Taiwan to curb AI chip exports to China and criminalize smuggling, aligning with US trade deal
Taiwan is tightening export controls and adding criminal penalties as part of a US trade deal, a shift that reshapes how AI accelerators reach China.
Bloomberg.com · +15 outlets
China proposes export controls on its own AI, chip design and solar technologies
Beijing is drafting curbs on roughly 40 advanced technologies, mirroring US restrictions and raising new risks for global supply chains.
Briefs Finance · +13 outlets
TSMC posts record quarter on extremely robust AI chip demand, but stock slips
Record results and an upbeat outlook underscore AI demand strength even amid a broad chip-sector selloff.
Yahoo Finance · +14 outlets
Chip stocks sell off broadly as investors reassess AI spending; AMD, Broadcom, Intel hit
A rotation out of AI-linked names deepened losses across semis as investors questioned the durability of AI capital spending.
Quiver Quantitative · +14 outlets
Nvidia CEO Huang says AI market turmoil will pass as chip leader leads stocks lower
Huang's reassurance came as Nvidia shed roughly $200 billion in value following a weaker-than-expected OpenAI revenue run rate.
Bloomberg.com · +14 outlets
ASML says sold-out capacity as demand outstrips supply through 2028
Sold-out order books for ASML's lithography tools signal continued AI-driven fab investment well into 2028.
The Motley Fool · +14 outlets
SK Hynix seeks US approval to export chip equipment to China in exchange for US NAND fab
The Korean memory maker is bargaining over China tool exports as a condition for building a US plant, then denied playing hardball.
Tom's Hardware · +14 outlets
Broadcom CEO Hock Tan warns financing costs could slow AI expansion, shares fall
Tan's capital-cost warning added to AI infrastructure jitters and weighed on Broadcom and Marvell.
Yahoo Finance · +14 outlets
Japan offers GlobalFoundries $21 billion for US fab expansion in New York
The offer would add two New York fabs and lift US chip capacity by 10%, though analysts caution on state support.
Eetimes · +14 outlets
Qualcomm insider selling and legal battle with Arm escalate alongside chip selloff
Insider share sales and Qualcomm's widening Arm dispute added pressure on chip stocks already hit by the broader AI rotation.
Timothy Sykes · +4 outlets
Taiwan raising $4 billion for Texas industrial park to support US chip supply chain
The park would let smaller Taiwanese suppliers follow TSMC and Foxconn into the US, easing reshoring bottlenecks.
Tom's Hardware · +14 outlets
Nvidia RTX Spark laptops go on sale starting at $2,599
Nvidia is pushing local AI model inference onto consumer laptops, with the Surface Laptop Ultra and OEM partners leading the launch.
Tom's Hardware · +14 outlets
China startup Langdao Silex demos prototype EUV light source, years from viability
A domestic EUV source at 15W with 90% local components shows Chinese progress, but power levels remain far below production needs.
Tom's Hardware · +1 outlets
Intel falls as TSMC packaging comments challenge its expansion plans
TSMC's CEO hinted it could step in if Intel cannot meet advanced packaging demand, pressuring Intel shares.
Yahoo Finance · +12 outlets
Dan Ives says buy the dip in Nvidia after brutal selloff; Barron's flags chip buying opportunities
Analysts framed the AI-driven selloff as a buying opportunity, a contrarian call after a punishing week for semis.
GuruFocus · +5 outlets
Intel unveils new AI rack and GPU as analysts weigh valuation and outlook
Intel's AI hardware reveal comes as analysts debate whether the stock, after a rough stretch, has room to double.
Simply Wall Street · +6 outlets
ByteDance nears custom AI chip pact with MediaTek as Nvidia funds chips curbs target
ByteDance's ASIC push with MediaTek illustrates how US export curbs are reshaping Chinese AI silicon sourcing.
finance.biggo.com · +1 outlets
US concerns delay AI chip deliveries to the Gulf
Washington's scrutiny of Gulf-bound accelerators is holding up shipments, a fresh wrinkle in AI export policy.
Arabian Gulf Business Insight