IPS

Nvidia and AMD are pressing the Trump administration to maintain export channels for their semiconductor products to China, according to Politico. The two US chipmakers rely heavily on Chinese sales and face uncertainty over restrictions. The issue sits at the center of the wider US-China tech rivalry, with export controls threatening billions in revenue for American semiconductor companies.

ByteDance, the Chinese parent company of TikTok, reportedly gained access to more than 2,000 Nvidia B200 chips through Nscale's data center in Norway, according to a filing. A Singaporean subsidiary called Spring contributed 73% of the UK neocloud's 2025 revenue. The arrangement highlights how sanctioned Chinese firms may still reach advanced US AI hardware via third countries and cloud providers.

Major technology companies are rapidly expanding the use of guarantees to back debt financing for AI datacentres and chips, issuing up to $300 billion in commitments in less than a year, according to analysis shared by economist Adam Tooze. The commitments largely stay off the companies' balance sheets, raising questions about hidden leverage in the AI buildout and how much risk the industry is actually carrying.

Singapore is increasing its investment in the semiconductor sector, according to a Financial Times report. The city-state has long been a key hub for chip manufacturing and packaging, hosting major global semiconductor firms, and the move signals its intent to deepen that role amid worldwide competition for chip supply chains and government-backed industry incentives.

The United States and China are reportedly exploring a package of tariff relief worth around US$60 billion, covering a range of goods affected by their ongoing trade disputes. Semiconductors, however, remain excluded from any potential easing, with both sides keeping chip-related restrictions firmly in place amid continued strategic competition over the semiconductor industry.

The Trump administration has committed more than $5 billion to a new initiative called the Genesis Mission, which will target three areas: cancer research, semiconductor development, and quantum computing. The funding combines health and technology priorities in a single program, drawing attention from markets tracking semiconductors and emerging tech. Details on how the money will be allocated across the three fields have not yet been fully laid out.

China is reportedly weighing whether to allow ByteDance and Alibaba to purchase Nvidia's newest AI chips. The decision would mark a potential easing of restrictions on access to advanced US semiconductor technology, and is drawing attention given the stakes for artificial intelligence development, US-China trade tensions, and Nvidia's large Chinese customer base.

Nvidia is reportedly pursuing glass substrate packaging for its AI chips, a manufacturing shift that could improve performance and density as conventional materials hit physical limits. The move could reshape how advanced semiconductors are packaged and give Nvidia an edge in the race to power large AI systems, though details of timing and partners remain unclear.

SpaceWatch.Global has published an analysis examining COSCO vessels allegedly used for espionage purposes, arguing that Western reliance on Chinese shipping remains high while space-based monitoring capabilities could help track gray-zone maritime activity in the interim. The piece highlights tensions between economic dependence on Chinese maritime logistics and security concerns, suggesting satellite surveillance as a partial mitigation until supply chains are diversified.

Austin Riley hit a go-ahead home run in the eighth inning off a 99.9 mph pitch from the Phillies' closer, flipping Game 1 in Atlanta's favor. The clutch blast against one of baseball's hardest throwers is drawing attention as a defining moment of the matchup, with fans and analysts weighing in on the Braves' late-inning surge.

VSMC, the joint venture between Vanguard International Semiconductor and TSMC, is building a 300mm wafer fab in Singapore, framed as a strategic bet on the specialty chips underpinning AI infrastructure. Coverage highlights the facility's role in easing capacity tightness for mature and specialty nodes, as AI demand pulls in power management, controller and analog chips alongside leading-edge processors.

Teamsters at Phillips 66 have voted overwhelmingly to authorize a strike, according to the International Brotherhood of Teamsters. The authorization gives union negotiators the ability to call a work stoppage, though a strike does not automatically follow. No details on vote margins, locations or specific contract disputes were immediately available, and it is not yet clear whether further negotiations are scheduled or when any walkout could begin.

The Chips Joint Undertaking has launched funding worth €80 million to support the development of AI chips and compute systems in Europe. The call aims to strengthen European capabilities in semiconductor design and computing hardware for artificial intelligence, backing research and innovation projects across the bloc. The move is part of broader efforts to reduce reliance on foreign chip suppliers.

Memory chip maker Netlist has asked the U.S. government to ban imports of Micron chips that are used in AI computing systems sold by Google and Nvidia, escalating a patent dispute between the two memory companies. The request, filed with U.S. trade authorities, could disrupt supply chains for high-bandwidth memory if granted, drawing attention from the AI hardware industry.

A short clip titled 'Hand Muncher with Chips & Cookies' is pulling in millions of views and close to seven million likes worldwide. The footage shows a hand-shaped device or hand game grabbing and crushing chips and cookies. Viewers are sharing it widely for its odd, satisfying appeal, though no clear news event sits behind it.

Chipmaker Cerebras has agreed to supply 100 megawatts worth of AI processors to Gimlet Labs, a cloud computing startup. The deal marks a significant supply commitment for the emerging AI infrastructure company and highlights growing demand for alternative AI compute providers beyond Nvidia. The reported scale of the agreement underscores how power-hungry AI data center buildouts have become.

ESPN has released its NFL Week 4 preview, gathering the latest league intel, buzz questions and fantasy football tips ahead of the weekend's games. The roundup covers news around the league and offers fantasy managers advice for setting lineups as the fourth week of the NFL season gets underway.

A recall affecting Zapp's and Dirty Brand potato chips has been assigned the FDA's highest risk classification, meaning the agency considers the products potentially capable of causing serious health consequences. The announcement has drawn wide attention, with consumers checking whether bags they purchased are among the affected batches and awaiting further guidance on specific products and lot codes.

Synopsys has introduced AgentEngineer, an 'Autopilot' platform designed to develop chips autonomously using AI agents. The company says the platform will reach general availability by the end of 2026. The announcement is drawing attention in the semiconductor industry as chipmakers look to AI to speed up increasingly complex and costly chip design workflows.

Amazon and GoodRx are rolling out subscription services aimed at Americans who pay out of pocket for prescriptions, as more people lose or go without health insurance coverage. The move positions the two companies as discount alternatives to traditional pharmacy benefits, and analysts see it as a sign of the shifting US healthcare market.

US lawmakers are drafting plans to block China's access to American AI chips, escalating technology export restrictions between the two countries. Chipmakers Nvidia and AMD, which rely heavily on the Chinese market, are lobbying President Trump to intervene and soften the measures. The dispute highlights the growing tension between national security concerns in Washington and the commercial interests of the US semiconductor industry.

Nvidia is holding discussions with insurers about them taking on lending risks tied to its chips, according to MarketScreener. The talks would let lenders finance chip purchases with insurance covering potential losses, an approach that reflects the enormous sums now tied up in AI computing hardware. Details of the negotiations, the insurers involved and the likelihood of a deal have not been disclosed.

China's DeepSeek has released tools designed to make Huawei's chips a viable alternative to Nvidia hardware for running and training AI models. The move could reduce reliance on Nvidia technology amid US export restrictions, and it is drawing attention as a potential turning point in China's push for technological self-sufficiency in artificial intelligence.

Microsoft has attributed the absence of AMD processors in its Surface line-up to its own limited portfolio, saying its chip offerings have been too narrow to include AMD silicon. The remarks shed light on why Surface devices have relied heavily on Intel processors, as discussion turns to whether future Surface hardware could finally feature AMD chips.

Media guides are detailing streaming options for the men's Rakuten Japan Open Tennis Championships in Tokyo as the tournament reaches the Round of 32. Coverage focused on September 29 and 30 matches tells fans where they can follow the ATP 500 event online, reflecting interest in the early rounds of the Japanese swing.

Coverage is spotlighting the semiconductor technology behind artificial intelligence, focusing on the advanced chips that process AI queries and generate responses. As demand for AI services surges, attention is turning to the companies designing and manufacturing these processors, and to how critical chip supply has become to the broader AI boom.

The City of Portland, Oregon has announced that applications for its arts education sponsorships will open on September 30. The program provides funding support for arts education initiatives in the city. Schools, artists, and community organizations interested in sponsoring or receiving support for arts education programs can apply once the window opens.

Memory chip maker Netlist has asked US authorities to block imports of Micron chips used in AI computing systems built for Google and Nvidia, escalating a patent dispute between the two companies. If granted, the ban could disrupt supply of high-bandwidth memory components central to the AI hardware boom, drawing attention across the semiconductor industry.

DeepSeek has made its AI software compatible with Huawei's Ascend chips, according to Techzine Global. The move is significant because it suggests Chinese AI models can run on domestic hardware instead of Nvidia processors, which face US export restrictions to China. It is being read as a step towards a self-sufficient Chinese AI stack, pairing a leading open model with homegrown silicon.

The U.S. is pushing to bring semiconductor manufacturing back home, but Electronic Design reports the effort is overlooking a critical piece of the supply chain: board designers. While billions are being invested in fabs and chip production, the domestic workforce needed to design the printed circuit boards that turn chips into working electronics is shrinking, leaving a skills gap in American electronics manufacturing.