search
semiconductor
Trends
- 1ASML 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 Indi
ASML, the Dutch maker of advanced chipmaking equipment, says it is not selling its machines in Europe and has warned the region risks falling behind the United States, China and India in semiconductors. The remarks are drawing attention in tech and business circles, with debate over what they mean for Europe's industrial strategy and ambitions to build a domestic chip industry.
- 2China may allow ByteDance and Alibaba to buy new Nvidia chips●China weighs allowing ByteDance, Alibaba to buy new Nvidia chips, The Information reports
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.
- 3China Weighs Approving Nvidia Chip Purchases by ByteDance and Alibaba●China Weighs Allowing Purchases of New Nvidia Chips by ByteDance, Alibaba
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.
- 4ASML 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 Indi
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.
- 5China may allow Alibaba and ByteDance to buy new Nvidia chips▼China reportedly may let Alibaba and ByteDance buy new Nvidia chips
Reports say China may permit Alibaba and ByteDance to purchase new Nvidia chips, easing earlier restrictions on advanced semiconductor imports. The potential reversal would be significant for Chinese tech firms racing to build AI capabilities, and for Nvidia, which has lost substantial China revenue amid export controls. The reported shift is drawing attention across the tech and semiconductor sectors as observers weigh its implications for US-China trade tensions.
- 6Stock Futures Slip, Oil Climbs as Trump Comments on Iran▼Dow Jones Futures Fall, Oil Prices Rise Amid Trump Iran Comments; Micron, SpaceX, Tesla Eye Buy Points
Dow Jones futures are falling while oil prices rise following comments from Donald Trump about Iran, with energy markets on edge over potential escalation in the Middle East. Investors are also watching Micron, SpaceX and Tesla, which are seen as approaching buy points despite the broader market uncertainty. Traders are weighing geopolitical risk against resilient tech and semiconductor momentum.
- 7China may let Alibaba and ByteDance buy Nvidia chips▼China may let Alibaba, ByteDance buy new Nvidia chips, The Information reports
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.
- 8China may allow ByteDance and Alibaba to buy Nvidia chips▼China mulls allowing ByteDance, Alibaba to buy new Nvidia chips: Report
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.
- 9
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.
- 10ASML sells no chipmaking machines in Europe, executive says▼ASML currently sells no chipmaking machines in Europe, executive says
An ASML executive has said the Dutch chipmaking equipment giant currently sells none of its machines in Europe, underscoring how little leading-edge semiconductor manufacturing takes place on the continent. The comment highlights Europe's reliance on Asia and the United States for chip production, despite EU ambitions to expand domestic semiconductor capacity.
- 11China May Allow Alibaba to Buy Nvidia's RTX Chips●China May Let Alibaba Buy Nvidia’s RTX Chips, Information Says
China may permit Alibaba to purchase Nvidia's RTX chips, according to a report by The Information picked up by Bloomberg. The potential approval would mark a notable shift in Beijing's stance on access to American AI hardware, amid ongoing US-China tensions over semiconductor exports. The report drew wide attention from technology and markets watchers tracking Nvidia's business in China.
- 12China may allow Alibaba and ByteDance to buy Nvidia chips▼China may permit Alibaba, ByteDance to buy new Nvidia chips – The Information
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.
- 13China 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
China is reportedly easing its chip-related restrictions, a move that could allow ByteDance and Alibaba to purchase high-end Nvidia chips again. The reported shift would mark a notable change in the country's stance on advanced semiconductor imports for major tech firms, with potential implications for the AI and cloud computing plans of two of China's largest technology companies.
- 14Vaishnaw warns of attacks targeting India's semiconductor push●"We will face cyberattacks, fake news, and physical attacks." Union Minister Ashwini Vaishnaw issues a massive warning
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.
- 15Chinese Stocks Fall to One-Year Low on Chip Sector Selloff●Chinese Stocks Hit One-Year Low as Chip, Optical Firms Slide
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.
- 16Asia stocks slip as oil and yields rise, chipmakers hit by OpenAI pause●Asia stocks slip as oil, yields rise; chipmakers hit by OpenAI pause
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.
- 17TSMC 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 dem
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.
- 18China to let ByteDance and Alibaba buy new Nvidia chips●ByteDance, Alibaba to be allowed by China’s govt. to buy new Nvidia chips
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.
- 19America Trails on Memory Chips as Tariffs Add Pressure▼America Is Behind on Memory Chips—and Tariffs Threaten to Make Things Harder
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.
- 20
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.
- 21TSMC seen hitting all-time highs on AI chip demand▼TSMC: Set For All-Time Highs On Surging AI Chip Demand (NYSE:TSM)
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.
- 22Nikkei Gains 0.8% as Chip Stocks Lead Rally▼Nikkei Rises 0.8%, Led by Chip-Related Stocks https://www.wsj.com/finance/stocks/nikkei-rises-0-8-led-by-chip-related-st
Japan's Nikkei stock index rose 0.8%, with semiconductor-related shares driving the advance. Technology stocks have been a key driver of Japanese market moves in recent months, and strength in chip names continues to lift the benchmark index. Traders are watching the sector closely for signals on global tech demand.
- 23China May Allow Alibaba to Buy Nvidia RTX Chips▼China May Let Alibaba Buy Nvidia's RTX Chips, Information Says
China may permit Alibaba to purchase Nvidia's RTX chips, according to a report by The Information cited by NDTV Profit. The potential approval would mark a notable shift in Beijing's stance on access to advanced US semiconductors, amid ongoing US-China tensions over chip exports. The report is drawing attention from tech and semiconductor watchers assessing what it could mean for Nvidia's China business.
- 24China May Allow Alibaba to Buy New Nvidia Chips●China May Let Alibaba Buy New Nvidia Chips, The Information Says
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.
- 25TSMC affiliate plans Singapore expansion as first plant sells out▼TSMC affiliate already eyes expansion as first Singapore plant 'sells out'
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.
- 26China may allow Alibaba and ByteDance to buy Nvidia chips▼China may allow Alibaba, ByteDance to buy Nvidia chips
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.
- 27TSMC affiliate plans Singapore expansion as first plant 'sells out'●TSMC affiliate already eyes expansion as first Singapore plant 'sells out'
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.
- 28China 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
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.
- 29China may allow ByteDance and Alibaba to buy Nvidia chips▼China weighs allowing ByteDance, Alibaba to buy new Nvidia chips: The Information
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.
- 30
AMD's market value briefly crossed the $1 trillion mark, placing the chipmaker among the world's most valuable companies. The milestone highlights AMD's growing challenge to Nvidia in the semiconductor market, driven by demand for AI processors. Commenters noted the symbolic significance for a company long cast as the industry underdog, though the valuation proved short-lived.
- 31Chip Stocks Tumble Again, Halting Nascent Rebound▼INTC, AMD, MU, NVDA: Chip Stocks Tumble Again, Stalling A Nascent Rebound
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.
- 32China reports world-leading electron gun beam for 'super microscope'●China lights up ‘super microscope’ hopes with world-leading electron gun beam
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.
- 33China Weighs Allowing ByteDance and Alibaba to Buy New Nvidia Chips▼China weighs allowing ByteDance and Alibaba to buy new Nvidia chips: Here’s why
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.
- 34
Japan's Nikkei index closed 0.8% higher, with chip-related stocks driving the advance. Semiconductor shares led the rally, lifting the benchmark index in a session watched closely by regional investors. The move follows ongoing attention to technology and semiconductor performance across Asian markets.
- 35China Weighs Allowing Alibaba and ByteDance to Buy New Nvidia Chips●"China Considering Allowing Alibaba and ByteDance to Purchase New Nvidia Chips"
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.
- 36ESWIN 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
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.
- 37Trump-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
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.
- 38China Reportedly Considering Approvals for Nvidia RTX Pro 5500 Chips▼China Considers Approvals for Nvidia RTX Pro 5500 Chips, Boostin
China is weighing regulatory approvals for Nvidia's RTX Pro 5500 chips, according to a report citing the consideration, a move that would boost the US chipmaker's access to the Chinese market. The potential approval comes amid ongoing US-China tensions over semiconductor exports, and any green light would mark a notable opening for Nvidia's data-center and workstation products in China.
- 39China weighs allowing Nvidia chip purchases by ByteDance, Alibaba●China weighs allowing ByteDance, Alibaba to purchase new Nvidia RTX Pro 5500 chips
China is considering granting approval for ByteDance and Alibaba to purchase Nvidia's new RTX Pro 5500 chips, according to a report by The News International. The move would mark a notable step amid ongoing US-China tensions over advanced semiconductors, as Chinese tech giants seek access to Nvidia hardware for AI and computing work.
- 40Chipmaker Amicro clears key hurdle for Hong Kong listing●‘Little giant’ chipmaker Amicro clears key hurdle for Hong Kong listing: sources
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.