More: semiconductors
China’s Rare Earth Restrictions on Japan Revive Fears of Economic Coercion and Supply Chain Warfare
China has effectively halted exports of several critical heavy rare earth minerals and gallium to Japan for months, reviving memories of a similar confrontation...
China Stocks Rise on US Iran Peace Hopes and Nvidia Driven Tech Rally
Chinese equities rose modestly as global markets reacted to easing geopolitical tensions and strong momentum in artificial intelligence related technology stocks. Sentiment improved after...
The Power of the AI Chip: The Techno-statecraft Approach in the US-China Great Power Rivalry
The recent H200 chip export authorisation marks a new form of power signalling in the technopolitics sphere. Advanced AI chips are the newest weapons...
United States China Tech Rivalry Delays Nvidia AI Chip Exports
The latest developments surrounding Nvidia’s H200 chip sales to China highlight the growing complexity of the technological rivalry between the United States and China....
US restricts equipment exports to Hua Hong, China’s No. 2 chipmaker
The U. S. Department of Commerce recently ordered several chip equipment companies to stop shipping certain tools to Hua Hong, China's second-largest chipmaker. This...
TSMC Rides AI Supercycle to Record Profits as Global Chip Race Accelerates
Taiwan Semiconductor Manufacturing Company has delivered a blockbuster start to 2026, underscoring the strength of the global artificial intelligence boom. As the world’s leading...
ASML Raises 2026 Outlook as AI Driven Chip Demand Accelerates
ASML occupies a critical position in the global semiconductor supply chain as the sole producer of extreme ultraviolet lithography systems. These machines are essential...
Rare Earth Squeeze Deepens for U.S. Aerospace and Chipmakers
Suppliers to U.S. aerospace and semiconductor companies are facing worsening shortages of key rare earth elements, even after a temporary easing of trade tensions...
China’s DeepSeek Trains AI on U.S. Nvidia Chip Despite Export Ban
Chinese AI startup DeepSeek reportedly trained its latest AI model on Nvidia’s Nvidia Blackwell chip, the company’s most advanced AI chip, despite U.S. export...
Can Chip Champion ASML Shatter Its Own Limits—Or Has It Reached Them?
ASML's recent financial results have boosted its status as Europe's most valuable company, although concerns about its ability to fulfill record orders have caused...