Taiwan is expanding its Foreign Trade Act to cover AI servers and semiconductors, adding five-year prison terms for smuggling, following a US tariff deal and a

Beijing is drafting its own export control regime covering advanced AI models, agents and chip designs, tightening control over technology transfers amid the US

Semiconductor shares fell eight straight sessions and tech lost about $1 trillion in a day, with Jensen Huang saying 'all of this is going to pass' as AI-jitter

Intel's CEO said the turnaround is in its home stretch, while TSMC's CEO hinted it could step in if Intel cannot meet advanced packaging demand, pressuring Inte

TSMC reported unprecedented AI chip demand, with analysts citing Tesla talks and Texas expansion, though shares lagged amid the broader chip selloff.

Taiwanese authorities detained four Super Micro staff amid an investigation into illegal AI chip exports to China, sending SMCI shares lower.

SK hynix reportedly sought approval to expand China chip production in exchange for building a US NAND plant, but denied playing hardball with the Trump adminis

Broadcom and Marvell each dropped about 4% after Hock Tan flagged capital concerns, adding to AI semiconductor weakness.

Broadcom shares have fallen well off their highs amid AI bubble concerns, though several analysts argue the risk-reward has improved.

Nvidia says supply is constrained rather than the flagship GPU being dead, though the card is effectively absent from storefronts and commands high resale price

Huang sought to calm investors after a broad AI-driven selloff erased about $1 trillion in tech market value in a single session.

The project would help smaller Taiwanese suppliers follow TSMC and Foxconn into the US, supporting the domestic chip supply chain.

The 15W laser-produced plasma source is still years from viability but signals China's push toward domestic advanced lithography.

Analysts and commentators argue US restrictions have accelerated China's domestic chip development, with DeepSeek outages underscoring a compute squeeze.

Analysts argue demand for ASML's lithography tools will outstrip supply through at least 2028, making the equipment maker the real bottleneck in AI chip product

Washington's national security worries are delaying AI chip shipments to Gulf states, a key growth market for Nvidia and others.

ASML's record quarterly results underscore strong AI-driven demand for its lithography systems.

Chinese memory makers are narrowing the technology and market gap with Samsung and SK hynix.