#chip-policy
#chip-policy
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#apple #tim-cook #semiconductors #john-ternus #china #ceo-transition #nvidia #technology #national-security #ai
Artificial intelligence
fromFortune
4 days agoChina has 'nearly erased' America's lead in AI-and the flow of tech experts moving to the U.S. is slowing to a trickle, Stanford report says | Fortune
China has nearly closed the gap with the U.S. in artificial intelligence performance and leads in patents, publications, and industrial robot installations.
#semiconductors
World politics
fromSilicon Canals
4 weeks agoInside the quiet restructuring of global semiconductor supply chains: how TSMC, Samsung, and Intel's subsidy race is creating three separate technological civilisations - Silicon Canals
Governments are investing heavily in semiconductor production, leading to the creation of three distinct technological ecosystems.
World politics
fromSilicon Canals
4 weeks agoInside the quiet restructuring of global semiconductor supply chains: how TSMC, Samsung, and Intel's subsidy race is creating three separate technological civilisations - Silicon Canals
Governments are investing heavily in semiconductor production, leading to the creation of three distinct technological ecosystems.
fromEngadget
1 day agoThe next Mac Studio and MacBook Pro releases could be postponed by several months
At least two of the company's upcoming machines could debut a little later than the company initially planned, referencing the refreshes to Apple's desktop and its laptop that's expected to get a touchscreen.
Apple
Intellectual property law
fromArs Technica
1 month agoTech industry is in tariff hell, even if refunds are automated
Trade groups urge courts to establish a clear tariff refund process as 300,000 US businesses await $175 billion in unlawful tariff collections, with interest accruing at $23 million daily.
European startups
from24/7 Wall St.
1 month agoGovernment Drops Sweeping AI Chip Export Rules: Can Nvidia Start Growing Again?
U.S. government shelved a proposed global AI chip licensing system that threatened to restrict Nvidia's international sales, potentially unlocking fresh growth momentum for the company.
#semiconductor-export-controls
European startups
fromTechCrunch
1 month agoUS reportedly considering sweeping new chip export controls | TechCrunch
The Trump administration drafted rules requiring U.S. government approval for all AI chip exports, giving the Department of Commerce control over semiconductor sales by companies like AMD and Nvidia.
European startups
fromTechCrunch
1 month agoUS reportedly considering sweeping new chip export controls | TechCrunch
The Trump administration drafted rules requiring U.S. government approval for all AI chip exports, giving the Department of Commerce control over semiconductor sales by companies like AMD and Nvidia.
US politics
fromwww.mercurynews.com
2 months agoOpinion: Trump risks US innovation and security if he sells China advanced chips
China aims to displace U.S. global leadership through economic and technological means, prompting calls to restrict advanced chip exports and tighten national security reviews.
from24/7 Wall St.
1 month agoRetirees Are Using EWT to Ride Taiwan's Semiconductor Dominance
Taiwan Semiconductor Manufacturing (NYSE:TSM) sits at the center of this fund, representing 22.3% of the portfolio - a concentration that reflects TSMC's irreplaceable role in global chip supply chains. It manufactures chips for Apple, Nvidia, AMD, and virtually every other major technology company, and that dominance shows up in its financials: 45% profit margin and 35% return on equity that few industrial companies anywhere in the world can match.
Business
European startups
fromTheregister
1 month agoBeijing warns of more chip supply worries amid Nexperia mess
China's Ministry of Commerce warns of semiconductor supply chain disruption following Nexperia's restriction of Chinese staff access to critical systems, while Indonesia bans social media for children under 16 to combat cyberbullying and addiction.
European startups
fromTechzine Global
1 month ago"AI chips will remain in America unless foreign countries invest in the US"
The US government is implementing strict export controls on AI chips, requiring foreign customers to invest in US AI infrastructure or provide security guarantees, with ongoing monitoring of chip distribution and usage.
European startups
fromTechzine Global
1 month agoCalls for a 'Chinese ASML' are growing louder, but it is still a long way off
Chinese chip executives advocate for developing domestic EUV lithography technology as a central priority, proposing a national integrator model to reduce dependence on ASML amid export restrictions.
Artificial intelligence
from24/7 Wall St.
1 month agoTSMC Raises Dividend 28% While 38% Revenue Growth Reframes the Geopolitical Risk
TSMC raised its 2026 dividend 28% to TWD 23 per share while guiding 38% Q1 2026 revenue growth, demonstrating confidence in sustained AI chip demand despite geopolitical risks.
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