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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.

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.

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.

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.

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.

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.

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.