Semiconductor News & Analysis Feed
843 articles
2026-06-14
tomshardware.com
2026-06-14
Luke James
David Sacks said the US government warned Anthropic that Claude Fable 5 had been jailbroken and that CEO Dario Amodei refused to fix the flaw.
2026-06-14
finance.yahoo.com
2026-06-14
Yahoo Finance
Nvidia Taps Veteran Lobbyist To Help Navigate Washington's China Chip Curbs
Nvidia Taps Veteran Lobbyist To Help Navigate Washington's China Chip Curbs
Ananya Gairola
Sun, June 14, 2026 at 3:01 AM PDT 5 min read
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2026-06-14
simplywall.st
2026-06-14
simplywall.st
Germany/Semiconductors/XTRA:IFX
Infineon Technologies (XTRA:IFX) Stock After China GaN Sales Ban A Fresh Look At Valuation
June 14, 2026
Simply Wall St
Infineon Technologies (XTRA:IFX) is under fresh scrutiny after China’s Supreme People’s Court upheld a sales injunction on its Gallium Nitride products in mainland China, ending a key patent dispute with Innoscience.
See our latest analysis for I
2026-06-14
macaubusiness.com
2026-06-14
Macau Business
SUZHOU, China, June 13, 2026 /PRNewswire/ — In a landmark decision for the global semiconductor industry, the Supreme People’s Court of China has officially issued a final review decision sustaining a sales injunction against Infineon Technologies. The ruling means that effective immediately, Infineon is prohibited from selling its relevant Gallium Nitride (GaN) products within mainland China, mar
2026-06-14
digitimes.com
2026-06-14
The global power semiconductor supply chain is undergoing another reshuffling, after Chinese chipmaker Nexperia triggered disruptions in 2025 and, more recently, China's Yangjie Technology was added to the European Union sanctions list.
2026-06-14
tradersunion.com
2026-06-14
Traders Union
Bill Gurley points out that discussions on AI chips in China often focus solely on Huawei, overlooking a broader ecosystem. He emphasizes that, similar to the U.S. having companies like Cerebras, Google TPU, Amazon Tanium, and AMD, China boasts a significant range of AI chip competitors. Gurley highlights Cambricon as an example, noting its $40 billion market cap and public listing.
2026-06-13
www.manilatimes.net
2026-06-13
The Manila Times
SUZHOU, China, June 13, 2026 /PRNewswire/ -- In a landmark decision for the global semiconductor industry, the Supreme People's Court of China has officially issued a final review decision sustaining a sales injunction against Infineon Technologies. The ruling means that effective immediately, Infineon is prohibited from selling its relevant Gallium Nitride (GaN) products within mainland China, ma
2026-06-13
zamin.uz
2026-06-13
Zamin.uz
Infineon GaN chips banned in China
11:28 / 13.06.2026
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Technology
The Supreme People's Court of China has upheld the ruling of the Suzhou Intermediate People's Court. According to the decision, Infineon Technologies is officially prohibited from selling, importing, and advertising gallium nitride (GaN)-based products within China. The company's appeal was rejected, and the previous court or
2026-06-13
news.google.com
2026-06-13
digitimes
2026-06-13
digitimes.com
2026-06-13
Nvidia has begun telling Chinese clients that its new Vera central processing unit (CPU) could be available as soon as August and that they can start placing orders, Reutersreported, citing three people familiar with the matter.
2026-06-13
digitimes.com
2026-06-13
During a panel discussion between executives and research experts from Bosch, Infineon, Rohm Semiconductor, Nexperia, Wolfspeed, and Omdia at PCIM Europe 2026, one reality was made clear: frictionless, globalized chip manufacturing is ending. While the conversation reflected industry enthusiasm for new applications such as AI servers and industrial motor drives, it was tempered by macroeconomic re
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
NVIDIA’s China Vera CPU Launch Tests AI Growth And Valuation Story
Simply Wall St
Fri, June 12, 2026 at 3:14 PM PDT 3 min read
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NVIDIA (NasdaqGS:NVDA) has introduced its Vera CPU to the Chinese market,
2026-06-13
tomshardware.com
2026-06-13
Luke James
Nvidia has told Chinese clients that its Arm-based Vera server CPUs could be available as soon as August.
2026-06-13
www.tomshardware.com
2026-06-13
Tom's Hardware
PC Components CPUs
Nvidia preps to sell its Vera CPUs into China as its GPU sales stay frozen — customers encouraged to place orders for CPU shipments as early as August
News
By Luke James published 4 hours ago
Chinese cloud firms are reportedly testing more than 300 Vera servers overseas.
(Image credit: Getty / Patrick T Fallon)
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2026-06-12
www.moomoo.com
2026-06-12
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2026-06-12
www.scmp.com
2026-06-12
South China Morning Post
Semiconductors
Tech
China’s Nvidia challenger MetaX eyes Hong Kong share sale to fund AI ambitions
Shanghai-listed AI chipmaker plans H-share sale to fund next-generation GPU development, supply-chain investment and global expansion
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Wency Chenin Shanghai
Published: 9:44pm, 12 Jun 2026
MetaX, a Shanghai-based graphics processing unit (GPU) design
2026-06-12
www.tradingview.com
2026-06-12
TradingView
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GuruFocus
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Nvidia Stock Fans Just Got Good News From China
Nvidia Stock Fans Just Got Good News From China
Less than 1 min read
NVDA
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Nvidia
NVDA
has begun telling Chinese customers they can place orders for its new Vera central processors, with shipments potentially starting in August, as the company looks for another route into a market constrained by U.S. export rules.
One maj
2026-06-12
www.tradingview.com
2026-06-12
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GuruFocus
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Nvidia Opens Another AI Chip Door in China
Nvidia Opens Another AI Chip Door in China
Less than 1 min read
NVDA
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Nvidia
NVDA
is pitching its new Vera CPUs to Chinese customers, opening a fresh path into the market as U.S. export controls continue to complicate GPU sales.
Reuters reported that Nvidia has told clients in China they may be able to start placing Vera order
2026-06-12
www.gurufocus.com
2026-06-12
GuruFocus
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2026-06-12
www.scmp.com
2026-06-12
South China Morning Post
Semiconductors
TechBig Tech
China’s chip design software firms back Huawei’s new scaling law. But can they catch US rivals?
Domestic chip design software vendors embrace Huawei’s Tau Scaling Law, but analysts caution that breaking US dominance is far from easy
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Ann Caoin Shanghai
Published: 6:54pm, 12 Jun 2026Updated: 7:00pm, 12 Jun 2026
China’s c