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ASML Warns of ‘Significant’ China Sales Decline for 2026 but Reassures Investors on Overall Growth Outlook

Dutch semiconductor equipment giant ASML Holding NV on Wednesday sought to reassure investors about its long-term prospects, even as it warned of a “significant” sales decline in China next year. The company, which recently became Europe’s most valuable listed firm, said it expects 2026 total net sales to remain at least on par with 2025 […]

China Bans TechInsights Over Security Concerns, Tightening Control on Semiconductor Information

Beijing has formally banned Canadian semiconductor research firm TechInsights from conducting business with Chinese entities, escalating tensions in the global chip industry and further clouding transparency into China’s semiconductor sector. In a statement issued Thursday, China’s Commerce Ministry cited national security concerns as the reason for labeling TechInsights an “unreliable entity.” The designation bars any […]

Nvidia

Nvidia Becomes First Company Ever to Hit $4 Trillion Market Cap on AI Surge

Nvidia Hits $4 Trillion Valuation on AI Demand Surge: On July 9, Nvidia made market history by becoming the first public company to surpass a $4 trillion valuation as its shares climbed to an all-time high, fueled by surging demand for AI infrastructure. The stock rose approximately 2.5% to $164, marking a remarkable leap from its $1 trillion […]

Samsung Electronics

Samsung Electronics Second-Quarter Profit Takes 39% Hit from HBM Chip Delays

Samsung Faces 39% Profit Drop Amid HBM Chip Delivery Delays: Samsung Electronics is forecast to report a 39% drop in its Q2 operating profit, falling to approximately ₩6.3 trillion ($4.62 billion)—its lowest performance in six quarters, according to LSEG SmartEstimate. The decline is primarily attributed to delay in delivering high-bandwidth memory (HBM) chips, notably its […]

AI market

Nvidia CEO Warns U.S. Could Cede AI Ground to Huawei If It Stays Sidelined

U.S. Chip Export Curbs Threaten Nvidia’s Position in China AI Market: Nvidia CEO Jensen Huang issued a stark warning: continued U.S. restrictions on semiconductor exports to China could pave the way for Huawei to take control of the AI landscape domestically—and possibly gain a foothold in global dominance. Analysts warn that ongoing U.S. restrictions may […]

Nvidia AI chips

U.S. and UAE Forge Landmark AI Partnership with Major Chip Export Agreement

U.S.-UAE AI Collaboration: Accelerating Technology and Innovation Worldwide: With the historic agreement between the United States and the United Arab Emirates that will allow the export of cutting-edge Nvidia AI chips to the United Arab Emirates, technological collaboration has significantly advanced. The development marks an important turning point in the two nations’ business relationship with […]

Malaysia Vows Legal Action Against Firms Linked to Nvidia Fraud Scandal

Malaysian authorities have announced plans to take stringent legal action against companies implicated in a high-profile fraud case involving tech giant Nvidia. The scandal, which came to light earlier this year, allegedly involves several Malaysian-based firms accused of participating in fraudulent activities, including the misrepresentation of financial records and unauthorized use of Nvidia’s intellectual property. […]

Nvidia Warns of Rising Competition from China’s Huawei Despite U.S. Sanctions

Nvidia, the U.S.-based tech giant, has raised concerns about increasing competition from China’s Huawei, despite ongoing U.S. sanctions aimed at limiting the Chinese company’s access to advanced technologies. In a recent statement, Nvidia highlighted Huawei’s growing capabilities in developing high-performance semiconductors, which could challenge Nvidia’s dominance in the global chip market. The U.S. government has […]

Nvidia Shares Drop Amid Global Tech Market Turbulence Triggered by China’s DeepSeek

Nvidia shares plummeted 13.6% in premarket trading early Monday, as concerns over global AI competitiveness intensified following a disruptive announcement from Chinese startup DeepSeek. The development has sparked widespread sell-offs in the technology sector, raising questions about America’s position as a leader in artificial intelligence. The ripple effects of DeepSeek’s latest innovation extended beyond Nvidia, […]