Semiconductor News & Analysis Feed
889 articles
2026-06-01
www.digitimes.com
2026-06-01
digitimes
The global semiconductor industry is at an inflection point, split between those who can still shrink transistors and those who can no longer do so. US export controls and the denial of EUV lithography equipment have effectively capped China's front-end chip...
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2026-06-01
www.digitimes.com
2026-06-01
digitimes
The US Commerce Department has moved to close a potential export-control loophole that may have allowed Chinese technology companies to obtain advanced AI chips, including Nvidia's Blackwell processors, through subsidiaries outside China, according to...
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2026-06-01
www.digitimes.com
2026-06-01
digitimes
Huawei's Tau Law is being framed in China as a new semiconductor principle, but its strategic value may lie beyond catching TSMC in process nodes. The real question is whether Huawei can combine LogicFolding, optical interconnects, and system-level scaling to...
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2026-06-01
www.digitimes.com
2026-06-01
digitimes
Huawei's Tau Law is being framed in China as a new semiconductor principle, but its strategic value may lie beyond catching TSMC in process nodes. The real question is whether Huawei can combine LogicFolding, optical interconnects, and system-level scaling to...
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2026-06-01
www.tradingview.com
2026-06-01
TradingView
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2026-06-01
www.benzinga.com
2026-06-01
Benzinga
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2026-06-01
www.aljazeera.com
2026-06-01
Al Jazeera
Department of Commerce issues guidance on chip restrictions amid concerns about loopholes in export control regime.
The United States has issued a notice affirming its restrictions on shipments of semiconductors to subsidiaries of Chinese companies located outside China amid concerns about loopholes in Washington’s export control regime.
The Department of Commerce said in the guidance issued on
2026-06-01
www.ft.com
2026-06-01
Financial Times
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2026-06-01
www.scmp.com
2026-06-01
South China Morning Post
Semiconductors
TechTech Trends
Beyond Nvidia: how US export curbs are forcing China to redesign its AI chip industry
China’s tech giants are pursuing ASICs, a type of custom chip, over generic GPUs dominated by American giants like Nvidia
4-MIN READ
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Ann Caoin Shanghai
Published: 10:00am, 1 Jun 2026
Under the weight of sustained US export controls on advanced semiconductors, China’s AI chipmak
2026-06-01
www.scmp.com
2026-06-01
South China Morning Post
Semiconductors
TechTech Trends
Beyond Nvidia: how US export curbs are forcing China to redesign its AI chip industry
China’s tech giants are pursuing ASICs, a type of custom chip, over generic GPUs dominated by American giants like Nvidia
4-MIN READ
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Ann Caoin Shanghai
Published: 10:00am, 1 Jun 2026
Under the weight of sustained US export controls on advanced semiconductors, China’s AI
2026-06-01
www.digitaltoday.co.kr
2026-06-01
디지털투데이
AI & Enterprise
Nvidia H200 GPU rental rates fall 40 percent in three weeks, raising questions over AI chip scarcity
AI Summary
Nvidia's H200 GPU rental prices have fallen about 40 percent over the past three weeks, a move seen as a possible sign that years-long GPU shortages are easing. The decline is linked to demand shifting to Nvidia's newer Blackwell series, while supply of older Hopper chip
2026-06-01
letsdatascience.com
2026-06-01
Let's Data Science
POLICY & REGULATION
export controls
nvidia
semiconductors
china
U.S. Tightens Controls on Nvidia AI Chip Exports
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June 1, 2026
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Photo: michaelwest.com.au · rights & takedowns
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The U.S. Department of Commerce posted weekend guidance clarifying that export license requirements for advanced AI semiconductors apply to entities headquartered in China eve
2026-06-01
www.investing.com
2026-06-01
Investing.com
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2026-06-01
www.reuters.com
2026-06-01
Reuters
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2026-06-01
www.detroitnews.com
2026-06-01
The Detroit News
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Trump approves Nvidia H200 AI chip exports to China with 25% fee
Trump allows Nvidia H200 AI chips to be sold to China with a 25% import tax after meeting CEO Jensen Huang.
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2026-06-01
beincrypto.com
2026-06-01
BeInCrypto
Nvidia (NVDA) and AMD shares are set to face renewed pressure when US markets open Monday. Weekend guidance from the Bureau of Industry and Security (BIS) extends license rules to advanced AI chips sold to Chinese-owned firms abroad.
The Trump administration left a year-long enforcement gap after rescinding the Biden-era AI Diffusion Rule last May. Industry sources say hundreds of thousands of ad
2026-06-01
www.japantimes.co.jp
2026-06-01
The Japan Times
The U.S. Department of Commerce on Sunday moved to close a year-old potential loophole it had created that may have led companies to export the world’s most advanced chips — like Nvidia’s most sophisticated Rubin and Blackwell processors, as well as AMD’s MI350x — to Chinese entities located outside China.
The unexpected guidance suggests the United States’ best AI chips may have been making
2026-06-01
www.scmp.com
2026-06-01
South China Morning Post
US-China relations
WorldUnited States & Canada
US takes step to halt Nvidia AI chip shipments to Chinese overseas subsidiaries
Surprise move suggests US chips may have been making their way to the subsidiaries of Chinese firms based in places such as Malaysia
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Reuters
Published: 5:46am, 1 Jun 2026Updated: 7:24am, 1 Jun 2026
The US Department of Commerce on Sunday moved to clo
2026-06-01
www.cnbc.com
2026-06-01
CNBC
The U.S. Department of Commerce on Sunday moved to close a year-old potential loophole it had created that may have led companies to export the world's most advanced chips — like Nvidia's
most sophisticated Rubin and Blackwell processors, as well as AMD's
MI350x — to Chinese entities located outside China.
The unexpected guidance suggests that the United States' best AI chips may have been maki
2026-06-01
www.benzinga.com
2026-06-01
Benzinga
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