US Tightens AI Chip Exports to Chinese Firms, Closing Offshore Loophole U.S. Commerce Department rules now require licenses for AI chip exports to companies headquartered in China, tightening controls on …
chip
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Technology
Memory chip market consolidates as Samsung, SK Hynix and Micron dominate
by Helga Moritzby Helga MoritzMemory chips market narrows to three giants as volatility reshapes supply and strategy Global memory chips market consolidates around Samsung, SK Hynix and Micron, altering pricing, supply chains and investment …
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Technology
Huawei claims 1.4‑nanometer chip milestone after designing 381 smartphone and AI chips
by Helga Moritzby Helga MoritzHuawei 1.4nm chip push: company reports 381 in-house designs amid industry scrutiny Huawei says it designed 381 chips and is pursuing a 1.4-nanometer chip process; industry watchers await independent benchmarks …
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Business
Samsung agrees massive chip bonuses amid AI profit boom, faces shareholder lawsuits
by Leo Müllerby Leo MüllerSamsung bonuses agreement averts strike as AI profits ignite shareholder clash Samsung bonuses deal averts a major strike as unions secure large payouts amid AI-driven profit surge; shareholders and Seoul …
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Technology
Infineon opens €5 billion Dresden chip plant in early July boosting European capacity
by Helga Moritzby Helga MoritzInfineon Dresden fab to open July 2, 2026, marking €5 billion investment in European chip production Infineon opens its €5 billion Smart Power Fab in Dresden on July 2, 2026, …
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Technology
EU targets Chinese chipmaker Yangjie deepening German auto industry chip supply squeeze
by Helga Moritzby Helga MoritzEU action against Yangzhou Yangjie tightens chip supply for Germany’s auto industry EU action against Yangzhou Yangjie tightens chip supplies for Germany’s auto industry, risking production delays and forcing manufacturers …
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Technology
Europe’s chip strategy questioned as no advanced fabs exist domestically
by Helga Moritzby Helga MoritzEurope’s chip-research spending faces scrutiny as critics question benefits for continent EU debate intensifies over public funding for European chip research as critics argue taxpayers underwrite gains for overseas firms …
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Technology
AI supply chain leaders warn of chip and energy bottlenecks
by Helga Moritzby Helga MoritzAI supply chain bottlenecks take center stage at Milken conference A comprehensive look at AI supply chain bottlenecks, from chip shortages and energy limits to data scarcity, architecture debates, and …
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Technology
Apple warns chip shortages slow growth as AI data center demand surges
by Helga Moritzby Helga MoritzApple chip shortages deepen as AI data center buildout and Mac demand squeeze supply Apple chip shortages deepen as AI data center expansion and rising Mac demand strain global semiconductor …
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ASML raises full-year revenue forecast as AI-driven chip demand outpaces supply ASML raises 2026 revenue guidance after a strong Q1 as AI-driven chip demand boosts orders for EUV machines while …