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- 1Nvidia and AMD urge Trump to keep China chip exports flowing●Nvidia, AMD want Trump to keep their chips flowing to China
Nvidia and AMD are pressing the Trump administration to maintain export channels for their semiconductor products to China, according to Politico. The two US chipmakers rely heavily on Chinese sales and face uncertainty over restrictions. The issue sits at the center of the wider US-China tech rivalry, with export controls threatening billions in revenue for American semiconductor companies.
- 2
Reports say China could permit its major technology companies to purchase new Nvidia chips, a shift in its stance on the US chipmaker's products. The move would matter for both Chinese AI development and Nvidia's access to a key market, though details on which chips and under what conditions remain unclear.
- 3Chinese chip stocks slide on Nvidia approval signal●Chinese chip stocks dropped on the Nvidia approval signal—SMIC down 3.7%, Moore Threads 6.3%, Cambricon 5.7%. ByteDance
Shares in China's semiconductor sector fell after signals that Nvidia could win approval to sell GPUs to China again. SMIC dropped 3.7%, Moore Threads 6.3% and Cambricon 5.7% as investors weighed renewed foreign competition. Attention also turned to ByteDance, which may order one million Nvidia RTX Pro 5500 cards for multi-card servers, though the workstation GPU lacks the high-bandwidth memory needed for large-scale AI training.
- 4Nvidia may sell more chips in China as Huang's Trump influence grows●Nvidia may sell more chips in China as Jensen Huang’s influence over Trump grows
Nvidia could gain permission to sell more of its chips in China, with reports pointing to CEO Jensen Huang's growing influence over President Trump shaping US export policy. The potential shift would ease restrictions on the chipmaker's access to the Chinese market, a major revenue source, and is drawing attention given the strategic importance of semiconductors in US-China trade tensions.
- 5China explores alternative EUV light sources beyond ASML approach●China is expanding the definition of the extreme ultraviolet race by investigating alternative EUV light sources rather
China is reportedly broadening its approach to extreme ultraviolet lithography by investigating alternative EUV light sources, rather than solely trying to replicate the ASML platform. According to DigiTimes Asia, the strategy suggests Chinese researchers are pursuing different technical routes to overcome export restrictions on advanced chipmaking equipment.
- 6Baidu's 15-Year AI Chip Bet Faces Its Market Test●Baidu Spent 15 Years Building Its Own AI Chips. Now Comes the Public Market Test.
Baidu has spent roughly 15 years developing its own artificial intelligence chips in-house, and the effort is now heading into its first major test on the public markets. The move puts the Chinese search giant's semiconductor ambitions under investor scrutiny as demand for AI compute accelerates and competition with US chipmakers intensifies.
- 7Nvidia and AMD Urge Trump Administration to Avoid New China Chip Curbs▼Nvidia, AMD Lobby Trump Administration to Halt Potential Chip Export Restrictions to China: Report
Nvidia and AMD are lobbying the Trump administration to hold off on potential export restrictions that would limit their chip sales to China, according to a Benzinga report. The chipmakers rely heavily on Chinese revenue, and tighter controls could cost them billions. The report has drawn attention from investors watching US-China tech tensions and their impact on semiconductor stocks.
- 8Broadcom Under Chinese Probe as AI Bet Reaches $115 Billion●Broadcom Faces China Probe as AI Chip Bet Hits $115B [2026]
Broadcom is facing an investigation by Chinese regulators as its wager on artificial intelligence chips reaches roughly $115 billion. The probe adds fresh tension to the semiconductor sector, where US and Chinese interests increasingly collide. Broadcom's heavy investment in custom AI silicon has made it a central player in the global AI hardware race, and any Chinese regulatory action could complicate its access to a key market.