chipmakers

Nvidia and AMD are pressing the Trump administration to allow continued exports of their semiconductor products to China, according to Politico. The two US chipmakers rely heavily on Chinese sales, and tighter export controls or licensing rules could hit billions of dollars in revenue. The appeal sets up a clash between Washington's national security concerns over advanced chips and the industry's commercial interests in one of its largest markets.

Dutch chip-equipment maker ASML has said it is not selling its chipmaking machines in Europe, warning that the region risks falling behind the United States, China and India in the semiconductor industry. The remarks have drawn attention in India and China, where ASML's role in global chip supply chains is a sensitive topic amid ongoing export-control tensions and competition to build domestic chip manufacturing capacity.

AMD has acquired the startup cofounded by Fei-Fei Li, the Stanford AI researcher often called the 'godmother of AI', in a deal reported at $8.2 billion, according to Fortune. The move marks one of AMD's largest acquisitions as chipmakers race to secure position in the fast-growing artificial intelligence market. Li, renowned for her pioneering work in computer vision and ImageNet, cofounded the company, and the deal is drawing wide attention across the tech and investment worlds.

Nvidia has added $150 billion to its stock buyback program, described as the largest share repurchase authorization ever announced by a company. The move comes as the chipmaker continues to ride enormous profits from demand for its artificial intelligence processors, giving it vast cash reserves to return to shareholders.

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.

Samsung has committed $1 billion to an AI infrastructure company backed by Nvidia and private equity firm KKR. The investment adds Samsung to the growing list of major tech and finance players funding the data centers and computing capacity needed to power artificial intelligence, underscoring how aggressively chipmakers and investors are pouring capital into AI infrastructure.

AMD has announced an agreement to acquire World Labs for $8.2 billion, according to a Wall Street Journal report. The deal marks one of the chipmaker's largest acquisitions and signals AMD's push to expand beyond traditional processors. Further details about the transaction's terms, timing and regulatory review have not been confirmed.

Chipmaker Advanced Micro Devices has agreed to acquire World Labs, the artificial intelligence startup founded by AI pioneer Fei-Fei Li, in a deal valued at $8.2 billion. The acquisition marks a major move by AMD to expand beyond chips into AI technology, and news of the agreement with the company led by one of the field's most prominent researchers is drawing wide attention in business and tech circles.

An ASML executive has said the Dutch chipmaking equipment giant currently sells no machines within Europe, despite being one of the continent's most valuable technology companies. The remark highlights Europe's limited domestic chip manufacturing base, with ASML's lithography systems going overwhelmingly to customers in Asia and the United States.

Nvidia has unveiled a $150 billion share buyback program, one of the largest in corporate history. Analysts are weighing what the move signals for current shareholders and potential investors, with debate over whether it reflects confidence in future cash flow or a lack of better uses for capital. The announcement comes as the chipmaker remains central to the AI boom.

Nvidia has launched an open-source platform designed to stop AI agents from hacking other websites. The tooling is intended to keep autonomous AI systems from probing or breaking into sites while carrying out tasks on behalf of users. Discussion centers on how far agent safety measures can go in preventing misuse of increasingly capable AI software.

Nvidia is approaching insurance companies to help spread the financial risk of its massive artificial intelligence infrastructure build-out, according to the Financial Times. The chipmaker has committed billions of dollars to data centres and AI deals, and is exploring ways to offload some of the exposure tied to those increasingly large commitments.

A former Pentagon official said the United States needs to control China's access to advanced semiconductor technology, in comments carried by CNBC. The remarks feed into an ongoing debate in Washington over export controls on cutting-edge chips and chipmaking equipment, which US officials view as critical to maintaining a military and technological edge over Beijing.

Nvidia has expanded its stock buyback authorization by $150 billion, described as the largest addition ever to a share repurchase program. The announcement signals the chipmaker's confidence in its continued cash generation from the AI boom, and adds to the tens of billions it has already spent repurchasing its own shares.

AMD has agreed to acquire World Labs, the spatial AI startup founded by AI pioneer Fei-Fei Li, in a deal valued at $8.2 billion. The move, reported by Bloomberg and other outlets, marks a major bet by the chipmaker on next-generation AI beyond large language models. World Labs, known for work on spatial intelligence and 3D world models, becomes one of the most expensive AI startup acquisitions to date.

Samsung has pledged $1.0 billion to an AI infrastructure company backed by private equity firm KKR and chipmaker Nvidia, according to The Wall Street Journal. The investment underscores Samsung's push to expand its footprint in artificial intelligence infrastructure amid intense global competition for AI capacity, hardware and data-center resources. Details on the target company's valuation and Samsung's strategic plans for the stake were not disclosed in the report.

Vanguard International Semiconductor, a smaller affiliate of TSMC, is considering building a second chipmaking plant in Singapore through its joint venture to meet growing demand for chips. The move would expand Singapore's role in global semiconductor supply at a time when manufacturers are investing heavily in new capacity worldwide.

Synopsys has introduced AgentEngineer, an 'Autopilot' platform designed to develop chips autonomously using AI agents. The company says the platform will reach general availability by the end of 2026. The announcement is drawing attention in the semiconductor industry as chipmakers look to AI to speed up increasingly complex and costly chip design workflows.

Chipmaker Cerebras has agreed to supply 100 megawatts worth of AI chips to Gimlet Labs, a cloud startup building AI infrastructure. The deal marks a major scale-up for Cerebras, whose wafer-scale chips compete with GPUs for AI workloads, and signals growing demand among emerging cloud providers for alternative AI computing hardware.

China's artificial intelligence industry is moving beyond playing catch-up with global leaders and entering a phase focused on commercialization, according to DigiTimes Asia. The report suggests domestic chipmakers and hardware suppliers are now positioning AI products for real market deployment rather than simply narrowing the technology gap, a shift with implications for the global semiconductor supply chain.

Chipmaker AMD is reportedly acquiring World Labs, the spatial intelligence startup founded by AI researcher Fei-Fei Li, in a deal valued at $8.2 billion. The move would give AMD a major foothold in world-model AI technology as competition over the next generation of artificial intelligence intensifies. The acquisition, reported by TechCrunch, is drawing attention as one of the largest AI startup deals to date.

AMD has reached an $8.2 billion deal to acquire World Labs, the spatial intelligence startup founded by Stanford's Fei-Fei Li, often called the 'godmother of AI' for her pioneering work in computer vision. The move signals AMD's push to compete more directly in artificial intelligence beyond chips, and tech and business media are closely watching what Li's team brings to the company.

Researchers are applying semiconductor chipmaking techniques to build improved electric vehicle batteries, according to a report by SciTechDaily. The approach adapts lithography-based manufacturing methods from the chip industry to battery production, potentially improving battery performance. Details on which institutions are involved and the specific results have not been widely reported, but the cross-industry idea is drawing attention in technology and energy circles.

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.

ASML, Europe's most valuable chip technology company, reportedly has no customers on its home continent, with an executive stating plainly that the company is not selling anything there. The Dutch firm dominates the global market for advanced lithography machines used to make cutting-edge chips, but its buyers are concentrated in Asia and the United States, leaving Europe essentially absent from advanced chipmaking.

New coverage examines how artificial intelligence is reshaping the semiconductor industry, from chip design to rising demand for the specialized materials needed to manufacture AI processors. The reporting highlights the broader transformation of the sector as suppliers adapt to the surge in AI hardware requirements, with investors watching closely for which chipmakers and materials producers stand to benefit most from the shift.

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.