ASML Denies Claim It Offered to Share China Client Data as Geopolitics Tighten Grip on Chip Supply Chain

ASML is not a typical tech company. It is a hyper-globalized engineering conglomerate whose machines incorporate more than 100,000 precision components from roughly 5,000 suppliers in the United States, Japan, Germany and elsewhere. Its position in the semiconductor ecosystem is so singular that governments treat it as a strategic asset.

Lutnick Says Trump to Decide on Nvidia's Sales of Advanced Chips to China

The U.S. Commerce Secretary's comments follow reports on Friday said U.S. officials are in early discussions on whether Nvidia can sell its H200 AI chips to China.

China’s Wingtech Urges Nexperia’s Dutch Team to Resolve Control Dispute

Trump Admin. Reported to Weigh Easing Curbs, Allowing Nvidia to Sell H200 Chips to China

The H200 is estimated to be twice as powerful as Nvidia's H20 chip, currently the most advanced AI semiconductor legally exportable to China.

White House Said to Press Congress to Block a Bill Curbing AI Chips Exports

The White House stance deals a blow to Microsoft and Amazon, which were last week reported to back the legislation because it would preserve their hardware access over Chinese rivals while easing shipments of advanced AI chips to U.S.-owned data centers in regions like Saudi Arabia.

U.S. Reported to Greenlight Exports of Advanced AI Chips to Middle East

The approvals reportedly allow U.S. companies to sell up to 35,000 of Nvidia Corp.'s GB300 servers or their equivalents to both G42, a state-run AI company based in Abu Dhabi, and Humain, a Saudi government-backed AI venture.

Dutch Minister Says Intervention in Nexperia Temporarily Suspended

SMIC Flags Q4 Guidance Drop Amid Seasonal and Mobile Market Fluctuations

China says it has held multiple talks with Netherlands on Nexperia semiconductor issue

AMD Stock Jumps 9% after Accelerating Sales Outlook and Strategy to Lead $1 Trillion AI Datacenter Market Unveiled

AMD aims to drive AI data center revenue compound annual growth rate of more than 80% and expects to grab a "double-digit" share of the AI data center market within the next three to five years.