Altheon Ventures

July 2025

22		TSMC’s AI Windfall, EUV Laser Disruptor, and HBM4
21		AI Boom Lifts TSMC as Policy Pressures Rise
17		AI demand, export diplomacy, and a big lithography leap
14		Synopsys merger approved, Malaysia clamps AI GPU exports, Broadcom cancels Spain fab
11		Nvidia Diplomacy, DRAM Price Surge, and Malaysia Tariff Freeze
10		TSMC Soars, Intel Slips, Nvidia Eyes China Deal
8		Samsung Profit Dive & IBM Power11 Launch
7		Geopolitics squeeze, memory stumbles, GaN surges
3		US Eases EDA Curbs; TSMC Shifts Fab Strategy; Ambiq Files for IPO
2		Fab Incentives Rise, Intel Rethinks Roadmap, EUV Push Accelerates
1		China GPU IPOs, Intel HBM4 shift, EU AI fabs push forward

30		DDR4 Shock Prices, China’s Export Delays, and Nvidia Nears $4 Trillion
27		Robot chips, chiplets, and a $50 B pivot reshape the post-AI boom
26		Samsung wins Qualcomm, Congress pushes chip tracking, Micron rides HBM surge
24		Semi Tariffs and a Two-Nanometer Texas Fab
23		U.S. Crackdown, Wolfspeed Collapse, and Intel’s EUV Doubts Shake Chip Sector
20		Robots, Megafabs & the HBM Race
19		TI’s $60B U.S. Fab Plan, Malaysia Probes Nvidia Exports, Apple Eyes AI for Chip Design
18		Taiwan Export Controls Tighten, PCIe 7.0 Debuts
17		New US Chip Credit, Samsung HBM3E Win, and Intel Layoff Deep Dive
16		Nvidia’s EU Push, Taiwan’s Clampdown, and Analog AI Hits PCs
13		China Blocks Synopsys Deal, AMD Targets Nvidia with AI Stack
12		Micron Expands U.S. Plans, Samsung Advances 2nm, Trade Rules Harden
11		Supply Chains Eased, Memory Markets Roiled
10		TSMC Revenue Soars, U.S.-China Talks Stall on Nvidia Ban, SK hynix Pushes DRAM Boundaries
9		Qualcomm Buys Alphawave, US-China Talks Shift to Chip Controls, China Mass-Produces Non-Binary AI Chips
5		Washington redraws CHIPS grants, GlobalFoundries bets $16 B at home, and ASML’s $400 M High-NA tool
4		Supply-chain guardrails tighten while AI datacenters get a 3 nm upgrade
3		Tariffs, memory upsets, and materials pivots
2		Fresh Policies and New Fabs Reshape the Chip Landscape

30		Export brakes, supply pivots and fresh AI silicon
29		EDA Curbs, GPU Workarounds, and Tariffs Unravel
28		Cooling Breakthroughs, Gulf Billions, and Japan’s Play for Tariff Relief
27		Blackwell Reloaded, Europe Repositions, EUV Standoff Holds
23		Cross-border deals, shifting rules, and fresh silicon
22		New Flash Milestones, Export Pressures, and a Market Beat
21		Export rules bend, fabs build, and AI PCs boom
20		Intel trims fat, memory makers tighten belts, and 2nm tapeouts
19		New cash, new links, new fabs
16		Middle-East chip diplomacy, tariff turbulence and fresh R&D bets
15		Exports shift, capex surges, and AI accelerators find new homes
14		Export controls flip, emerging markets surge
13		Yield breakthroughs, export chess moves, and a $600 million lifeline
12		Beijing restricts minerals, Nvidia rewrites its China GPU, and TSMC doubles‑down on U.S. fabs
9		Regulatory whiplash, profit warnings
8		Trade clouds gather, but R&D engines keep revving across the global chip ecosystem
7		Chipmakers Reroute, React, and Reboot
6		Tracking chips, shifting fabs, and fresh cash
5		Stealth Fabs, and AI Chip Redesigns
2		Reticles, Robots, and Relaxed Restrictions
1		Tariffs tighten, tech tunes up, and GaN gets the green-light

30		Foundries Expand, Policies Tighten
29		Tariffs tighten, boards pivot, and design tools boom:
28		Silicon Strategies: Nvidia’s B300, Huawei’s 910D, and Global Policy Shifts
25		Tariff thaw, Intel tremors, and Baidu’s 30-k-chip flex
24		Angstrom Ambitions and AI Tailwinds
23		Silicon Whiplash: Chips, Cuts
22		Rare Earths, Risk Nodes & Revenue Tests
21		Huawei’s dual‑die 910C roars, TSMC export‑control alarm, SK’s chip shipments rocket 10%
18		Tariffs, TSMC, and Turbo‑charged Memory
17		Tariffs tighten, licenses bite, but AI keeps the fabs humming
16		Chipmakers Grapple With $6.3B Tariff Fallout as TSMC Doubles Down on U.S. Expansion
15		Nvidia’s $5.5B China Shockwave Sparks Tech Stock Slide as Xpeng Debuts Rival AI Chip