China's Cambricon Reported to Plan to Triple AI Chip Output in 2026, Targeting Nvidia's Market Share

ByteDance currently accounts for more than half of Cambricon's orders, and the company is positioned to win business from Alibaba in coming years, according to the report.

Nvidia CEO Huang Discusses Chip Export Restrictions with Trump, Expresses Doubt on China's H200 Acceptance

When asked whether Chinese authorities would allow domestic companies to purchase the H200 chips, Huang said: "We don't know. We have no clue. We can't degrade chips that we sell to China, they won't accept that."

Nvidia Lobbying Close to Winning as U.S. Lawmakers Said to Reject AI Chip Curbs in Upcoming Bill

The so-called GAIN AI Act would have required chipmakers, including Nvidia and AMD, to give American customers priority access to powerful AI chips before selling to China and other arms-embargoed countries.

Intel Stock Soars 10% after Reliable Analyst Sees Delivery of Apple's Mac Chips in 2027

Ming-Chi Kuo said industry surveys indicate that "visibility on Intel becoming an advanced-node supplier to Apple has recently improved significantly."

Nexperia Urges Chinese Units to Resume Cooperation After Government Takeover Disrupts Supply Chain

Top Chinese Tech Firms Train AI Models Abroad to Bypass U.S. Restrictions

Nvidia Highlights "A Generation Ahead" in AI Chip Industry as Google Challenge Intensifies

Nvidia's statement came after shares fell as much as 7% on a report indicating Meta may spend billions of dollars on Google's TPUs for its data centers in 2027.

Nvidia Stock Tumbles Up to 7% on Report Signaling Google's Successful Comeback in AI Race

Google is intensifying efforts to compete directly with Nvidia by pitching customers on using TPUs in their own data centers, and Meta is currently in talks with Google about spending billions of dollars to use TPUs in its data centers in 2027, according to the report.

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.