IDC data shows US export controls have eroded Nvidia's dominant position in China's AI accelerator market as Huawei's domestic chips gain share.

Hock Tan's comments on AI spending exuberance, coming after a co-founder sold $750M in stock, triggered a broad semiconductor selloff.

The verdict resolves a high-stakes dispute over Arm's licensing terms for Qualcomm's Nuvia-derived chips and sent Arm shares lower.

ASML's print kicks off tech earnings season and is seen as a key test for semiconductor equipment momentum.

TSMC's upcoming results are being watched as a gauge of AI demand durability and fab margins.

Reports say export-control-compliant chips flooded the market to bridge China's compute gap even as officials push for domestic alternatives.

ASML shares fell into its earnings report as broader chip weakness and export-control uncertainty weighed on sentiment.

The milestone underscores Huawei's recovery in domestic silicon despite years of US sanctions.

Rising Chinese DRAM competition is pressuring Korean memory makers and prompting coordinated industry R&D efforts.

The exchange amplified debate over whether AI infrastructure spending has reached speculative levels.

Investors scrutinized Broadcom's custom AI chip backlog tied to Google design wins.

Su projects inference will account for roughly 60% of the AI compute market going forward.

Strong semiconductor exports are offsetting external headwinds in the Korean economy.

The Chinese memory maker's advanced node signals accelerating domestic DRAM capability.

Announced at OCP Global Summit, the rack-scale design ships next year in CPU-only and all-in-one configurations.

The AMD-backed data center project boosted Fermi stock, though Evercore flagged funding hurdles remain.

Intel's inference accelerator targets up to 480GB of LPDDR5X at 1.5 TB/s memory bandwidth.

The FD-SOI process promises roughly double the transistor density of 22FDX with production planned for 2028.