China’s rapid advances in artificial intelligence are intensifying debate over the future balance of power in global technology, with analysts warning that US dominance in advanced AI may face its most serious challenge yet. Economists and market strategists have described a growing technology
Nvidia shares edged lower by 1.8% to 186.64 dollars as investors weighed renewed discussion in Washington over allowing exports of older generation artificial intelligence chips to China. The modest pullback follows a strong multi week recovery that pushed the stock back toward the
A sharp and sustained surge in global memory prices is putting mounting strain on China’s electronics manufacturers, as companies grapple with rising production costs across smartphones, broadband equipment and other consumer devices. Industry data shows that memory components commonly used in mass market
Lenovo Group has warned that persistent pressure in the global memory chip market is likely to weigh on the technology sector for longer than many companies had expected, after the world’s largest personal computer maker reported a sharp drop in quarterly profit. The
A bipartisan group of US lawmakers is pressing the administration to tighten export controls on semiconductor manufacturing equipment destined for China, arguing that existing restrictions leave critical gaps that could undermine national security. The push reflects growing concern in Washington that Beijing continues
Shanghai has sharply increased financial support for its semiconductor industry, signaling a renewed push by China to strengthen domestic chip capabilities amid prolonged technology tensions with the United States and its allies. The expansion highlights how local governments are playing a growing role
US officials have made clear that Nvidia will need to operate within strict licensing limits when selling advanced artificial intelligence chips to China, reinforcing Washington’s cautious approach to sensitive technology exports even as broader trade talks continue. The message underscores how national security
Taiwan has firmly rejected suggestions that nearly half of its semiconductor manufacturing capacity could be relocated to the United States, underscoring the depth and complexity of an industry ecosystem that officials say cannot simply be transplanted overseas. The response follows renewed calls from
China has conditionally approved leading artificial intelligence startup DeepSeek to move forward with the purchase of Nvidia’s H200 chips, marking a notable shift in Beijing’s approach to high end foreign semiconductors. The approval comes after weeks of internal review and applies under regulatory
Global demand for semiconductor manufacturing equipment remained strong in 2025, but China is no longer the growth engine it once was for Europe’s largest chipmaking tools supplier. After a year of double digit sales growth, ASML signaled that its already declining exposure to
