Samsung Electronics has announced that its sub-division, Samsung Display, is planning to invest $3.1 billion until 2026 in Asan, South Korea to manufacture advanced organic light-emitting diode (OLED) display panels. The country's ministry stated that Samsung's next generation of OLED display panels will be integrated into tablets and laptops. There are already rumors swirling that Apple has contracted with Samsung Display to produce parts for a refresh of the MacBook Pro range that is set to debut at some point before 2026.

Industry insiders are claiming that the substantial investment into the company's Asan, South Chungcheong factory will help fulfil orders placed by Apple for iPad and MacBook OLED displays - the North American company has not officially confirmed an adoption of that type of screen technology for these product ranges. Samsung is likely trying to secure a long term relationship with the Silicon Valley behemoth, and at the same time outmaneuver its competitors in South Korea as well as those in neighboring nations. It has been reported that domestic rival LG is currently unable to take on new orders, as its display factories are functioning at maximum production capacities.

Reports from supply chain partners suggests that Apple cut off production of their current generation M2 SoC lineup in the months of January and February following significantly decreased demand for Mac computers containing the chips. The details trace back to partners in Outsourced Semiconductor Package Test, or OSAT, which is many different companies in the supply chain that contribute to assembly and testing of the final packaged SoC. OSAT partners claim they received zero M2 wafers from TSMC during both months, and that shipments have only resumed at half of the previous capacity in the month of March. The breadth of this shutdown touched many different suppliers, from the packaging facilities in Korea, to the solder ball suppliers in Taiwan, the TIM suppliers in Germany, and die underfill material suppliers from Japan. Many of these parts can be specific to the type of chip being produced, as M2 features a different packaging method to Apple's normal A-Series mobile SoCs; a lack of M2 silicon led to a full shutdown of this supply chain. An industry insider for Amcona states, "It is impossible to do other packaging work on the M2 line, the so-called 'Apple line' installed in Amcona chip packs."

In their Q1 2023 earnings conference Apple reported a sharp revenue drop in Mac sales from $10.85B down to $7.74B. "The PC market is facing a very challenging situation," stated Tim Cook, Apple's CEO, "I think we have an advantage with silicon but it will be very difficult in the short term." Apple began production of M2 well over a year ago when demand for Apple silicon equipped MacBooks was still sky high, and likely had large reserves of finished chips and machines stockpiled for the launch of M2 Pro and M2 Max in January. With demand dipping up to the launch of the new MacBook models it would certainly justify slowing down production, but outright halting it for multiple months suggests demand far undershot Apple's expectation.

Apple's yet to be announced hybrid VR/AR headset is facing another setback and industry insiders are reckoning that the first iteration of the device will not be unveiled at the WWDC 2023 keynote - starting June 5. An industry analyst has been posting their theories via social media, and based on insider information believes that Apple is delaying production of the hybrid headset to late 2023. Ming-Chi Kuo's proposes this situation: "Apple isn't very optimistic about the AR/MR headset announcement recreating the astounding "iPhone moment," the mass production schedule for assembly has been pushed back by another 1-2 months to mid-to-late 3Q23. The delay also adds uncertainty to whether the new device will appear at WWDC 2023, as the market widely expects. Furthermore, due to the delay in mass production for assembly, the shipment forecast this year is only 200,000 to 300,000 units, lower than the market consensus of 500,000 units or more."

Internal hands-on sessions at Apple HQ have apparently brought to light major user issues with the mixed reality headset, and that feedback has caused a loss in confidence in launching the product in a "ready enough" state, especially in time for summer. Kuo concludes his theory: "The main concerns for Apple not being very optimistic regarding the market feedback to the AR/MR headset announcement include the economic downturn, compromises on some hardware specifications for mass production (such as weight), the readiness of the ecosystem and applications, a high selling price (USD 3,000-4,000 or even higher)."

Apple today announced it will host its annual Worldwide Developers Conference (WWDC) in an online format from June 5 through 9, 2023, with an opportunity for developers and students to celebrate in person at a special experience at Apple Park on opening day. Free for all developers, WWDC23 will spotlight the latest iOS, iPadOS, macOS, watchOS, and tvOS advancements. As part of Apple's ongoing commitment to helping developers create innovative apps, the event will also provide them with unique access to Apple engineers, as well as insight into new technologies and tools to help them realize their visions.

"WWDC is one of our favorite times of the year at Apple because it's an opportunity to connect with the talented developers from around the globe who make this community so extraordinary," said Susan Prescott, Apple's vice president of Worldwide Developer Relations. "WWDC23 is going to be our biggest and most exciting yet, and we can't wait to see many of you online and in person at this very special event!"

NewQ, an innovative manufacturer of quality and affordable electronic accessories and consumer technology products, has today announced the launch of its new 16-in-1 USB-C Docking Station. Providing users with 150 W power delivery, 16 commonly used ports to meet most needs, super-fast file transfer and support for triple 4K monitors in both Windows, MAC OS and Steam OS. Whether for home, business or even gaming, this is an ultra-capable and portable device which can hugely improve productivity. The NewQ DisplayLink 16-in-1 USB-C Docking Station is currently on offer for RRP $199.99 (Now on offer at just $129.99 - 35 percent discount) on Amazon US.

Using the DisplayLink technology, the docking station can extend up to three 4K@60 Hz monitors quickly and easily. Of particular interest to Mac Users, this docking station can overcome the traditional limitations of Apple's M1 and M2 chips, which can save a huge amount of money compared to upgrading the laptop. Some docking stations can lift the restrictions of an extended display by using proprietary display drivers. Two types of this technology are both DisplayLink and InstantView, which can both achieve this by converting USB signals into display signals. However, a clear advantage of DisplayLink is that it can expand two monitors at 4K 60 Hz resolutions, whereas InstantMotion can only achieve one at 4K 30 Hz, and one at 1080p 60 Hz. In everyday use, a 4K resolution with a 60 Hz refresh rate will be noticeably smoother and clearer than a 30 Hz one such as when viewing a hi-res video. Likewise a 4K resolution provides far more definition than a 1080p one. It can also greatly improve productivity when using a larger monitor as you view more windows simultaneously.

Apple's engineering team is rumored to be adjusting performance targets set for its next generation mobile SoC - the A17 Bionic - due to issues at the TSMC foundry. The cutting edge 3 nm process is proving difficult to handle, according to industry tipsters on Twitter. The leaks point to the A17 Bionic's overall performance goals being lowered by 20%, mainly due to the TSMC N3B node not meeting production targets. The factory is apparently lowering its yield and execution targets due to ongoing problems with FinFET limitations.

The leakers have recently revealed more up-to-date A17 Bionic's Geekbench 6 scores, with single thread performance at 3019, and multi-thread at 7860. Various publications have been hyping the mobile SoC's single thread performance as matching that of desktop CPUs from Intel and AMD, more specifically 13th-gen Core i7 and 'high-end' Ryzen models. Naturally the A17 Bionic cannot compete with these CPUs in terms of multi-thread performance.

On the heels of a weaker than expected 2022, International Data Corporation (IDC) has lowered its forecast for augmented and virtual reality (AR/VR) headsets in 2023. Global shipments are now expected to reach 10.1 million units this year, according to the International Data Corporation (IDC) Worldwide Quarterly Augmented and Virtual Reality Headset Tracker. Despite the revised outlook, total AR/VR headset shipments are expected to grow 14% in 2023 and accelerate over the 2023-2027 forecast period with a five-year compound annual growth rate (CAGR) of 32.6%.

Apple CEO Tim Cook has reportedly set an ambitious end of the year launch window for the company's mixed reality headset. Operations Chief Jeff Williams has also pushed in favor of a late 2023 debut of the much delayed VR/AR hybrid product. According to anonymous insider sources who have divulged juicy details to the Financial Times, the decision to launch in 2023 has caused an internal clash with the Apple Design team at its Cupertino, California headquarters.

The Apple Park design team has called for additional development time, this would push the headset's launch back by several years. Insiders claim that the design team would prefer to have more time to refine the product's aesthetics and functionality, with emphasis on creating a sleek and more lightweight visor. Doubts about the efficacy of the headset's proposed internal technology were also expressed, the designers would prefer to delay until Augmented Reality development reaches a satisfying level of maturity.

Smartphone brands hoped that the promotional activities related to the year-end holiday season or initiated by e-commerce companies would lead to a significant reduction in channel inventory near the end of 2022. However, the recent downturn of the global economy continued to impact consumer confidence in 4Q22, so smartphone sales were lower than expected and thereby dragged down the speed of inventory consumption. Moreover, the labor shortage problem at Foxconn's electronics assembly base in the Chinese city of Zhengzhou affected Apple's efforts to raise iPhone production in 4Q22. According to TrendForce's latest research, quarterly global smartphone production totaled around 301 million for 4Q22, reflecting a QoQ growth of 4% and a YoY decline of 15.5%.

Earlier in 1H22, China's enforcement of its zero-COVID policy and the Russia-Ukraine military conflict caused the demand for consumer electronics to plunge. Later in 2H22, the global economy experienced a decline that was worse than expected as factors such as high inflation, food shortages, and rising energy prices came into play. As a result, consumer demand was further weakened. Besides these negative factors, the high level of channel inventory was also a major reason as to why smartphone brands suffered a drop in annual device production. Based on TrendForce's calculation, annual global smartphone production fell by 10.6% YoY to 1.192 billion units for 2022. This YoY decline was larger than one recorded for the year when the COVID-19 pandemic first emerged.

Since 2022, DRAM suppliers have been adjusting their product mixes so as to assign more wafer input to server DRAM products while scaling back the wafer input for mobile DRAM products. This trend is driven by two reasons. First, the demand outlook is bright for the server DRAM segment. Second, the mobile DRAM segment was in significant oversupply during 2022. Moving into 2023, the projections on the growth of smartphone shipments and the increase in the average DRAM content of smartphones remain quite conservative. Therefore, DRAM suppliers intend to keep expanding the share of server DRAM in their product mixes. According to TrendForce's analysis on the distribution of the DRAM industry's total bit output for 2023, server DRAM is estimated to comprise around 37.6%, whereas mobile DRAM is estimated to comprise around 36.8%. Hence, server DRAM will formally surpass mobile DRAM in terms of the portion of the overall supply within this year.

JLab is turning up the volume on the overlooked work-from-home category by expanding its signature innovation to its new Work Collection of keyboards, mice, webcams and microphones in the UK. They are currently available on Amazon UK with high street retailers also expected to stock very soon.

Studies have cited that the shift to remote work during the pandemic has brought a heightened level of productivity among office workers, and a recent Gallup State of the Workforce study found with 70% of workers would prefer a hybrid office arrangement in the future. To satisfy the diverse and evolving needs of the work-from-home contingent to a neglected category, JLab's new computer peripherals include mice and keyboards that seamlessly switch between three devices further evolving to today's evolving work-life blending. The new Work Collection is available in three product categories, GO, JBuds, and Epic. Further launches in these categories are expected throughout the year in the UK.

The global PC market has been experiencing a demand downtrend after the cooling down of COVID-19 in 2022. The market saw its shipments decline 15% YoY in 2022 and is expected to see another high single-digit decline in 2023, according to Counterpoint Research's data. However, among all the PC sub-sectors, Arm-based laptops are expected to show a comparatively resilient demand throughout the coming quarters thanks to Apple's success with the MacBook series, increasing ecosystem support and vanishing performance gap with x86 offerings.

Apple today announced financial results for its fiscal 2023 first quarter ended December 31, 2022. The Company posted quarterly revenue of $117.2 billion, down 5 percent year over year, and quarterly earnings per diluted share of $1.88.

"As we all continue to navigate a challenging environment, we are proud to have our best lineup of products and services ever, and as always, we remain focused on the long term and are leading with our values in everything we do," said Tim Cook, Apple's CEO. "During the December quarter, we achieved a major milestone and are excited to report that we now have more than 2 billion active devices as part of our growing installed base."

YMTC, China's premier NAND flash and DRAM memory manufacturer, is reportedly laying off 10 percent of its workforce as it sees demand drop from loss in sales to major American customers. The company has a cutting-edge lineup of NAND flash memory at competitive prices and quality enough to meet Apple's standards. It had scored a major NAND flash supply deal with the iPhone maker in 2020, which fell through in 2022 as the U.S. government placed trade embargoes on Chinese chipmakers. The company continues to supply NAND flash chips to many of the popular Chinese smartphone and PC manufacturers. YMTC identified 10 percent of its workforce that it categorized as "underperforming," and laid them off. This even ended incentives such as discounted apartments. One terminated employee was reportedly asked to cough up RMB 400,000 (this discount) to keep their home.

Qualcomm has been working on its Snapdragon SoCs for quite some time now, with massive success in the mobile phone space. However, the company's processors needed to be up to the task regarding laptops. For a user to not look at x86 offerings, the only remaining performant alternatives are Apple's M processors. In 2021 Qualcomm purchased the Nuvia team that was developing massively efficient and high-performance IP for laptops, similar to Apple M processors. Today, according to the insights from Kuba Wojciechowski (@Za_Raczke) on Twitter, we have some potential information about the upcoming Nuvia-powered SoC codenamed Hamoa.

According to the Twitter thread, Qualcomm's Hamoa processors are part of the Snapdragon 8xc Gen 4 compute platform and feature up to eight high-performance P-cores and four low-power E-cores, all based on Nuvia's IP. Allegedly the P-cores are being tested at 3.4 GHz, while the E-cores are tested at 2.5 GHz. The SoC splits CPU cores into blocks, each being a four-core group with 12 MB of shared L2 cache. There is also an 8 MB L3 cache structure; it needs to be clarified whether it is per core block or for the entire SoC. The chip employs 12 MB of system-level cache, with 4 MB of memory for graphics-related tasks handled by iGPU. The iGPU of choice is Adreno 740, with all modern APIs supported. Discrete graphics solutions are supported by the top-end SKUs, which allow eight PCIe 4.0 lanes to be directed toward dGPU, along with an additional four PCIe 4.0 lanes for NVMe SSD. For RAM, the chip uses up to 64 GBs of LPDDR5X eight-channel memory with up to 4.2 GHz speeds. Chip's media engines are structured to support decoding up to 4K120 and encode up to 4K60 with AV1.

pple today announced HomePod (2nd generation), a powerful smart speaker that delivers next-level acoustics in a gorgeous, iconic design. Packed with Apple innovations and Siri intelligence, HomePod offers advanced computational audio for a groundbreaking listening experience, including support for immersive Spatial Audio tracks. With convenient new ways to manage everyday tasks and control the smart home, users can now create smart home automations using Siri, get notified when a smoke or carbon monoxide alarm is detected in their home, and check temperature and humidity in a room—all hands-free.

The new HomePod is available to order online and in the Apple Store app starting today, with availability beginning Friday, February 3. "Leveraging our audio expertise and innovations, the new HomePod delivers rich, deep bass, natural mid-range, and clear, detailed highs," said Greg Joswiak, Apple's senior vice president of Worldwide Marketing. "With the popularity of HomePod mini, we've seen growing interest in even more powerful acoustics achievable in a larger HomePod. We're thrilled to bring the next generation of HomePod to customers around the world."

Apple today unveiled the new Mac mini, supercharged by M2 and the all-new M2 Pro. With the M2 chip, Mac mini is even more powerful, capable, and affordable with a new starting price of just $599. The new M2 Pro chip delivers pro-level performance to Mac mini for the first time, enabling users to run high-performance workflows that were previously unimaginable in such a compact design. Mac mini with M2 and M2 Pro delivers faster performance, even more unified memory, and advanced connectivity, including support for up to two displays on the M2 model, and up to three displays on the M2 Pro model. Paired with Studio Display and Magic accessories, along with the power and ease of macOS Ventura, Mac mini provides a phenomenal desktop experience that will take users' productivity and creativity to the next level. Customers can order the new Mac mini models today, with availability beginning Tuesday, January 24.

"With incredible capabilities and a wide array of connectivity in its compact design, Mac mini is used in so many places, in so many different ways. Today, we're excited to take it even further with M2 and M2 Pro," said Greg Joswiak, Apple's senior vice president of Worldwide Marketing. "Bringing even more performance and a lower starting price, Mac mini with M2 is a tremendous value. And for users who need powerful pro performance, Mac mini with M2 Pro is unlike any other desktop in its class."

Apple today announced the new 14- and 16-inch MacBook Pro featuring M2 Pro and M2 Max, Apple's next-generation pro silicon that brings even more power-efficient performance and battery life to pro users. With M2 Pro and M2 Max—the world's most powerful and efficient chip for a pro laptop—MacBook Pro tackles demanding tasks, like effects rendering, which is up to 6x faster than the fastest Intel-based MacBook Pro, and color grading, which is up to 2x faster. Building on the unprecedented power efficiency of Apple silicon, battery life on MacBook Pro is now up to 22 hours—the longest battery life ever in a Mac. For enhanced connectivity, the new MacBook Pro supports Wi-Fi 6E, which is up to twice as fast as the previous generation, as well as advanced HDMI, which supports 8K displays for the first time. With up to 96 GB of unified memory in the M2 Max model, creators can work on scenes so large that PC laptops can't even run them. Rounding out the unrivaled features of MacBook Pro are its renowned Liquid Retina XDR display, extensive array of connectivity, 1080p FaceTime HD camera, six-speaker sound system, and studio-quality mics. When combined with macOS Ventura, the MacBook Pro user experience is unrivaled. Customers can order the new 14- and 16-inch MacBook Pro today, with availability beginning Tuesday, January 24.

Apple today announced M2 Pro and M2 Max, two next-generation SoCs (systems on a chip) that take the breakthrough power-efficient performance of Apple silicon to new heights. M2 Pro scales up the architecture of M2 to deliver an up to 12-core CPU and up to 19-core GPU, together with up to 32 GB of fast unified memory. M2 Max builds on the capabilities of M2 Pro, including an up to 38-core GPU, double the unified memory bandwidth, and up to 96 GB of unified memory. Its industry-leading performance per watt makes it the world's most powerful and power-efficient chip for a pro laptop. Both chips also feature enhanced custom technologies, including a faster 16-core Neural Engine and Apple's powerful media engine. M2 Pro brings pro performance to Mac mini for the first time, while M2 Pro and M2 Max take the game-changing performance and capabilities of the 14-inch and 16-inch MacBook Pro even further.

"Only Apple is building SoCs like M2 Pro and M2 Max. They deliver incredible pro performance along with industry-leading power efficiency," said Johny Srouji, Apple's senior vice president of Hardware Technologies. "With an even more powerful CPU and GPU, support for a larger unified memory system, and an advanced media engine, M2 Pro and M2 Max represent astonishing advancements in Apple silicon."

On the day of TSMC's celebration of the mass production start of its 3 nm node, news out of Taiwan suggests that all of its top 10 customers have cut their orders for 2023. However, the cuts are unlikely to affect its new node, but rather its existing nodes, with the 7 and 6 nm nodes said to be hit the hardest, by as much as a 50 percent utilisation reduction in the first quarter of 2023. The 28 nm and 5 and 4 nm nodes are also said to be affected, although it's unclear by how much at this point in time.

Revenue is expected to fall by at least 15 percent in the first quarter of 2023 for TSMC, based on numbers from DigiTimes. The fact that TSMC has increased its 2023 pricing by six percent should at least help offset some of the potential losses for the company, but it all depends on the demand for the rest of the year. Demand for mobile devices is down globally, which is part of the reason why so many of TSMC's customers have cut back their orders, as Apple, Qualcomm and Mediatek all produce their mobile SoCs at TSMC. Add to this that the demand for computers and new computer components are also down, largely due to the current pricing and TSMC is in for a tough time next year.

Global market intelligence firm TrendForce reports that the revenue generation momentum of the global IC design industry slowed down in 3Q22. The main factors behind this development were the Russia-Ukraine military conflict, the recent COVID-19 lockdowns in China, the ongoing inflation, and clients undergoing inventory corrections. The total revenue of the global top 10 IC design houses came to US$37.38 billion for 3Q22, showing a QoQ decline of 5.3%. Qualcomm remained first place in the ranking of the global top 10 IC design houses by revenue for 3Q22. Broadcom returned to second place by overtaking NVIDIA and AMD, who slipped to third and fourth respectively due to weakening demand for PCs and cryptocurrency mining machines.

Regarding US-based IC design houses that were in the top 10 group for 3Q22, Qualcomm recorded a QoQ increase for the sales of smartphone SoCs and 5G modem chips. It also made gains in the automotive electronics market by expanding its collaborations with partners in the automotive industry. As a result, Qualcomm's 3Q22 revenue figures for mobile and automotive offerings reflected QoQ increases of 6.8% and 22.0% respectively. The revenue growth of these two major product categories offset the marginal decline in the revenue for RF front-end chips. Qualcomm's IC design revenue as a whole climbed up by 5.6% QoQ to US$9.90 billion for 3Q22. The company sat firmly at the top of the ranking.

According to TrendForce's research, the total revenue of the global top 10 foundries rose by 6% QoQ to US$35.21 billion for 3Q22 as the release of the new iPhone series during the second half of the year generated significant stock-up activities across Apple's supply chain. However, the global economy shows weak performances, and factors such as China's policy on containing COVID-19 outbreaks and high inflation continue to impact consumer confidence. As a result, peak-season demand in the second half of the year has been underwhelming, and inventory consumption is proceeding slower than anticipated. This situation has led to substantial downward corrections to foundry orders as well. For 4Q22, TrendForce forecasts that the total revenue of the global top 10 foundries will register a QoQ decline, thereby terminating the boom of the past two years—when there was an uninterrupted trend of QoQ revenue growth.

Regarding individual foundries' performances in 3Q22, the group of the top five was led by TSMC, followed by Samsung, UMC, GlobalFoundries, and SMIC. Their collective global market share (in revenue terms) came to 89.6%. Most foundries were directly impacted by clients slowing down their stock-up activities or significantly correcting down their orders. Only TSMC was able to make a notable gain due to Apple's strong stock-up demand for the SoCs deployed in this year's new iPhone models. TSMC saw its revenue rise by 11.1% QoQ to US$20.16 billion, and the corresponding market share expanded to 56.1%. The growth was mainly attributed to the ≤7 nm nodes, whose share in the foundry's revenue had kept climbing and reached 54% in the third quarter. Conversely, Samsung actually experienced a slight QoQ drop of 0.1% in foundry revenue even though it had also benefited from the component demand related to the new iPhone series. Partially impacted by the weakening of the Korean won, Samsung's market share fell to 15.5%.

According to TrendForce's latest research, global smartphone production totaled around 289 million units for 3Q22, showing a slight QoQ drop of 0.9% and a YoY drop of 11%. The smartphone market thus exhibited an extremely weak demand situation as the "iron law" of positive growth in the third quarter was broken after being in effect for years. The contraction of smartphone production during this year's peak season was mainly attributed to smartphone brands giving priority to consumption of channel inventory for whole devices and maintaining a fairly conservative production plan for 3Q22. Moreover, they had kept lowering their production targets due to strong global economic headwinds.

Regarding the performances of the major smartphone brands in 3Q22, Samsung posted around 64.2 million units in device production, showing a QoQ increase of just 3.9%. This was the result of the brand scaling back production since 2Q22 and maintaining a conservative outlook on the future market situation. Due to persistent inventory pressure, Samsung is expected to again post a QoQ decline for 4Q22. In the aspect of product development, Samsung has been the leader in foldable smartphones. This year, the global market share of foldable smartphones is estimated to reach 1.1%; and within this segment, Samsung is expected to hold a market share of almost 90%. As for 2023, the global market share of foldable smartphones is forecasted to climb to 1.5%, and Samsung is forecasted to retain a market share of almost 80% in the segment.

TSMC today announced that in addition to TSMC Arizona's first fab, which is scheduled to begin production of N4 process technology in 2024, TSMC has also started the construction of a second fab which is scheduled to begin production of 3 nm process technology in 2026. The overall investment for these two fabs will be approximately US$40 billion, representing the largest foreign direct investment in Arizona history and one of the largest foreign direct investments in the history of the United States.

In addition to the over 10,000 construction workers who helped with construction of the site, TSMC Arizona's two fabs are expected to create an additional 10,000 high-paying high-tech jobs, including 4,500 direct TSMC jobs. When complete, TSMC Arizona's two fabs will manufacture over 600,000 wafers per year, with estimated end-product value of more than US $40 billion.

Apple and NVIDIA will be among the first customers of TSMC's swanky new $12 billion semiconductor fab in Arizona, USA. Apple will be the first major player to kick off mass-production in the fab, and will be closely followed by NVIDIA. Both companies plan to produce some of their inventory in Arizona, and ramp proportionately up as the fab grows in capacity.

The plan with TSMC's Arizona fab was to originally make 5 nm and 4 nm EUV chips, with an output of 20,000 wafers a month, but the company now expects to deploy a more advanced node to keep up with what will be considered cutting-edge when the fab goes live (think 2 nm-class); and also double the output to 40,000 wafers a month. The capacity should ensure Apple and NVIDIA make their most cutting-edge chips on the node (away from Asia), so there could be tighter export controls, and build supply-chain resilience in the face of security problems arising in the Taiwan straits.