Episode 10: China Loopholes, Cyber Threats & the 2nm Chip Breakthrough
Update: 2025-07-21
Description
📝 Episode Description:
In this week’s episode of Chips Weekly by Diana, we unpack three major headlines from the semiconductor world:
- NVIDIA’s H20 AI chips quietly clear export hurdles and begin shipping to China
- Taiwan’s chip sector faces a new wave of cyber-espionage targeting R&D and IP
- TSMC doubles down in Arizona with a third fab and billions in U.S. funding
Plus: our Industry Spotlight takes a closer look at a looming copper shortage that could disrupt chip packaging and high-performance computing.
And finally, our Chip of the Week goes to Rapidus’ 2nm GAA chip—a major step forward in Japan’s semiconductor comeback.
🎙 New episodes every Tuesday.
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