Semiconductor News & Analysis Feed
20 articles
2026-09-23
www.reuters.com
2026-09-23
2026-09-22
finance.yahoo.com
2026-09-22
2026-09-10
tomshardware.com
2026-09-10
Chinese AI accelerator supplier Biren Technology reported nearly 2,000% year-over-year revenue growth in the first half of 2026, driven by U.S. export controls that halted NVIDIA and other American companies from supplying AI GPUs to China. Despite a significant rise in gross margin to 42.7%, Biren
2026-09-04
www.digitimes.com
2026-09-04
According to assessments from UBS and Zeiss, China may remain 10–15 years away from developing domestic extreme ultraviolet (EUV) lithography, underscoring the persistent technological gap in replicating advanced chipmaking equipment. While China has made progress in deep ultraviolet (DUV) lithograp
2026-09-04
www.digitimes.com
2026-09-04
According to assessments by UBS and Zeiss, China remains 10–15 years away from developing domestic extreme ultraviolet (EUV) lithography, underscoring the persistent technological gap in chipmaking equipment. While China has made progress in deep ultraviolet (DUV) lithography, this advancement chall
2026-08-28
tomshardware.com
2026-08-28
The U.S. government is reportedly considering new AI export controls aimed at closing loopholes in current trade policies that allow China to access advanced AI computing via remote servers in neighboring countries like Thailand and Singapore. These proposed measures would target such remote access,
2026-08-11
tomshardware.com
2026-08-11
U.S. House Select Committee on China Chairman John Moolenaar has urged the U.S. government to enforce the existing semiconductor export control measures, particularly the 'Foundry Due Diligence Rule' introduced during the Biden administration. This rule aims to prevent Chinese companies from circumv
2026-07-24
tradersunion.com
2026-07-24
The Senate Banking Committee's inquiry into AI chip export control enforcement highlights the complex regulatory landscape facing the semiconductor industry. The dispute centers on whether existing export controls effectively prevent advanced semiconductor shipments to China through intermediaries.
2026-07-22
tomshardware.com
2026-07-22
According to the Financial Times, China is considering expanding its technology export controls to include advanced AI models, training data, and overseas acquisitions of strategically important tech companies. A key proposal involves prohibiting local chip designers from using foreign foundries lik
2026-07-20
www.tradingview.com
2026-07-20
2026-07-18
2026-07-14
news.google.com
2026-07-14
2026-07-14
news.google.com
2026-07-14
2026-07-14
news.google.com
2026-07-14
2026-07-14
news.google.com
2026-07-14
2026-07-09
www.justsecurity.org
2026-07-09
This article examines the complexity of semiconductor manufacturing equipment export controls, emphasizing that effective regulatory frameworks require multi-stakeholder collaboration. The semiconductor industry, as the cornerstone of modern technology, faces critical challenges in balancing securit
2026-07-01
tomshardware.com
2026-07-01
The U.S. Department of Commerce imposed export controls on Anthropic's Claude Fable 5 model on June 12, halting global access for 18 days. The restriction stemmed from findings by Amazon researchers who identified a technique enabling Fable 5 to detect software vulnerabilities and generate exploit c
2026-06-23
www.verdict.co.uk
2026-06-23
2026-06-22
finance.yahoo.com
2026-06-22
Dutch semiconductor equipment manufacturer ASML has denied shipping any extreme ultraviolet (EUV) lithography machines to China, following allegations raised by U.S. officials regarding potential violations of export controls. The clarification comes after U.S. Commerce Secretary Howard Lutnick repo
2026-06-22
www.verdict.co.uk
2026-06-22