<ul><li>TSMC plans to produce 30% of its leading-edge chips in Arizona with a $165 billion investment.</li><li>The Trump administration initiated a Section 232 investigation into semiconductors for national security.</li><li>Nvidia's H20 products and AMD's MI308 products now require U.S. export licenses.</li><li>China's export restrictions on rare earth elements impact national security.</li><li>TSMC reported $25 billion in Q1 revenue, up ~35% YoY, and denied Intel joint venture rumors.</li><li>ASML's Q1 earnings aligned with guidance, with some uncertainty due to recent tariff announcements.</li><li>AMD taped out its Venice processor on TSMC's 2nm process; Nvidia plans $500 billion U.S. AI supercomputing factories.</li><li>Cadence to acquire Arm's Artisan foundation IP business, while Intel will sell 51% of Altera to Silver Lake.</li><li>JEDEC published the HBM4 standard, increasing transfer speeds and total bandwidth.</li><li>Onsemi abandoned Allegro MicroSystems acquisition; Applied Materials acquired 9% of BE Semiconductor.</li></ul>

Chip Industry Week In Review

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