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- 1ASML 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.
- 2China 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.
- 3ASML warns Europe risks falling behind in chipsβΌASML 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.
- 4Samsung to more than double HBM4 memory outputβSamsung is expected to more than double output of its HBM4 and HBM4E DRAM
Samsung plans to more than double production of its HBM4 and HBM4E high-bandwidth memory DRAM next year, according to industry sources cited by South Korean outlet Sedaily. The expansion targets booming demand from AI chip makers, as Samsung races rivals like SK hynix to supply next-generation memory for processors from Nvidia and other customers.
- 5China 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.
- 6China 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.
- 7China 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.
- 8ASML 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.
- 9US Falls Behind on Memory Chips as Tariffs Add PressureβΌAmerica 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.
- 10ASML 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.
- 11US chip controls sidelined at Xi-Trump summitβΌWhy US chip controls took a back seat at the Xi-Trump summit
Reports say US export controls on advanced semiconductors were largely absent from the agenda when Donald Trump met Xi Jinping at their summit, despite chips being a central point of friction between Washington and Beijing. Analysts suggest both leaders prioritised broader trade truce issues, leaving technology restrictions unresolved and questions about future curbs open.
- 12China 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.
- 13Trump pivots from CHIPS Act funds to tariff pressureβTrump targets unallocated CHIPS Act funds,pivoting to tariffs. TSMC kept its $6.6B grant,but tariff threats raised its U
Donald Trump is moving to repurpose unallocated CHIPS Act funds, favoring tariffs over direct subsidies to push chipmaking back to the US. TSMC retained its $6.6 billion grant, but tariff threats pushed its American investment pledge from $65 billion to over $165 billion. Analysts note the approach shifts reshoring costs onto private capital and that tariffs build manufacturing capacity far more slowly than direct subsidies would.
- 14Chip Stocks Tumble Again, Halting Rebound HopesβΌINTC, 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.
- 15Chip-led growth in Korea hits weak demand, oil headwindsβΌChip-driven growth faces headwinds from weak domestic demand, high oil prices
South Korea's export economy, powered largely by semiconductor sales, is confronting renewed pressure as domestic consumption stays sluggish and elevated oil prices weigh on costs. Analysts point to a reliance on chip demand alone to carry growth, warning that the recovery remains narrow and vulnerable to energy shocks and weak household spending.
- 16ASML 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.
- 17SpaceX Turns Positive in Pre-Market After Falling Below IPO Debut PriceβΌUS 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.
- 18Musk and Intel Plan Massive Chip Factory Bigger Than the PentagonβΌMusk 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.
- 19Data-center AI chip market seen reaching $860 billion by 2030βΌData-center AI chip market seen at $860 bln by 2030
The global data-center AI chip market is projected to reach $860 billion by 2030, underscoring the scale of investment expected in semiconductors that power artificial intelligence services. Analysts point to surging demand for processors used to train and run AI models as cloud providers and tech firms expand their infrastructure. The forecast highlights semiconductors as one of the fastest-growing segments of the technology industry this decade.
- 20Huawei Unveils Two Advanced AI Chips Planned For 2027βΌNVDA 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.
- 21Chip Stocks Including Micron and Nvidia Rally PremarketβΌMU, 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.
- 22India's tech renaissance: space, chips and AI under ModiβΌThe 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.
- 23China's Moonshot Reportedly Seeks More Nvidia Blackwell ChipsβΌChina's Moonshot Reportedly Seeks Access To More NVDA Blackwell Chips A Week After Trump Official Flagged Export Control Breach
Moonshot AI, the Chinese artificial intelligence firm behind the Kimi models, is reportedly seeking access to additional Nvidia Blackwell chips. The report comes roughly a week after a Trump administration official flagged a potential breach of US export controls on advanced semiconductors. The case highlights ongoing tension between Washington's restrictions on cutting-edge chip exports to China and Chinese AI companies' demand for leading-edge hardware to train their models.
- 24Thieves steal 18 tons of sand in hunt for Nvidia AI chipsβΌHunting 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.
- 25GlobalFoundries 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.
- 26
Commentary is highlighting India's push to establish itself as a major player in the global semiconductor industry. The discussion centres on the country's efforts to build chip manufacturing capacity and attract investment as nations worldwide compete to secure semiconductor supply chains. Observers are weighing whether India can translate its ambitions into a genuine foothold in an industry long dominated by East Asia and the United States.
- 27Broadcom raises AI sales forecast despite steep share slideβΌBroadcom raises AI sales forecast as stock lingers 29% below its high
Broadcom has raised its sales forecast for AI-related chips, a sign that demand for artificial intelligence semiconductors remains strong. The company's stock, however, continues to trade roughly 29% below its all-time high, reflecting investor caution about the broader AI trade and semiconductor valuations despite the upgraded outlook.
- 28SK hynix weighs US memory chip productionβΌSK hynix considers memory chip production in the US β Korea Herald
SK hynix is considering producing memory chips in the United States, according to the Korea Herald. The South Korean chipmaker, a leading supplier of HBM and DRAM to companies like Nvidia, has so far concentrated manufacturing in Korea and China. A US move would align with Washington's push to bring advanced semiconductor production onshore through incentives and tariffs, though the company has reportedly not made a final decision.
- 29South Korea tax windfall may top 50 trillion won on chip boomβSouth Korea tax windfall could top 50 trillion won on chip boom - Yonhap
South Korea could collect more than 50 trillion won in extra tax revenue thanks to a surge in semiconductor exports, according to a Yonhap report carried by Yahoo Finance UK. The chip boom is lifting corporate profits and, with them, government receipts. The figure would give Seoul additional fiscal room at a time of budget pressure.
- 30Marvell Stock Rises Overnight on Google Custom AI Chip TalksβΌMarvell 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.
- 31AMD, Marvell, Micron Shares Hit 52-Week HighsβΌAMD, MRVL, MU Stocks Hit 52-Week Highs: What Drove The Chip Stocks Higher?
Shares of chipmakers AMD, Marvell Technology and Micron have each climbed to 52-week highs, drawing attention to what is powering the semiconductor rally. Investors are weighing drivers such as strong demand tied to artificial intelligence computing and improving memory pricing. Traders are debating whether the momentum in chip stocks can continue or if valuations are running ahead of fundamentals.
- 32Bruker Bets on AI Demand for Q4 Revenue ReboundβBruker Sees AI-Fueled Semiconductor Demand, Targets Critical Q4 Revenue Rebound
Bruker is targeting a revenue rebound in the fourth quarter, citing growing demand from the semiconductor industry driven by artificial intelligence. The scientific instruments maker says AI-related chipmaking is boosting orders, and a strong Q4 is seen as critical to recovering its financial performance for the year.
- 33Taiwan chip industry's lucky snack faces strike-driven production haltβTaiwan's chip talisman snack faces production halt after 94% strike vote β snacks are seen as a good luck charm in the computing industry, but workers demand share of $176 million factory sale to ASE
Workers at the Taiwanese factory producing a snack widely used as a good-luck charm in the chip industry have voted 94% in favor of a strike, threatening production. The dispute centers on employees demanding a share of a $176 million factory sale to ASE. A halt would disrupt supply of a product that has become symbolic in semiconductor workplaces.
- 34
Engineers have developed a new semiconductor that can be programmed using light and then erased, allowing its properties to be rewritten repeatedly. The advance could pave the way for reconfigurable electronic devices whose functions are changed optically rather than through fixed manufacturing. Coverage is highlighting it as a notable step in flexible, light-controlled materials for future electronics.
- 35Micron's $100 Billion Syracuse Factory Bet ExaminedβHow Big Is Micron Technology (MU) $100 Billion Syracuse Factory Bet?
Micron Technology's plan to invest roughly $100 billion in a chip factory complex near Syracuse, New York is drawing renewed attention, with coverage focusing on just how large the memory-making project will be. The bet is being framed as one of the biggest US semiconductor investments, with discussion centered on its scale, jobs, and impact on the region.
- 36TSMC shares slip as CEO warns AI chip shortage will persistβTSM Stock Slips Premarket Today β CEO Reportedly Says AI Chip Shortage Isnβt Ending Anytime Soon
Taiwan Semiconductor Manufacturing Company shares traded lower in premarket activity on Thursday after the company's chief executive reportedly said the shortage of AI chips will not ease anytime soon. The comments come as demand for advanced chips used in artificial intelligence continues to outstrip supply, keeping investors focused on how long capacity constraints will last.
- 37SteamOS 3.8.28 Fixes VRAM Bug, Adds ARM SupportβΌSteamOS 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.
- 38Chip Stocks Slide as Investors Seek Safety on Iran TensionsβNVDA, MRVL, SNDK, SKHY, And Other Chip Stocks Slide: Analyst Says Investors Are Rotating To Safety Amid Iran War Tensions
Shares of major semiconductor companies including Nvidia, Marvell, SanDisk and SKHY fell as an analyst said investors are rotating out of riskier tech holdings into safer assets. The move is being attributed to escalating war tensions involving Iran, which has prompted a broader flight to safety across markets and weighed on high-valuation chip stocks.
- 39Memory Chip Stocks Rally as U.S.-Iran Strikes HaltβMU, SNDK, SKHY, DRAM: Memory Chip Stocks Surge In Relief Rally As U.S.-Iran Reportedly Halt Strikes
Memory chip stocks including Micron (MU), SanDisk (SNDK) and SK hynix-linked names surged in a broad relief rally after reports that the United States and Iran have halted strikes. Investors read the de-escalation as a signal to buy back into risk assets, with semiconductor and memory names among the standout gainers as geopolitical tensions ease.
- 40AMD Slips as Retail Traders Call Chip Rally ExhaustedβAMD Stock Slips Despite Wave Of Price Target Hikes β Retail Traders Say Chip Rally Is 'Starting To Look Exhausted'
AMD shares edged lower even as several analysts raised their price targets on the chipmaker. Retail traders are pushing back against the bullish calls, arguing the semiconductor rally is 'starting to look exhausted' after a strong run-up. The split between Wall Street optimism and investor caution is fueling debate over whether the sector's momentum can continue.