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According to a recent report by TrendForce, Huawei and other domestic semiconductor firms are expected to capture 90% of China’s high-end AI chip market by 2026. This projection comes amid escalating U.S.-China tech tensions, particularly due to U.S. export restrictions on foreign chipmakers like NV

AI chip Semiconductor market Huawei China tech Chip self-reliance US-China tech rivalry GPU market Domestic substitution

Broadcom (NASDAQ: AVGO) Captures The Hyperscaler AI Capex That Bypasses Nvidia (NASDAQ: NVDA) - foreignpolicyjournal.com

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www.foreignpolicyjournal.com 2026-08-06

Analysis: AMD and Nvidia take opposite paths to capture next wave of AI infrastructure spending

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digitimes.com 2026-08-05

Trump Says U.S. on Track to Capture 50% of Global Chip Market - Newsweek

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www.newsweek.com 2026-07-24

How AMD Captures Significant Market Share From Nvidia - 24/7 Wall St.

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247wallst.com 2026-07-22

In the latest reporting period, both AMD and NVIDIA delivered impressive AI performance, yet their strategic directions diverge significantly. AMD is positioning itself as a credible second-source supplier for hyperscalers, while NVIDIA is expanding its infrastructure on an unprecedented scale, as d

AMD NVIDIA AI chips Data Center Semiconductor Industry Market Share EPYC Instinct

ASML looks to increase prices of its Low-NA EUV tools beyond existing productivity-based model — company wants to capture the value of all the advantages its tools offer, not just wafer throughput improvements

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tomshardware.com 2026-07-17

ASML is considering shifting its pricing model for low-numerical-aperture (Low-NA) EUV lithography tools beyond the current productivity-based approach, aiming to capture the full value of all technological advantages these systems offer. While the company has long used value-based pricing tied to t

Semiconductor Equipment EUV Lithography ASML TSMC Photolithography Chip Manufacturing Value-Based Pricing Supply Constraints

ASML looks to increase prices of its Low-NA EUV tools beyond existing productivity-based model — company wants to capture the value of all the advantages its tools offer, not just wafer throughput improvements - Tom's Hardware

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www.tomshardware.com 2026-07-17

Taiwan IC designers join forces to capture bigger prize in AI vision solutions

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digitimes.com 2026-07-14

NVIDIA DSX Promises More Revenue per Gigawatt. Who Actually Captures It? - The Futurum Group

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news.google.com 2026-07-06

Apple plans five iPhone launches to capture market share amid component shortages

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digitimes.com 2026-07-03

Google's Dow Entry May Have Captured Headlines, But The Real Story Is Samsung And SK Hynix's 'Capex Builo - Benzinga

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www.benzinga.com 2026-06-30

While this article initially appears to focus on Google's inclusion in the Dow Jones index, the real story reveals significant capital expenditure trends in the semiconductor industry. Although Google's market attention is considerable, the key focus should be on the massive capital spending investm

Semiconductor Industry Capital Expenditure Samsung Electronics SK Hynix Google Chip Manufacturing Semiconductor Investment Memory

Cadence captures $100M to expand RPM platform, AI agents - TechTarget

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www.techtarget.com 2026-06-25

Cadence, a U.S.-based remote patient monitoring company, has secured $100 million in Series C funding led by Spark Capital, with participation from health systems such as Memorial Hermann and Duke Health. The company plans to use the funds to expand its platform, advance AI agent technologies, and p

Remote Patient Monitoring AI in Healthcare Chronic Disease Management Healthcare Tech Investment Digital Health AI Agents Medical Devices Health System Partnerships

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