Trump to set tariffs on microchips & semiconductors
ronan McGlade ronan McGlade

Trump to set tariffs on microchips & semiconductors

Speaking to reporters aboard Air Force One on Friday, Trump said tariffs on both steel and “chips and semiconductors” would be announced either next week or the week after. While he did not outline specific rates, he indicated that the initial tariffs would be set at a lower level to encourage companies to establish manufacturing operations in the United States, before rising significantly over time.

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Tata Power plans 10GW ingot & wafer facility
ronan McGlade ronan McGlade

Tata Power plans 10GW ingot & wafer facility

The project, valued at Rs66.75bn (approximately $742m), will be located in Nellore and has received approval from the state’s Investment Promotion Board, chaired by Chief Minister Chandrababu Naidu.

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Tata & Intel Announce Strategic Alliance
ronan McGlade ronan McGlade

Tata & Intel Announce Strategic Alliance

The partnership will explore collaboration across consumer and enterprise hardware enablement, as well as semiconductor and systems manufacturing, in a move designed to support the development of a more resilient, India-based supply chain.

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Micron Announces New York Megafab
ronan McGlade ronan McGlade

Micron Announces New York Megafab

Following a comprehensive environmental review and the securing of all required permits, Micron is now ready to begin site preparation and construction.

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Simon Harris urges against tariff hikes on microchips
ronan McGlade ronan McGlade

Simon Harris urges against tariff hikes on microchips

Harris wrote to US Secretary of Commerce Howard Lutnick after the launch of two investigations examining whether America’s reliance on overseas supplies of pharmaceuticals and microchips poses a national security risk. The probes could ultimately lead to substantial tariffs on products exported to the US from countries such as Ireland.

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Ireland’s China visit - how do we handle Beijing
ronan McGlade ronan McGlade

Ireland’s China visit - how do we handle Beijing

Minister Martin’s visit comes against the backdrop of a record €305.8bn EU trade deficit with China in 2024 and growing concern in Brussels over economic dependencies that could become strategic liabilities.

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Dublin based Celtonn joins the space race….
ronan McGlade ronan McGlade

Dublin based Celtonn joins the space race….

The founding team previously worked together at Limerick-based space firm Arralis. When Arralis’s investors exited the European market, the group launched Celtonn, building on patents already held by Dr Kelly and a shared ambition to push mmWave technology beyond existing limits.

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Semiconductors Ireland 2026
ronan McGlade ronan McGlade

Semiconductors Ireland 2026

Ireland's semiconductor industry is a thriving sector, generating an estimated revenue of €15.5 billion in 2023 and employing around 20,000 people. This well-established industry is positioned to benefit from the European semiconductor boom and could support up to 34,500 new jobs by 2040.

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Looking back at 2025 projects….
ronan McGlade ronan McGlade

Looking back at 2025 projects….

Giants of the industry have fallen and risen up again, Fab's have swapped hands, new countries have emerged as semiconductor hubs and the advancement in AI and Data centers has driven the need for semiconductors through the roof, and it looks to continue into 2026.

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Semiconductor Spending Is Set to Hit $1 Trillion in 2026
ronan McGlade ronan McGlade

Semiconductor Spending Is Set to Hit $1 Trillion in 2026

At the heart of this expansion is the rapidly intensifying AI boom. Arya believes the AI data centre market alone could reach $1.2 trillion by 2030, growing at an annual rate of 38%. Within that, demand for AI accelerators — including graphics processing units (GPUs) and custom-designed processors — could drive as much as $900 billion in chip sales over time.

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Ireland’s 14 semiconductor Companies in 2025
ronan McGlade ronan McGlade

Ireland’s 14 semiconductor Companies in 2025

For Irish exporters, the impact is already clear. A 15% US import tariff — a steep rise from the effective 1% rate that applied before April 2025 — is expected to continue squeezing margins, particularly in pharmaceuticals, semiconductors and drinks such as whiskey. With demand softening, exports to the US face mounting pressure.

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15% US tariffs continue to squeeze semiconductor exports in 2026….
ronan McGlade ronan McGlade

15% US tariffs continue to squeeze semiconductor exports in 2026….

For Irish exporters, the impact is already clear. A 15% US import tariff — a steep rise from the effective 1% rate that applied before April 2025 — is expected to continue squeezing margins, particularly in pharmaceuticals, semiconductors and drinks such as whiskey. With demand softening, exports to the US face mounting pressure.

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Texas Instruments Starts Production
ronan McGlade ronan McGlade

Texas Instruments Starts Production

The facility will ramp output in line with customer demand and is expected to ultimately produce tens of millions of chips each day. These components will power a wide range of products, from smartphones and automotive systems to medical devices, industrial equipment, smart home technologies and data centres.

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“FDI up almost 40pc” says IDA Ireland.
ronan McGlade ronan McGlade

“FDI up almost 40pc” says IDA Ireland.

While Dublin continues to attract strong interest, 57 per cent (183) of investments were secured for locations outside the capital, highlighting the agency’s regional development impact.

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Irish Government invest €60m in advancing 'Silicon Island'
ronan McGlade ronan McGlade

Irish Government invest €60m in advancing 'Silicon Island'

The investment will contribute to the fit-out of a new 17,000-square-metre research facility at Tyndall in Cork. The overall project is valued at approximately €153 million, with previous financial backing secured from the European Investment Bank (EIB) and the Government’s Project Ireland 2040 framework.

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Turning semiconductor strategy into competitive strength
ronan McGlade ronan McGlade

Turning semiconductor strategy into competitive strength

After years of planning, initiatives such as pilot production lines, design platforms, competence centres and quantum projects are now operational, signalling that Europe is moving decisively from intent to implementation.

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