Semiconductor News & Analysis Feed
21 articles
2026-07-10
www.bloomberg.com
2026-07-10
Bloomberg.com
2026-07-09
digitimes.com
2026-07-09
China's rumored tentative plan to allow a handful of its largest artificial intelligence (AI) companies to purchase a small number of Nvidia H200 chips has implications that extend well beyond a single procurement decision. The plan is possibly, though not only, for the shifting balance between US export leverage and Beijing's push to reduce its dependence on foreign silicon.
2026-07-08
finance.yahoo.com
2026-07-08
Yahoo Finance
Nvidia and AMD Face China Chip Pressure
Moz Farooque ACCA
Tue, July 7, 2026 at 12:16 PM PDT 1 min read
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This article first appeared on GuruFocus.
Nvidia (NASDAQ:NVDA) and AMD (NASDAQ:AMD) face growing pressure in China as local companies shift more AI chip spending toward domestic supp
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Apple’s Rumored China Chip Deal Could Blow a Hole in Micron and Trap the US for Years
Omor Ibne Ehsan
Thu, July 2, 2026 at 6:13 AM PDT 4 min read
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Apple is reportedly targeting Chinese fab CXMT for LPDDR5X memory, threatening Micron's $12 billion mobile segment despite its 85% gross ma
2026-07-02
247wallst.com
2026-07-02
24/7 Wall St.
The story rippling through memory stocks this week began on CNBC’s Fast Money on June 29, where the panel dug into a report that Apple is trying to source memory chips from Chinese manufacturer CXMT. The company Apple (NASDAQ:AAPL | AAPL Price Prediction) wants to buy from is not yet on the US entity list, unlike YMTC, which already is.
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2026-07-01
247wallst.com
2026-07-01
24/7 Wall St.
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2026-07-01
www.bloomberg.com
2026-07-01
Bloomberg.com
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2026-06-19
digitimes.com
2026-06-19
China's semiconductor supply chain is showing fresh signs of pricing strain, with microcontroller unit (MCU) makers and passive component suppliers facing rising costs, tighter capacity, and surging demand from AI servers.
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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Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below.
Nvidia Corp. ha
2026-06-12
www.scmp.com
2026-06-12
South China Morning Post
China-Latin America relations
China
Nvidia denies Latin America role in chip smuggling as US-China AI rivalry reaches Brazil
Suspicious bulk orders from unfamiliar countries are screened out, Nvidia’s regional chief says, as Chinese capital courts Brazil
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Igor Patrickin Rio de Janeiro
Published: 2:09am, 12 Jun 2026Updated: 2:17am, 12 Jun 2026
Nvi
2026-06-09
qz.com
2026-06-09
qz.com
POLITICS & GOVERNMENT
Jensen Huang turned down a Senate request to testify on Nvidia's China chip sales
Warren said Huang should have time to answer questions from Congress if he could attend a Mar-a-Lago dinner and fly to meet President Xi
By
Cris Tolomia
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Published 14 minutes ago
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Harun Ozalp / Anadolu
2026-06-05
qz.com
2026-06-05
qz.com
POLITICS & GOVERNMENT
Elizabeth Warren wants Jensen Huang to testify on Nvidia's chip sales to China
Warren invited the Nvidia CEO to appear before the Senate Banking Committee on June 11 to answer questions about export controls and China business
By
Colleen Cabili
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2026-06-05
qz.com
2026-06-05
qz.com
POLITICS & GOVERNMENT
Elizabeth Warren wants Jensen Huang to testify on Nvidia's chip sales to China
Warren invited the Nvidia CEO to appear before the Senate Banking Committee on June 11 to answer questions about export controls and China business
By
Colleen Cabili
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Jemal Countess /
2026-05-26
www.techtimes.com
2026-05-26
Tech Times
By Adrian Parham
Published: May 26 2026, 10:13 AM EDT
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Lei Jun, co-founder and CEO of Xiaomi, speaks during the launching of Xiaomi's XRING O1 chipset, mobile phone 15S Pro and Pad 7 Ultra in Beijing on May 22, 2025. ADEK BERRY/AFP VIA GETTY IMAGES
Seven years into Washington's semiconductor ex
2026-05-26
news.futunn.com
2026-05-26
富途牛牛
Unity Software(U.US) reported fourth-quarter financial results after the market close on Monday. Here's a rundown of the report.Q4 Earnings: Unity said fourth-quarter revenue increased 35% year-over-year to $609 million, beating the consensus estimate of $562.71 million. The company reported a quarterly loss of 66 cents per share.
Due to copyright issues, news from Dow Jones is temporarily unavai
2026-05-20
www.investing.com
2026-05-20
Investing.com
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2026-05-19
www.msn.com
2026-05-19
MSN
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2026-05-19
www.cnbc.com
2026-05-19
CNBC
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2026-05-17
www.benzinga.com
2026-05-17
Benzinga
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2026-05-16
www.ad-hoc-news.de
2026-05-16
AD HOC NEWS
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