Semiconductor News & Analysis Feed
727 articles
2026-06-01
news.google.com
2026-06-01
XDA
2026-06-01
www.digitimes.com
2026-06-01
digitimes
The US Commerce Department has moved to close a potential export-control loophole that may have allowed Chinese technology companies to obtain advanced AI chips, including Nvidia's Blackwell processors, through subsidiaries outside China, according to...
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2026-06-01
www.aljazeera.com
2026-06-01
Al Jazeera
Department of Commerce issues guidance on chip restrictions amid concerns about loopholes in export control regime.
The United States has issued a notice affirming its restrictions on shipments of semiconductors to subsidiaries of Chinese companies located outside China amid concerns about loopholes in Washington’s export control regime.
The Department of Commerce said in the guidance issued on
2026-06-01
tomshardware.com
2026-06-01
Zhiye Liu
AMD has officially launched the Radeon RX 9070 GRE for $549, an RDNA 4 graphics card that was previously exclusive to the Chinese market.
2026-06-01
www.gurufocus.com
2026-06-01
GuruFocus
On May 31, 2026, the U.S. Department of Commerce has intensified efforts to prevent companies from exporting advanced chips, such as Nvidia's NVDA -0.74%
96
Blackwell processors, to overseas subsidiaries of Chinese firms. Industry insiders report that the volume of chips exported to Chinese AI companies' foreign subsidiaries could reach hundreds of thousands. The Bureau of Industry and Security
2026-06-01
www.investing.com
2026-06-01
Investing.com
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2026-06-01
www.japantimes.co.jp
2026-06-01
The Japan Times
The U.S. Department of Commerce on Sunday moved to close a year-old potential loophole it had created that may have led companies to export the world’s most advanced chips — like Nvidia’s most sophisticated Rubin and Blackwell processors, as well as AMD’s MI350x — to Chinese entities located outside China.
The unexpected guidance suggests the United States’ best AI chips may have been making
2026-06-01
www.scmp.com
2026-06-01
South China Morning Post
US-China relations
WorldUnited States & Canada
US takes step to halt Nvidia AI chip shipments to Chinese overseas subsidiaries
Surprise move suggests US chips may have been making their way to the subsidiaries of Chinese firms based in places such as Malaysia
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Reuters
Published: 5:46am, 1 Jun 2026Updated: 7:24am, 1 Jun 2026
The US Department of Commerce on Sunday moved to clo
2026-06-01
investinglive.com
2026-06-01
investingLive
The US Commerce Department has closed a loophole that may have allowed hundreds of thousands of advanced Nvidia and AMD AI chips to reach Chinese firms via overseas subsidiaries over the past year.
Summary:
The US Commerce Department issued guidance on Sunday enforcing licence requirements for advanced AI chips sold to entities headquartered in China, even when those entities are located outside
2026-06-01
www.cnbc.com
2026-06-01
CNBC
The U.S. Department of Commerce on Sunday moved to close a year-old potential loophole it had created that may have led companies to export the world's most advanced chips — like Nvidia's
most sophisticated Rubin and Blackwell processors, as well as AMD's
MI350x — to Chinese entities located outside China.
The unexpected guidance suggests that the United States' best AI chips may have been maki
2026-06-01
www.benzinga.com
2026-06-01
Benzinga
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2026-06-01
www.reuters.com
2026-06-01
Reuters
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2026-06-01
www.tradingkey.com
2026-06-01
TradingKey
Chinese semiconductor firms are increasing DRAM and NAND production, with CXMT's chips appearing in Corsair products, indicating a shift in global supply dynamics. Companies like HP, Qualcomm, Dell, ASUS, and Acer are also engaging with Chinese manufacturers, driven by higher prices and limited supply from Samsung, SK Hynix, and Micron. While Chinese firms leverage advanced processes for consumer
2026-05-31
www.theglobeandmail.com
2026-05-31
The Globe and Mail
Key Points
While Nvidia's main business is designing chips and other artificial intelligence infrastructure, it also invests some of its capital in public and private companies.
Most of Nvidia's investments are in companies with which it has partnerships, such as suppliers and customers.
Following Nvidia's investments can provide insight into how the company at the center of AI views certain pa
2026-05-31
news.google.com
2026-05-31
The Globe and Mail
2026-05-31
www.theglobeandmail.com
2026-05-31
The Globe and Mail
Key Points
While Nvidia's main business is designing chips and other artificial intelligence infrastructure, it also invests some of its capital in public and private companies.
Most of Nvidia's investments are in companies with which it has partnerships, such as suppliers and customers.
Following Nvidia's investments can provide insight into how the company at the center of AI views certain pa
2026-05-31
finance.yahoo.com
2026-05-31
Yahoo Finance
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2026-05-31
www.fool.com
2026-05-31
The Motley Fool
While investors know Nvidia (
NVDA
1.00%
) as the chipmaker at the center of the artificial intelligence (AI) universe, the company also invests in other companies, several of which are publicly traded.
These are typically other AI companies that Nvidia partners with or that are key suppliers or customers.
Nvidia's investment portfolio swelled close to $18.4 billion at the end of the first quart
2026-05-31
tomshardware.com
2026-05-31
Mark Tyson
Bill Gates gives a possessed Doom heavy weapon dude both barrels in a rediscovered Windows 95 plus DirectX gaming presentation.
2026-05-31
www.msn.com
2026-05-31
MSN
Key Points
Interested in Texas Instruments Incorporated? Here are five stocks we like better.
The shift from 48-volt to 800-volt power architectures in AI data centers and EVs is creating structural demand for analog chips from Texas Instruments and onsemi.
Bank of America raised its price targets for both companies, setting onsemi at $138 and Texas Instruments at $370, citing data center growth a