Lenovo Flags Extended Memory Chip Pressure as AI PCs Anchor Recovery Strategy

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

US Lawmakers Seek Broader Export Controls to Limit China’s Access to Advanced Chipmaking Equipment

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 Expands Chip Investment Fund as China Accelerates Semiconductor Self Sufficiency

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 Signals Firm Guardrails for Nvidia AI Chip Sales to China Amid Trade Sensitivities

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 pushes back on US calls for major chip shift, says moving 40 percent of capacity is unrealistic

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 Clears Path for DeepSeek Nvidia Chip Purchase

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

ASML Flags Slowing China Demand Under Sanctions Pressure

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

Alibaba Steps Up AI Chip Challenge to Nvidia

Alibaba has unveiled detailed specifications of a new artificial intelligence chip designed to compete with advanced graphics processors from US leader Nvidia, highlighting China’s push to build domestic alternatives in critical computing technologies. The chip, developed by Alibaba’s semiconductor arm T-Head, is positioned

Texas Instruments Signals Broader Chip Recovery Into 2026

Texas Instruments has signaled that the global semiconductor market recovery is extending into 2026, supported by sustained demand from data centers, industrial customers and automotive manufacturers. The US based chipmaker reported higher year on year revenue in the final quarter of 2025, reflecting

China Clears Nvidia H200 Imports for Major Tech Firms

China has begun clearing imports of Nvidia’s H200 graphics processing units, easing months of uncertainty for the country’s largest technology companies as demand for advanced artificial intelligence computing capacity continues to rise. The approvals mark a notable development in Beijing’s management of high