Sources: US officials propose expanding AI chip export controls globally, requiring Commerce Department approval for Nvidia and AMD shipments for each country
worldwide licensing system would give Trump admin broad authority to block global salesIan Lyall /Proactive:US moves to require approval for all AI chip exportsAnanya Gairola /Benzinga:Trump Admin Wei...
Sources: US officials propose expanding AI chip export controls globally, requiring Commerce Department approval for Nvidia and AMD shipments for each country
Nvidia Corp. has long been the world's AI kingmaker. Now, the Trump administration is considering taking a formal role in the industry …
Sources: US semiconductor companies face worsening rare earth shortages, as shipments still rarely make it to the US despite an October 2025 detente with China
Sources: US semiconductor companies face worsening rare earth shortages, as shipments still rarely make it to the US despite an October 2025 detente with China
Suppliers to U.S. aerospace and semiconductor firms face worsening rare earth shortages, with two turning away some clients …
A top US export control official says Nvidia has yet to sell any H200 chips to China, two months after President Trump's decision to allow AI chip shipments
Nvidia Corp. has yet to sell any of its H200 chips to China two months after President Donald Trump's decision to allow shipments …
Sources: suppliers of parts for Nvidia's H200 chips have paused production after Chinese customs officials blocked shipments of the AI processors
Parts makers concerned about whether Beijing will allow imports of AI processors — Suppliers of parts for Nvidia's H200 chips …
TSMC says the US government has granted the company an annual license to import US chip manufacturing equipment to its facilities in Nanjing, China
Samsung, SK hynix likewise receive go signal from Commerce Department Gideon Wolf / COINOTAG : TSMC Secures US Export License for China Plant Amid AI Demand and Analyst Upgrades Hyunjoo Jin / Reuters ...
Trump says the Commerce Department is working on “the same approach” for “AMD, Intel, and other GREAT American Companies” as Nvidia shipping H200 chips to China
and now we're letting China close the gap. For what? Forums: r/NBIS_Stock : Trump's NVDA/China deal is a positive catalyst r/neoliberal : US to allow Nvidia H200 chip shipments to China, Trump says r/...
The US DOJ detains two men for allegedly violating export controls by trying to smuggle $160M+ of Nvidia H100 and H200 chips to China; a third man pleads guilty
DOJ says H100 and H200 shipments were relabelled with a fictional brand to dodge export controls Institute for Progress : Should the US Sell Hopper Chips to China? Jasper Ward / Reuters : US Justice D...
Letter: Nexperia suspends supplies of wafers to its Chinese assembly plant, citing a failure to “comply with the agreed contractual payment terms”
German automotive manufacturers slow production due to semiconductor shortages from Dutch chipmaker Matt Hardigree / The Autopian : Welcome To Chip Shortage 2: Nexperia Boogaloo Bloomberg : Nexperia H...