U.S. export controls are hitting global chip-tool makers, and Tokyo Electron (TEL) is scrambling to make up for shrinking orders from China. According to a recent interview with Nikkei, Executive Managing Director for finance Hiroshi Kawamoto says that by fiscal 2026, the company’s equipment for a...

Soaring AI-server memory demand is driving DRAM prices sharply higher—and now PC and notebook makers are feeling the squeeze. Industry sources revealed today that Lenovo has begun notifying clients of coming price hikes, with adjustments set to take effect in early 2026 as market pressures mount. ...

The U.S. is moving to tighten its grip on AI-related technologies, with lawmakers pushing to block China’s access to advanced American AI capabilities. According to Financial Times, a newly introduced bipartisan bill would bar NVIDIA from supplying China with its high-end H200 and Blackwell proces...

As China accelerates its push for semiconductor self-sufficiency, all eyes are on how leading tech firms are advancing cutting-edge technologies under U.S. sanctions, with Huawei clearly at the forefront. According to Nikkei, the Chinese chip giant has dramatically ramped up GPU-related patent filin...

Taiwan’s UMC is pushing into “Made in America.” On the 4th, the company announced that it has signed an MOU with U.S. foundry Polar Semiconductor to explore collaboration opportunities in 8-inch wafer manufacturing in the U.S.. According to Economic Daily News, UMC emphasized that this partner...