#BREAKING: Trump says new semiconductor tariff plan coming as soon as next week www.cnbc.com/2025/08/05/t...
05.08.2025 12:47
👍 1
🔁 0
💬 0
📌 0
#BREAKING: Trump says new semiconductor tariff plan coming as soon as next week www.cnbc.com/2025/08/05/t...
6/
We don’t know how bad the leak is yet, or who might have accessed the secrets. But insider threats at this level show just how fragile the world’s most critical tech infrastructure really is.
Full story so far is here: www.cnbc.com/2025/08/05/c...
#Breaking #Tech #Chips #Semiconductors
5/ What are the implications?
A leak of TSMC's most advanced chipmaking tech could:
-Undermine its competitive advantage
- Shift the global chip race
- Complicate already tense geopolitics over tech sovereignty
- Expose new national security risks
4/
Why this matters:
TSMC isn’t just any chip company.
It’s a critical supplier to Apple, Nvidia, AMD and more. It’s also a strategic asset at the center of U.S.-China tech tensions.
No one else can do what TSMC does — not at its level or at its scale.
3/
What happened?
They found “unauthorized activities” inside the company that might have led to trade secret leaks. They’ve taken serious disciplinary and legal actions, but details are still under wraps.
2/
TSMC makes the most advanced chips powering everything from your iPhone to AI data centers. It’s basically the heart of the global semiconductor supply chain and a key player in U.S.-China tech tensions.
1/
TSMC — the world’s leading chipmaker — just revealed a potential trade secret leak. This isn’t just a company problem; it’s a big deal for global tech and geopolitics. Let me break down why. 👇
6/ What this means strategically:
For Samsung: bolstering its foundry and design reputation. Proving out its foundry business.
For Rebellions: validation ahead of IPO, scaling production and global market reach. Rebellions told me it is aiming for IPO.
Full story: www.cnbc.com/2025/07/29/s...
5/ Why it matetrs for Samsung:
Samsung has its own chip manufacturing business which is hugely behind leader TSMC. This gives Samsung a new customer. If Rebellions gets bigger, it could become a major customer with Samsung getting in early
4/ Why it matters for Rebellions:
Rebellions, formed from its 2024 merger with Sapeon, is positioning itself as South Korea's answer to Nvidia. .
Samsung is a major tech company wiht a chip manufacturing business. This gives Rebellions more firepower.
2/ More details:
- Rebellions is testing its second generation chip called Rebel, which is designed for AI inferencing workloads
- Samsung will manufacture this on its 4 nanometer process
- Rebel will be launched later this year
1/ 🚀 Big move today:
Samsung has joined a $150–200M fundraising round backing South Korea’s AI‑chip upstart Rebellions ahead of its IPO plans.
Details:
- Rebellions speaking to current investors and global investors for more funding
- This is a series C
- Valuation could go north of $1 billion
Chinese tech giant Alibaba is planning to launch a pair of AI-powered smart glasses this year. It'll be a potential rival to Meta's Ray-Bans. Alibaba promises navigation via mapping and payments via Alipay www.cnbc.com/2025/07/28/a...
There is global demand for manufacturing capacity. And Elon Musk says these Tesla chips will be manufactured in Samsung's Texas, U.S. facility. That's politically great news for the U.S. which has been pushing for leading edge chip making to happen on American soil
Samsung will manufacture Tesla's chips using 2-nanometer (nm) process technology - this is basically the very latest manufacturing tech. It's a big deal for Samsung to prove it can handle such a contract with the hope other big names will follow
In semiconductor manufacturing Taiwan Semiconductor Manufacturing Co (TSMC) holds a huge market share. Samsung is a very distant 2nd. Samsung for years has been trying to boost its own chipmaking business known as foundry. But these huge contracts have been rare
Samsung Electronics has entered into a $16.5 billion contract for supplying semiconductors to Tesla. This is a big deal for Samsung and also a win for Amercia's reshoring efforts. Here's why🧵
Tesla's Europe sales continue to plunge. One of its biggest issue is the brand damage caused by Elon Musk's involvement in politics. But also Tesla has an ageing lineup and needs a new car www.cnbc.com/2025/05/27/t...
Trump says he doesn’t want Apple building products in India: ‘I had a little problem with Tim Cook’ www.cnbc.com/2025/05/15/t...
Nintendo expects to sell 15 million units of the Switch 2, in its first forecast for the console. It's a pretty strong start and this company has been a master of keeping users hooked into its franchises and characters like Mario, Zelda and Pokemon. Here's my analysis
4) The Trump administration prepared to rescind what’s known as the “AI diffusion rule,” effectively stopping a set of artificial intelligence chip controls from taking effect later this month www.cnbc.com/2025/05/07/t...
3) Arm shares are tanking on weak guidance. This is a company that could be impacted by tariffs in a big way due to end customers: www.cnbc.com/2025/05/07/a...
2) Apple exec Eddy Cue says AI will replace search engines. This highlights some long-term challenges for Google
www.cnbc.com/2025/05/07/a...
Here's some of the key tech stories to catch up on this morning:
1) #Nintendo forecasts sales of 15 million Switch 2 but warns that tariffs could have an impact. #NintendoSwitch2 is looking strong out the gates www.cnbc.com/2025/05/08/n...
CHINA: True tariff rate = 54%
- 80% of all Apple products assembled in China
- 90% of iPhones assembled in China
- 55% of Apple’s Mac products and 80% of iPads
INDIA: 26% tariff
- 10-15% of iPhone production
VIETNAM: 46% tariff
- 20% of iPad production
- 90% of Apple’s wearable production
#Apple stock down nearly 7% in pre-market. If losses hold at the close, it will be the worst one-day drop since 2020. All of this is over Trump's tariffs which will impact all of Apple's manufacturing hubs. I'll try and break it down $AAPL
Huawei launches the Mate XT trifold phone outside of China as it charts and international comeback www.cnbc.com/2025/02/18/h...
The key will be following through now. Over the past few years, we have seen short-lived rallies in Chinese tech stocks on hopes that Beijing might warm to private business. This feels slightly different. The rare meeting with Xi is a sign of that.
The Chinese economy has been under pressure. Funding to private tech businesses has fallen off a cliff. Without that, where does the next Alibaba, Tencent or Baidu come from? Xi's meeting is designed to also bring investor confidence back into private markets too
So that's why everyone is focusing on the meeting today held between Xi Jinping and tech bosses, including Jack Ma. The fact Ma was invited signals that perhaps relations between Xi and private business is entering a new, more friendly era, one in which these companies can grow
