All articles tagged with #chip supply chain
The Dutch government seized control of Chinese-owned chipmaker Nexperia to prevent IP transfer, prompting China to ban exports. Dutch Economy Minister Vincent Karremans plans to meet with a Chinese official soon to resolve the standoff, which threatens global auto supply chains due to Nexperia's role in manufacturing essential car chips.
AMD's stock surged 28% after announcing a long-term partnership with OpenAI to supply AI chips, marking a significant move to diversify AI infrastructure away from Nvidia and potentially generating billions in revenue. OpenAI aims to broaden its chip supply chain, using AMD's next-gen GPUs from 2026, and has granted AMD a performance-based stake, signaling a strategic shift in AI hardware sourcing.
The article discusses how Trump's special treatment of Nvidia and AMD in export controls is impacting the global chip supply chain, raising questions about the consistency of US policies, the reactions of allies, ongoing trade negotiations, and the potential for continued chip smuggling and supply chain diversions.
Japanese chemical company JSR has agreed to acquire the Belgian materials and technology firm MCPP for $6.4bn, marking Japan's latest move to secure its supply chain for semiconductors. The deal will give JSR access to MCPP's technology for producing materials used in semiconductors, which are in high demand due to a global chip shortage.