Chinese tech giants are rushing orders for Nvidia's export-compliant RTX Pro 5500 despite warnings that only a fraction of demand may be fulfillable under US cu

The Korean memory makers are reportedly advancing their Chinese plants to produce higher-end DRAM for AI data centers and defend share against Chinese rivals.

A 105% surge in early-October shipments, driven by semiconductors, bolsters the case for the Bank of Korea ahead of its rate decision.

Elon Musk says critical semiconductor toolmakers will speed deliveries to the Texas fab targeting volume chip output by late 2028, lifting Intel and Nvidia shar

Nine operators across EMEA plus Nokia, Super Micro and T-Mobile are adopting Nvidia-powered AI-RAN, opening a new growth market beyond data centers.

Chip and auto demand powered Japanese export growth, though the trade deficit widened, while the Nikkei rose over 1% on AI optimism.

Intel is advancing its US manufacturing expansion as the chip demand outlook improves, confirming high-NA EUV for high-volume manufacturing in 2028.

The lithography giant's strong results and pricing power buoyed Nvidia and Micron sentiment as its CFO argued common sense will prevail on export restrictions.

The chipmaker will begin worldwide layoffs in November, reallocating resources toward AI infrastructure, data centers, automotive, PCs and edge computing.

The plan aims to win more local support for data center buildouts amid rising power and community backlash.

The government is helping fund reactor recommissioning to add energy capacity for surging AI compute demand.

Modal has deployed Nvidia's Vera CPU after internal tests showed 2x throughput over Intel and AMD chips in AI agent workloads.

Workers are demanding concrete 2026 bonus terms and clearer profit-sharing, threatening round-the-clock memory production.

The two chipmakers' outsized contribution highlights historic market concentration in the AI-driven rally.

AMD shares gained on AI ambitions lifting its valuation, part of a broader chip rally alongside Teradyne, Vishay, Allegro and Entegris.

AMD's ZenDNN library is being folded into Intel's oneDNN, simplifying CPU-based AI inference for developers.

Electricity constraints are threatening AI compute returns even as Amazon buys billions in Nvidia chips, with NVDA rebounding above $220.

The bank sees modest upside for chip earnings, raising AMD and QCOM price targets while cutting INTC and COHR, with AMD also rising on its own hike.