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Nvidia has removed more than half of the Asian customers it previously authorized to buy its advanced chips, after creating a new internal white list intended to prevent the processors from reaching China through other countries. The Financial Timesreported the move, citing three people familiar with the matter.

GigaDevice director maps memory's next three years: capacity, AI demand, and the race for new applications

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digitimes.com 2026-07-14

AI computing demand continues to fuel growth in the global memory market, but the industry's attention is shifting beyond short-term price movements. Increasingly, the focus is on longer-term variables, including the pace of capacity expansion, the sustainability of AI-driven demand, and whether emerging AI applications can achieve commercial scale.

Bosch starts sample production at its first US chip plant after securing up to US$225 million

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digitimes.com 2026-07-14

German automotive supplier and chipmaker Bosch has begun sample production at its first US semiconductor factory after finalizing an agreement for up to US$225 million in federal funding. Commercial production of silicon carbide chips at the Roseville, California, site is expected to begin in 2026.

Intel concentrates its European chipmaking in Ireland with EUR5 billion Leixlip expansion

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digitimes.com 2026-07-14

Intel is doubling down on Ireland as the anchor of its European manufacturing base, committing EUR5 billion (US$5.7 billion) to expand its Leixlip campus barely a year after scrapping far larger fab projects in Germany and Poland. The move signals that, under a turnaround intended to align capacity with real demand, the chipmaker sees consolidated, upgraded capacity in a proven site — rather than

Smartphone sales fall by 11 percent due to global chip shortage - marketscreener.com

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news.google.com 2026-07-14 marketscreener.com

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