Nvidia Corp. NVDA is adjusting its production strategy amid uncertainty over U.S. export approvals, which continue to limit ...

China is now accused of doing what Washington spent years trying to prevent: building its own version of the world’s most advanced chipmaking tool and edging closer to independence from foreign ...

Nvidia has stopped producing H200 AI chips meant for China, reallocating capacity to next-generation processors amid ...

On December 23, 2025, the United States Trade Representative (USTR) determined that China’s policies and practices aimed at dominating the semiconductor industry are unfair and burdensome on U.S.

The race for semiconductors is the new arms race. Whoever controls the most advanced chips controls the future of artificial intelligence, economic growth, and national security. In 2022, the U.S.

As the AI era accelerates, South Korea's competitive position is weakening relative to China. Even semiconductors, long a ...

We are bullish on ASML Holding, reflecting robust capex-driven demand from top customers despite China headwinds. 2026 revenue growth is expected to be modest (5.27%) due to a significant decline in ...

What we know so far: Inside a tightly guarded research complex in Shenzhen, Chinese scientists have quietly built and begun testing a prototype of what could become the world's most complex chipmaking ...

The semiconductor industry is increasingly central to national strategies as the US and China intensify state-led investments amid growing tech geopolitical tensions. The US CHIPS and Science Act and ...

Alibaba is rated a Buy, supported by strong cloud and e-commerce growth and new government energy subsidies for data centers. BABA's strategic focus on smaller, task-oriented AI models and open-source ...

SJ Semiconductor’s listing highlights the growing role of chip packaging in China’s strategy to narrow the technology gap.