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
99 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.
Tomi Engdahl says:
Microsoft is laying off 9,000 employees—about 4% of its 228,000-person workforce—in its largest round of job cuts in over two years. Combined with 6,000 layoffs in May and smaller reductions earlier in the year, total cuts now exceed 15,000 for 2025. The move follows a massive $80 billion investment in AI and cloud infrastructure and aims to streamline operations, flatten management, and redeploy resources toward emerging technologies.
Is this a smarter way to grow or a wake-up call for tech workers everywhere?
For more content like this, please visit: https://link.ie.social/pI2OIO
#TechLayoffs #AIRestructuring #Microsoft #FutureOfWork #CloudComputing
Source: https://www.facebook.com/share/19igdf74LG/
Tomi Engdahl says:
Trump veti sähköautoilta tuet, seurauksia hermoillaan
HS-analyysi|Sähköauton hankintaan on saanut Yhdysvalloissa 7 500 dollarin edun. Sen poistamisella voi olla dramaattisia vaikutuksia, kirjoittaa autoilmiöitä seuraava HS:n toimittaja Esa Juntunen.
https://www.hs.fi/talous/art-2000011342780.html
Lue tiivistelmä
Sähköautojen veroedun poistaminen voi romauttaa niiden myynnin Yhdysvalloissa, kirjoittaa toimittaja Esa Juntunen.
Trumpin hallinto suhtautuu sähköautoihin penseästi ja suosii öljyntuotantoa.
Sähköautojen markkina näyttää Yhdysvalloissa haasteelliselta loppuvuonna, Juntunen kirjoittaa.
Suomessakin on kokeiltu sähköautojen tukemista, mutta kaikki eivät tajunneet hakea sitä.
Yhdysvaltain presidentti Donald Trump saattoi allekirjoituksellaan lamauttaa maan liikenteen sähköistymisen.
Trump hyväksyi ”suuren, kauniin lain”, jossa on autoalaa koskeva kiistanalainen yksityiskohta.
Se voi romauttaa sähköautojen myynnin.
Budjettilaki määrittelee maan rahankäyttöä; esimerkiksi verotusta leikataan, puolustusmenoja lisätään. Siinä sivussa poistetaan sähköautoille suunnattu liittovaltion veroporkkana.
Rapakon takana voi saada 7 500 dollarin eli noin 6 400 euron veroedun päästöttömän uuden auton hankintaan. Käytetyissä summa on 4 000 dollaria eli noin 3 400 euroa.
Pelkistäen edun voi käyttää saman tien ”alennuksena” tai vähentää myöhemmin verotuksessa. Maan verohallinnon nettisivuilla on pitkät sepustukset eri edellytyksistä.
Etu päättyy syyskuun lopussa, vaikka sen piti yltää vuoteen 2032.
Autoala aneli joustoa. Myymättömiä sähköautoja seisottavat liikkeet ovat hädässä. Ostajille tuli puolestaan kiire tehdä ratkaisuja.
Tomi Engdahl says:
Pääkirjoitus: Trumpin tullisodalle ei näy loppua
https://www.is.fi/paakirjoitus/art-2000011353287.html
Tomi Engdahl says:
Tietokoneissa tapahtui historiallinen muutos
Vuosia siihen meni, mutta uudet luvut todistavat merkittävästä käänteestä.
https://www.is.fi/digitoday/art-2000011354992.html
Microsoftin Windows 11 -käyttöjärjestelmä on vihdoin ohittanut Windows 10:n markkinaosuuden yleisesti seuratun StatCounterin tilastoissa.
Tomi Engdahl says:
Intel’s leaders have stopped pretending – and it’s about time
Not even in the top 10, CEO Lip-Bu Tan reportedly tells employees
https://www.theregister.com/2025/07/10/intel_ceo_offers_reality_check/
Pat Gelsinger’s tenure as Intel’s chief executive was epitomized by his unwavering optimism and ambitious plan to return the ailing chipmaker to its former glory. His successor has no such delusions of grandeur.
For Lip-Bu Tan, Intel may as well be a gut job, and he’s setting expectations accordingly.
In a leaked recording reported by the Oregonian, Tan offered something of a reality check to employees during a Q&A that coincided with yet another round of layoffs. The message was simple: while Intel once reigned supreme over the semiconductor industry, those days are long past.
“Twenty, 30 years ago, we are really the leader,” he’s reported as saying. “The world has changed. We are not in the top 10 semiconductor companies.”
Tomi Engdahl says:
Trump and Congress finalize law that could hurt your Wi-Fi
FCC to auction spectrum that could include 6 GHz band used for next-gen Wi-Fi.
https://arstechnica.com/tech-policy/2025/07/trump-and-congress-finalize-law-that-could-hurt-your-wi-fi/
Tomi Engdahl says:
Back in 2012, he famously gave his permission to a Minecraft fan to pirate the game if he could not afford it at the moment: Just pirate it. If you still like it when you can afford it in the future, buy it then. Also, don’t forget to feel bad.
Read more here: https://wccftech.com/minecraft-creator-buying-game-purchase-pirating-not-theft/
Tomi Engdahl says:
Lance Ulanoff / TechRadar:
An interview with Google President of Android Ecosystem Sameer Samat, who says Google is going to combine “ChromeOS and Android into a single platform”Find
‘I think you see the future first on Android’ – Google’s Android leader Sameer Samat
https://www.techradar.com/phones/android/i-think-you-see-the-future-first-on-android-googles-android-leader-sameer-samat
On Gemini, Samsung, Galaxy AI, Glass, XR, and more
I stammered, unprepared for the interrogation, but Samat wasn’t asking me why I don’t use Android. Instead, he’s curious about the apps I use on my laptop and how I manage the world of my iPhone, MacBook, and Apple Watch.
“I asked because we’re going to be combining ChromeOS and Android into a single platform, and I am very interested in how people are using their laptops these days and what they’re getting done,” Samat explained.
I was relieved as we shifted to talking about Chrome, Chrome OS, Mobile CPUs in laptops, and how we both used to upgrade our own system RAM before finally getting to the topics I’m most interested in: Android, Gemini, Samsung, Galaxy AI, and Android XR.
It’s already been a big year for Google and Android, which Samat, a 16-year Google veteran, runs. Android 16 (code-name Baclava) was officially unveiled at Google I/O 2025 in May, bringing with it Material 3 Expressive, which Samat termed the platform’s “biggest design change in Android in three or four years.”
Android 16 arrives with more support for tablet-sized canvases, smoother animations, and far more customization, including the ability to take a photo, set it as your wallpaper, and then bleed the image’s color palette throughout the system into places like Gmail and even third-party apps.
Samat told me the goal was to make something “modern and delightful” but also “approachable and familiar,” avoiding a “who moved my cheese” scenario.
Making it yours
Perhaps that’s why, to me at least, Android 16 feels incremental, but in a good way. I recognize everything, but I can also see how I can make it my own.
For Samat, that last part is the goal.
“Android has always been about enabling you to personalize and customize your device. With the initial launch of Material Design, several years ago, we took it to the next level.”
The Android 16 experience, he tells me, is one that allows you to fit the ethos of what’s on your home screen with the rest of your phone.
You get Android 16, and you get Android 16
The other big Android 16 update this year is not about design or even utility, but access.
As I’m testing the Samsung Galaxy Z Fold 7, I am experiencing Android 16 for the first time. This is unusual because typically, a new Samsung flagship arrives with the previous generation Android platform, only getting the upgrade after the newest Google Pixels have arrived with the latest Android update, which can be months later.
Not this year.
“We have modified our entire development process over a year ago in order to release Android more frequently and to make sure that device manufacturers have access to the latest in a way that’s more timed with their big phone releases.”
I didn’t want to turn this into an Android versus iOS discussion, but I was curious about how Samat sees the choice and what he might say if someone asked him how to choose.
For Samat, though, choosing equates to switching (he’s probably right; people have likely already chosen sides).
“First, I think it’s really important to recognize that it isn’t easy to switch – it isn’t as easy to switch as it should be. One of the things we believe is that consumers should be able to move to whatever phone and platform they want without barriers. Take your data. Have your apps move over. Like, this should be simple. It’s 2025.”
Apple and Google do provide instructions and even apps for making the migration, but I get Samat’s point. There are risks with a shift, and it’s not just about moving from the iPhone to, say, a Samsung Galaxy or Google Pixel. It’s the ecosystem, and losing some of that connective tissue between devices.
That’s the macro view. At a micro level, the platform differences often boil down to a pair of colors: Green and Blue.
“Messaging is one area where consumers, particularly in the US, have been really concerned about green bubbles, and what that stems from is a difference in capability between those two bubbles. With RCS, which replaces SMS, you have a modern standard.”
Samat detailed all the changes RCS brings, like consistent image quality on photos and videos, the ability to see when someone is typing on the other end of a chat, and read receipts.
“But I think it needs to go beyond that. We believe these platforms should make it much easier, using industry standards to move data between the two, and that is a lot of what we’re advocating for and pushing for,” he added.
If you make the effort to switch from iOS to Android, Samat is convinced it’ll be worth the effort. He told me he’s seen it with people who’ve done it.
“I think you see the future first on Android,” he told me.
Samsung’s remarkable Galaxy Z Fold 7 certainly makes a case for that. It’s now the apex foldable and one Apple will surely be chasing if and when it releases the iPhone Fold. But it’s more than that, and Samat pointed to the Gemini integration across Android devices.
Calling it “that Gemini Experience,” Samat says those who make the switch are “seeing over and over again what they’ve been missing.”
Like the proud poppa he is, Samat proceeded to demonstrate Gemini’s deep Android integration, starting with his personal quest to find a family car. I watched as he found a 2020 Honda Odyssey minivan, and then gave Gemini screen access so it could see what he was looking at, summarize, and help him understand his choices.
“Gemini is the best assistant out there. Hold down the side key on any flagship Android phone, it’s gonna bring up Gemini, right to the context of where you’re at. Those two capabilities are built by Google,” said Samat.
He added, though, that Google doesn’t own the term “AI” and that other companies are developing their own AI capabilities, and will continue to do so.
“If the features are great, it’s more value for the consumers and more innovation. But I think for us, as Google, we want to make sure those two pieces [Circle to Search and Gemini] are very clearly accessible, very clearly identifiable across all the different devices that consumers are considering.”
In a way, Samsung appears to have achieved that balance, even if they do not always clarify exactly where Galaxy AI ends and Gemini begins.
As the master of all things Android, Samat is also in charge of Android XR, Google’s still-young extended reality platform that’s currently being used to develop headsets like Samsung’s Project Moohan.
Samat, though, wanted to clarify why Google is even approaching this space.
“First, our mission with Android is to transform computing to empower everyone. That means making computing accessible to people around the world. There’s 3 billion-plus Android devices. Sometimes people’s first and only computer in their life is an Android device. That’s important, but there’s also the high-end of computing, where you push the boundaries, and you push the envelope of what’s possible…. you open up new possibilities for computing.”
Tomi Engdahl says:
Reuters:
China approves Synopsys’ $35B acquisition of simulation software company Ansys, after the US lifted restrictions on chip design software sales to China
China gives conditional nod to Synopsys-Ansys deal, removing last major hurdle
https://www.reuters.com/world/china/china-grants-conditional-approval-synopsys-acquire-ansys-2025-07-14/
BEIJING, July 14 (Reuters) – China’s market regulator has conditionally approved U.S. chip design software provider Synopsys’ (SNPS.O), opens new tab acquisition of engineering design firm Ansys (ANSS.O)
, opens new tab, clearing the last significant regulatory obstacle for the $35 billion buyout.
The State Administration for Market Regulation’s (SAMR) conditional approval, which came on Monday, would finally allow two major players in the electronic design automation (EDA) industry to combine. The deal, which was announced early last year, faced intense antitrust scrutiny in markets such as Britain.
Tomi Engdahl says:
Lora Kolodny / CNBC:
Neuralink filed on April 24 as a “small disadvantaged business” that could give it preferential access to federal opportunities, before being valued at $9B
Elon Musk’s Neuralink filed as ‘disadvantaged business’ before being valued at $9 billion
https://www.cnbc.com/2025/07/17/elon-musks-neuralink-says-owned-by-disadvantaged-persons-in-filing.html
In April, shortly before being valued by venture investors at $9 billion, Elon Musk’s Neuralink labeled itself a “small disadvantaged business” in a federal filing.
The filing would have reached the Small Business Administration at a time when Musk was leading the Trump administration’s Department of Government Efficiency (DOGE).
Elon Musk’s health tech company Neuralink labeled itself a “small disadvantaged business” in a federal filing with the U.S. Small Business Administration, shortly before a financing round valued the company at $9 billion.
Neuralink is developing a brain-computer interface (BCI) system, with an initial aim to help people with severe paralysis regain some independence. BCI technology broadly can translate a person’s brain signals into commands that allow them to manipulate external technologies just by thinking.
Neuralink’s filing, dated April 24, would have reached the SBA at a time when Musk was leading the Trump administration’s Department of Government Efficiency. At DOGE, Musk worked to slash the size of federal agencies.
MuskWatch first reported on the details of Neuralink’s April filing.
According to the SBA’s website, a designation of SDB means a company is at least 51% owned and controlled by one or more “disadvantaged” persons who must be “socially disadvantaged and economically disadvantaged.” An SDB designation can also help a business “gain preferential access to federal procurement opportunities,” the SBA website says.
The Department of Justice has previously fined companies for making false claims about their SDB status.
Musk, the world’s wealthiest person, is CEO of Tesla
and SpaceX, in addition to his other businesses like artificial intelligence startup xAI and tunneling venture The Boring Company. In 2022, Musk led the $44 billion purchase of Twitter, which he later named X before merging it with xAI.
Jared Birchall, a Neuralink executive, was listed as the contact person on the filing from April. Birchall, who also manages Musk’s money as head of his family office, didn’t immediately respond to a request for comment.
Neuralink, which incorporated in Nevada, closed a $650 million funding round in early June at a $9 billion valuation.
Tomi Engdahl says:
https://etn.fi/index.php/13-news/17702-ansys-jaettikauppa-valmistui-synopsysin-asiakkaille-isoja-etuja
Tomi Engdahl says:
https://etn.fi/index.php/13-news/17704-amd-tuo-kovinta-suorituskykyae-tyoeasemiin-mutta-hinta-nousee-taivaisiin
Tomi Engdahl says:
Wall Street Journal:
Sources: Stargate has struggled to get off the ground and sharply scaled back its near-term plans, as SoftBank and OpenAI disagree on crucial terms of the deal — The Stargate venture, introduced at White House event, is now setting the more modest goal of building a small data center by year-end
SoftBank and OpenAI’s $500 Billion AI Project Struggles to Get Off Ground
The Stargate venture, introduced at White House event, is now setting the more modest goal of building a small data center by year-end
https://www.wsj.com/tech/ai/softbank-openai-a3dc57b4?st=7eCiQf&reflink=desktopwebshare_permalink
Tomi Engdahl says:
Mikrosirumaailman entinen jättiläinen romahti yli 60 % vuodessa, eikä 30 v takaisesta hegemoniasta mitään jäljellä – Uusi johtaja tylyttää nyt yhtiötään
Tan sanoo suoraan, että yhtiö ei voi enää haastaa Nvidiaa tekoälysirumarkkinoilla.
https://www.tekniikkatalous.fi/uutiset/a/0e670a2c-80ed-4ba9-b690-4f0fe1c667cd
Tomi Engdahl says:
Dylan Patel / SemiAnalysis:
A roundup of the 2025 VLSI conference: using digital twins for design exploration, DRAM beyond 1x nm nodes, Intel’s 18A process compared to TSMC, and more
Intel 18A Details & Cost, Future of DRAM 4F2 vs 3D, Backside Power Adoption (or Not), China’s FlipFET, Digital Twins from Atoms to Fabs, and More VLSI 2025 Roundup
https://semianalysis.com/2025/07/21/vlsi2025/
Tomi Engdahl says:
FT: USA ei taivu – Asiantuntija arvioi diilin olevan kaukana
Financial Times uutisoi, ettei Yhdysvallat ole valmis alentamaan EU:lle tulevia tulleja alle 15–20 prosentin. EK:n Timo Vuori arvioi Ison-Britannian kauppasopimuksen olevan tässä tilanteessa jopa ideaali.
https://www.iltalehti.fi/politiikka/a/f914b18f-9ad9-41c0-94f9-4d7b64845178
Financial Timesin viikonloppuna julkaistujen tietojen mukaan Yhdysvallat haluaa EU:lle vähintään 15–20 prosentin tullitason.
Myös Elinkeinoelämän keskusliiton kauppapolitiikan johtaja Timo Vuorella on samansuuntainen käsitys tämän hetken tilanteesta.
Trump ilmoitti viikko sitten maanantaina, että EU:lle asetetaan jopa 30 prosentin laajat tullimaksut. 30 prosentin yleisen tullitason on tarkoitus tulla voimaan 1. elokuuta, elleivät EU ja USA pääse yhteisymmärrykseen kauppasopimuksesta.
FT:n kolmen neuvotteluja läheltä seuraavan lähteen mukaan USA ei ole tyytyväinen EU:n ratkaisumalliin, jossa yleinen tullitaso asetetaan kymmeneen prosenttiin ja erillisiä, matalampia tullitasoja neuvotellaan sektorikohtaisesti. Yhdysvallat ei myöskään ole lämmennyt ehdotukselle, jonka mukaan autojen tullimaksuja laskettaisiin 25 prosentista.
Trumpin asettama 25 prosentin autotulli astui voimaan huhtikuussa, minkä lisäksi teräs- ja alumiinitullit nousivat kesäkuussa 50 prosenttiin.
– EU:n näkökulmasta alkaa tuntua siltä, että brittien neuvottelema yleistulli voisi olla unelmatilanne, Vuori sanoo.
Se, yhdistettynä muutamiin alennettuihin poikkeuksiin, olisi hänen arvionsa mukaan sekä EU:lle että Suomelle suotuisaa.
Iso-Britannia ja Yhdysvallat solmivat toukokuussa kauppasopimuksen, jossa on kymmenen prosentin yleistulli brittituotteille. Sopimus oli Yhdysvaltojen ensimmäinen, joka solmittiin Trumpin kovien tulliukaasien jälkeen.
Epävarmuus voi jatkua
EU neuvottelee kauppasopimusta kaikkien jäsenmaidensa puolesta. Vuori pitää tärkeänä, että jäsenmaat pysyvät yhdessä linjassa, eivätkä lähde tekemään linjasta irtiottoja ja omia sopimuksia. Suomi ja muut jäsenmaat voivat tukea EU:ta neuvotteluissa ja varautua siihen, että myös 30 prosentin tullit ovat mahdollisia.
Vuori muistuttaa, että USA käy vastaavanlaisia neuvotteluja myös monien muiden kauppakumppaniensa kanssa, joten EU ei ole yksin ongelman kanssa.
– EU varmasti vaihtaa tietoja myös muiden USA:lle tärkeiden kauppakumppanien kanssa ja katsoo, mitkä ovat ne keinot laittaa painetta USA:n hallinnon suuntaan, jotta saataisiin järkeviä ratkaisuja.
Tilanne voi myös edetä niin, että sekä EU että USA laittavat kovat tullit voimaan, ja vähän ajan kuluttua palataan taas neuvottelupöytään.
– Se on yrityksille iso juttu, koska ennakoimattomuus ja epävarmuus eivät mihinkään katoa näiden tulleilla pelaamisen johdosta.
Yritysten näkökulmasta olisi parempi tietää jokin tullitaso, jotta omia liiketoimintamahdollisuuksia USA:n markkinoilla olisi mahdollista arvioida realistisesti.
Keväällä voimaan tulleen kymmenen prosentin tullin vaikutuksia osapuolten talouteen voi Vuoren mukaan alkaa arvioida syksyn mittaan. 30 prosentin tullien vaikutus näkyisi nopeammin, sillä se vaikuttaisi yhdysvaltalaisten ostopäätöksiin todennäköisesti vauhdikkaammin.
Trump ilmoitti EU:lle asetettavista 20 prosentin tulleista huhtikuussa, mutta lykkäsi näitä 90 päivällä, jotta EU ja USA voisivat vielä neuvotella alueiden välisestä kauppasopimuksesta. Neuvottelujen ajaksi USA asetti yleisen tullitason kymmeneen prosenttiin.