chipmakers

Dutch chip equipment maker ASML says it is not selling its chipmaking machines to customers in Europe, and has warned that the region risks falling behind the United States, China and India in the semiconductor industry. The statement is drawing attention among business and technology watchers, who see it as a stark signal of Europe's weakening position in advanced chip production despite ongoing efforts to build domestic capacity.

Nvidia has added $150 billion to its stock buyback program, which the company describes as the largest ever undertaken. The announcement underscores Nvidia's extraordinary cash generation during the artificial intelligence boom, as the chipmaker returns record sums to shareholders. Investors and analysts are weighing what the move signals about the company's confidence in future growth and the broader market.

Vanguard International Semiconductor, the smaller affiliate of chip giant TSMC, is considering building a second chipmaking plant in Singapore to meet growing demand. The move would expand its existing fabrication operations there and comes as global appetite for semiconductors continues to climb, with companies rushing to add manufacturing capacity across Southeast Asia.

An ASML executive said the Dutch chipmaking equipment giant currently sells none of its machines in Europe, despite being headquartered in the Netherlands. The remark highlights how Europe, despite ambitions to expand its semiconductor industry, remains largely absent as a customer base for ASML's advanced lithography systems, which are bought mainly by chipmakers in Asia and the United States.

Europe is pushing to become a serious player in artificial intelligence, but its plans depend heavily on foreign-controlled supply chains for semiconductors and other critical components. The continent lacks domestic chip manufacturing capacity at the scale needed for AI development, leaving it reliant on suppliers in the US and Asia. Commentators question whether Europe can build genuine tech sovereignty without securing its own hardware foundations.

Nvidia, the chipmaker led by chief executive Jensen Huang, has announced a new platform focused on the safety of AI agents. The product is aimed at ensuring autonomous AI systems behave reliably and securely as companies increasingly deploy them in real-world operations. Details on pricing and availability were not included in the initial announcement.

Nvidia has introduced a new open-source tool designed to improve the security of artificial intelligence systems. The announcement positions the chipmaker as a player in AI safety tooling, alongside its dominant role in AI hardware. Details on the tool's specific capabilities and reception from developers remain limited, but the move aligns with growing industry attention on protecting AI models from misuse and attacks.

Nvidia has approved the biggest share buyback ever seen in the stock market, according to Business Insider. The move signals the chipmaker's confidence in its long-term outlook despite its already enormous valuation, and comes as the company sits at the centre of the global AI boom. Investors and analysts are weighing what the unprecedented capital return means for the broader tech sector.

Nvidia has made its AI safety software open source, a move aimed at helping developers detect and fix vulnerabilities in artificial intelligence systems. By releasing the tool publicly, the chipmaker is positioning itself as a contributor to broader AI security efforts, allowing outside researchers and companies to inspect, use and improve the software.

Nvidia CEO Jensen Huang described AI distillation — the practice of training smaller models from larger ones — as 'competition', in remarks reported by CNBC in the context of China's AI development. The comment comes as US chipmakers face scrutiny over how Chinese firms obtain or replicate advanced AI capabilities, and it is drawing debate about whether distillation levels the playing field or undermines model developers.

NVIDIA has launched an open agent safety platform aimed at securing AI agents at the hardware level, backed by a coalition of 120 partners. The announcement suggests NVIDIA is extending security features into its silicon to address risks from the rapid spread of autonomous AI agents across enterprise systems.

Chipmaker Cerebras has agreed to supply 100 megawatts worth of AI chips to Gimlet Labs, a cloud computing startup. The deal marks a significant scale-up for Cerebras, which builds wafer-scale processors positioned as an alternative to Nvidia's GPUs for AI workloads, and gives the young cloud provider a large dedicated supply of compute capacity.

NVIDIA has introduced a new open platform aimed at the safety of AI agents, featuring two components named OpenShell and Sentry. The announcement, reported by Technobezz, positions the company to set standards for how autonomous AI systems are contained and monitored. Details on adoption and technical specifics remain limited, but the move signals NVIDIA's push into AI agent governance tools.

Nvidia is buying back $150 billion of its own stock, the largest share repurchase ever announced by a public company. The move signals the chipmaker's confidence in its cash flow after explosive AI-driven growth, and gives it room to offset dilution from employee stock compensation while returning capital to shareholders at a historic scale.

Nvidia has announced a set of AI security tools aimed at preventing breaches involving autonomous AI agents. The announcement, covered by Yahoo Finance Canada, positions the chipmaker to address growing concerns that AI agents acting on users' behalf could be exploited or hijacked by attackers.

Reports indicate China is considering relaxing restrictions on NVIDIA's AI chips, a potential shift in its stance on foreign semiconductors amid the ongoing US-China technology standoff. Any easing would affect Chinese companies seeking high-end AI hardware and could reshape the competitive landscape for global chipmakers.

Qualcomm announced two new smartphone chips, strengthening its push into on-device artificial intelligence as competition among chipmakers intensifies. The announcement came alongside the company's earnings update, but investors were unmoved: Qualcomm shares slipped modestly in after-hours trading despite the new product launches. Attention is on how the company's AI-capable silicon will fare against rivals in the premium smartphone market.