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China’s Draft Five-Year Plan Elevates ‘AI‑Plus’ and Shifts Focus to Large‑Scale Deployment

State funding plus new listings signal a push for execution at scale.

Intel Beats Q4 Estimates but Soft Q1 Outlook Sends Shares Lower

Nvidia Overtakes Apple as TSMC’s Biggest Customer, Reshaping Chipmaking Priorities

UMC Shares Extend Rally on 8-Inch Wafer Pricing Bets Ahead of Earnings

Micron Breaks Ground on $100 Billion New York Chip Campus as Lawsuit Seeks to Halt Approvals

DeepMind’s Hassabis: China’s AI Models Are Only Months Behind U.S.

U.S. Clears Conditional Nvidia H200 Sales to China as White House Levies 25% Chip Tariff

Dutch Court Weighs Nexperia–Wingtech Control Case, No Ruling Yet

U.S.–Taiwan Tariff Deal Nears as TSMC Secures Arizona Land for Potential Expansion

TSMC Poised for Record Q4 Profit on AI Demand

Qualcomm Confirms Talks With Samsung to Build 2nm Snapdragon Chips

Bernstein Upgrades ASML to Outperform, Sets $1,528 Price Target on AI Spending Thesis

TSMC Rallies to Fresh Highs as AI Boom Deepens and U.S. Eases China-Plant Rules

Microchip Lifts Q3 Sales Outlook to About $1.185 Billion on Booking Strength

Amkor Soars 12% to 25-Year High After Needham's AI-Packaging Thesis

Nvidia Unveils Rubin at CES as Analysts Hold About $253 Target Despite Growing Risks

SK hynix Showcases 16-Layer HBM4 and AI Memory Portfolio at CES 2026

Apple’s A20 on TSMC 2nm Reported at $280 Per Chip, an 80% Jump

TSMC's Lead in AI Chipmaking Grows as Nvidia Dominance Fuels Demand

China Demands Netherlands Reverse Nexperia Measures as Court Ouster Stands