Alibaba's T-Head unit says the V900 accelerator can underpin a 500,000-chip supercluster, part of Beijing's effort to build AI capacity without US silicon.

The renewed global patent license takes effect April 1, 2027 and eases concerns about Qualcomm's Apple revenue stream, though shares fell as investors focused o

Reports say Huawei's Ascend line is winning domestic share while Nvidia's export-compliant H20 loses traction, giving Beijing leverage ahead of Trump-Xi talks.

Tech leaders joined the state dinner for AI talks, with analysts seeing tariff cuts as the most likely deliverable and chip and rare earths relief unlikely.

A price increase would reflect tight leading-edge capacity and rising costs as AI demand keeps advanced nodes fully booked.

Democrats want stricter controls on AI chip sales to China before the Trump-Xi summit, but the bipartisan bills face delays reaching the Senate floor.

A German court granted YMTC two injunctions over 3D NAND patents, and new orders could restrict Micron's supply into Germany.

Europe's share of ASML revenue fell to zero this year, prompting the toolmaker to call on EU authorities to stimulate domestic semiconductor demand.

Filings show UK neocloud Nscale leased capacity to a ByteDance subsidiary, raising questions about export-control enforcement through third-party compute.

A wave of domestic AI chip and model launches is being framed as proof that US export restrictions cannot halt China's AI buildout.

The Nvidia CEO argued that labs producing unsafe models should be closed rather than regulated, comments that landed as Nvidia stock slipped.

The memory maker is reportedly ending 2GB GDDR7 production for gaming GPUs in favor of higher-margin 3GB parts aimed at AI and professional cards.

AMD's market value crossed $1 trillion, prompting debate over valuation, a possible stock split, and whether the AI-driven run can continue.

Intel drew upgrades on foundry progress and agentic AI CPU demand while other analysts called the stock fully priced after its steep 2026 rally.

The June incident is believed to be the first known case of an AI agent breaching a government site, with OpenAI notifying authorities in September.

Investor scepticism over the Trump-Xi talks and the absence of expected chip or rare earths concessions weighed on mainland and Hong Kong equities.

Analysts flagged new China exposure on top of margin concerns, even as some reiterated buy ratings and valuation targets above the current price.

Qualcomm positioned its latest Snapdragon silicon for on-device agentic AI, a theme it calls the 'agentic age', with Microsoft adopting the X2 Plus in Surface d