Advanced Micro Devices Inc. $AMD has announced plans to pursue compensation of up to $800 million following new export restrictions on semiconductors to China imposed by the Trump administration. This development comes after the company’s initial assessment of fresh licensing requirements affecting the export of its MI308 products.

The global semiconductor market is once again at the center of geopolitical and economic tensions. Following Nvidia’s statement warning of potential multibillion-dollar losses due to newly imposed US export regulations, shares of chip manufacturers came under pressure. Both European and US-based companies experienced a decline in stock prices, while Dutch company ASML issued an uncertain outlook citing escalating tariff policies.

The semiconductor sector has long stood as a cornerstone of the global economy. Taiwan, home to high-profile chip manufacturers like TSMC $TSM and UMC $UMCN , remains vital to worldwide supply chains. However, recent signals from US officials regarding potential tariffs on imported semiconductors and pharmaceuticals have added a fresh layer of unpredictability for Asia’s technology leaders.

In the realm of semiconductor development and production, Taiwan Semiconductor Manufacturing Co (TSMC) stands as a beacon of global leadership. Renowned for its cutting-edge technology, TSMC is pushing the boundaries of chip production geared towards artificial intelligence integration. Expectations are high, with its net profit for the first quarter projected to rise by 54%, reaching TWD 347.8 billion (approximately USD 10.74 billion).

Taiwan Semiconductor Manufacturing Co. (TSMC), the largest semiconductor manufacturer in the world, recently announced impressive financial results. Their quarterly revenue surged by 42%, reaching NZD 839.25 billion (USD 25.5 billion) in the first three months of 2025, exceeding analysts' expectations. The average expectations were approximately NZD 830.5 billion.

Infineon Technologies AG, a leading global semiconductor manufacturer, has announced the signing of an agreement to purchase the automotive networking division of Marvell Technology Inc. for $2.5 billion in cash. This acquisition is poised to significantly impact Infineon's business, especially in the context of technological shifts in the automotive sector, including the transition to self-driving cars.

The semiconductor industry has long been a key driver of global economic growth. Amid increasing competition for leadership in advanced technologies, the United States is taking steps to secure its technological independence. This week, former President Donald Trump signed an order aimed at revamping the CHIPS Act program, which could lead to significant shifts in the strategy for the semiconductor sector's development.  

In recent years, technological tensions between the US and China have escalated. Amid increasing sanctions on the export of semiconductor manufacturing equipment, Chinese companies are seeking ways to overcome these restrictions through domestic innovations. On Thursday, a company representative stated that China is capable of producing 5nm chips using tools developed internally, which could significantly impact the global semiconductor market.

Recently, South Korean company SK Hynix, the world's second-largest manufacturer of memory chips, reported a shift in order timing among some of its customers. Anticipating new US tariffs, certain clients have advanced their schedules, prompting significant market adjustments. This article explores the implications of these developments for the semiconductor industry and examines the key factors influencing current market dynamics.

Pat Gelsinger’s latest professional move signals promising prospects for innovation in advanced technology and semiconductors. The former Intel CEO now assumes a key role at venture firm Playground Global, marking a significant shift in the strategic landscape of the semiconductor industry.

Amid escalating global efforts to regulate technological supply chains, Malaysia is set to implement new measures governing the import of high-performance microchips. This initiative comes under significant pressure from the USA, which is keen to restrict the flow of semiconductors used in artificial intelligence development toward China. According to a report by the Financial Times, these changes follow directives from American authorities who are particularly concerned about the destination of Nvidia chips.

Pasqal, a rapidly growing French startup in quantum computing, has announced a strategic partnership with semiconductor giant Nvidia. This collaboration paves the way for enhanced quantum application development by providing Pasqal’s customers access to an extended set of tools via Nvidia’s CUDA-Q open-source platform.