Latest in Ahead Chip
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House Committee Targets Chip Technology Firms for China Ties
It requested information from a handful of firms that make chip manufacturing possible about their commercial ties to China.Business - The New York Times - Yesterday -
TSMC to close door on producing advanced AI chips for China from Monday
World’s biggest contract chipmaker acts to ensure it is in line with US restrictions on Chinese access to latest processorsWorld - Financial Times - Yesterday -
Mystery Surrounds Discovery of TSMC Tech Inside Huawei AI Chips
The apparent use of TSMC circuitry, believed to have first routed through a Chinese chip firm, shows the difficulties for the U.S. in enforcing a tech crackdown.Tech - The Wall Street Journal - 4 days ago -
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 - 5 days ago -
UK borrowing rises ahead of Budget
Official data shows borrowing - the difference between spending and tax take - reached £16.6bn last month.Top stories - BBC News - October 22 -
Consumer confidence surges ahead of election
American consumers are feeling more confident ahead of Election Day, but they’re still not as confident as they were before the pandemic, according to a new survey from The Conference Board, a ...Politics - The Hill - October 29 -
Surprise polling! Is Harris pulling ahead?
What new data from Iowa could mean for the race... and Harris on the iconic SNLTop stories - BBC News - 6 days ago -
Asian semiconductor stocks rise after shares of AI chip darling Nvidia hit a record high
Nvidia's gains in share price lifted its market value to top $3.4 trillion, unseating Microsoft as the second most valuable company on Wall Street.Business - CNBC - October 15 -
Biden admin to provide $750 million to North Carolina-based Wolfspeed for advanced computer chips
The Biden-Harris administration announced plans to provide up to $750 million in direct funding to Wolfspeed, with the money supporting its new silicon carbide factory in North Carolina that makes ...Tech - ABC News - October 15 -
ASML share plunge wipes over $50 billion off Dutch chip giant's value
ASML published its third-quarter earnings Tuesday, a day earlier than expected.Business - CNBC - October 16 -
Don't own the AI chip leaders? Jim Cramer says this might be your chance to act
The Investing Club holds its "Morning Meeting" every weekday at 10:20 a.m. ET.Business - CNBC - October 15 -
Wolfspeed, a Maker of EV Chips, Gets $750 Million in Grants for North Carolina Plant
The government money, and matching funds from a group of financial firms, will be used for its new silicon carbide wafer plant in the Research Triangle area.Business - Inc. - October 15 -
S&P 500 eyes another record close — plus, our 2 health-care stocks that defied the group
Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.Business - CNBC - October 18 -
The UAE can guarantee the 'safety and the security’ of U.S.-made chips, G42 CEO says
The comments come as Washington reportedly continues to weigh limits on advanced chip sales to the Middle East over national security concerns.Business - CNBC - October 16 -
Global chip stocks fall on ASML's disappointing outlook, possible U.S. export cap
Global semiconductor stocks dropped, after ASML's third-quarter results pointed to a weaker 2025 sales outlook than the Dutch firm guided previously.Business - CNBC - October 16 -
ASML just gave us a first glimpse into how U.S. chip export curbs will dent its China sales
ASML on Tuesday offered the first glimpse into how U.S. restrictions on exports of its advanced chip manufacturing tools to China will impact its sales in the Asian country.Business - CNBC - October 17 -
China Security Group Urges Review of Intel's Chips as Tech Tension With U.S. Rises
The Chinese industry group said that Intel’s products have shown security vulnerabilities and high failure rates.Business - The Wall Street Journal - October 16 -
TSMC set to produce first chips from new Arizona plant at start of 2025
TSMC is building three new facilities in Arizona in order to protect its business against mounting tensions between China and the U.S.Business - MarketWatch - October 17 -
Nvidia’s stock sets one record but falls short of another
While TSMC issued upbeat commentary on the state of the AI market, Wall Street perhaps already had that confidence.Business - MarketWatch - October 17 -
Exclusive-Samsung delays taking deliveries of ASML's chip gear for its new US factory, sources say
Samsung Electronics has postponed taking deliveries of ASML chipmaking equipment for its upcoming factory in Texas as it has yet to win any major customers for the project, three people familiar ...Sports - Yahoo Sports - October 18 -
How the CEO of this upstart Nvidia rival hopes to seize on the lucrative market for AI chips
Andrew Feldman leads Cerebras Systems, a company whose eventual IPO could pave the way for more AI chip companies to go publicBusiness - MarketWatch - October 18 -
TSMC denies U.S. is probing the company after report suggests blacklisted Huawei is using its chips
TSMC has denied a report that the U.S. is investigating its dealings with Huawei, following news that one of its chips has been found in a Huawei product.Business - CNBC - October 23 -
Germany’s chip ambitions hit after US tech group shelves plant plans
Chancellor Olaf Scholz’s industrial policy comes under attack following decision by WolfspeedWorld - Financial Times - October 23 -
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Trump accuses Taiwan of stealing U.S. chip industry. Here's what the election could bring
Trump said tariffs should be put on Taiwan's chips during an appearance on "The Joe Rogan Experience" podcast.Business - CNBC - October 28 -
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 -
Tua Tagovailoa blasts critics after mishandled snap, says play only looked easy 'on your couch eating chips'
The Dolphins quarterback returned to action last week against the Cardinals after missing over a month due to a concussionSports - CBS Sports - October 31 -
House Speaker Johnson says GOP may try to repeal CHIPS Act, then walks it back
House Speaker Mike Johnson is trying to clarify remarks he made at a New York campaign rally where he suggested that Republicans may try to repeal legislation that has spurred U.S. production of ...Tech - ABC News - November 1
