A broad semiconductor selloff hit chipmakers after AI infrastructure suppliers flagged tight supply, reviving doubts about the pace of AI data center spending.

TSMC is seeking alternative motors and components to reduce exposure to China's dominance of rare earths and permanent magnets as export controls threaten fab o

Huang warned the US must take China seriously and not underestimate its AI and chip progress, comments that landed as AI chip export controls pressured Nvidia s

Meta is running production AI on Google TPUs via new open-source engines, a development that threatens Nvidia's dominance in AI accelerators.

Tesla and SpaceX are targeting volume chip production in Texas by late 2028 alongside a massive AI compute buildout, with Nvidia shares jumping after hours on t

Huang's remarks on ballooning demand for GPU cloud capacity came as CoreWeave shares continued to slide amid investor funding concerns.

Large Chinese orders for Nvidia GPUs come as buyers stockpile ahead of tightening US export restrictions on advanced AI chips.

Huang pushed back on fears of an oversupplied memory market, saying demand for memory capacity will keep growing.

Analysts expect Intel stock to swing sharply around its third-quarter results as the company works through its foundry and cash flow recovery.

The Korean memory makers are moving to more advanced DRAM in China to fend off competition from Chinese rivals like CXMT.

Semiconductor equipment makers sold off after supply constraints clouded their near-term outlooks, adding pressure to the broader chip sector.

The reported investment would deepen ties to Samsung's components arm as AI hardware demand drives expansion of chip-related supply chains.

Micron said the 4F2 architecture offers no meaningful density advantages while increasing manufacturing complexity and cost.

Nvidia's expanding CPU ambitions put it in more direct competition with Intel and AMD in the data center.

The layoffs, starting in November, come as Qualcomm reallocates resources toward AI infrastructure, automotive, PCs, and edge computing.

ASML stock came under pressure after Besi's comments on hybrid bonding technology raised questions about equipment demand tied to advanced packaging.

Intel is progressing on US manufacturing expansion across Ohio and Arizona as it works to build out advanced chipmaking capacity.

A broken bolt on a steel connection plate is suspected as the cause of the deadly accident at TSMC's Fab 22 construction site.