Latest in ASML, other chip related companies rally on report of possible ease in U.S. restrictions on sales to China
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ASML, other chip-related companies rally on report of possible ease in U.S. restrictions on sales to China
Shares of several global chip-related companies surged on Thursday, following a report that U.S. officials are considering less-stringent restrictions on sales to China.Business - MarketWatch - 4 hours ago -
US to Introduce New Restrictions on China’s Access to Cutting-Edge Chips
The new limits, which are expected to be announced Monday, are intended to slow China’s ability to build large and powerful AI models.Tech - Wired - 15 hours ago -
Pony AI’s Nasdaq debut signals possible thaw in U.S. stock-market listings by Chinese companies
Chinese companies had been avoiding stateside IPOs due to geopolitical tensions, but now they have fresh reason to consider U.S. markets.Business - MarketWatch - 17 hours ago -
What the new Trump presidency could mean for U.S.-China relations
CBS News foreign correspondent Ramy Inocencio has been speaking to experts in Hong Kong about how China is preparing for the incoming Trump administration and the tariffs on Chinese goods that the ...Top stories - CBS News - November 13 -
ASML shares rise as chip-equipment maker confirms 2030 outlook
ASML Holding on Thursday reiterated its 2030 targets, a move that relieved investors after a profit warning last month.Business - MarketWatch - November 14 -
U.S. Chip Toolmakers Move to Cut China From Supply Chains
Applied Materials and Lam Research are telling vendors to follow new restrictions, spurred by U.S. government pressure.Tech - The Wall Street Journal - November 4 -
Qualcomm says it expects $4 billion in PC chip sales by 2029, as company gets traction beyond smartphones
Qualcomm said on Tuesday that it expects its push into new markets to generate an additional $22 billion per year by 2029.Business - CNBC - November 19 -
U.S. companies could be caught in the crosshairs if China retaliates to fight Trump
China's retaliation tactics could range from economic changes to matters of diplomacy and security.Business - CNBC - November 15 -
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Elon Musk is no Kissinger, but may help improve U.S.-China relations, experts say
Musk's relationship with Trump has fueled expectations that he could soften U.S. policy toward Beijing, but experts caution against putting too much stock into the Tesla CEO.Business - CNBC - November 12 -
China retail sales beat forecasts in October while real estate slump worsens
Retail sales grew by 4.8% year-on-year, the National Bureau of Statistics said Friday. That was above the 3.8% forecasted in a Reuters poll, and a pickup from 3.2% growth in September.Business - CNBC - November 15 -
TSMC Chips Ended Up in Devices Made by China’s Huawei Despite U.S. Controls
The U.S. government has tried to keep Chinese companies from obtaining certain advanced technologies, but concerns have been growing that some products may have been routed to Huawei.Business - The New York Times - October 29 -
Shares of key chip suppliers jump as U.S. reportedly considers toned-down China curbs
ASML and Tokyo Electron shares rose after a report that the U.S. is considering sanctions on China's chip industry that stop short of earlier proposals.Business - CNBC - 36 minutes ago -
Canada shares U.S. concerns about Mexican trade with China as possible trade talks loom
Canada’s point person for UWorld - ABC News - November 19 -
China's Hisense aims to become the No. 1 TV company in the U.S. within 2 years, top executive says
Catherine Fang, president of Hisense International, spoke with CNBC in an exclusive interview Monday.Business - CNBC - November 5 -
Tim Cook and other U.S. executives attend China expo, meet officials as Trump tariff threat looms
A number of high-profile American business leaders are in China this week for the country's second annual international supply chain expo, including Apple's Tim Cook.Business - CNBC - 2 days ago -
Apple reports robust demand for iPhone 16 even as overall sales in China slow
Company reports $94.9bn in revenue, slightly beating Wall Street projections in first look at demand for its new phone. Apple reported strong demand for the iPhone 16 in its quarterly earnings ...World - The Guardian - October 31 -
Uber may use tech from Chinese autonomous-driving company Pony AI outside the U.S.: report
PonyAI increased the size of its IPO ahead of its U.S. stock-market debut. with Uber as a potential investor.Business - MarketWatch - 5 days ago -
3 states uphold abortion restrictions, 7 others protect abortion access
Measures that would have protected abortion rights at the state level are projected to fail in Florida, Nebraska and South Dakota.Top stories - ABC News - November 6 -
Nvidia’s Profit Doubles as A.I. Chip Sales Soar
The company, which dominates the market for chips used to build artificial intelligence, expects another big jump in the current quarter.Tech - The New York Times - November 21 -
China Confronts Europe Over Climate-Based Trade Restrictions
Days ahead of the U.N.’s global negotiations on climate change, China and other developing countries said trade restrictions should be part of the talks.World - The New York Times - November 5 -
US will unveil new export restrictions on China, lobbying group says
New regulations could add up to 200 Chinese chip companies to a trade restriction list, according to email. The Biden administration is set to unveil new export restrictions on China as soon as ...World - The Guardian - 5 days ago -
Huawei's Chip Advances Threaten Apple in China
The Chinese company’s latest device is coming next week as it pushes ahead in technology despite U.S. sanctions.World - The Wall Street Journal - 6 days ago -
China’s Huawei Takes Aim at Apple With Latest Smartphone
Last year, a chip breakthrough put Huawei on top of the Chinese smartphone market. Now it is rolling out its newest phone, the Mate 70 series.Business - The New York Times - 2 days ago -
China Moves to Ease Debt Concerns---but Again Holds Off on Stimulus Measures
Investors’ hopes for large-scale support for the economy were dashed after an anticipatory stock-market surge in recent weeks.World - The Wall Street Journal - November 8 -
Can Trump's Hardball Tactics on China Ease America's Fentanyl Crisis?
The president-elect says he will punish China if it doesn’t choke off the flow of ingredients, but Beijing could balk if relations between the countries sour.World - The Wall Street Journal - November 19 -
Western consumer groups unconvinced by China’s economic stimulus efforts
Falling sales for luxury, beauty and beer companies fuel doubts about Beijing’s attempts to boost confidenceBusiness - Financial Times - October 31 -
Washington Curtails Intel’s Chip Grant After Company Stumbles
The Biden administration is reducing its award to the chip maker, partly to account for a multibillion-dollar military contract.Business - The New York Times - 3 days ago -
Nvidia’s Blackwell AI Chips in Focus as Sales Growth Slows
The advanced chip maker announces quarterly results this week, as reports suggest its newest chips may overheat in powerful AI servers.Business - Inc. - November 18 -
STMicroelectronics Sees Slowing Sales and Profit Growth
STMicroelectronics delayed a key sales target it hoped to hit much earlier, and cut its gross margin forecast, as the chip inventory glut that has plagued the industry in recent years continues to ...Business - The Wall Street Journal - November 20 -
Chip stocks are ready for a big rally, based on this ‘truly unusual’ data point
History suggests it’s highly likely that chip stocks will outperform their software rivals over the next several months.Business - MarketWatch - October 29 -
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US-China relations will depend on which Trump shows up
Under the new president, the range of possible outcomes is wider than ever beforeWorld - Financial Times - November 13 -
Republican introduces bill to revoke normal trade relations with China
The top Republican focused on U.S. competition with China introduced legislation on Thursday to end normal trade relations with Beijing. Rep. John Moolenaar (R-Mich), chair of the House Select ...Politics - The Hill - November 14 -
Starmer promises better relations with China after Xi meeting
Prime minister proposes further talks about deepening economic and financial tiesWorld - Financial Times - November 18 -
Jimmy Lai case tests red lines of UK-China relations
British national’s supporters hope human rights will be prioritised over UK push for strong relationship with BeijingWorld - Financial Times - November 21
