The Source

A fire at Kanto Denka’s NF₃ plant threatens major chipmakers’ gas supply, while the U.S. Department of Commerce voids a $7.4 billion semiconductor research grant to an unauthorized nonprofit.

Trump’s administration greenlights Nvidia and AMD chip exports to China in exchange for a 15% revenue cut, while global semiconductor market growth remains strong.

President Trump proposes a 100% tariff on imported semiconductors, with exemptions for firms investing in U.S. production. At the same time, Apple responds by expanding its domestic investment to $600 billion through the American Manufacturing Program.