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Wall Street warns of rising AI debt risk as stocks slide on wobbly investor confidence
By Jon Martindale published
Increasing systemic risk from interconnected investments with circular revenue relationships is waving red flags.

Taiwan set to avoid 'punishing' 300% tariffs on semiconductor exports, says report
By Jowi Morales published
A senior Taiwanese ministry official said the U.S. will not put tariffs on its chip exports in exchange for helping Washington, D.C., copy its science park model for tech companies.

Huawei's Ascend AI chip ecosystem scales up as China pushes for semiconductor independence
By Luke James published
Premium Huawei’s in-house Ascend processors and their surrounding supplier network are being positioned as the foundation of a national effort to build an independent, fully domestic semiconductor ecosystem.

Intel CEO rejects reports the company is obtaining TSMC secrets from former executive
By Anton Shilov published
Intel CEO Lip-Bu Tan dismisses speculation that former TSMC executive Wei-Jen Lo could have brought advanced TSMC process secrets to Intel.

SpaceX CEO Elon Musk says AI compute in space will be the lowest-cost option in 5 years — but Nvidia's Jensen Huang says it's a 'dream'
By Anton Shilov published
AI is flying high?

Microsoft unveils Azure Cobalt 200 CPU, in-house chip targets higher performance and deeper integration
By Luke James published
Premium Microsoft has revealed its next major in-house server processor, the Azure Cobalt 200, a 132-core Arm-based CPU built on TSMC’s 3nm process.

Netherlands suspends Nexperia takeover order as China eases export curbs
By Luke James published
The Dutch government has suspended its emergency order to oversee chipmaker Nexperia, returning operational control to Chinese parent company Wingtech.

Korea's Fair Trade Commission reportedly raids Arm's Seoul office amid Qualcomm licensing dispute
By Zak Killian published
The raid is purportedly tied to Qualcomm's allegations of unfair market practices by Arm in several jurisdictions.
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