July 24, 2025

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AMD Warns US-Made Chips Cost Up to 20% More but Bolster Supply Chains

AMD CEO Lisa Su confirms U.S.-made chips carry a 5–20% price premium over Taiwan output, citing higher labor and facility costs. Speaking at the Hill and Valley Forum in Washington, Su emphasized that yields from TSMC’s Arizona fabs now rival those in Taiwan, underpinning supply-chain resilience and national security.

AMD expects first U.S.-sourced wafers—likely high-end Ryzen 9000 and EPYC Turin chips—by year-end. The Arizona fab, backed by over $65 billion in investment (with plans scaling up to $100 billion), is central to AMD’s strategy amid robust AI demand and evolving U.S. export rules.

Michigan’s $6B Chip Incentive Fails as $63B Fab Proposal Collapses

LANSING, Mich. — Michigan’s bold bid to lure a $63 billion semiconductor plant unraveled this month when California-based SanDisk cited “massive economic uncertainty” for pulling out. The state had dangled what would have been its largest incentive package ever—$6.24 billion in grants, tax breaks and credits—to anchor up to four fabs on a 1,300-acre “megasite” near Flint.

Officials estimated the complex would have created 9,400 permanent jobs and 5,000 construction roles, but recouping the outlay through taxes was projected to take over two decades. With only $259 million ever appropriated for land acquisition, many lawmakers now hope the Mundy Township site still attracts another suitor.

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Nvidia CEO Explains Fair AI Chip Allocation Process

Nvidia CEO Jensen Huang has dismissed concerns of favoritism among high-profile clients vying for scarce AI processors, revealing on the All In Podcast that allocation is as straightforward as placing a purchase order. He said Nvidia now shares its production roadmap a year ahead to help partners plan and has written off $5 billion worth of Hopper GPUs—inviting anyone who needs extras to “just give me a call.”

With demand for H100 AI chips at record highs—GPUs retain 75–80% of their value after one year—customers from Tesla to OpenAI are racing to lock in supply. Huang underscored that AI infrastructure is on track for a multi-trillion-dollar annual buildout, even as U.S. sanctions strain Chinese orders from H3C, Alibaba and Tencent.

Nvidia Stock Surges on Trump AI Plan, Morgan Stanley Bullish

Nvidia (NASDAQ: NVDA) climbed 2.25% on July 24 after President Trump unveiled a sweeping AI “action plan” designed to deregulate U.S. chipmakers, ease export rules and speed data-center builds. CEO Jensen Huang, who joined Trump at a Washington tech summit, hailed the plan’s provisions—most notably the reversal of export restrictions on Nvidia’s H20 AI chip to China and federal incentives for new facilities.

Morgan Stanley reiterated an “Overweight” rating with a $185 price target (implying 10.8% upside) ahead of Nvidia’s August earnings, citing accelerating revenue and EPS growth in AI infrastructure as key catalysts. Investors will now watch demand trends, profit margins and China-sales clarity into the report.

Sony Seeks Buyer for Chipset Unit to Fund Entertainment Focus

Sony Group is exploring the sale of its Israel-based cellular chipset unit, formerly Altair Semiconductor, as part of a strategic shift toward entertainment.

• The unit, acquired in 2016 for $212 million, generates around $80 million in recurring annual revenue and could fetch about $300 million in a deal.
• Sony plans to reinvest proceeds into its games, music and film segments, which accounted for over 60% of its profits last year, while also preparing a financial services spin-off.

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