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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 Indi𝕏xCNTechnologySemiconductors2.3K23 min 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✉newsTechnologySemiconductors33 min 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
    China Weighs Approving Nvidia Chip Sales to ByteDance and Alibaba●China Weighs Allowing Purchases of New Nvidia Chips by ByteDance, Alibaba✉newsTechnologySemiconductors33 min ago

    Chinese regulators are considering allowing ByteDance and Alibaba to purchase Nvidia's newest chips, according to The Information. The reported deliberations come as Beijing and Washington continue to negotiate over export controls, with Chinese tech firms seeking access to advanced American semiconductors for artificial intelligence work. A decision would signal how far China is willing to relax restrictions on US chip imports.

  4. 4
    China May Let Alibaba Buy Nvidia's RTX Chips●China May Let Alibaba Buy Nvidia’s RTX Chips, Information Says✉newsTechnology33 min 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.

  5. 5

    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.

  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 dem𝕏xSGTechnologySemiconductors1223 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
    Chinese Stocks Fall to One-Year Low on Chip Sector Selloff▼Chinese Stocks Hit One-Year Low as Chip, Optical Firms Slide✉newsTechnologySemiconductors33 min 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.

  8. 8
    China chip stocks fall as Nvidia sales reportedly back on table●China chipmaking stocks tumble as Beijing reportedly mulls allowing Nvidia sales✉newsTechnologySemiconductors33 min 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.

  9. 9
    China may allow Alibaba and ByteDance to buy Nvidia chips▼China reportedly may let Alibaba and ByteDance buy new Nvidia chips✉newsTechnologySemiconductors33 min 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.

  10. 10
    China may let Alibaba and ByteDance buy Nvidia chips▼China may let Alibaba, ByteDance buy new Nvidia chips, The Information reports✉newsTechnologySemiconductors33 min 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.

  11. 11
    ASML sells no chipmaking machines in Europe, executive says▼ASML currently sells no chipmaking machines in Europe, executive saysYhnTechnologySemiconductors12515 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 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✉newsTechnologySemiconductors33 min 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.

  13. 13
    China to let ByteDance and Alibaba buy new Nvidia chips▼ByteDance, Alibaba to be allowed by China’s govt. to buy new Nvidia chips✉newsTechnologySemiconductors33 min 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.

  14. 14
    China may allow Alibaba and ByteDance to buy Nvidia chips▼China may permit Alibaba, ByteDance to buy new Nvidia chips – The Information✉newsTechnologySemiconductors33 min 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.

  15. 15

    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.

  16. 16

    Nvidia's newly developed AI chips could be cleared for sale in the Chinese market, according to a report from MarketScreener. The potential move would mark a significant development in the ongoing tug-of-war between US export controls and China's demand for advanced semiconductors. Details about which chips are involved, under what conditions, and whether regulators on either side would approve the arrangement remain unspecified.

  17. 17
    China may allow Alibaba and ByteDance to buy Nvidia chips●China may let Alibaba and ByteDance buy Nvidia chips✉newsTechnologySemiconductors33 min 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.

  18. 18
    TSMC seen hitting all-time highs on AI chip demand▼TSMC: Set For All-Time Highs On Surging AI Chip Demand (NYSE:TSM)✉newsTechnologySemiconductors33 min 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.

  19. 19
    TSMC affiliate plans Singapore expansion as first plant sells out▼TSMC affiliate already eyes expansion as first Singapore plant 'sells out'✉newsTechnologySemiconductors33 min 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.

  20. 20
    Nvidia's new AI chips could enter Chinese market●Market Chatter: Nvidia's New AI Chips Could Enter Chinese Market✉newsTechnologySemiconductors33 min ago

    Nvidia's latest AI chips may be headed to China, according to market chatter reported by financial media. The prospect is drawing attention given US export restrictions that have limited the company's ability to sell advanced semiconductors to Chinese customers, making any return to that market a significant development for the industry.

  21. 21
    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-stMmastodonBusinessMarkets352 min 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.

  22. 22
    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✉newsBusinessMarkets2 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.

  23. 23
    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✉newsTechnologySemiconductors33 min 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.

  24. 24
    OpenAI Pause Hits Asian Chip Shares; Nvidia in Focus●Why Are Nvidia and AI Stocks in Focus Today? OpenAI Pause Hits Asian Chip Shares✉newsTechnologySemiconductors33 min ago

    Asian semiconductor stocks fell after news of a pause at OpenAI, putting Nvidia and other AI-related shares in the spotlight for investors. Chipmakers across the region, which supply the computing hardware behind the AI boom, saw their shares come under pressure as traders reassessed the outlook for AI-driven demand.

  25. 25
    China reports world-leading electron gun beam for 'super microscope'▼China lights up ‘super microscope’ hopes with world-leading electron gun beam✉newsScience32 min 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.

  26. 26

    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.

  27. 27
    Huawei launches world's slimmest and largest foldable phone●Huawei releases world’s slimmest and largest foldable smartphone✉newsTechnologySemiconductors33 min ago

    Huawei has released what it calls the world's slimmest and largest foldable smartphone, continuing its push into high-end foldable devices. The announcement is drawing attention as Huawei showcases its hardware design capabilities despite ongoing US sanctions that have limited its access to advanced chips, with observers watching how the device competes with Samsung and other foldable rivals.

  28. 28
    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✉newsTechnologySemiconductors33 min 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.

  29. 29
    China Reportedly Approves Nvidia RTX PRO 5500 Chips for Alibaba, ByteDance●Nvidia Chips for Alibaba, ByteDance? China Reportedly Green Lights RTX PRO 5500 Amid US Curbs (UPDATED)✉newsTechnologySemiconductors33 min ago

    China has reportedly given approval for Nvidia's RTX PRO 5500 chips to be supplied to Chinese tech giants Alibaba and ByteDance, according to the report. The move comes despite ongoing US export controls restricting advanced semiconductors from reaching Chinese firms. If confirmed, it would allow two of China's largest companies to access Nvidia hardware at a time when Washington continues to tighten curbs on AI chip exports.

  30. 30
    KOSPI drops below 7,000 as chip stocks slide after Chuseok●KOSPI falls below 7,000 as chip heavyweights slide after Chuseok✉newsTechnologySemiconductors33 min ago

    South Korea's KOSPI index fell below the 7,000 mark in trading after the Chuseok holiday, driven by declines in major semiconductor shares such as Samsung Electronics and SK Hynix. The pullback follows a strong run for Korean chipmakers this year, with investors weighing profit-taking and global chip demand concerns as markets reopen after the break.

  31. 31
    AMD briefly joins the $1 trillion club●AMD briefly joins the $1T clubYhnTechnologySemiconductors1134 min ago

    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.

  32. 32
    ESWIN to become Hong Kong's first listed RISC-V chip firm with $2.5 billion raise▼ESWIN is set to be HK's first listed RISC-V open-source chip firm by raising up to $2.5 bln✉newsTechnologySoftware37 min ago

    ESWIN is set to become Hong Kong's first publicly listed RISC-V open-source chip company, raising up to $2.5 billion in an initial public offering. The listing would mark a milestone for the open-source chip architecture in public markets, and it highlights Hong Kong's push to attract semiconductor listings amid the ongoing race to develop alternatives to dominant chip technologies.

  33. 33
    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.

  34. 34
    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.

  35. 35
    Chipmaker Amicro clears key hurdle for Hong Kong listing●‘Little giant’ chipmaker Amicro clears key hurdle for Hong Kong listing: sources✉newsTechnologySemiconductors33 min ago

    Chinese chipmaker Amicro, described as a 'little giant' firm, has cleared a key regulatory hurdle for a listing in Hong Kong, according to sources cited by the South China Morning Post. The reported progress would advance the semiconductor company's plans to go public as China pushes to develop its domestic chip industry and expand funding channels for strategic technology firms.

  36. 36
    China weighs allowing ByteDance and Alibaba to buy new Nvidia chips▼China mulls allowing ByteDance, Alibaba to buy new Nvidia chips: Report✉newsTechnologySemiconductors3 h ago

    China is reportedly considering allowing ByteDance and Alibaba to purchase new Nvidia chips, according to a Firstpost report. The potential decision would ease restrictions on access to Nvidia's advanced semiconductors for two of China's largest technology companies, which depend on the chips for artificial intelligence development and cloud services.

  37. 37
    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.

  38. 38
    China's AI sector moves from catch-up to commercialization●China's AI sector is shifting from catch-up to commercialization. Source: DigiTimes Asia https://www. digitimes.com/newsMmastodonTechnologySemiconductors134 min ago

    China's artificial intelligence industry is entering a new phase, shifting from playing catch-up with Western rivals to focusing on commercialization, according to DigiTimes Asia. The report, tied to semiconductor developments including CXMT and hardware packaging, suggests Chinese firms are now turning AI research into marketable products and revenue, a sign of growing maturity in the country's tech sector.

  39. 39
    China explores alternative EUV light sources beyond ASML model●China is expanding the definition of the extreme ultraviolet race by investigating alternative EUV light sources ratherMmastodonTechnologySemiconductors134 min ago

    China is reportedly broadening its approach to extreme ultraviolet lithography by investigating alternative EUV light sources, rather than only trying to replicate ASML's lithography platform. According to DigiTimes Asia, the strategy could reshape the race to build domestic chipmaking tools as Beijing works around export restrictions on advanced semiconductor equipment.

  40. 40
    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 warning𝕏xINTechnologySemiconductors1.5K5 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.