Semiconductor News & Analysis Feed
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2026-06-01
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2026-06-01
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2026-06-01
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2026-06-01
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2026-06-01
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Trump approves Nvidia H200 AI chip exports to China with 25% fee
Trump allows Nvidia H200 AI chips to be sold to China with a 25% import tax after meeting CEO Jensen Huang.
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2026-06-01
beincrypto.com
2026-06-01
BeInCrypto
Nvidia (NVDA) and AMD shares are set to face renewed pressure when US markets open Monday. Weekend guidance from the Bureau of Industry and Security (BIS) extends license rules to advanced AI chips sold to Chinese-owned firms abroad.
The Trump administration left a year-long enforcement gap after rescinding the Biden-era AI Diffusion Rule last May. Industry sources say hundreds of thousands of ad
2026-06-01
gagadget.com
2026-06-01
Gagadget.com
Intel has unveiled Crescent Island, a data center GPU built specifically for AI inference — the stage where a trained model answers real user queries. It uses LPDDR5X memory instead of the expensive, supply-constrained HBM found in Nvidia's Blackwell chips. At 350W, it runs on standard air cooling, which matters directly to any operator who has been priced out of liquid-cooled infrastructure.
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2026-06-01
www.japantimes.co.jp
2026-06-01
The Japan Times
The U.S. Department of Commerce on Sunday moved to close a year-old potential loophole it had created that may have led companies to export the world’s most advanced chips — like Nvidia’s most sophisticated Rubin and Blackwell processors, as well as AMD’s MI350x — to Chinese entities located outside China.
The unexpected guidance suggests the United States’ best AI chips may have been making
2026-06-01
www.scmp.com
2026-06-01
South China Morning Post
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US takes step to halt Nvidia AI chip shipments to Chinese overseas subsidiaries
Surprise move suggests US chips may have been making their way to the subsidiaries of Chinese firms based in places such as Malaysia
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Reuters
Published: 5:46am, 1 Jun 2026Updated: 7:24am, 1 Jun 2026
The US Department of Commerce on Sunday moved to clo
2026-06-01
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2026-06-01
thestreet.com
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2026-06-01
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2026-06-01
Yahoo Finance UK
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2026-06-01
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2026-06-01
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2026-06-01
www.theglobeandmail.com
2026-06-01
The Globe and Mail
Key Points
So far this year, Micron stock has surged more than 200%.
Micron recently joined Nvidia, Broadcom, TSMC, Samsung, and SK Hynix as a trillion-dollar chip stock.
With earnings around the corner, some investors might be wondering if all the good news is already priced into Micron.
10 stocks we like better than Micron Technology ›
As Micron Technology(NASDAQ: MU) gears up to report fis
2026-06-01
www.gurufocus.com
2026-06-01
GuruFocus
On May 31, 2026, the U.S. Commerce Department announced new regulations aimed at restricting Chinese companies from acquiring advanced AI semiconductors, including products from NVIDIA Corp NVDA. This regulatory change is significant for the semiconductor industry and could impact NVIDIA's operations and market position.
2026-06-01
www.gurufocus.com
2026-06-01
GuruFocus
www.gurufocus.com
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2026-06-01
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2026-06-01
Seoul Economic Daily
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2026-06-01
www.theglobeandmail.com
2026-06-01
The Globe and Mail
Key Points
So far this year, Micron stock has surged more than 200%.
Micron recently joined Nvidia, Broadcom, TSMC, Samsung, and SK Hynix as a trillion-dollar chip stock.
With earnings around the corner, some investors might be wondering if all the good news is already priced into Micron.
10 stocks we like better than Micron Technology ›
As Micron Technology(NASDAQ: MU) gears up to report fis
2026-06-01
www.techtimes.com
2026-06-01
Tech Times
By Allen Lee
Published: May 31 2026, 16:53 PM EDT
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A semiconductor wafer sample is displayed during the Semicon Taiwan exhibition in Taipei on September 10, 2025. I-HWA CHENG / AFP/GETTY IMAGES
Two picks-and-shovels beneficiaries of the AI infrastructure buildout — optical components maker Lume