The R&D story of Nvidia in the past went something like this: Designed in California, made in Taiwan. Buried in its Q3 earnings call was the real news: Nvidia and TSMC produced the first Blackwell wafers on American soil. “We remain focused on building resiliency and redundancy in our global supply chain. Last month, in…
Trump tags Intel CEO as ‘conflicted’ and wants him gone
Intel Corp.’s board barely had time to hand Lip-Bu Tan the keys to the corner office before President Donald Trump grabbed a megaphone. On August 7, 2025, the president blasted Intel’s CEO as “highly conflicted” and called on the chipmaker’s newly installed leader to step down. Coming from a sitting U.S. president, the public rebuke…
8 major R&D moves this week: Roche/Genentech moves to Harvard, TSMC invests $100B, ThyssenKrupp cuts jobs and more
The R&D World Index (RDWI) for the week ending March 7, 2025, closed at 4,106.42 for the 25 companies in the RDWI. The Index dipped –1.37% (or -56.96 basis points). Seventeen RDWI members gained value last week from 0.08% (Stellantis NV) to 12.51% (Volkswagen AG). Eight RDWI members lost value the previous week from -0.25%…
This week in semiconductor news: TSMC’s $100B investment, Broadcom’s strong earnings, Trump threatening to repeal CHIPS Act, and more
Major investments, policy debates, and sustainability efforts are reshaping the semiconductor industry. TSMC’s $100 billion U.S. expansion carries geopolitical significance, while Broadcom’s strong earnings highlight AI’s growing role. Siemens is investing $285 million in U.S. manufacturing, adding to its long-term growth. Meanwhile, the CHIPS Act faces scrutiny, with Trump calling for its repeal. The Semiconductor…