The foundry is seeking alternative motors and components to reduce exposure to China's grip on critical minerals and permanent magnets used in chipmaking tools.

Nvidia's CEO warned Washington not to underestimate China's ability to manufacture at scale, as Huawei and DeepSeek narrow the AI chip ecosystem gap.

A broad AI trade selloff and Apple's iPhone momentum let Apple retake the top valuation spot from Nvidia.

AMD, Nvidia and Micron shares fell amid investor worries about the durability of AI infrastructure spending.

Google's TPUs now serve production AI workloads at Meta via open-source PyTorch engines, marking the first time the chips have been sold to outside customers.

Experts say the verdict's bigger implication is who controls the compliance test suites custom chips must pass before shipping, with RISC-V seen as a long-term

Huang's comments on funding constraints for AI cloud providers came as neocloud stocks slid and Nvidia unveiled a shipping-container AI factory.

A security firm identified 32 export-barred B300 chips inside a state-owned carrier's network; Nvidia called chip smuggling a nonfactor.

The FCC blocked a dashcam and a wireless video transmitter containing a HiSilicon AI chip that advertises face detection algorithms.

Broadcom shares moved as investors weighed the extended VMware agreement against a broader chip-stock slide.

The large order book underscores continued Chinese demand for Nvidia accelerators despite US export restrictions.

Intel's Q3 report is a key test of its turnaround, with shares having averaged 16% post-earnings moves over the last three reports.

The financing supports Huawei's push to expand its domestic semiconductor and AI chip capabilities.

Multiple patterning lets China approach advanced nodes without EUV, but experts say bigger dies, lower yields and longer cycle times limit economic viability.

Analysts remain bullish on Broadcom's AI custom-silicon franchise despite a sector-wide pullback.

Progress on Intel's US fab buildout and a possible boost from its Arizona plant underpin analyst hopes for the foundry and manufacturing business.

The revenue shortfall points to manufacturing limits holding back China's domestic AI accelerator supply.

The Loudoun County land will be repurposed for mixed-use and residential development.