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10 articles
Nvidia's H200 chip export deal to China remains stalled despite hopes raised by the Trump-Xi summit, with no shipments occurring since December 2025. The U.S. government continues to review export controls amid ongoing diplomatic and strategic tensions.
This article explains how U.S. export controls and geopolitical tensions are reshaping the global semiconductor industry, with a focus on chip diplomacy and technology sovereignty.
The Turnberry Agreement, signed between the U.S. and EU in Scotland, is facing renewed scrutiny as Trump's administration considers breaking the deal, particularly over automotive tariffs and semiconductors.
This explainer article explains how semiconductors work, why they're important for AI, and how rising semiconductor costs affected Ericsson's profits.
Italy's 2D Photonics subsidiary CamGraPhIC has secured €211 million in EU-backed funding to industrialize graphene-based optical chips and build a pilot manufacturing line near Milan.
China is reportedly targeting Taiwan's semiconductor talent and technology to circumvent international restrictions and strengthen its own tech capabilities, according to a Taiwan security report.
Intel is making a strategic pivot into advanced chip packaging technologies to capitalize on the AI boom, a move that could yield massive returns.
Deepseek v4 is set to launch exclusively on Huawei chips, marking a major step in China's push for AI independence and excluding Nvidia from early testing.
Arm has entered the AI chip market with new hardware designed to accelerate machine learning workloads, securing early customers including Meta, OpenAI, Cerebras, and Cloudflare.
Nvidia reported record quarterly earnings while significantly increasing capital expenditure investments, driven by exponential demand for AI tokens. CEO Jensen Huang highlighted the surge in AI-related demand as the company continues to scale production capacity.
