Semiconductor Industry 6 August 2025 - 5 March 2026

Intel’s 18A rethink: why CEO Lip-Bu Tan may sell the tech outside after all
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Intel’s 18A rethink: why CEO Lip-Bu Tan may sell the tech outside after all

Intel CEO Lip-Bu Tan is reconsidering offering the company’s 18A chipmaking process to outside customers, CFO David Zinsner said Wednesday. The move marks a shift from Intel’s previous strategy to reserve 18A for internal use. Intel shares rose about 6% following the remarks. The comments come days after Intel announced board chair Frank Yeary will retire in 2026, to be succeeded by Craig H. Barratt.
March 5, 2026
Nvidia’s China H200 freeze: the chip pivot that could speed up Vera Rubin
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Nvidia’s China H200 freeze: the chip pivot that could speed up Vera Rubin

Nvidia has halted production of H200 AI chips for China and shifted some TSMC capacity to its next-generation Vera Rubin hardware, the Financial Times reported Thursday. The move comes ahead of Nvidia’s GTC conference in San Jose later this month. Nvidia and TSMC did not immediately comment. U.S. export controls continue to limit Nvidia’s China sales despite recent license approvals.
March 5, 2026
Applied Materials stock price today: AMAT slips as chip stocks cool, March updates ahead
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Applied Materials stock price today: AMAT slips as chip stocks cool, March updates ahead

Applied Materials shares fell 0.8% to $352.23 Tuesday morning as chip stocks declined after the holiday. The company last week forecast Q2 revenue near $7.65 billion and settled U.S. export control allegations for $252 million. Applied’s quarterly dividend of $0.46 per share goes ex-dividend Feb. 19. Executives are scheduled to speak at investor conferences in March.
February 17, 2026
Nvidia’s Jensen Huang, mobbed in Taiwan, tells TSMC he needs “a lot of wafers” for AI chips
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Nvidia’s Jensen Huang, mobbed in Taiwan, tells TSMC he needs “a lot of wafers” for AI chips

Nvidia CEO Jensen Huang pressed Taiwan’s chipmakers, including TSMC, to boost production as AI demand strains supply chains. Huang cited memory chip shortages as a key bottleneck and called the situation “challenging.” TSMC said capital spending could rise up to 37% this year to meet demand. Huang’s Taiwan trip included a dinner with top tech executives.
February 1, 2026