Latest in China’s Chip
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Why Trump May Drop Plans to Repeal Biden’s Chips Act
The president-elect has a record of reversing policies from prior administrations, but there are many reasons he might spare Biden’s program to boost domestic semiconductor manufacturing.Business - Inc. - November 7 -
Amazon steps up effort to build AI chips that can rival Nvidia
Big Tech group’s Annapurna Labs is spending big to build custom chips that lessen its reliance on market leaderBusiness - Financial Times - 2 days ago -
Nvidia earnings are a test for chip stocks as software has stolen the limelight
Nvidia’s earnings could give a jolt to other AI semiconductor plays if the outlook impresses, but don’t expect software stocks to lose shine during a seasonally strong quarter.Business - MarketWatch - Yesterday -
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 - 17 hours ago -
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 - November 5 -
China is turning Japanese
At least that’s what the bond market is whisperingWorld - Financial Times - October 17 -
Mixed news on China’s stimulus
And regional banks as a Trump tradeWorld - Financial Times - 3 days ago -
To China, Trump is ‘poison’
To the dismay of Chinese leaders who already had to deal with Trump for four years, they have not gotten the preferred outcome and are not looking forward to another term.Politics - The Hill - Yesterday -
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 -
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 -
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 -
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 -
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 -
Harris slams Speaker Mike Johnson for saying the GOP may repeal CHIPS Act
Vice President Kamala Harris tore into Speaker Mike Johnson, R-La., on Saturday for his comment that Republicans might seek to repeal the CHIPS and Science Act if they take control of Congress in ...Politics - NBC News - November 2 -
Harris defends CHIPS Act after House Speaker Johnson suggests GOP would try to repeal law
Donald Trump regularly attacks Vice President Kamala Harris and President Biden for the CHIPS Act.Business - CNBC - November 2 -
Wall Street frenzy creates $11bn debt market for AI groups buying Nvidia chips
Huge loans for ‘neocloud’ groups raise concern over chipmaker’s dominance of artificial intelligence marketBusiness - Financial Times - November 4 -
SK Hynix rallies 6.5% after Nvidia boss Jensen Huang asks firm to expedite next-generation chip
SK Group Chair Chey Tae-won said Nvidia CEO Jensen Huang asked him if SK Hynix could move the supply of high-bandwith memory (HBM) chips forward by six months.Business - CNBC - November 4 -
From AI to Musk’s Brain Chip, the F.D.A.’s Device Unit Faces Rapid Change
The new director overseeing medical devices will confront criticisms about hasty approvals as she ushers in revolutionary technology.Business - The New York Times - November 5 -
Trump likely to uphold CHIPS Act despite his campaign rhetoric, policy experts say
President elect Donald Trump is unlikely to roll back the Biden administration’s CHIPS and Science Act, despite his campaign rhetoric on the bill, experts say.Business - CNBC - November 7 -
Nvidia is the world's most valuable company (again). What's next for the AI chip king?
Multiple Wall Street analysts upped their price targets on the stock ahead of earnings next week.Business - CNBC - 3 days ago -
LNG exports could prove crucial bargaining chip in US-EU trade talks
Share prices of companies in the sector have surged on expectations of higher natural gas exports to EuropeWorld - Financial Times - 2 days ago -
Analysts are conflicted on industrials — and why we disagree with a sell call on Starbucks
The Investing Club holds its "Morning Meeting" every weekday at 10:20 a.m. ET.Business - CNBC - Yesterday -
China delimits contested South China Sea shoal in dispute with Philippines
China has published baselines for a contested shoal in the South China Sea it had seized from the Philippines, a move that’s likely to increase tensions over overlapping territorial claimsWorld - ABC News - 4 days ago -
China’s investors are counting on fiscal stimulus
Recent market rally will peter out without decisive policy action to boost the economyWorld - Financial Times - October 16 -
Is China cannibalising the EU car industry?
Troubles at VW point to growing doubts about future of Europe-wide sector as imports of cheap EVs rise. For decades Germany has enjoyed a reputation as Europe’s car capital, with slogans such as ...World - The Guardian - October 20
