Semiconductor shares fell for eight straight sessions, the longest losing run since the 2008 financial crisis, wiping heavy losses from memory and AI names.

Taiwan is expanding its Foreign Trade Act to cover AI servers and chips, following a raid on Super Micro offices in an export probe.

Beijing's proposed list covers advanced AI models, agents and chip designs, citing national security and raising questions for open-weight developers.

The foundry's record results and record capital spending underscored that AI chip demand still outstrips its capacity.

Nvidia's pullback deepened amid rising bubble warnings across AI-linked equities.

The lithography supplier's record quarter came with a warning that its order book stays sold out for years.

The win marks a needed validation for Intel's contract manufacturing ambitions as it seeks external 14A customers.

The Chinese DRAM maker's results add to fears of oversupply pressure on global memory pricing.

Broadcom shares are down sharply from their peak even as management and analysts stay bullish on AI demand.

Intel shares fell nearly 6% as TSMC signaled willingness to absorb customers if Intel's packaging capacity falls short.

Nine companies pushed back on plans by OKX and ICE to list tokenized versions of their shares under a new SEC regime.

The ruling increases uncertainty over Arm's licensing leverage in its dispute with a major chip customer.

The move adds another layer of compliance control over where Nvidia's AI accelerators can be sold.

The rout in memory and display equities reflects investor concern about oversupply and Chinese competition.

Analysts flag customer financing and debt as a risk beneath Nvidia's technology story.

The memory maker is navigating US export rules to keep its China fabs supplied.

Coverage weighs which chipmakers carry the most risk if AI data-center spending cools.

The IMF raised Korea's potential growth estimate for a second year on semiconductor strength, while wage gains lag.