Semiconductors

Dutch chip equipment maker ASML said it is not selling its chipmaking machines in Europe, warning that the region risks falling behind the United States, China and India in semiconductors. The comments are drawing wide attention, with debate about Europe's industrial competitiveness and dependence on foreign technology picking up in both Indian and Chinese online discussions.

Chinese authorities are considering allowing ByteDance and Alibaba to purchase Nvidia's newest AI chips, according to a report by The Information picked up by Reuters. The possible approval would ease restrictions on two of China's largest technology companies as they race to build computing power for artificial intelligence. The report is drawing attention because it signals a potential shift in how Beijing balances domestic chip policy against its tech sector's demand for leading-edge semiconductors.

China is considering allowing ByteDance and Alibaba to buy Nvidia's newest chips, according to a report by The Information. The decision would mark a shift in Beijing's stance on American semiconductors amid ongoing US-China export restrictions, and would be significant for the two companies' artificial intelligence ambitions.

China may permit Alibaba to purchase Nvidia's newest chips, according to a report by The Information picked up by Bloomberg. The potential decision would mark a shift in Beijing's stance on access to advanced US semiconductors, which have been constrained by export controls and trade tensions. The move would matter for Alibaba's cloud and AI ambitions, and it is drawing attention as a possible sign of easing US-China tech friction.

China is reportedly considering allowing Alibaba and ByteDance to purchase new Nvidia chips, according to a report by The Next Web. If confirmed, the move would ease restrictions on two of China's largest technology companies and give them renewed access to advanced US-made semiconductors. The news is drawing attention given ongoing tensions between Washington and Beijing over semiconductor exports and artificial intelligence capability.

An ASML executive has said the Dutch chipmaking equipment giant currently sells none of its machines to customers in Europe, underscoring how concentrated semiconductor manufacturing is in Asia and the United States. The remark highlights Europe's limited role in advanced chip production despite EU ambitions to build domestic capacity.

China may allow Alibaba and ByteDance to purchase new Nvidia chips, according to a report by The Information picked up by Investing.com. The potential approval would be a significant shift in China's restrictions on US semiconductor purchases by its largest tech firms, and would matter for Nvidia's access to the Chinese market amid ongoing US-China tensions over advanced chips.

Chinese authorities are reportedly considering allowing ByteDance and Alibaba to purchase new Nvidia chips, according to a Firstpost report citing unnamed sources. If approved, the move would give two of China's largest technology companies access to advanced American AI hardware that has been restricted amid US export controls. The report has drawn attention given ongoing tensions over semiconductors between Washington and Beijing.

China may allow Alibaba and ByteDance to purchase new Nvidia chips, according to a report by The Information. The potential decision would mark a shift in Beijing's stance on access to advanced US semiconductor technology for its largest technology companies, which rely heavily on Nvidia chips for artificial intelligence development.

Chinese regulators are considering approving purchases of new Nvidia chips by ByteDance and Alibaba, according to a report by The Information. The decision would mark a significant shift in access to advanced US-made AI hardware, which has been restricted amid US-China tech tensions, and Chinese firms have been pushing for alternative supply or domestic substitutes.

Reports say Chinese authorities are considering approving ByteDance and Alibaba to purchase new Nvidia chips, a potential shift in Beijing's stance on foreign AI hardware. The move would matter for both US chipmakers eager to keep selling to China and Chinese tech firms racing to build AI capabilities amid tightening export restrictions and domestic chip development efforts.

A second summit between Donald Trump and Xi Jinping reportedly avoided discussion of Taiwan, while Taiwanese figure Lien Hsien-ming argued the United States cannot win the AI race without access to Taiwanese chips. Observers see tension between Washington's chip dependence on Taiwan and its reluctance to raise the island's status directly with Beijing.

Nvidia chief executive Jensen Huang has dismissed warnings from Anthropic that artificial intelligence could pose an existential threat, saying there is a '0% chance' AI destroys the world by 2030. His comments push back against recent predictions from AI lab leaders about catastrophic risks, highlighting the growing divide between chipmakers profiting from the AI boom and safety-focused researchers.

Reports suggest China may allow Alibaba and ByteDance to purchase Nvidia's newest AI chips, a shift from earlier restrictions on advanced US semiconductor exports. If confirmed, the move would ease access to critical hardware for two of China's largest technology companies and could signal a thaw in US-China tensions over chip trade. Observers are watching for official confirmation from both governments.

The Trump administration is moving to redirect unallocated CHIPS Act funds while relying on tariff threats rather than subsidies to push chipmaking onshore. TSMC retained its $6.6 billion federal grant, but pressure from tariff threats led it to raise its total US investment pledge from $65 billion to more than $165 billion. Commentators note this shifts reshoring costs onto private capital, though tariffs are seen as a far slower route to building semiconductor capacity than direct subsidies.

Reports suggest China may permit major technology firms Alibaba and ByteDance to purchase Nvidia chips, easing earlier restrictions on US semiconductor access for Chinese companies. The potential shift would affect the country's artificial intelligence sector, where access to advanced chips has been a major bottleneck. It also comes amid ongoing trade negotiations between Washington and Beijing over export controls and technology.

Big technology companies are rapidly expanding the use of guarantees to back debt for AI datacentres and chips, issuing up to $300bn in commitments in less than a year, according to analysis shared by economist Adam Tooze. A key concern raised is that much of this exposure goes unrecorded on their balance sheets, echoing pre-crisis off-balance-sheet practices and raising questions about hidden systemic risk in the AI buildout.

Chinese authorities are considering permitting ByteDance and Alibaba to purchase new Nvidia chips, according to a report by The Straits Times. The move would mark a potential easing of restrictions on access to advanced US semiconductors for major Chinese tech firms, amid ongoing tensions over technology exports between Washington and Beijing.

Chinese regulators are considering letting ByteDance and Alibaba purchase new Nvidia chips, according to a report by The Information picked up by Reuters. The potential approval would mark a shift in Beijing's stance on access to advanced US semiconductors amid ongoing trade tensions and export restrictions, and is drawing attention from tech and markets watchers.

A shortage of memory chips is being driven by surging AI infrastructure demand colliding with limited wafer capacity and the industry's focus on high-bandwidth memory for accelerators. DRAM and NAND makers have shifted investment toward HBM, leaving conventional memory supply tight, and new manufacturing capacity takes years to bring online. Discussion centres on how long the squeeze will last and what it means for pricing across the tech industry.

India has proposed banning junk food sales in school canteens and within 50 meters of school premises, in an effort to curb rising obesity and diabetes rates among children. The move signals a tougher regulatory stance on food sold around educational institutions and has drawn attention to children's health concerns in the country.

New AI chips are roughly ten times more energy-efficient than previous generations, yet overall electricity demand from data centers continues to rise sharply. The paradox is drawing attention across the tech and energy sectors: efficiency gains are being swamped by explosive growth in AI workloads, as more powerful models and wider adoption push operators to expand capacity faster than hardware improvements can offset consumption.

ByteDance, the Chinese parent company of TikTok, reportedly gained access to more than 2,000 Nvidia B200 AI chips through Nscale's data center operations in Norway, according to a filing. A Singaporean subsidiary reportedly contributed 73% of the UK neocloud provider's 2025 revenue. The arrangement raises fresh questions about how Chinese firms obtain restricted US AI hardware despite export controls.

AMD and Broadcom are drawing divided views from Wall Street analysts over which company is better positioned to win the next phase of the AI chip market. The two semiconductor firms are racing to supply custom and accelerative computing hardware as demand for AI infrastructure surges, and investors are split on which strategy will pay off.

The Chinese government has signaled it may allow companies such as Alibaba and ByteDance to purchase Nvidia's new RTX Pro 5500 chips, according to a report by The Information citing people familiar with the matter. The potential approval would mark a notable opening for US chip access to Chinese tech firms amid ongoing export restrictions.

China is considering permitting ByteDance and Alibaba to purchase new Nvidia chips, according to a report by The Information carried by Reuters. The potential move would ease Beijing's stance on access to advanced US semiconductors for two of its largest technology companies, with implications for the AI race and ongoing US-China tech tensions.

Elon Musk and Intel are reportedly partnering to build a semiconductor factory that would be larger than the Pentagon, Apple Park and the Mall of America combined. The scale of the proposed plant dwarfs some of the most iconic large buildings and campuses in the United States, underscoring the growing size of chip manufacturing facilities as demand for semiconductors surges. Details on the location, investment amount and timeline have not been confirmed.

China is considering allowing ByteDance and Alibaba to buy Nvidia's newest chips, according to a report by The Information. The deliberation comes amid ongoing US-China tensions over semiconductor exports, with Washington restricting sales of advanced Nvidia technology to Chinese companies. Any approval would signal a shift in Beijing's stance and could ease pressure on major Chinese AI firms seeking cutting-edge hardware.

Huawei's Ascend AI chips have overtaken Nvidia in China's artificial intelligence market, according to a report by Fortune. The shift reflects the impact of US export restrictions that have limited Nvidia's access to Chinese customers, pushing domestic firms toward homegrown alternatives. The development marks a significant milestone for China's semiconductor self-sufficiency efforts and intensifies the technology rivalry between Washington and Beijing.

Dutch Prime Minister Rob Jetten is lobbying Washington against a fresh round of export restrictions that would hit ASML's China business. US lawmakers are pursuing legislation that could tighten controls on the chip-equipment maker's immersion lithography systems and its servicing activities in China. The Dutch intervention highlights tensions between US efforts to curb China's chip ambitions and the interests of Europe's most valuable tech firm.

US-based chipmaker GlobalFoundries reports strong demand for Chinese optical modules as data centre construction accelerates, and is expanding its presence in China to serve domestic clients amid the infrastructure boom. The news, reported by the South China Morning Post, highlights how data centre buildout continues to drive semiconductor and optical component supply chains even as US-China tech tensions persist.

Qualcomm announced two new smartphone chips as it intensifies its focus on on-device artificial intelligence. The launch comes as chipmakers race to position their processors for AI-driven mobile features. Despite the product news, Qualcomm shares edged lower in after-hours trading, suggesting investors were unimpressed or had already priced in the announcement.

Reports say US export controls on advanced semiconductors were largely absent from the agenda when Donald Trump met Xi Jinping at their summit, despite chips being a central point of friction between Washington and Beijing. Analysts suggest both leaders prioritised broader trade truce issues, leaving technology restrictions unresolved and questions about future curbs open.

Reports indicate China may approve purchases of Nvidia's new RTX Pro 5500 workstation chips by Alibaba and ByteDance, a potential easing of restrictions on advanced US semiconductors for Chinese tech firms. The news moved attention to Alibaba shares on the NYSE and highlights ongoing negotiations over US-China chip export rules, with investors watching whether wider access to Nvidia hardware will follow.

ASML, the Dutch chip equipment maker, says it sold 'absolutely nothing' in Europe in 2026 and is calling on the EU to help create demand for its lithography machines. The comments highlight Europe's weak semiconductor manufacturing base, as ASML's sales remain concentrated in Asia, particularly Taiwan, South Korea and China.

Reports suggest China may permit ByteDance and Alibaba to purchase Nvidia's RTX PRO 5500 chips, a sign of possible easing in restrictions on advanced US semiconductors reaching Chinese companies. The two tech giants are among China's biggest buyers of AI computing power, so any approval would carry weight for the country's AI ambitions and for Nvidia's business.

Roughly 18 tons of sand were stolen, with the material reportedly valued for use in producing Nvidia's AI chips. The unusual theft highlights how the global scramble for semiconductor materials has extended to raw inputs like high-purity sand, as demand for artificial intelligence hardware keeps climbing and supply chains for chipmaking components come under pressure.

ASML, the Dutch maker of chipmaking equipment, says it sold 'absolutely nothing' in Europe in 2026, pointing out that demand for its machines comes overwhelmingly from Asia. The company is calling on the European Union to help create demand for advanced chip manufacturing within Europe. The remark has drawn attention to Europe's limited role in the semiconductor supply chain despite hosting the company itself.

NVIDIA's GPU Technology Conference (GTC) is in the spotlight. The event is the company's flagship gathering for announcing new chips, AI software and data-center products, and is closely watched across the semiconductor and artificial intelligence industries. Attention is focused on what NVIDIA will reveal next and what it signals for AI hardware demand.

Reports suggest Chinese electric vehicle makers Nio and Geely could announce an agreement on September 28. Details of the deal have not been confirmed, and neither company has publicly commented on the nature of the rumoured arrangement, which would mark a notable development in China's competitive EV sector.

Qualcomm has announced the Snapdragon 8 Elite Gen 6, its new flagship smartphone chip, alongside a higher-tier 8 Elite Extreme Gen 6 variant. Both chips are positioned as flagships, with differences between them described as relatively minor, largely confined to improved AI processing, video capture and gaming performance. Coverage so far focuses on the naming and the modest spec separation between the two models.

The United States trimmed the International Team's lead at the Presidents Cup during Saturday's play but still head into Sunday's final-day singles matches trailing by three points. Reports from Yahoo Sports note the U.S. chipped away at the deficit but must now mount a comeback to retain the trophy, with all remaining points decided in Sunday singles.

Apple is reported to be considering re-entering the server market, a move that would intensify competition among major technology companies in the interconnected server ecosystem. Commentators are weighing what such a return would mean for an industry currently dominated by the likes of Dell, HPE and cloud providers, and how Apple's chip expertise could reshape it.

Huawei has announced plans for two advanced AI chips targeted for 2027, drawing attention to Nvidia stock as investors weigh potential competition in the AI semiconductor market. Traders are watching how the Chinese chipmaker's roadmap could affect demand for Nvidia's processors, which currently dominate AI computing.

Qualcomm has announced its next generation flagship mobile processors, the Snapdragon 8 Elite Gen 6 and Snapdragon 8 Elite Extreme Gen 6. The new chips are set to power upcoming premium smartphones, continuing Qualcomm's Elite line of top-tier mobile silicon. Details on performance gains and supported devices are expected as handset makers confirm adoption in the coming months.

Qualcomm has renewed its patent licensing agreement with Apple, extending the arrangement through 2027. The deal keeps in place the payments Apple makes to use Qualcomm's wireless technology in iPhones, a relationship that has swung between litigation and cooperation for years. The renewal signals continued reliance on Qualcomm modems even as Apple works on its own in-house modem development.

Moonshot AI, the Chinese artificial intelligence firm behind the Kimi models, is reportedly seeking access to additional Nvidia Blackwell chips. The report comes roughly a week after a Trump administration official flagged a potential breach of US export controls on advanced semiconductors. The case highlights ongoing tension between Washington's restrictions on cutting-edge chip exports to China and Chinese AI companies' demand for leading-edge hardware to train their models.

Reports say China may permit Alibaba and ByteDance to purchase Nvidia's new RTX Pro 5500 chips, a possible easing of restrictions on US semiconductor sales to Chinese tech firms. The move would give two of China's largest technology companies access to advanced Nvidia hardware for AI and cloud work, and is being watched closely given ongoing US-China tensions over chip exports.

SK hynix is considering producing memory chips in the United States, according to the Korea Herald. The South Korean chipmaker, a leading supplier of HBM and DRAM to companies like Nvidia, has so far concentrated manufacturing in Korea and China. A US move would align with Washington's push to bring advanced semiconductor production onshore through incentives and tariffs, though the company has reportedly not made a final decision.

Reports circulating in the gaming press claim the chip specifications for Sony's PlayStation 6 and the next-generation Xbox console have leaked. The alleged specs cover the custom AMD processors expected to power both future consoles. Gamers and analysts are debating the credibility of the details and what they suggest about the next console generation's performance.

Intel says its upcoming 14A process node will come within 5% of the performance of TSMC's competing A14 technology, a projection the company describes as conservative. The claim feeds an ongoing debate over whether Intel Foundry can close the gap with TSMC, with Intel pointing to frequency advantages of its 18A node as evidence of momentum. Industry watchers are weighing whether the forecast is credible given Intel's recent manufacturing struggles.

Valve has released SteamOS 3.8.28, an update that patches a bug related to video memory (VRAM) management and includes groundwork for running the operating system on ARM-based chips. The VRAM fix addresses an issue affecting graphics performance, while the ARM preparation signals Valve's intent to expand SteamOS beyond x86 hardware. Gamers and hardware watchers are following the release for clues about Valve's broader hardware plans.

Google is moving forward with an unusual experiment to test running data centers in orbit, a project long discussed as a way to harness continuous solar power and ease the energy and cooling demands of AI computing. The news that the project is finally leaving Earth is drawing attention across the tech press, with observers weighing whether space-based infrastructure could become a realistic answer to data centers' growing power needs.