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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.

At the Xi-Trump summit, US export controls on semiconductors reportedly featured less prominently than other issues on the agenda. Analysts say Washington may be prioritising broader trade and diplomatic goals over tightening chip restrictions for now, leaving the future of US technology controls toward China uncertain.

Austrian semiconductor substrate maker AT&S is drawing attention for its role in producing the advanced substrates that sit beneath AI chips, a critical and supply-constrained layer of the artificial intelligence hardware supply chain. As demand for AI processors surges, chipmakers and governments are racing to secure substrate capacity, putting AT&S at the center of the conversation about AI supply bottlenecks.

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.

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.

South Korean chipmaker SK hynix is considering producing memory chips in the United States, according to the Korea Herald. The potential move would expand the company's footprint beyond its home market and align with US efforts to boost domestic semiconductor manufacturing. It follows other Korean chipmakers' investments in American production capacity.

AMD and Broadcom are at the center of a divide among Wall Street analysts over which company is best positioned for the next phase of the AI chip market. Investors are weighing each firm's roadmap and exposure to artificial intelligence spending, with no consensus on which stock holds the stronger position as demand for AI accelerators keeps reshaping the semiconductor industry.

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.

Huawei's Ascend chips have overtaken Nvidia in China's AI chip market, according to a new report. The shift reflects the impact of US export controls that have restricted Nvidia's access to Chinese customers, pushing domestic buyers toward Huawei's homegrown alternatives. Analysts see it as a milestone for China's semiconductor self-sufficiency push, though questions remain about Ascend's performance and production capacity at scale.

India's Defence Minister Rajnath Singh told NDTV that the country must achieve self-reliance in defence, covering everything from semiconductors ('chips') to ships. His remarks underline New Delhi's push to build domestic capability in defence manufacturing and reduce dependence on foreign suppliers, a policy direction known as Atmanirbhar Bharat, or self-reliant India.

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.

Huawei has announced two advanced AI chips slated for 2027, putting the spotlight on Nvidia as investors weigh fresh competition in the AI semiconductor market. Traders are watching how the Chinese chipmaker's roadmap could challenge Nvidia's dominance in AI accelerators, a market it has led amid US-China tech tensions.

Google has announced Project Suncatcher, an initiative to test its AI chips in space for the first time. The plan points to putting data-processing hardware aboard satellites, a step that could eventually move parts of AI computing off Earth. The announcement is drawing attention across the tech and semiconductor world, with observers weighing the engineering challenges of running chips in orbit and what it could mean for the future of data centers.

Intel says its upcoming 14A process node will land within 5% of the performance of TSMC's competing A14 technology, a claim the company describes as a conservative forecast. The statement also points to an expected frequency lead for Intel's 18A node and pricing advantages. The claim fuels the ongoing debate over whether Intel Foundry can close the gap with TSMC at the leading edge of chip manufacturing.

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.

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.

Samsung is expected to more than double production of its HBM4 and HBM4E high-bandwidth memory DRAM next year, according to a report citing industry sources. The move reflects surging demand for advanced memory used in AI accelerators, and would tighten the race with SK Hynix, the current leader in high-bandwidth memory supply to chipmakers like Nvidia.