#Semiconductors #NationalSecurity #AI
www.cnbc.com
Congress pushes back against Nvidia, White House with chip export limits
Republican lawmakers are pushing to place limits on the ability of U. S. companies to sell advanced semiconductors to China -- an effort that has run afoul of some key figures in the Trump administration.
#RareEarths #Aerospace #Semiconductors
ca.finance.yahoo.com
Exclusive-Rare earth shortages worsen in US aerospace, chips despite trade truce, sources say
By Allison Lampert, Laurie Chen, Lewis Jackson and Michael Martina
By Allison Lampert, Laurie Chen, Lewis Jackson and Michael Martina
MONTREAL/BEIJING/WASHINGTON, Feb 26 (Reuters) - Suppliers to U.
#AI #Semiconductors #Technology
ca.finance.yahoo.com
ASML sees AI demand as long-term growth driver in 2025 annual report
AMSTERDAM, Feb 25 (Reuters) - ASML, the biggest supplier of lithography equipment used to make computer chips, said in its 2025 annual report published Wednesday it now sees the artificial intelligence boom as the main driver for demand for its products.
#ArtificialIntelligence #Semiconductors #TechnologyMarket
www.nytimes.com
Meta Announces Major Chips-for-Stock Deal With AMD
Meta said on Tuesday that it would purchase billions of dollars worth of semiconductors from Advanced Micro Devices to develop artificial intelligence technologies and power new data centers.
W
#Semiconductors #SupplyChain #Technology
www.wsj.com
Inside Apple's Push to Build an All-American Chip
The world's largest chip maker, Taiwan Semiconductor Manufacturing, or TSMC, is building the site, planning to spend $165 billion to build six chip plants and more, making it one of the largest construction projects in the U.
F
#AI #TechInvestment #Semiconductors
www.fool.com
Big Tech Will Spend $700 Billion on Artificial Intelligence in 2026. Here's My Top Stock to Buy to Take Advantage. | The Motley Fool
Expectations are already high for this AI stock, but big tech could provide an even bigger tailwind.
Wall Street expected there to be a significant step-up in spending by the biggest hyperscalers this year.
F
#ArtificialIntelligence #EarningsGrowth #Semiconductors
www.fool.com
Prediction: This Could Be the Best-Performing AI Chip Stock of 2026
This networking company is experiencing remarkable earnings growth driven by artificial intelligence-fueled demand.
Artificial intelligence (AI) infrastructure spending is poised to jump significantly in 2026, with a recent report from CNBC suggesting that the capital expenditures (capex) of the top four hyperscalers in the U.
#Taiwan #ArtificialIntelligence #Semiconductors
apnews.com
Taiwan's AI-powered economy soars in the shadow of bubble fears and China threats
TAIPEI, Taiwan (AP) -- In Taipei, real estate agent Jason Sung is betting that home prices around a high-tech industrial park in the northern part of Taiwan's capital will soon take flight - because of computer chip maker Nvidia.
#Semiconductors #Innovation #R&D
markets.businessinsider.com
Applied Materials Announces Samsung Electronics Will Join the New, Multibillion-Dollar EPIC Center in Silicon Valley
Applied's new, $5 billion EPIC Center is the largest-ever U. S. investment in advanced semiconductor equipment R&D designed to dramatically reduce the time from R&D to commercialization by several years
SANTA CLARA, Calif.
#Nexperia #Semiconductors #NationalSecurity
apnews.com
Dutch court orders investigation into semiconductor chipmaker Nexperia
THE HAGUE, Netherlands (AP) -- A Dutch court on Wednesday ordered a formal investigation into Dutch-based semiconductor chipmaker Nexperia and upheld an earlier order suspending its Chinese CEO, citing doubts about the company's policies and conduct.
#ASML #Semiconductors #AIRevolution
www.cnbc.com
Why Nvidia's AI boom couldn't happen without Dutch chip equipment maker ASML
The company saw its share price rise 36% in 2025 and has continued the surge into 2026.
Nvidia has become the world's most valuable company thanks to its advanced chips that are powering the AI revolution.
