Semiconductor News & Analysis Feed
20 articles
2026-07-07
digitimes.com
2026-07-07
Samsung Electronics and SK Hynix are reportedly accelerating efforts to reduce China's role in their semiconductor supply chains in preparation for the possibility of tighter US export controls. The two companies are said to be restructuring their sourcing of materials, components, and manufacturing equipment that rely heavily on China, while gradually replacing some Chinese-made semiconductor too
2026-07-02
tomshardware.com
2026-07-02
Jowi Morales
The individuals were charged with fraud and money laundering for breaking U.S. export controls, even though they do not legally apply in Singapore.
2026-07-02
digitimes.com
2026-07-02
Singapore authorities have filed additional fraud and money laundering charges against four individuals and brought fresh charges against four companies, as part of an investigation linked to the movement of servers that may have contained Nvidia artificial intelligence chips subject to US export controls. The case has been reported by multiple outlets, including CNA, The Straits Times, and Reuter
2026-07-01
tomshardware.com
2026-07-01
Luke James
Anthropic has restored global access to Claude Fable 5, a day after the U.S. Department of Commerce withdrew the export controls.
2026-06-25
digitimes.com
2026-06-25
At Nvidia's June 25 annual shareholder meeting, CEO Jensen Huang declared that national security "comes first" wherever it conflicts with commercial opportunity, pledging full compliance with US export controls while casting the chipmaker as a core pillar of America's AI and semiconductor industrial base.
2026-06-23
www.verdict.co.uk
2026-06-23
verdict.co.uk
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2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
ASML asserts compliance with China export controls on EUV machines
ASML says no EUV lithography machines shipped to China amid US scrutiny · Verdict · PixelBiss/Shutterstock.com.
BV Swagath
Mon, June 22, 2026 at 2:22 AM PDT 2 min read
ASML.AS
-4.98%
ASML has denied shipping of any of its extreme ultraviolet (EUV) lithography machines to China, following assertions from US officials regarding poss
2026-06-22
www.verdict.co.uk
2026-06-22
verdict.co.uk
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2026-06-19
tomshardware.com
2026-06-19
Luke James
Wired has identified SK Telecom as the South Korean telecom company whose access to Anthropic's Claude Mythos model the White House ordered revoked over alleged ties to China.
2026-06-18
tomshardware.com
2026-06-18
Jowi Morales
The U.S. is stepping up its export controls enforcement.
2026-06-15
digitimes.com
2026-06-15
China has allowed the release of a fresh supply of indium phosphide (InP) substrates, which are under export controls. A first 2026 batch shipped at the end of May following an earlier release in 2025, easing a capacity bottleneck in the optical communications market. Taiwanese compound semiconductor suppliers including Visual Photonics Epitaxy (VPEC) and Global Communication Semiconductors (GCS)
2026-06-09
tomshardware.com
2026-06-09
Luke James
Taiwan is considering far stricter export controls that would restrict AI chip sales to every customer in China.
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.
2026-05-30
www.tomshardware.com
2026-05-30
Tom's Hardware
Tech Industry
Huawei chairman thanks the US for export restrictions on chips, says it supercharged China’s semiconductor industry — Washington’s export controls encouraged Chinese firms to invest in R&D and build their own tech stack competing with American tech
News
By Jowi Morales published 4 hours ago
Was Jensen right all along?
(Image credit: Huawei)
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2026-05-25
www.ndtv.com
2026-05-25
NDTV
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2026-05-18
www.msn.com
2026-05-18
MSN
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2026-05-15
www.reuters.com
2026-05-15
Reuters
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2026-05-13
www.forbes.com
2026-05-13
Forbes
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2026-05-10
finance.yahoo.com
2026-05-10
Yahoo Finance
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2026-05-09
simplywall.st
2026-05-09
simplywall.st
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