NVIDIA halts H200 production for China. TSMC capacity will be transferred to Vera Rubin.
US plans to expand export controls on AI chips globally, requiring companies such as NVIDIA and AMD to obtain export licenses.
NAND wafer costs surged 25% in February 2026; experts warn the industry may face a cyclical collapse.
Tower Semiconductor and Xanadu deepen their strategic partnership to accelerate innovative R&D in the field of quantum optics hardware.
US military has formally notified Anthropic that the company has been identified as a supply chain risk, which could trigger litigation.
Sam Altman subtly criticizes Anthropic: Government power should be greater than that of private companies.
DENSO has made an $8.2 billion takeover offer for ROHM. Nikkei
Nexperia China: Most of its operations have resumed, ensuring basic production and operation.
Google DeepMind executives have publicly invited the Qianwen team to join them.
