Tootfinder

The Department of Commerce says the US and Taiwan have reached a trade agreement as part of which Taiwan will invest $250B in chip production capacity in the US (Kif Leswing/CNBC)
https://www.cnbc.com/2026/01/15/us-taiwan-chips-deal-china.html

Taiwan will invest $250 billion in U.S. chipmaking under new trade deal
The U.S. and Taiwan have reached a trade agreement to build chips and chip factories on American soil, the Department of Commerce announced Thursday.

A profile of June Paik, CEO of Seoul-based chip startup FuriosaAI, valued at ~$700M, whose AI chip dubbed "RNGD" is slated to enter mass production this month (Jiyoung Sohn/Wall Street Journal)
https://www.wsj.com/tech/ai/furiosa-chip-n…

Jensen Huang says Nvidia's Vera Rubin chips are in "full production"; Nvidia says Rubin can train some LLMs with roughly one-fourth the chips Blackwell needs (Lauren Goode/Wired)
https://www.wired.com/story/nvidias-rubin-chips-are-going-into-productio…

Jensen Huang Says Nvidia’s New Vera Rubin Chips Are in ‘Full Production’
The chip giant says Vera Rubin will sharply cut the cost of training and running AI models, strengthening the appeal of its integrated computing platform.

Sources: China's top chipmakers, with strong government backing, aim to increase advanced chip production capacity fivefold to 100K wafers within two years (Nikkei Asia)
https://asia.nikkei.com/business/techno…

China aims for 5-fold increase in advanced chip output to meet AI demand
Backed by Beijing, Huawei and SMIC lead efforts on 7-nm and 5-nm-like production tech

Sources: TSMC plans to move chipmaking tools into its second Arizona fab in summer 2026, in line with its push to accelerate US production by "several quarters" (Cheng Ting-Fang/Nikkei Asia)
https://asia.nikkei.com/business/tech/

TSMC to install cutting-edge 3-nm chip tools in Arizona next summer
Advanced chip production on track to start by 2027, ahead of the original schedule

Sources: Nvidia has approached TSMC to ramp up H200 chip production; Chinese companies have placed orders for 2M H200 chips for 2026, while Nvidia holds 700K (Reuters)
https://www.reuters.com/world/china/nvidia-sounds…

Sources: Seoul-based AI chip designer FuriosaAI seeks to raise a $300M-$500M Series D to fund mass production of its 2nd-gen RNGD chip and is eyeing a 2027 IPO (Yoolim Lee/Bloomberg)
https://www.bloomberg.com/news/articles/2026-…

Honda plans to halt production in Japan and China from December 29 to January 6, showing the ongoing fallout of the global chip shortage and Nexperia takeover (Bloomberg)
https://www.bloomberg.com/news/articles/2025-12-18/chip-s…

Tokyo-based Resonac, a crucial cutting-edge chip chemicals supplier whose shares are up 40% YTD, says it has bolstered China production capacity to meet demand (Bloomberg)
https://www.bloomberg.com/news/articles/2025-12-17/ch…

VW plans to end vehicle production at its Dresden plant, which opened in 2001, and convert it into a research hub focused on AI, robotics, and chip design (Gregory Schmidt/New York Times)
https://www.nytimes.com/2025/12/16/business/volkswagen-dresden-factor…

Volkswagen to End Production at German Plant, a First in Company History
The auto giant stopped making cars at the plant in Dresden, which opened in 2001, as it faces weaker demand and steep U.S. tariffs.

Micron signs a letter of intent to buy a fabrication site in Taiwan from Powerchip for $1.8B to expand DRAM memory chip production, expected to close in Q2 2026 (Valentine Baldassari/Bloomberg)
https://www.bloomberg.com/news/articles/20

Vietnam's military-run telecom company Viettel begins construction of the country's first chip plant, with trial production expected to start by late 2027 (Phuong Nguyen/Reuters)
https://www.reuters.com/world/asia-pacific