Trump's blanket 15% tariff on US imports threatens US chip manufacturers like Intel and Nvidia, while TSMC benefits from existing investment exemptions and plans $100B in Arizona to secure zero-tariff status.
Intel was fined $3 million by India's antitrust regulator for discriminatory warranty policies on boxed desktop CPUs from 2016-2024. The policy restricted warranty claims to processors purchased within India, which the CCI deemed an abuse of market dominance. Neutral: The fine is immaterial to Intel's financials and the policy was discontinued in 2024, posing no direct supply or price impact for traders.
You've reached the end
Whose chips are really inside the hottest new products? We open them up and show you, one part at a time.
iPhone DuoFirst-pass BOM: 37 parts, 12 brands and 16 public MPNs; A20 Pro, C2, N1 and the power/RF chains are located, while the NAND brand stays unconfirmed.See the full teardownAll teardowns| Analog | $0.68 | −5.9% |
|---|---|---|
| Connector | $0.75 | +0.2% |
| CPU | $386.74 | −21.3% |
| DDR4 | $88.40 | −0.2% |
| DDR52026-W13 | $14.89 | −11.2% |
| GPU | $478.20 | +8.2% |
| MCU | $0.68 | −61.7%Unusual |
| MLCC | $0.01 | +54.0%Unusual |
| MOSFET | $0.12 | −82.8%Unusual |
| PMIC2026-W13 | $0.44 | −12.5% |
| SSD/HDD | $288.43 | n/a |