ADVANCED CHIPS
Singapore confirms a probe into Megaspeed but denies investigating Alice Huang over spy claims; how is Nvidia CEO Jensen Huang linked to the controversy?
US media reports have alleged that Nvidia CEO Jensen Huang developed a 'close relationship' with an alleged Chinese spy. US intelligence believes Alice Huang was recruited by China's Ministry of State Security (MSS). The alleged relationship was reportedly mentioned in a memo. Singapore has reportedly rejected the claims that Alice Huang was investigated by its authorities.
Donald Trump was reportedly briefed a year ago that a suspected Chinese spy was close to Nvidia's CEO, but why was Jensen Huang never told?
According to media reports, US intelligence believes Alice Huang was recruited by China's Ministry of State Security (MSS). Alice had developed a close professional relationship with Jensen through her work in the AI and data centre industry. Their alleged relationship attracted intelligence attention because Nvidia's technology is central to the US-China competition over artificial intelligence.
Spy targeting Nvidia CEO was alleged China intelligence service recruit: NYT
The Chinese businesswoman, with whom Nvidia's CEO Jensen Huang had alleged ties, was recruited as a spy for China’s Ministry of State Security, The New York Times reported, citing a memo circulated among policymakers in the Trump administration.
Spy targeting Nvidia CEO was alleged China intelligence service recruit: Report
The Chinese businesswoman, with whom Nvidia's Chief Executive Officer (CEO) Jensen Huang had alleged ties, was recruited as a spy for China’s Ministry of State Security, The New York Times reported, citing a memo circulated among policymakers in the Trump administration.
TSM stock rallies as Nvidia reportedly turns to TSMC for advanced memory chips - can it challenge Samsung, Micron and SK Hynix?
TSM stock today: TSMC stock climbed more than 6% in early trading Friday after a report said the chipmaker is considering manufacturing advanced 3D DRAM chips at Nvidia's request. The potential move could expand TSMC's role in the AI hardware market as memory shortages increase competition among leading chipmakers.
Chip stocks bounce up to 8% as US stock futures recover after Thursday’s stock market crash - Jefferies says sell-off was ‘reactionary, not a reset’
Chip stocks bounced back before Friday's market open after Thursday's brutal sell-off sent the Philadelphia Semiconductor Index down 12.2%. Nvidia, AMD and Intel recovered, while Aehr Test Systems, Camtek and Cohu also posted strong gains. Jefferies called the sell-off "reactionary, not a fundamental reset."
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AI boom turns chip packaging into the next battleground for semiconductors
Billions of dollars are being invested in advanced chip packaging due to the demand for AI chips. This growing need is pushing companies to expand their production capacities significantly. Taiwan's TSMC is at the forefront of packaging technology, yet limitations have spurred alternatives.
Nvidia CEO Jensen Huang called by key Republicans over Chinese spy Alice Huang allegations
Top Republican lawmakers have requested Nvidia CEO Jensen Huang to provide a briefing on his connections to Alice Huang. This request follows allegations related to national security concerns involving advanced AI chips. Lawmakers emphasized the need to address the extent of risk posed to U.S. national security. Huang's discussions with numerous executives include ordinary business information, according to Nvidia's claims.
Centre planning to use component scheme to feed chip ecosystem
Investment approvals under ECMS may therefore focus on items like precision-manufacturing equipment such as micro-tools, computer numerical control machines, PCB drills and industrial automation equipment, officials said. The sixth tranche of ECMS investment applications will be announced on Friday.
Key Republicans seek briefing from Nvidia CEO over Chinese spy allegations
The New York Times reported last month that US authorities were investigating Alice Huang, a former executive of Singpore-based company Megaspeed, which buys AI chips from Nvidia. US authorities have scrutinized Megaspeed over suspicionsit helped Beijing gain access to advanced AI chips that are barred from shipment to China.
Micron, SanDisk, AMD and Qualcomm stocks plunge as US stock market crashes today: Dow, Nasdaq and S&P 500 turn red as chip selloff deepens – What is driving Wall Street's sudden reversal?
US stock market crash today: The Dow, Nasdaq and S&P 500 are all trading in the red, while some of the biggest semiconductor stocks are losing ground. Micron (MU), SanDisk (SNDK), AMD and Qualcomm (QCOM) are among the hardest hit, with Western Digital and Seagate also extending their losses. Qualcomm's weaker revenue and cautious outlook have added to concerns about chip demand. But why are AI and memory chip stocks falling so sharply?
Nvidia chips pile up in Hong Kong as China withholds import approval
About 600,000 of Nvidia's advanced artificial intelligence chips are stored in Hong Kong awaiting shipment to mainland China, two people familiar with the matter said, as Beijing withholds approval for large-scale imports despite demand from technology firms.
AI boom draws chip supply from other end-markets, Siltronic CEO says
Siltronic, which makes silicon wafers used in semiconductors, raised its annual sales forecast for the second time this year on Wednesday, citing stronger demand for its wafers.
Qualcomm signs major 5G infrastructure deal with SpaceX for Starlink Mobile network
Qualcomm said the equipment would provide a flexible foundation for a multi-band network, which can be deployed in stages. The initial rollout will focus on terrestrial 5G, with the architecture designed to accommodate developments in connectivity and network intelligence.
Oracle abandons $7 billion Tencent AI deal under Trump pressure: FT
US officials approached Oracle to raise concerns about the Tencent deal, the newspaper said, citing people familiar with the matter.
AMD's OpenAI, Meta chip deals trigger $1 billion quarterly charge
AMD in February agreed to sell up to $60 billion worth of AI chips to Meta over five years, giving the Facebook owner warrants that could let it buy as much as 10% of the chip firm if it meets certain milestones. The deal followed a similar agreement with OpenAI last year, giving the startup the option to buy up to roughly 10% of the chipmaker.
AMD forecasts fourth-quarter revenue above estimates on strong AI chip demand
Advanced Micro Devices estimates its fourth-quarter revenue will hit about $17 billion, driven primarily by robust demand for AI chips. Although the company's forecast for adjusted gross margin stands at 55%, it falls slightly short of analyst expectations. A remarkable 97% year-on-year increase in data-centre revenue showcases AMD's growth. However, the company currently faces challenges in sourcing high-bandwidth memory, essential for its AI processors.
AMD's OpenAI, Meta chip deals trigger $1 billion quarterly charge
AMD in February agreed to sell up to $60 billion worth of AI chips to Meta over five years, giving the Facebook owner warrants that could let it buy as much as 10% of the chip firm if it meets certain milestones. The deal followed a similar agreement with OpenAI last year, giving the startup the option to buy up to roughly 10% of the chipmaker.
Samsung to make AMD, Nvidia chip parts at second Texas plant: Report
Construction is due to start formally this month, with the plant having secured orders for its entire output, and most of the secured volume is for AMD, according to Maeil.
China's robot makers have mastered the moves. Now comes the race for brains
The shift is fuelling an investment boom in embodied AI, a field focused on software that allows robots to understand their surroundings, learn unfamiliar tasks and adapt without having to be programmed for every job.
South Korea's Lee vows to make bold AI investment in record budget push
His administration proposed in September increasing government spending by a record 12.8% next year to 820.9 trillion won ($615.62 billion) aiming to strengthen South Korea's technological edge as global competition over AI intensifies.
India aims to be globally competitive semiconductor powerhouse by 2047: MoD
India is working towards becoming a globally competitive semiconductor powerhouse by 2047 and focuses on next-generation technologies. The Defence Research and Development Organisation participated in the Emerging Science, Technology and Innovation Conclave 2026 themed 'Creative Minds, Catalysing Science, Empowering Society'.
DRDO showcases indigenous chips for advanced radar, electronic warfare and missile systems
At the Emerging Science, Technology and Innovation Conclave (ESTIC) 2026, held at Bharat Mandapam in New Delhi from October 27 to 29, DRDO displayed Monolithic Microwave Integrated Circuits (MMICs) and Infrared Focal Plane Arrays (IRFPAs), developed by its Solid State Physics Laboratory (SSPL), Delhi.
Nvidia CEO Jensen Huang seen as target of China spy plot; Trump briefed but took no action: Report
A Chinese businesswoman suspected of passing intelligence to Beijing developed a close relationship with Nvidia CEO Jensen Huang, according to a New York Times exclusive report. US President Donald Trump was briefed on the intelligence findings roughly a year ago but took no action, reportedly wary of disrupting Nvidia's chip sales and US-China trade relations.
China's new export curbs draw a line around its AI crown jewels
The draft rules, released on October 16, distinguish between foreign customers using Chinese AI services and foreign companies obtaining the models, data or expertise needed to operate or reproduce them independently.
India's deeptech dream remains import dependent for critical components
The founder of a spacetech startup developing rockets said geopolitical tensions, including the Russia-Ukraine war, disrupted the supply of critical components. “Parts that were earlier available within weeks are now taking months to arrive, making it harder for startups to plan development and testing schedules,” the founder said, requesting anonymity.
China's new export curbs draw a line around its AI crown jewels
The draft rules, released on October 16, distinguish between foreign customers using Chinese AI services and foreign companies obtaining the models, data or expertise needed to operate or reproduce them independently.
AI chips worth $12.1 million seized at Malaysia airport, customs authority says
Malaysian customs said on Wednesday that it had seized about 49.5 million ringgit ($12.11 million) worth of advanced artificial intelligence chips this month, as
China's CXMT to start advanced AI memory production despite poor yields
The decision highlights China's intense shortage of the AI memory chips, which are essential to a government-backed push to develop domestic alternatives to Nvidia's AI processors at scale amid US curbs on access to foreign-made technology.
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