chip sales

Sources: TSMC plans to invest another $100B to build four more US fabs to ensure tariff-free chip sales; analysis: its Arizona site has land for four more fabs

Sources: TSMC plans to invest another $100B to build four more US fabs to ensure tariff-free chip sales; analysis: its Arizona site has land for four more fabs

Agreements reached between Taiwan and Trump administration imply big expansion for world's biggest chipmaker

SIA: chip sales hit $791.7B in 2025, up 25.6% YoY, with advanced Nvidia, AMD, and Intel chips accounting for $301.9B, up 40%; SIA expects $1T in 2026 chip sales

SIA: chip sales hit $791.7B in 2025, up 25.6% YoY, with advanced Nvidia, AMD, and Intel chips accounting for $301.9B, up 40%; SIA expects $1T in 2026 chip sales

AMD reports $390M in revenue from MI308 AI chip sales to China in Q4; CEO Lisa Su says orders were “from very early in 2025” but shipped in Q4 after US approval

Company sees $100m more revenue from China as Beijing weighs rules on Nvidia, other foreign chips

A US House panel okays a bipartisan bill pushing congressional oversight of AI chip exports and banning Nvidia Blackwell sales to China for at least two years

Congress is one step closer to gaining the authority to review artificial intelligence chip sales to China, a move likely to open a rift …

David Sacks and top MAGA influencers are publicly opposing House Foreign Affairs Chair Brian Mast's proposed AI OVERWATCH Act to regulate AI chip sales to China

David Sacks and top MAGA influencers are publicly opposing House Foreign Affairs Chair Brian Mast's proposed AI OVERWATCH Act to regulate AI chip sales to China

But the accusations are flying fast.  — “The AI Overwatch Act (H.R. 6875) may sound like a good idea, but when you examine it closely …

Broadcom reports Q4 revenue up 28% YoY to $18.02B, vs. $17.49B est., and forecasts Q1 revenue above est., as it expects AI chip sales to double YoY to $8.2B

Kif Leswing / CNBC :

Sources: Trump's team recently discussed letting Nvidia sell H200 chips to China, a major departure from the administration's earlier public stances

If It Happens Emily Jarvie / Proactive : US weighs allowing Nvidia to sell H200 chips to China, sources say Ukrainian National News : Trump's team considers allowing Nvidia H200 chip sales to China Ca...