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- 1ASML warns Europe risks falling behind in chipsβASML said it isnβt selling chipmaking machines in Europe, warning the region risks falling behind the US, China and Indi
ASML says it is not selling its chipmaking machines in Europe, warning that the region risks falling behind the United States, China and India in semiconductor manufacturing. The statement from the Dutch equipment maker is drawing attention to Europe's limited role in advanced chip production and growing competition among major economies to secure semiconductor capacity.
- 2ASML says it sold nothing in Europe in 2026βASML says it sold 'absolutely nothing' in Europe in 2026
ASML, the Dutch chip equipment maker, says it sold 'absolutely nothing' in Europe in 2026 and is calling on the EU to help create demand for its lithography machines. The comments highlight Europe's weak semiconductor manufacturing base, as ASML's sales remain concentrated in Asia, particularly Taiwan, South Korea and China.
- 3China weighs allowing ByteDance and Alibaba to buy new Nvidia chipsβChina weighs allowing ByteDance, Alibaba to buy new Nvidia chips, The Information reports
China is considering permitting 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 Beijing's stance on US semiconductor access, with implications for Chinese tech firms' AI ambitions and for Nvidia's business in the Chinese market.
- 4ASML says it currently sells no chipmaking machines in EuropeβASML currently sells no chipmaking machines in Europe, executive says
An ASML executive says the Dutch chipmaking equipment giant currently sells no machines within Europe, despite being the world's leading supplier of lithography systems used to make advanced chips. The remark highlights how little semiconductor manufacturing takes place on the continent, with most customers concentrated in Asia and the United States.
- 5Europe builds chipmaking machines but buys none itselfβLe continent qui fabrique les machines Γ graver les puces nβen achΓ¨te plus une seule. β‘οΈ https://www. actu-alt-plus.com/
A French-language technology commentary highlights a paradox in the semiconductor industry: Europe, home to the world's leading maker of lithography machines used to etch chips, no longer purchases such equipment itself. The discussion, tagged with Europe, France 2030 and industrial policy topics, touches on Europe's weakened position in chip manufacturing despite its dominance in the underlying tooling technology.
- 6ASML warns Europe risks falling behind in chipmakingβASML said it isnβt selling chipmaking machines in Europe, warning the region risks falling behind the US, China and Indi
ASML, the Dutch maker of advanced semiconductor equipment, 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 remarks have drawn attention to Europe's limited domestic chip manufacturing capacity and its dependence on foreign suppliers for advanced lithography technology.
- 7China Weighs Allowing Nvidia Chip Purchases by ByteDance, AlibabaβChina Weighs Allowing Purchases of New Nvidia Chips by ByteDance, Alibaba
Chinese regulators are considering permitting ByteDance and Alibaba to buy Nvidia's newest chips, according to a report by The Information. The move would mark a potential easing of restrictions on advanced US semiconductors for major Chinese tech firms, and is drawing attention given ongoing US-China tensions over export controls and AI computing power.
- 8China may allow Alibaba to buy new Nvidia chipsβChina 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 approval would mark a shift in Beijing's stance on US semiconductor purchases by Chinese tech firms amid ongoing export restrictions and US-China trade tensions. If confirmed, it would give Alibaba access to advanced Nvidia hardware for its cloud and AI operations.
- 9China Weighs Approving Nvidia Chip Purchases By ByteDance And AlibabaβChina Weighs Allowing Purchases Of New Nvidia Chips By Bytedance, Alibaba - The Information
China is considering allowing ByteDance and Alibaba to buy Nvidia's newest chips, according to a report by The Information. The deliberation comes amid ongoing US-China tensions over semiconductor exports, with Washington restricting sales of advanced Nvidia technology to Chinese companies. Any approval would signal a shift in Beijing's stance and could ease pressure on major Chinese AI firms seeking cutting-edge hardware.
- 10China weighs allowing ByteDance, Alibaba to buy new Nvidia chipsβChina weighs allowing ByteDance, Alibaba to buy new Nvidia chips, The Information reports https:// reut.rs/4AAd9VR
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.
- 11US Falls Behind on Memory Chips as Tariffs Add PressureβAmerica Is Behind on Memory Chipsβand Tariffs Threaten to Make Things Harder
The United States lags badly in memory chip production, an area dominated by Asian manufacturers, and new tariffs threaten to worsen the situation. With semiconductors central to AI, defense and consumer electronics, analysts warn that trade barriers could raise costs and slow efforts to build domestic capacity at exactly the moment Washington is trying to catch up.
- 12AMD and Broadcom Split Wall Street on the Next Phase of AI ChipsβAMD and Broadcom Split Wall Street on Who Wins the Next Phase of AI Chips
Wall Street analysts are divided over which of AMD and Broadcom is better positioned to win the next stage of the AI chip market. The two semiconductor companies are pursuing different strategies, and investor sentiment has split accordingly, with bulls and bears disagreeing over which firm will capture more of the rapidly growing demand for artificial intelligence computing hardware.
- 13Chip Stocks Tumble Again, Halting Rebound HopesβINTC, AMD, MU, NVDA: Chip Stocks Tumble Again, Stalling A Nascent Rebound
Shares of major US semiconductor companies, including Intel, AMD, Micron and Nvidia, fell again on Tuesday, halting an early rebound in the sector. The renewed selloff weighed on broader technology sentiment, with investors watching for clarity on demand, valuations and macro conditions before re-entering chip names.
- 14SpaceX Turns Positive in Pre-Market After Falling Below IPO Debut PriceβUS Pre-Market: SpaceX Bucks Trend to Turn Positive After Falling Below IPO Debut Price, Chip Stocksβ Collective Slump Drags Nasdaq Futures Down 2.7%
In US pre-market trading, SpaceX shares reversed early losses and turned positive after dipping below their IPO debut price, moving against a broad market decline. Chip stocks fell collectively, dragging Nasdaq futures down 2.7%. Traders are watching whether the space company's recovery can hold once regular trading begins amid the semiconductor-led selloff.
- 15ASML says it sold 'absolutely nothing' in Europe in 2026βASML says it sold 'absolutely nothing' in Europe in 2026 https://www.tomshardware.com/tech-industry/semiconductors/asml-
ASML, the Dutch maker of the lithography machines essential for advanced chips, says it sold 'absolutely nothing' in Europe in 2026, with its equipment going almost entirely to Asia-based chipmakers. The company is calling on the European Union to help create demand for advanced semiconductor manufacturing on the continent. The remark is drawing attention as Europe pushes to build domestic chip capacity and reduce reliance on Asian supply chains.
- 16Musk and Intel Plan Massive Chip Factory Bigger Than the PentagonβMusk and Intel Are Building a Chip Factory Bigger Than the Pentagon, Apple Park and Mall of America Combined
Elon Musk and Intel are reportedly building a semiconductor factory of unprecedented scale, said to be larger than the Pentagon, Apple Park and the Mall of America combined. The claim, reported by Fortune, highlights the enormous footprint of next-generation chip manufacturing as the US pushes to expand domestic semiconductor production.
- 17Chip Stocks Including Micron and Nvidia Rally PremarketβMU, SNDK, NVDA, AMD: Chip Stocks Gain Premarket, Extending Relief Rallies
Semiconductor shares including Micron, SanDisk, Nvidia and AMD gained in premarket trading, extending recent relief rallies across the chip sector. Investors are watching whether the rebound can hold amid ongoing volatility around AI demand, valuations and macro conditions. Traders on social platforms flagged the broad move, noting strength across memory and GPU names rather than a single-stock story.
- 18India's tech renaissance: space, chips and AI under ModiβThe Tech-led Renaissance: Space, semiconductors and AI in PM Narendra Modiβs India
Commentary highlights India's push under Prime Minister Narendra Modi to build a technology-led economy, pointing to advances in space exploration, semiconductor manufacturing and artificial intelligence. The piece frames these sectors as central to India's ambition to become a global technology power, arguing that policy support and investment are driving what it calls a tech-led renaissance in the country.
- 19Huawei Unveils Two Advanced AI Chips Planned For 2027βNVDA Stock In Focus As Huawei Announces 2 Advanced AI Chips For 2027
Huawei has announced plans for two advanced AI chips targeted for 2027, drawing attention to Nvidia stock as investors weigh potential competition in the AI semiconductor market. Traders are watching how the Chinese chipmaker's roadmap could affect demand for Nvidia's processors, which currently dominate AI computing.
- 20GlobalFoundries expands in China on optical module demandβGlobalFoundries reports strong demand for Chinese optical modules as data centre construction accelerates. The US contra
US contract chipmaker GlobalFoundries says demand for Chinese optical modules is strengthening as data centre construction accelerates. The company is expanding its footprint in China to serve domestic clients, despite ongoing US-China technology restrictions. Analysts see the move as a sign that semiconductor supply chains remain tied to Chinese infrastructure growth even amid tightening export controls.
- 21Thieves steal 18 tons of sand in hunt for Nvidia AI chipsβHunting Nvidia AI chips, thieves make off with 18 tons of sand
Thieves made off with 18 tons of sand in what reports describe as a hunt for Nvidia AI chips, since high-grade sand is a raw material used in semiconductor manufacturing. The unusual heist highlights how demand for AI hardware has put pressure on supply chains down to basic materials, with commentators noting the lengths to which those seeking chip-related resources will go.
- 22Marvell Stock Rises Overnight on Google Custom AI Chip TalksβMarvell Stock Jumps Overnight On Buzz Of Custom Google AI Chip Talks: Retail Bulls Cheer Loudly
Marvell Technology shares climbed in overnight trading amid reports that the chipmaker is in talks with Google over a custom artificial intelligence chip. Retail investors reacted enthusiastically, with bullish commentary driving sentiment around the semiconductor company. The potential deal would add Marvell to the list of firms helping tech giants design their own AI silicon.
- 23SteamOS 3.8.28 Fixes VRAM Bug, Adds ARM SupportβSteamOS 3.8.28 Fixes VRAM Bug, Preps ARM Chips [2026]
Valve has released SteamOS 3.8.28, an update for its Linux-based gaming operating system that resolves a VRAM-related bug affecting performance on supported devices. The release also lays groundwork for running SteamOS on ARM-based processors, hinting at future hardware beyond the x86 ecosystem. Gamers are watching closely for signs of expanded device support.