The Trump administration has released its 'AI Action Plan,' a sweeping strategy to accelerate U.S. AI development through ...

“Despite Beijing pouring significant subsidies into its domestic semiconductor industry, China cannot produce chips capable of training leading AI models, leaving Chinese firms reliant on American ...

AI chip sales to China resume; TSMC accelerates U.S. production; Synopsys-Ansys done deal; Chinese espionage; Nikon's new litho system; SiC, GaN buildout; CPO market; rowhammer attack on GPUs; Q2 ...

Key Points Nvidia and AMD are both set to benefit from easing export restrictions to China. Nvidia remains the GPU leader, and this news should add billions in sales for the company. AMD has a big ...

On July 16, 2026, the U.S. Department of Commerce launched new Section 232 investigations on imports of Chinese drones and polysilicon. Drones ...

U.S. stocks ended the week mostly higher, with the S&P 500 (+0.6%) and Nasdaq (+1.5%) setting new record highs, lifted by strong Q2 earnings and softer-than-expected inflation data. June retail sales ...

According to Mizuho, the announcement means AMD will be able to resume the shipments of its MI308 chips to China. This ...

China's state security agency says it is cracking down on supposed smuggling of rare earths minerals that it says threaten ...

AMD’s stock skyrocketed over 7% after the US approved resuming MI308 chip shipments to China. The US Commerce Department ...