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  1. 1
    ASML warns Europe risks falling behind in chipmaking●ASML said it isn’t selling chipmaking machines in Europe, warning the region risks falling behind the US, China and Indi𝕏xCNTechnologySemiconductors2.3K1 h ago

    Dutch semiconductor equipment maker ASML said it is not selling its chipmaking machines in Europe, warning that the region risks falling behind the US, China and India in the semiconductor industry. The statement has drawn attention from business and tech observers, who see it as a stark signal about Europe's competitiveness in advanced chip manufacturing and its reliance on foreign production capacity.

  2. 2
    China may allow ByteDance and Alibaba to buy new Nvidia chips●China weighs allowing ByteDance, Alibaba to buy new Nvidia chips, The Information reports✉newsTechnologySemiconductors1 h ago

    Chinese authorities are weighing whether to permit ByteDance and Alibaba to purchase new Nvidia chips, according to a report by The Information picked up by Reuters. The potential decision would mark a shift in China's stance on US-made AI semiconductors and would matter for the country's largest technology companies racing to build artificial intelligence capabilities.

  3. 3
    ASML warns Europe risks falling behind in chips▼ASML said it isn’t selling chipmaking machines in Europe, warning the region risks falling behind the US, China and Indi𝕏xINTechnologySemiconductors2.3K5 h ago

    Dutch chip equipment maker ASML says it is not selling its chipmaking machines in Europe, warning that the region risks falling behind the US, China and India in semiconductors. The remarks are drawing attention to Europe's limited role in advanced chip manufacturing despite hosting ASML itself, and are fueling debate about industrial policy and investment in the region.

  4. 4
    China Weighs Approving Nvidia Chip Purchases by ByteDance and Alibaba●China Weighs Allowing Purchases of New Nvidia Chips by ByteDance, Alibaba✉newsTechnologySemiconductors1 h ago

    China is considering allowing major tech firms ByteDance and Alibaba to buy Nvidia's newest chips, according to The Information. The decision would signal a shift in Beijing's stance on US semiconductor access, as Chinese regulators have previously pressed domestic companies to favour local chips amid ongoing US-China technology restrictions.

  5. 5
    China may allow Alibaba and ByteDance to buy Nvidia chips▼China reportedly may let Alibaba and ByteDance buy new Nvidia chips✉newsTechnologySemiconductors1 h ago

    China is reportedly considering allowing Alibaba and ByteDance to purchase new Nvidia chips, a shift that could reopen access for major Chinese tech firms to advanced American semiconductors. The report, carried by The Next Web, comes amid ongoing US-China tensions over chip exports, and observers are watching for what it means for the artificial intelligence race.

  6. 6
    TSMC affiliate Vanguard weighs second Singapore chip plant●A venture by TSMC’s smaller affiliate Vanguard is considering a second chipmaking plant in Singapore to meet growing dem𝕏xSGTechnologySemiconductors828 min ago

    Vanguard International Semiconductor, a smaller affiliate of chip giant TSMC, is considering building a second chipmaking plant in Singapore. The venture aims to meet growing demand for semiconductors, adding to the city-state's role as a key global chip manufacturing hub. The news is drawing attention from business watchers tracking supply chain expansion in Southeast Asia.

  7. 7
    China may let Alibaba and ByteDance buy Nvidia chips▼China may let Alibaba, ByteDance buy new Nvidia chips, The Information reports✉newsTechnologySemiconductors1 h ago

    China may allow Alibaba and ByteDance to purchase new Nvidia chips, according to a report by The Information. The reported shift would ease restrictions that had limited access to advanced US AI hardware for two of China's largest technology companies, with implications for the AI race and US-China tech trade tensions.

  8. 8

    China is reportedly considering easing restrictions on NVIDIA's AI chips, a shift that could reopen a major market for the US chipmaker's advanced processors. The move would carry weight for global semiconductor supply chains and US-China tech tensions, with analysts watching whether any relaxation would apply to current or next-generation chips.

  9. 9
    China May Let Alibaba Buy Nvidia's RTX Chips●China May Let Alibaba Buy Nvidia’s RTX Chips, Information Says✉newsTechnology1 h ago

    China may allow Alibaba to purchase Nvidia's RTX chips, according to a report by The Information. The potential approval would mark a notable shift in Beijing's stance on access to American AI hardware, which has been tightly restricted amid US-China tech tensions. The report was also picked up by Bloomberg, drawing attention across the semiconductor and cloud computing industries.

  10. 10
    China Reportedly Eases Restrictions on Nvidia High-End Chip Purchases▼China Reportedly Eases Chip Restrictions, May Allow ByteDance and Alibaba to Purchase Nvidia High-End Chips✉newsTechnologySemiconductors1 h ago

    China has reportedly loosened its chip restrictions, potentially allowing ByteDance and Alibaba to purchase high-end Nvidia chips. The move would mark a notable shift in Beijing's stance on advanced semiconductors for its largest tech companies. If confirmed, it could ease supply concerns for Chinese AI firms and signal recalibration in the US-China technology standoff. Details on the scope and timing of the change remain limited.

  11. 11
    ASML sells no chipmaking machines in Europe, executive says▼ASML currently sells no chipmaking machines in Europe, executive saysYhnTechnologySemiconductors12542 min ago

    An ASML executive has said the Dutch chipmaking equipment giant currently sells none of its machines to customers in Europe, despite being headquartered in the Netherlands. The company's lithography systems are instead bought mainly by chipmakers in Asia and the United States, highlighting how little advanced semiconductor manufacturing capacity exists within Europe itself.

  12. 12
    China may allow ByteDance and Alibaba to buy Nvidia chips▼China mulls allowing ByteDance, Alibaba to buy new Nvidia chips: Report✉newsTechnologySemiconductors2 h ago

    China is reportedly considering allowing ByteDance and Alibaba to purchase new Nvidia chips, according to a report carried by Firstpost. The potential move would grant two of the country's largest technology companies access to advanced US-made semiconductors amid ongoing restrictions. The report did not specify chip models, timelines, or whether approval has been granted.

  13. 13
    China may allow Alibaba and ByteDance to buy Nvidia chips▼China may permit Alibaba, ByteDance to buy new Nvidia chips – The Information✉newsTechnologySemiconductors1 h ago

    China may permit Alibaba and ByteDance to purchase Nvidia's new chips, according to a report by The Information picked up by Investing.com and Yahoo Finance. The potential approval would mark a shift in Beijing's stance on US semiconductor purchases by major Chinese tech firms, with implications for Nvidia's access to the Chinese market amid ongoing US-China trade tensions over advanced chips.

  14. 14
    Asia stocks slip as oil and yields rise, chipmakers hit by OpenAI pause●Asia stocks slip as oil, yields rise; chipmakers hit by OpenAI pause✉newsBusinessMarkets1 h ago

    Asian equities declined as rising oil prices and government bond yields weighed on sentiment. Chipmakers came under additional pressure after news of a pause related to OpenAI, hurting semiconductor shares across the region. Investors are watching energy costs, interest rate expectations and developments around AI companies for direction.

  15. 15
    Chinese Stocks Fall to One-Year Low on Chip Sector Selloff●Chinese Stocks Hit One-Year Low as Chip, Optical Firms Slide✉newsTechnologySemiconductors1 h ago

    Chinese equities dropped to their lowest level in a year, led by declines in semiconductor and optical technology companies. The slide adds to pressure on China's markets, with chipmakers and optical firms bearing the brunt of investor selling. Traders are watching whether authorities step in to stem the downturn as technology shares continue to weigh on sentiment.

  16. 16
    Vaishnaw warns of attacks targeting India's semiconductor push●"We will face cyberattacks, fake news, and physical attacks." ​Union Minister Ashwini Vaishnaw issues a massive warning𝕏xINTechnologySemiconductors1.5K4 h ago

    Union Minister Ashwini Vaishnaw has warned that India's semiconductor ambitions will face cyberattacks, fake news campaigns and even physical attacks as the country expands its chip manufacturing push. Citing past incidents during Apple's rollout in India, including cut power lines and deliberate food poisoning of workers, he said sabotage attempts should be expected and that the government is prepared to counter them.

  17. 17
    China chip stocks fall as Nvidia sales reportedly back on table●China chipmaking stocks tumble as Beijing reportedly mulls allowing Nvidia sales✉newsTechnologySemiconductors1 h ago

    Shares in Chinese chipmaking companies dropped after reports that Beijing is considering allowing Nvidia to resume selling its chips in China. The move would reopen a major market for the US chipmaker but raises fears of renewed competition for domestic semiconductor firms, which have benefited from restrictions on Nvidia's products. Investors sold Chinese semiconductor names on the prospect.

  18. 18
    China to let ByteDance and Alibaba buy new Nvidia chips▼ByteDance, Alibaba to be allowed by China’s govt. to buy new Nvidia chips✉newsTechnologySemiconductors1 h ago

    China's government will allow ByteDance and Alibaba to purchase new Nvidia chips, according to a report by The Hindu. The decision would mark a notable shift for Chinese tech giants that have faced restrictions on acquiring advanced American semiconductors, and it carries implications for the ongoing US-China technology standoff and the global AI hardware race.

  19. 19
    China May Allow Alibaba to Buy New Nvidia Chips●China May Let Alibaba Buy New Nvidia Chips, The Information Says✉newsTechnologySemiconductors7 h ago

    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.

  20. 20
    America Trails on Memory Chips as Tariffs Add Pressure▼America Is Behind on Memory Chips—and Tariffs Threaten to Make Things Harder✉newsTechnologySemiconductors1 h ago

    The United States lags in domestic production of memory chips, an industry dominated by Asian manufacturers such as Samsung, SK Hynix and Micron's rivals in South Korea and Taiwan. A new analysis argues that the Trump administration's tariff policies risk making the situation worse by raising costs for imported components and complicating efforts to build up US chip manufacturing capacity.

  21. 21

    Asian semiconductor shares fell after OpenAI signalled a pause, renewing investor concerns that growth in the artificial intelligence sector may be slowing. Chipmakers across the region, which supply much of the hardware behind the AI boom, came under selling pressure as markets reassessed the durability of AI-driven demand and the outlook for the broader technology rally.

  22. 22
    TSMC seen hitting all-time highs on AI chip demand▼TSMC: Set For All-Time Highs On Surging AI Chip Demand (NYSE:TSM)✉newsTechnologySemiconductors1 h ago

    Taiwan Semiconductor Manufacturing Company (TSMC) is being tipped to reach all-time high share prices as demand for AI chips accelerates. The company, the world's largest contract chipmaker, manufactures advanced processors for major AI players, and analysts expect the artificial intelligence buildout to keep driving its revenues and stock higher.

  23. 23
    Nikkei Rises 0.8% as Chip Stocks Lead Gains●Nikkei Rises 0.8%, Led by Chip-Related Stocks https://www.wsj.com/finance/stocks/nikkei-rises-0-8-led-by-chip-related-stMmastodonBusinessMarkets31 h ago

    Japan's Nikkei Stock Average rose 0.8%, with semiconductor-related shares driving the advance, according to the Wall Street Journal. Chip stocks have been a key driver of Japanese equity performance amid continued global demand for semiconductors and AI-related technology investment.

  24. 24
    China May Allow Alibaba to Buy Nvidia RTX Chips▼China May Let Alibaba Buy Nvidia's RTX Chips, Information Says✉newsTechnologySemiconductors1 h ago

    China may permit Alibaba to purchase Nvidia's RTX chips, according to a report by The Information picked up by NDTV Profit. The reported move would mark a significant shift in China's stance on foreign semiconductor purchases amid ongoing US-China technology tensions. The news is drawing attention across global semiconductor and tech industry watchers, with implications for both Nvidia's China business and Chinese AI development.

  25. 25
    China may allow Alibaba and ByteDance to buy Nvidia chips●China may let Alibaba and ByteDance buy Nvidia chips✉newsTechnologySemiconductors1 h ago

    China may permit Alibaba and ByteDance to purchase Nvidia chips, according to a report by Kursiv Media. The move would ease earlier restrictions on Chinese tech giants acquiring US-made semiconductors and could signal a softening in the trade standoff between Washington and Beijing over advanced AI hardware.

  26. 26
    China may allow ByteDance and Alibaba to buy Nvidia chips▼China weighs allowing ByteDance, Alibaba to buy new Nvidia chips: The Information✉newsTechnologySemiconductors6 h ago

    Chinese regulators are considering permitting ByteDance and Alibaba to purchase new Nvidia chips, according to a report by The Information. The potential decision would reopen access to advanced US-made semiconductors for two of China's largest technology companies, amid ongoing restrictions and tensions over chip exports. The report has been picked up widely, including by The Economic Times.

  27. 27
    China Weighs Allowing ByteDance and Alibaba to Buy New Nvidia Chips▼China weighs allowing ByteDance and Alibaba to buy new Nvidia chips: Here’s why✉newsTechnologySemiconductors6 h ago

    China is reportedly considering permission for ByteDance and Alibaba to purchase new Nvidia chips, according to The News International. The move would affect two of the country's largest technology groups, whose access to advanced American semiconductors has been constrained amid ongoing US-China tensions over chip exports. The report does not confirm that approval has been granted, and Beijing has not commented publicly on the deliberations.

  28. 28
    Chip Stocks Tumble Again, Halting Nascent Rebound▼INTC, AMD, MU, NVDA: Chip Stocks Tumble Again, Stalling A Nascent Rebound✉newsTechnologySemiconductors1 h ago

    Shares of major semiconductor companies including Intel, AMD, Micron and Nvidia fell again on Tuesday, cutting short a brief recovery attempt in the sector. The renewed slide adds to pressure on chipmakers, which have been volatile amid shifting demand outlooks and uncertainty over AI-related spending, leaving investors questioning whether the rebound can be sustained.

  29. 29
    China may allow Alibaba and ByteDance to buy Nvidia chips▼China may allow Alibaba, ByteDance to buy Nvidia chips✉newsTechnologySemiconductors3 h ago

    Reports suggest China could permit Alibaba and ByteDance to purchase Nvidia chips, easing earlier restrictions on access to US-made semiconductors. A green light would be significant for China's cloud computing and artificial intelligence sectors, where demand for Nvidia's hardware remains high, and would mark a notable shift in the technology trade standoff between Washington and Beijing.

  30. 30
    China may let ByteDance and Alibaba buy Nvidia chips●China planning to allow ByteDance, Alibaba to buy Nvidia chips: Report | China was once a major market for Nvidia | Inshorts✉newsTechnologySemiconductors5 h ago

    A new report says China is planning to allow ByteDance and Alibaba to purchase Nvidia chips, signalling a possible easing of restrictions on US semiconductor access for major Chinese tech firms. China was once one of Nvidia's largest markets before export controls sharply limited such sales, so any reopening would be a significant development for both the chipmaker and Chinese AI companies.

  31. 31
    China weighs allowing ByteDance, Alibaba to buy new Nvidia chips●China weighs allowing ByteDance, Alibaba to buy new Nvidia chips, The Information reports https:// reut.rs/4AAd9VR𝕏xCNTechnologySemiconductors916 h ago

    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.

  32. 32
    TSMC affiliate plans Singapore expansion as first plant 'sells out'●TSMC affiliate already eyes expansion as first Singapore plant 'sells out'𝕏xSGTechnologySemiconductors03 h ago

    A TSMC affiliate is considering expanding in Singapore after its first chip plant there reportedly sold out its capacity, according to Nikkei Asia. The report suggests strong demand for the affiliate's chips, with the company already looking at growth options even before the initial facility has been fully ramped, underscoring Singapore's growing role in semiconductor manufacturing.

  33. 33
    Singapore bets on advanced packaging as AI boom lifts memory chips●The AI boom has made memory chips the star of the show; Singapore stakes its role in advanced packaging✉newsTechnologySemiconductors1 h ago

    Singapore is positioning itself as a hub for advanced chip packaging, betting that the AI boom's surge in demand for memory chips will reward countries with strong semiconductor manufacturing capabilities. The Singapore Economic Development Board highlighted the strategy, arguing that as memory chips become central to AI hardware, advanced packaging will be a critical part of the global supply chain, and Singapore wants a bigger stake in that process.

  34. 34
    TSMC affiliate plans Singapore expansion as first plant sells out▼TSMC affiliate already eyes expansion as first Singapore plant 'sells out'✉newsTechnologySemiconductors2 h ago

    A TSMC affiliate is reportedly considering expansion in Singapore after capacity at its first plant there was fully booked, or 'sold out'. According to Nikkei Asia, demand for the facility's output has prompted early planning for a second phase. The news underscores how tight chip manufacturing capacity remains, and the story is drawing attention in Singapore and across the global semiconductor industry.

  35. 35
    Trump-Xi Summit Sidesteps Taiwan as Chip Debate Escalates●Trump-Xi Second Summit Avoids Taiwan; Lien Hsien-ming: U.S. Can't Win AI Race Without Taiwanese Chips✉newsTechnologySemiconductors7 h ago

    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.

  36. 36
    China reports world-leading electron gun beam for 'super microscope'▼China lights up ‘super microscope’ hopes with world-leading electron gun beam✉newsScience1 h ago

    Chinese researchers have developed an electron gun beam described as world-leading, a key step toward building a 'super microscope' electron microscope with unprecedented resolution. The advance is being framed as strengthening China's position in high-end scientific instrumentation, an area long dominated by Western and Japanese manufacturers, and could support research in materials science and semiconductor development.

  37. 37

    AMD's market value crossed the $1 trillion mark, at least briefly, putting the chipmaker in a rarefied group alongside Nvidia. The milestone reflects growing confidence in AMD's position in the semiconductor race, particularly as it challenges Nvidia in AI accelerators. Commenters note the irony of the long-time 'perpetual underdog' reaching the valuation level long dominated by its larger rival.

  38. 38

    Huawei's latest smartphone chip is closing the performance gap with leading competitors, according to industry coverage. The development signals continued progress by the Chinese tech firm in domestic semiconductor design despite export restrictions limiting its access to advanced foreign chip technology.

  39. 39
    China Weighs Allowing Alibaba and ByteDance to Buy New Nvidia Chips●"China Considering Allowing Alibaba and ByteDance to Purchase New Nvidia Chips"✉newsTechnologySemiconductors5 h ago

    China is considering allowing Alibaba and ByteDance to purchase Nvidia's newest chips, according to a report from Asia Economy. The move would mark a shift in Beijing's stance on access to advanced US semiconductors for its largest tech firms, with implications for US-China trade and the global AI race.

  40. 40
    China Reportedly Approves Nvidia RTX PRO 5500 for Alibaba and ByteDance●Nvidia Chips for Alibaba, ByteDance? China Reportedly Green Lights RTX PRO 5500 Amid US Curbs✉newsTechnologySemiconductors1 h ago

    Reports say China has given the green light for Nvidia's RTX PRO 5500 chips to be used by companies including Alibaba and ByteDance, despite ongoing US export restrictions on advanced semiconductors. The development suggests a possible easing path for some Nvidia hardware to reach major Chinese tech firms, and analysts are watching closely for what it means for US-China tech tensions and Nvidia's China business.