The semiconductor industry is experiencing rapid changes, ranging from the integration of artificial intelligence (AI) to the growing use of tariffs. The relentless march of artificial intelligence dominates headlines, powered by increasingly sophisticated silicon brains. In this narrative, chip designer Nvidia and manufacturer Taiwan Semiconductor Manufacturing Company (TSMC) have emerged as the undisputed leaders, seemingly leaving legacy giant Intel struggling to keep pace.
Has any US president’s term in office in a century started as badly from a stock market perspective as Donald Trump’s term from January 20 to April 8, 2025? This has caused significant harm to investors. What makes it special is that the market turmoil can be attributed to the actions of President Donald Trump and his administration. There are also export restrictions. Technology giant Nvidia faces billions in losses due to Trump restrictions. Donald Trump’s administration has restricted the technology company’s exports of artificial intelligence chips to China. Semiconductors are at the heart of nearly all modern technology. The global race to secure component availability has been intensifying as demand for these essential parts grows.
Trump’s tariff mix is causing problems for the semiconductor industry as latest tariff plans could cause significant disruption to the global semiconductor supply chain. The Trump administration aims to boost domestic production, but the measures also threaten to raise production costs and make it more difficult to obtain components. Taiwan’s TSMC, which supplies 90 percent of the world’s advanced semiconductors, could face difficulties, which will affect American technology companies such as Apple, Nvidia and AMD.
April 7th, 2025, is now being dubbed “Orange Monday,” and it’s left global markets charred and investors crying into their diversified portfolios. Trump chip tariff threat throws wrench into global supply network. The Trump administration’s steps toward extending its tariffs to the semiconductor industry threaten many business. The strategy by Apple to diversify its manufacturing from China seemed like a solid strategy, until President Donald Trump’s “reciprocal tariffs” this hit many other countries, too. Trump tariffs threaten Apple’s supply chain, stock suffers steepest drop in 5 years.
Today, many automakers, including original equipment manufacturers (OEMs), contract manufacturers (CMs), and electronic manufacturing service (EMS) providers, face the dual challenge of keeping pace with rapid technological advancements while managing significant geopolitical risks affecting their supply chains. Trump’s planned tariffs on chip imports risk upending a global supply chain and could lead to oversupply as the US and other countries seek domestic production Pentagon leaders are calling for thousands of drones to prepare for war in the Pacific. But as Trump’s tariffs escalate tensions with China, they face an uncomfortable reality: Silicon Valley’s drone companies are addicted to Chinese components.
Trump has repeatedly called out and accused Taiwan of stealing the U.S. chip manufacturing business and touted tariffs on semiconductor imports. Trump wants to see more chip manufacturing to happen in USA. Semiconductors are at the heart of America’s strength, enabling the essential technologies that drive economic growth and national security. Semiconductors are at the heart of America’s strength, enabling the essential technologies that drive economic growth and national security. With demand for semiconductors projected to increase significantly by 2030 and beyond, semiconductor companies are ramping up production and innovation to keep pace. The Future of U.S. Semiconductor manufacturing in 2025 seems to be TSMC’s Expansion and Intel’s delay. Two major players in the industry, TSMC and Intel, stand at opposite ends of the current manufacturing landscape as the United States attempts to boost its domestic chip ecosystem. TSMC’s costly expansion and Intel’s delayed reshoring efforts represent the opposite ends of America’s semiconductor manufacturing efforts.
There are expert views that US chip production targets edge further out of reach under Trump administration because of FUD (Fear, Uncertainty, Doubt) on the markets now. The future of the CHIPS and Science Act and its manufacturing funding is increasingly doubtful. Donald Trump was vocal about his criticism of the CHIPS and Science Act that was meant to spur the build-out of a domestic semiconductor manufacturing ecosystem. The CHIPS Act has become a cornerstone of U.S. policy to revitalize domestic semiconductor manufacturing. When it was announced, a flurry of investments from semiconductor manufacturers quickly accumulated to over $400 billion. While its passage and funding allotment did not occur as quickly as initially planned—something noted by many chipmakers over the last few years—it received significant bipartisan support within the U.S. government. The president is beginning to take action against the law to pivot towards tariffs, hoping to entice companies to onshore production in a bid to avoid import tax hikes.
Reuters reports that “some officials have expressed concern Trump could seek to invalidate binding grant agreements struck in the Biden administration.” Some projects are already facing uncertain futures. There is fear that US chip production targets edge further out of reach under Trump administration. Intel’s ambitious $28 billion semiconductor factory in Ohio has experienced significant delays. Originally planned as a cornerstone of Intel’s strategy to restore chip manufacturing to the U.S. and part of the CHIPS and Science Act’s push for government approval, the delay in Ohio raises questions about Intel’s ability to meet its goals for American chip production. The delay also raises questions about the future stability of the semiconductor industry in the U.S. for companies that don’t have the same capital as giants like TSMC.
There are also some agreements that seem to show some wins with the new tariffs politics. Trump announces $100 billion investment in U.S. from TSMC. Also Nvidia aims to spend several hundred billion dollars to procure US-made chips and electronics over the next four years, the Financial Times reported.
TSMC’s New Arizona Fab! Apple Will Finally Make Advanced Chips In The U.S.
While Trump’s tariff policy might boost investments into the U.S. by semiconductor manufacturers looking to avoid added costs, it won’t solve the labor shortage impacting the industry. Solving the problem will require a combined effort from chip manufacturers, education leaders, and government support. Those will be challenges. Semiconductor Industry Association project the semiconductor industry’s workforce will grow by nearly 115,000 jobs by 2030, from approximately 345,000 jobs today to approximately 460,000 jobs by the end of the decade, representing 33% growth. Of these new jobs, we estimate roughly 67,000—or 58% of projected new jobs (and 80% of projected new technical jobs)—risk going unfilled at current degree completion rates. Intel’s Ohio project, touted as one of the most ambitious semiconductor production facilities in the U.S., has faced delays due to logistical challenges, workforce issues, and regulatory hurdles. TSMC also had to delay its Arizona production schedules when it became clear there wasn’t enough specialized labor to operate its new facilities. This situation is not inherently unique to the U.S., as China, the EU, and even chip powerhouse Taiwan face obstacles caused by the labor shortage. To create a strong domestic ecosystem, the U.S. must grow a strong workforce that can run the new facilities.
In addition to chips there is will to have move the whole electronics products back to USA from Asia. Experts doubt Trump line that tariffs will shift manufacturing from Asia. The White House is insisting that Donald Trump’s vision of Apple’s flagship iPhones being manufactured in the US will come to fruition, despite assertions from analysts and the company itself that it would not be possible.. The reason seems to be that the US does not have the workforce of other nations where the vast majority of its electronics are currently manufactured, such as China, which makes about 85% of iPhones, India and Vietnam. The Wall Street Journal reported that, based on conversations with manufacturing experts, making and assembling all the components required to build an iPhone in the US would be impossible. “But shifting some manufacturing here? Not totally insane,” wrote WSJ’s tech team. For propaganda purposes China Creates Mocking AI Video of Average Americans Working in Garment Factory.
Intel 2025: Intel is in problem, and it is expected that it will sell some of it’s parts in 2025. In March Intel Corporation announced that its board of directors has appointed Lip-Bu Tan, an accomplished technology leader with deep semiconductor industry experience, as chief executive officer. The cutting-edge High Numerical Aperture Extreme Ultraviolet (High NA EUV) lithography tools is not expected to be production-ready until 2027 for a later node, designated 14A. It is expected that before that Intel would be forced to rely on existing Low NA EUV technology for 18A, likely employing complex and costly multi-patterning techniques. But new feature in Intel’s 18A is the utilization of BSPDN (Backside Power Delivery) that can give improved power efficiency along with signal integrity. Intel’s 18A is said to report an SRAM density equal to that of TSMC’s N2 process, signaling a massive breakthrough for the IFS and its semiconductor ambitions. Nvidia and Broadcom are running manufacturing tests with Intel, using the company’s most advanced production techniques, known as 18A. AMD is also evaluating whether Intel’s 18A manufacturing process is suitable for it.
TSMC-Intel semiconductor race is pretty much on, and it looks like the competition is going to get a lot more fiercer. Dutch company ASML – the sole global supplier of all EUV lithography machines – High NA EUV represents the next generation of this critical technology. TSMC gained ground by adopting EUV and at the same time, Intel extended the life of older DUV technology with complex multi-patterning, ultimately losing its process leadership.
Intel reported a 2024 net loss of $18.8 billion, its first since 1986, driven by large impairments. Intel was trying to get in on the AI bandwagon and invested a lot in it. It turned out that they have no chance of getting in on the AI bandwagon and ARM chips are still eating their x86 CPU market. This is a big business problem. Intel is expected to sell some of it’s parts. Multiple companies have expressed interest in buying parts of Intel. Intel is likely to be broken up into at least two, possibly even three or more pieces. Who will get Altera in 2025? Was the first question that was answered. Intel’s breakup begins with sale of $8.75B-valued Altera to private equity giant Silver Lake. Then we are waiting for the next move in Intel’s plan to shed non-core assets and reinvent itself. Hell freezes, pigs fly: Rumor has it that Intel could merge with AMD’s former foundry in potential multi-billion deal with GlobalFoundries or Taiwan Semiconductor Manufacturing Co (TSMC) and the world’s number two chip design firm Broadcom divide its assets up. We will sew that is happening later this year.
The buildout of AI infrastructure in the US has reached a macro-level scale, and ensuring continuous growth will require ample availability of capital. There is a fear that the economic uncertainty induced by Trump tariffs could become the single largest barrier to American AI supremacy because economic uncertainty often leads to delays, and delays leads to contractions. Fortunately, on a micro level, research indicates that the tariffs will not impact (for the most part) the competitiveness of the United States in AI infrastructure costs but rather through capital accessibility. Let’s wait to see how changing tariffs, loopholes, and global trade for AI-related infrastructure equipment. Cost of capital is rising, with soaring 10 year interest rates, and the tightening of financial conditions could likely lead to a short-term slowdown in the AI infrastructure buildout.. Tariffs can potentially have major short-term impact on US hyperscalers if they affect the key components. At the moment GPU servers are largely exempted from tariffs, but optical module costs will increase by 25-40%. Some manufacturers are significantly better positioned than others. Mexico is already a large assembly hub and will take a central role in this new world order. Datacenter construction costs could increase by mid-to-high single digits – but the TCO impact for GPU cloud operators is likely less than 2%.increase. Retaliatory tariffs targeting US Big Tech are possible.
Sources:
https://futurism.com/elon-musk-trouble-donald-trump-tariffs
https://www.salkunrakentaja.fi/2025/04/trump-tullifarssi-aloitteleva-sijoittaja/
https://knowyourmeme.com/memes/events/orange-monday-2025-stock-market-crash
https://trib.al/3SqaBJz
https://knowyourmeme.com/editorials/guides/why-are-people-calling-today-orange-monday-memes-inspired-by-the-2025-stock-market-crash-explained
https://asia.nikkei.com/Economy/Trade-war/Trump-tariffs/Trump-chip-tariff-threat-throws-wrench-into-global-supply-network
https://www.bloomberg.com/news/articles/2025-03-20/nvidia-will-spend-hundreds-of-billions-on-chips-made-in-us-ft
https://yle.fi/a/74-20156456
https://wccftech.com/intel-18a-process-reportedly-comes-with-sram-density-on-par-with-tsmc-n2/
https://www.semiconductors.org/chipping-away-assessing-and-addressing-the-labor-market-gap-facing-the-u-s-semiconductor-industry/
https://futurism.com/elon-musk-trouble-donald-trump-tariffs
https://www.cnbc.com/2025/03/03/tsmc-to-announce-100-billion-investment-in-us-chip-plants.html
https://www.manufacturingdive.com/news/trump-biden-chips-act-future-federal-cuts-layoffs-musk/741052/
https://etn.fi/index.php/opinion/17239-trumpin-tariffisekoilu-aiheuttaa-ongelmia-puolijohdealalla
https://etn.fi/index.php/13-news/17249-tunnelin-paeaessae-naekyy-jo-valoa
https://www.bloomberg.com/news/articles/2025-03-05/trump-calls-for-end-to-52-billion-chips-act-subsidy-program
https://www.eetimes.com/trumps-revamp-of-chips-act-aims-at-big-investments/
https://www.techradar.com/pro/hell-freezes-pigs-fly-rumor-has-it-that-intel-could-merge-with-amds-former-foundry-in-potential-multi-billion-deal
https://www.techspot.com/news/106408-nvidia-transitions-advanced-cowos-l-chip-packaging-signaling.html
https://wccftech.com/intel-18a-process-reportedly-comes-with-sram-density-on-par-with-tsmc-n2/?fbclid=IwY2xjawIltX9leHRuA2FlbQIxMQABHYvnrhR4eesq60Y5LSNJolLapE3d5cLhC_nGCgoVHz228stCegxQkjiEzw_aem_H4OUKANJtC2QMgoj7aB83A
https://www.theedgesingapore.com/views/tech/intel-nears-end-tsmc-and-broadcom-ready-deals
https://semianalysis.com/2025/04/10/tariff-armageddon-gpu-loopholes/
https://www.calcalistech.com/ctechnews/article/syug00y9rkx#google_vignette
https://futurism.com/elon-musk-trouble-donald-trump-tariffs
https://hillsboroherald.com/the-hillsboro-oregon-gambit-is-intel-about-to-rewrite-the-rules-of-chipmaking-with-a-secret-weapon-and-a-surprising-ally/
https://futurism.com/china-mocking-ai-video-americans-sweatshop
https://futurism.com/trump-iphones-america
https://www.lightreading.com/smartphones-devices/Trump-tariffs-won%27t-bring-iPhone-manufacturing-to-US-shores
https://www.techzine.eu/news/infrastructure/130056/dutch-attempt-to-keep-asml-is-at-a-gridlock/
https://dawn.fi/uutiset/2025/04/04/nintendo-switch-2-ennakkotilaukset-siirretty-trump-tullit
https://www.bloomberg.com/news/articles/2025-03-20/nvidia-will-spend-hundreds-of-billions-on-chips-made-in-us-ft
https://www.youtube.com/watch?v=WHat_LYrpQE
https://newsroom.intel.com/corporate/intel-appoints-lip-bu-tan-chief-executive-officer
https://www.investing.com/news/stock-market-news/exclusivetsmc-pitched-intel-foundry-jv-to-nvidia-amd-and-broadcom-sources-say-3922603
83 Comments
Tomi Engdahl says:
Siirtyminen 22 nanometriin on Silicon Labsille iso askel
https://etn.fi/index.php/13-news/17574-siirtyminen-22-nanometriin-on-silicon-labsille-iso-askel
Silicon Labs on julkistanut uuden sukupolven järjestelmäpiirit (SoC), jotka merkitsevät merkittävää teknologista harppausta yhtiön historiassa. Uudet Series 3 -piirit, SiXG301 ja SiXG302, valmistetaan edistyksellisellä 22 nanometrin valmistustekniikalla, mikä parantaa huomattavasti suorituskykyä, energiatehokkuutta ja integroitavuutta aiempiin sukupolviin verrattuna.
Series 3 -sarjan myötä Silicon Labs siirtyy uudelle tasolle erityisesti langattomien IoT-ratkaisujen kehittämisessä.
Tomi Engdahl says:
Wall Street Journal:
Inside a “laptop farm” run by a 50-year-old US woman that let DPRK IT workers pose as US tech staff and illegally earn $17.1M from more than 300 US companies — A LinkedIn message drew a former waitress in Minnesota into a type of intricate scam involving illegal paychecks and stolen data
North Korea Infiltrates U.S. Remote Jobs—With the Help of Everyday Americans
A LinkedIn message drew a former waitress in Minnesota into a type of intricate scam involving illegal paychecks and stolen data
https://www.wsj.com/business/north-korea-remote-jobs-e4daa727?st=Y76uav&reflink=desktopwebshare_permalink
Tomi Engdahl says:
Exclusive
Elon Musk says he’s “disappointed” by Trump’s “big, beautiful bill” and what it means for DOGE
https://www.cbsnews.com/news/elon-musk-disappointed-by-trump-big-beautiful-bill-doge/
Tomi Engdahl says:
https://thehill.com/homenews/administration/5320263-trump-tariff-trades-markets-rise/
What is the ‘TACO trade’ on Wall Street?
There’s a new trade on Wall Street: the “TACO trade,” standing for “Trump Always Chickens Out.”
The term was coined by Robert Armstrong, a writer for the Financial Times, and is intended to capture how markets have fallen on Trump’s vow to impose steep tariffs on imports to the United States and then jump back up when Trump announces pauses on those tariffs.
Most recently, Trump on Friday vowed to impose a 50 percent tariff on goods from the European Union, causing markets to fall.
On Sunday, he said he had a good call with European Commission President Ursula von der Leyen, and that he was giving the EU until July 9 to reach a deal with the U.S.
Tomi Engdahl says:
Dave Lee / Bloomberg:
Meta’s Anduril deal shows how much has changed in the past couple of years in Silicon Valley, where developing war tech was once considered a hard red line
Mark Zuckerberg Finally Found a Use for His Metaverse — War
Meta is crossing a former hard red line in Silicon Valley to develop tech for military uses.
https://www.bloomberg.com/opinion/articles/2025-05-30/mark-zuckerberg-finally-found-a-use-for-his-metaverse-war
Tomi Engdahl says:
https://etn.fi/index.php/13-news/17591-pc-myynti-kasvaa-mutta-on-kaukana-huippuvuoden-lukemista
Tomi Engdahl says:
Suomen lennot voidaan jo lähitulevaisuudessa lentää sähköllä
https://etn.fi/index.php/13-news/17590-suomen-lennot-voidaan-jo-laehitulevaisuudessa-lentaeae-saehkoellae
Massachusetts Institute of Technologyn (MIT) tutkijat ovat kehittäneet uudenlaisen natrium-ilma-polttokennon, joka voi varastoida yli kolme kertaa enemmän energiaa painoyksikköä kohden kuin nykyiset litiumioniakut. Tämä läpimurto voi mahdollistaa sähkökäyttöiset lyhyen matkan lennot, ja lisäksi tarjota kevyen ja ympäristöystävällisen energiaratkaisun myös junille, laivoille ja raskaalle liikenteelle.
Sähkölentämisen yleistymistä on tähän asti rajoittanut akkujen matala energiatiheys. Tällä hetkellä parhaat sähköautojen akut yltävät noin 300 wattituntiin per kilogramma, mutta sähkölentämiseen tarvitaan vähintään 1 000 Wh/kg. MIT:n uusi polttokenno ylittää tämän kynnyksen laboratoriotesteissä, mikä avaa mahdollisuuden alueellisiin sähköisiin lentoreitteihin.
Tomi Engdahl says:
https://etn.fi/index.php/13-news/17592-pieni-siru-jaeaehdyttaeae-ssd-levyae-yli-30-prosenttia
Piilaaksolainen xMEMS Labs esittelee maailman ensimmäisen SSD:n sisälle rakennetun aktiivisen jäähdytysjärjestelmän. Uusi µCooling-teknologia voi laskea levyjen lämpötilaa jopa 30 prosenttia ilman liikkuvia osia, mahdollistaen paremman suorituskyvyn datakeskuksissa ja ohuissa kannettavissa.
Kyseessä on maailman ensimmäinen ratkaisu, joka mahdollistaa in-drive- eli suoraan levylle integroidun jäähdytyksen sekä E3.S-muotoisille yrityslevyille että NVMe M.2 -levyille kuluttajakäytössä.
Tomi Engdahl says:
Financial Times:
Sources: Chinese companies designing advanced chips for manufacturing in Taiwan, like Xiaomi, are set to be the hardest hit by new US export rules on EDA tools
https://www.ft.com/content/2b0a0000-1bf6-475a-ac96-c17212afecc2
Tomi Engdahl says:
Riley Griffin / Bloomberg:
Meta CTO Andrew Bosworth says the “tides have turned” in Silicon Valley, making it more acceptable for the tech industry to support the US military’s efforts — There’s long existed a “silent majority” who wanted to pursue defense projects, Bosworth said during an interview …
https://www.bloomberg.com/news/articles/2025-06-05/meta-s-push-into-defense-tech-reflects-cultural-shift-cto-says
Tomi Engdahl says:
Presidentti Trumpin ja teknologiamiljardööri Muskin ilmiriita sai uusia kierroksia
Trump uhkasi viedä Muskin yrityksiltä liittovaltion sopimukset, Musk Nasalta avaruusaluksen
https://www.kaleva.fi/presidentti-trumpin-ja-teknologiamiljardoori-muski/11659834
Tomi Engdahl says:
Intel sale of networks sounds like an Ericsson problem
The long-rumored sale of Intel’s network and edge assets would be hard to pull off and a likely cause of sleeplessness at Ericsson.
https://www.lightreading.com/semiconductors/intel-sale-of-networks-sounds-like-an-ericsson-problem
Tomi Engdahl says:
America announces the largest deployment in history — Meta, Amazon, and Google team up for this
https://www.ecoportal.net/en/deployment-google-meta-amazon-energy/8342/#google_vignette
$300,000,000 and 72 GW of ‘green energy’ — India’s most extreme plan could power the entire Earth
America intensifies war on China — The weapon is underground in this state
AI will be powered from space — Experts target this extremely powerful ‘extraterrestrial’ source
When we think of deployment, our minds tend to immediately turn to soldiers getting ready to go to war. In this case, where America announced the largest deployment in history, the metaphorical soldiers are some of the largest tech companies who are all teaming up for one reason: “war.” Thankfully, this war forms part of a global fight against fossil fuels, and these companies’ pledges might just be able to turn the tide and win the war.
Tomi Engdahl says:
Puolijohdemarkkina kasvoi huhtikuussa: myynti 57 miljardia dollaria
https://etn.fi/index.php/13-news/17622-puolijohdemarkkina-kasvoi-huhtikuussa-myynti-57-miljardia-dollaria
Maailmanlaajuiset puolijohdemyyntiluvut kasvoivat huhtikuussa 2025, kertoo puolijohdeteollisuuden yhdistys SIA. Myynti ylsi 57,0 miljardiin dollariin, mikä on 2,5 % enemmän kuin maaliskuussa ja 22,7 % enemmän kuin vuotta aiemmin.
SIA:n toimitusjohtaja John Neufferin mukaan kasvu perustuu erityisesti vahvaan kysyntään Amerikan ja Aasian markkinoilla. Uusin WSTS:n ennuste povaa puolijohdealalle 11,2 %:n kasvua koko vuodelle, vetureinaan tekoäly, pilvi-infrastruktuuri ja kehittynyt kulutuselektroniikka.
Tomi Engdahl says:
Benjamin Mayo / 9to5Mac:
Apple says macOS 26 Tahoe will be the last macOS release that supports Intel-based Macs, with future macOS versions only available to Apple Silicon models — During the Platforms State of the Union at WWDC, Apple just announced that macOS 26 Tahoe will be the last release of macOS that supports Intel.
Apple will end support for Intel Macs next year, macOS 27 will require Apple Silicon
https://9to5mac.com/2025/06/09/apple-will-end-support-for-intel-macs/
During the Platforms State of the Union at WWDC, Apple just announced that macOS 26 Tahoe will be the last release of macOS that supports Intel. That means from next year, major new versions of Apple’s desktop operating system will only run on Apple Silicon Macs (that is, 2020 M1 models and newer).
Of course, Intel Macs will continue to get critical security updates for some time thereafter. But users should not expect to be able to update to get new features from macOS 27 onwards, as no Intel Mac will be supported on macOS 27.
Tomi Engdahl says:
China’s QiMeng AI rivals human engineers, turns complex chip design into an automated process using open-source code. https://bit.ly/3ZtUSJc
Tomi Engdahl says:
Bloomberg:
President Trump says a trade framework with China “is done, subject to final approval with President Xi and me”, and the US’ tariff rate would be 55% “total” — President Donald Trump said a trade framework with China
Trump Says China Will Ship Rare Earths in ‘Done’ Trade Deal
https://www.bloomberg.com/news/articles/2025-06-11/trump-says-china-trade-framework-done-subject-to-xi-approval
Tomi Engdahl says:
Wall Street Journal:
Sources: Chinese diplomats agree to a six-month ease of rare-earth export licenses, with the earliest application approval within a week of the deal’s signing
China Puts Six-Month Limit on Its Ease of Rare-Earth Export Licenses
Tentative deal reached in London gives Beijing leverage in trade talks
https://www.wsj.com/world/china/beijing-puts-six-month-limit-on-its-ease-of-rare-earth-export-licenses-ec8277ed
China is putting a six-month limit on rare-earth export licenses for U.S. automakers and manufacturers, according to people familiar with the matter, giving Beijing leverage if trade tensions flare up again while adding to uncertainty for American industry.
Tomi Engdahl says:
Antonio G. Di Benedetto / The Verge:
macOS Tahoe 26 hands-on: Liquid Glass ranges from slick to slightly overwrought, and Spotlight’s new search features are nifty and useful, but Raycast is better
Hands on with macOS Tahoe 26: Liquid Glass, new theme options, and Spotlight
Tahoe is all about power users and theme options borrowed from the iPhone.
https://www.theverge.com/apple/685052/apple-macos-tahoe-26-beta-hands-on-liquid-glass-themes-spotlight
Tomi Engdahl says:
Andrew Cunningham / Ars Technica:
An interview with Craig Federighi on the new multitasking UI in iPadOS 26, problems with Stage Manager, and why the iPad’s Mac-style multitasking took so long
Apple’s Craig Federighi on the long road to the iPad’s Mac-like multitasking
Federighi talks to Ars about why the iPad’s Mac-style multitasking took so long.
https://arstechnica.com/gadgets/2025/06/apples-craig-federighi-on-the-long-road-to-the-ipads-mac-like-multitasking/
Tomi Engdahl says:
U.S. stock futures slumped early on Thursday—with the Dow index dropping by more than 200 points—after President Donald Trump said his administration will soon send letters to other countries unilaterally outlining the tariff rates that will be imposed on them.
While attending a show at the Kennedy Center on Wednesday evening, Trump was asked about extending the ongoing 90-day tariff pause—which will expire on July 9—and said: “I would, but I don’t think we’re going to have that necessity.”
https://trib.al/tSrQ8mB
Tomi Engdahl says:
Financial Times:
Sources: China delays approval of Synopsys’ Ansys deal as the US moved in late May to ban chip design software sales by US firms, including Synopsys, to China
China delays approval of $35bn US chip merger amid Donald Trump’s trade war
Beijing’s antitrust regulator postpones sign-off on Synopsys and Ansys deal
https://www.ft.com/content/762b1818-795d-4270-b6cc-5d902d8bc0a8
A $35bn US semiconductor industry merger is being delayed by Beijing’s antitrust regulator, after Donald Trump tightened chip export controls against China in a move that exacerbated trade tensions between the world’s two largest economies.
China’s State Administration for Market Regulation has postponed its approval of the proposed deal between Synopsys, a maker of chip design tools, and engineering software developer Ansys, according to two people with knowledge of the matter.
The transaction between the American groups, which has received the blessing of authorities in the US and Europe, had already entered the last stage of SAMR’s approval process and was expected to be completed by the end of this month, said the people.
The delay comes as Washington moved to ban chip design software sales by US companies, including Synopsys, to China in late May. That decision has contributed to the complexity of China’s approval process for this deal, according to a person with knowledge of the situation.
The person added that approval, while taking longer than expected, could still come through if Synopsys were able to submit solutions that addressed the Chinese regulator’s concerns.
On the company’s latest earnings call on May 28, Synopsys chief executive Sassine Ghazi said the company was “working cooperatively and actively negotiating with SAMR to secure China regulatory clearance”, and that it expected to close the deal “in the first half of this year”.
The deal agreement includes a January 15 2026 “drop dead clause”, according to company filings.
A senior White House official said this week that Trump could ease controls on technology exports to China if Beijing agreed to speed up shipments of rare earths.
There have also been signs of a potential loosening of the US ban on selling chip design tools.
Tomi Engdahl says:
https://etn.fi/index.php/13-news/17657-pian-se-vihdoin-tapahtuu-windows-11-nousee-suosituimmaksi
Tomi Engdahl says:
Jackie Davalos / Bloomberg:
White House crypto and AI czar David Sacks says China has grown adept at evading US export controls and is at most two years behind US chip design capabilities
https://www.bloomberg.com/news/articles/2025-06-18/trump-adviser-david-sacks-says-china-adept-at-evading-chip-curbs
Tomi Engdahl says:
The Trump Organization announced Monday its latest venture – a cell phone service and smartphone line– with clear branding tied to President Donald Trump, the latest example of blurred lines between Trump’s Oval Office position and his family’s private business dealings.
The service said its monthly plan will start at $47.45 per month, a nod to Trump’s standing as the 45th and 47th U.S. president. (Photo: The Washington Post via Getty Images) https://trib.al/vV2acTl
Tomi Engdahl says:
Toimittaja yritti tilata Donald Trumpin puhelimen – kaikki meni mönkään
Maanantaina lanseerattiin Donald Trumpin perheyrityksen älypuhelin ja mobiilipalvelu.
Toimittaja yritti tilata Donald Trumpin puhelimen – kaikki meni mönkään
https://www.is.fi/digitoday/mobiili/art-2000011313436.html
Moni asia meni pieleen, kun 404 Median toimittaja yritti tilata Yhdysvaltain presidentti Donald Trumpin perheyrityksen uuden älypuhelimen testatakseen sitä.
404 Media kertoo jutussaan, että puhelinta ennakkotilatatessa verkkosivu kaatui ja veloitti toimittajan luottokortilta väärän summan. Puhelin maksaa 499 dollaria (noin 430 euroa), mutta sivusto peri kuitenkin kortilta vajaat 65 dollaria
I Tried Pre-Ordering the Trump Phone. The Page Failed and It Charged My Credit Card the Wrong Amount
Joseph Cox
Joseph Cox
·
Jun 16, 2025 at 12:36 PM
I got a confirmation email saying I’ll get another confirmation when it’s shipped. But I haven’t provided a shipping address.
https://www.404media.co/trump-mobile-phone-preorder-fail/
On Monday the Trump Organization announced its own mobile service plan and the “T1 Phone,” a customized all-gold mobile phone that its creators say will be made in America.
I tried to pre-order the phone and pay the $100 downpayment, hoping to test the phone to see what apps come pre-installed, how secure it really is, and what components it includes when it comes out. The website failed, went to an error page, and then charged my credit card the wrong amount of $64.70. I received a confirmation email saying I’ll receive a confirmation when my order has been shipped, but I haven’t provided a shipping address or paid the full $499 price tag.
Tomi Engdahl says:
Trump’s sons say their new phone will be built in the US. Experts say it looks a lot like a phone from China
https://www.cnn.com/2025/06/17/tech/trump-mobile-t1-phone-built-in-us-experts-china
New York
CNN
—
When the Trump Organization unveiled its new Trump Mobile wireless service on Monday, it said its upcoming T1 smartphone will be “proudly designed and built in the United States.”
But experts told CNN they’re skeptical that a smartphone can be built in the US based on the specifications, price and timeline laid out by Donald Trump, Jr., and Eric Trump, when they announced the phone.
Tomi Engdahl says:
https://m.economictimes.com/news/international/us/game-over-for-nvidia-lisa-su-breaks-silence-as-amd-chips-leave-nvidia-in-the-dust/articleshow/121889503.cms
Tomi Engdahl says:
Mocked Trump Mobile yanks coverage map that ignored Trump renaming Gulf of Mexico
A Trump-branded smartphone due out by September is likely to draw criticism.
https://arstechnica.com/tech-policy/2025/06/trump-org-launches-47-month-wireless-service-teases-odd-499-phone/
Tomi Engdahl says:
https://www.tekniikkatalous.fi/uutiset/teslan-ilkea-takuustrategia-paljastui-matkamittarihuijaus-jarkyttaa-automaailmaa/79808769-bd7e-4f99-a2b0-834705169995
Tomi Engdahl says:
Foxconn may soon deploy humanoid robots at its US plant to build Nvidia’s powerful new AI servers. https://bit.ly/4lAs6zh
Tomi Engdahl says:
US Considers Canceling Chinese Factory Chip Equipment Waivers For TSMC, Samsung & SK hynix
https://wccftech.com/us-considers-canceling-chinese-factory-chip-equipment-waivers-for-tsmc-samsung-sk-hynix/?fbclid=IwY2xjawLD8pdleHRuA2FlbQIxMQABHsRy1m9AzKfaO0MAOX-u-vkTe7zSNQHyvaMUb-JkZdJogFxtIg_m_8nbPYR7_aem_xYqdCD11jbmeymmTntJkng
Following on his bid to limit advanced technology transfer to China, the Commerce Department’s Bureau for Industry and Security (BIS)’s Under Secretary of Commerce for Industry and Security, Jeffrey Kessler, is seeking to rescind waivers granted to American chip manufacturing equipment companies to sell some products to semiconductor manufacturers in China, suggest reports from the Wall Street Journal and Reuters. Kessler discussed his plans in detail at a House subcommittee hearing earlier this month, and according to the WSJ, Samsung, TSMC and SK hynix could experience difficulty in acquiring American chip manufacturing tools for their facilities in China.
US Etching, Deposition and Other Chip Manufacturing Tools Could Be Limited From Being Sold In China, Suggest Reports
Tomi Engdahl says:
Tesla Stock Plummets as Company Abruptly Halts Production of Cybertruck and Model Y
Things just keep getting worse for poor old Elon.
https://futurism.com/tesla-stock-cybertruck-production?fbclid=IwY2xjawLMbzpleHRuA2FlbQIxMQABHoxJorjqCdwb_n_EjSA5M0S_jmDrHsY5Bs9i_OAMoP6zgSbShIcCNKZOxDm1_aem_nKl2BpWbPhshhrjC-5I0HQ
Tesla is pausing production of the Cybertruck and its newly-retooled Model Y, and the stock market is already responding.
On the heels of a new Business Insider report about the production shutdown, which is purportedly slated for the week of June 30 based on insider interviews, the company’s stock fell to about $316, which was almost four percent lower than it was at the start of the day. To make matters worse, Tesla stock was already sliding thanks to CEO Elon Musk’s Robotaxi pilot being pushed yet again.