligning with UK guidelines.
X has announced new restrictions on its Grok AI chatbot, preventing it from generating sexualized images of women amid mounting criticism and regulatory scrutiny worldwide.
The move comes after concerns over non-consensual image manipulation sparked widespread backlash from users, advocacy groups, and authorities.
UK Prime Minister Keir Starmer confirmed that the platform’s latest changes align with British law, as Ofcom launches a formal investigation to determine whether X has violated the Online Safety Act.
Regulators are closely monitoring the situation, highlighting growing global concerns about the ethical use of AI in image generation. Critics have argued that X’s initial measures were insufficient and did not adequately address the risks associated with sexualized AI content.
The controversy has also prompted action in Southeast Asia. Malaysia and Indonesia have blocked access to Grok entirely, citing the platform’s potential to generate inappropriate content.
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#GrokAI #XPlatform #AIRegulation #OnlineSafety #KeirStarmer #AIControversy #TechNews #DigitalEthics
Tech
AI drives memory prices higher as SK hynix and TSMC expand
Explore the rising global memory market driven by AI demand and hear insights from Brad Gastwirth on industry trends.
Explore the rising global memory market driven by AI demand and hear insights from Brad Gastwirth on industry trends.
The global memory market is on the rise, with prices climbing steadily thanks to booming AI infrastructure demand.
Companies like SK hynix and TSMC are investing heavily in advanced packaging and new facilities to meet this unprecedented growth.
We speak with Brad Gastwirth from Circular Technologies about the forces behind this upward momentum. From the difference between AI-driven and consumer-driven demand to the increasing memory requirements per AI system, Brad breaks down the trends shaping the industry.
We also explore the implications of lean DRAM and NAND inventories, disciplined supply growth, and the challenges of expanding packaging capacity versus wafer fabrication. Tune in to understand why incremental demand surprises can have a huge impact on memory pricing.
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#AIMemory #SKHynix #TSMC #TechInvesting #MemoryMarket #AIInfrastructure #Semiconductors #TickerNews
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