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Samsung plans to more than double production of its HBM4 and HBM4E high-bandwidth memory DRAM next year, according to industry sources cited by South Korean outlet Sedaily. The expansion targets booming demand from AI chip makers, as Samsung races rivals like SK hynix to supply next-generation memory for processors from Nvidia and other customers.

Dutch semiconductor equipment maker ASML says it is not selling its chipmaking machines in Europe, warning that the region risks falling behind the US, China and India in the semiconductor race. The remarks have drawn attention among industry watchers, who see them as a challenge to Europe's ambitions to build domestic chip manufacturing capacity and stay competitive globally.

Dutch chip equipment maker ASML said it is not selling its chipmaking machines in Europe, warning the region risks falling behind the US, China and India in semiconductors. The comments have drawn attention in business and tech circles, with debate over whether Europe can build a competitive domestic chip industry without access to the company's advanced lithography systems.

US semiconductor export restrictions were notably absent from the agenda when President Donald Trump met Chinese President Xi Jinping at their summit. Analysts say both leaders prioritised broader trade and geopolitical issues, leaving the tough technology controls largely untouched. Commentators are debating whether the omission signals a softening of Washington's chip policy toward Beijing or merely a temporary deferral of a festering dispute.

An ASML executive has said the Dutch chipmaking equipment giant currently sells none of its machines in Europe, despite being headquartered in the Netherlands. The remark highlights how Europe's lack of advanced chip fabrication facilities leaves ASML dependent on customers largely in Asia and the United States, adding to ongoing debate about Europe's push to build domestic semiconductor capacity.

The Trump administration is moving to repurpose unallocated CHIPS Act funds, favoring tariff pressure over direct subsidies to force chipmakers to build in the United States. TSMC retained its $6.6 billion award, but tariff threats have led it to raise its planned US investment from $65 billion to more than $165 billion. Critics note tariffs build manufacturing capacity far more slowly than subsidies and shift reshoring costs onto private capital.

ASML, the Dutch maker of chipmaking equipment, says it sold 'absolutely nothing' in Europe in 2026 and is calling on the EU to help create demand for semiconductor manufacturing. The remark highlights how little chip production capacity Europe has despite its ambitions, with virtually all of ASML's sales going to Asia and the United States. Commenters are weighing what this says about Europe's competitiveness in advanced chipmaking.

SK hynix is considering producing memory chips in the United States, according to the Korea Herald. The South Korean chipmaker, a leading supplier of HBM and DRAM to companies like Nvidia, has so far concentrated manufacturing in Korea and China. A US move would align with Washington's push to bring advanced semiconductor production onshore through incentives and tariffs, though the company has reportedly not made a final decision.

Micron Technology's plan to invest roughly $100 billion in a chip factory complex near Syracuse, New York is drawing renewed attention, with coverage focusing on just how large the memory-making project will be. The bet is being framed as one of the biggest US semiconductor investments, with discussion centered on its scale, jobs, and impact on the region.

ASML, the Dutch chipmaking equipment giant, says it sold 'absolutely nothing' in Europe and is calling on the European Union to help create demand for its technology. The comments highlight how Europe, despite hosting one of the semiconductor industry's most critical suppliers, has little domestic chip manufacturing capacity to buy its machines, with production concentrated in Asia and the United States.

Chinese AI startup Moonshot is reportedly seeking access to additional Nvidia Blackwell chips, according to a report circulating this week. The news comes just a week after a Trump administration official flagged an export control breach involving Nvidia's advanced chips. The development highlights continuing tensions over US restrictions on selling cutting-edge semiconductors to Chinese companies, a dispute that has become a central flashpoint in the technology rivalry between Washington and Beijing.

Huawei has announced plans for two advanced AI chips slated for 2027, putting Nvidia stock in focus as investors weigh rising Chinese competition in the AI semiconductor market. Traders are watching how Huawei's roadmap could challenge Nvidia's dominance in AI accelerators and what it means for US export restrictions and Nvidia's China business.

Workers at the Taiwanese factory producing a snack widely used as a good-luck charm in the chip industry have voted 94% in favor of a strike, threatening production. The dispute centers on employees demanding a share of a $176 million factory sale to ASE. A halt would disrupt supply of a product that has become symbolic in semiconductor workplaces.

Defence Minister Rajnath Singh said India must be self-reliant in defence, 'from chips to ships', speaking at an NDTV summit. He argued the country should reduce dependence on foreign suppliers by building domestic capacity in semiconductors, shipbuilding and other critical defence technologies as part of the Atmanirbhar Bharat push.

India's Defence Minister Rajnath Singh said the country must become self-reliant in defence, from semiconductors to warships, in an interview with NDTV. He argued that India cannot depend on foreign suppliers for critical military technology and needs domestic capability across the board. The remarks underline New Delhi's ongoing push to build its own defence manufacturing base.

US export controls on semiconductors did not feature as a key topic when Donald Trump and Xi Jinping met at their summit, according to the South China Morning Post. The omission is notable given that technology restrictions have been one of the most contentious issues in US-China relations, with Washington limiting Chinese access to advanced chips and Beijing pressing for relief. Observers are weighing what the quiet treatment signals about future trade and tech negotiations.

Taiwan's dominance in semiconductor manufacturing, led by TSMC, is being described as a 'silicon shield' that deters Chinese aggression while making the island indispensable to the United States in the AI era. As artificial intelligence drives global demand for advanced chips, control over Taiwan's chip industry has become central to both its security and US strategic interests, intensifying debate over cross-strait tensions.

In US pre-market trading, SpaceX shares reversed early losses and turned positive after dipping below their IPO debut price, moving against a broad market decline. Chip stocks fell collectively, dragging Nasdaq futures down 2.7%. Traders are watching whether the space company's recovery can hold once regular trading begins amid the semiconductor-led selloff.

NVIDIA's GTC conference is in the spotlight. The event is the company's flagship gathering focused on AI, chips and computing, where NVIDIA typically unveils new GPU architectures, software tools and partnerships. Attendees and industry watchers are following announcements closely, as the conference often signals the direction of the semiconductor and artificial intelligence markets for the months ahead.

Thieves made off with 18 tons of sand in what reports describe as a hunt for Nvidia AI chips, since high-grade sand is a raw material used in semiconductor manufacturing. The unusual heist highlights how demand for AI hardware has put pressure on supply chains down to basic materials, with commentators noting the lengths to which those seeking chip-related resources will go.

New data from South Korea shows that nearly four out of ten reported leaks of industrial technology involve semiconductor-related know-how. The figures underline growing concern in Seoul over the theft of critical chip technology, a sector central to the country's economy and to intensifying global competition over semiconductor supply chains.