OpenAI officially rejected Musk $97.4 billion acquisition offer.

Nvidia significantly reduced its stake in Arm and invested in Chinese self-driving startup WeRide.

Insider: At the request of the Trump administration, TSMC is considering acquiring Intel US factories.

Dell is close to winning a $5 billion deal to sell AI servers to xAI.

Arm plans to sell its own chips and poach executives from its customers.

SEMI: The global silicon wafer market will bottom out in 2024 and recover strongly in the second half of 2025.

Japan considers taking over key factories such as semiconductors in emergency situation.

NVIDIA is reportedly working with MediaTek to develop AI PC and mobile phone chips to expand the terminal market.

Toyota and other Japanese companies have disabled DeepSeek due to concerns that information could be leaked to China.

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