Chinese regulators grant approval for Alibaba, Tencent, and ByteDance to order Nvidia H200 AI chips, potentially unlocking $30 billion in revenue amid US-China trade tensions.
TSMC announces massive $56B spending plan for 2026, signaling confidence in AI boom. Strong earnings and expansion plans boost tech sector optimism.
Major investment banks upgrade ASML, TSMC, and Arista Networks, citing AI growth, a coming memory chip super cycle, and stronger enterprise spending through 2026 and 2027.
Taiwan's TSMC receives annual U.S. license to import chip equipment to China facility, ensuring continued operations at Nanjing plant making older-generation semiconductors.
Rivian has built its own AI chip, RAP1, to replace Nvidia tech and boost future self-driving features. The chip improves performance, lowers costs, and will debut in the R2 SUV.
Intel could start producing non-Pro iPhone chips by 2028 using its 14A process, marking a major shift in Apple's manufacturing strategy while maintaining in-house chip design.
