chipmakers

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.

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.

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.

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.

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.

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.

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.

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 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.

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 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.

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.

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.

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.

TSMC is reportedly evaluating a second U.S. location as it weighs an expansion of its American manufacturing footprint beyond its existing Arizona operations. The Taiwanese chipmaker has become central to U.S. efforts to boost domestic semiconductor production, and a second hub would deepen that push. Details on the shortlisted sites and timing remain unconfirmed, with the company not commenting.

Chipmaker AMD has acquired a startup founded by Fei-Fei Li, the Stanford AI researcher widely known as the 'godmother of AI'. The move signals AMD's push to strengthen its position in artificial intelligence against rivals like Nvidia. Details of the deal, including its value and the startup's name, have not been widely reported yet.