Washington Quietly Loosened the Chip Chokehold on China. The Bigger Story Is What Comes Next.
After years of tightening restrictions, US chip export policy toward China cooled in 2026, with regulators allowing case-by-case sales of…
Tag: semiconductors
The Week in Tech: SK Hynix’s Record IPO, Apple’s EU Defeat, and a Chip Trade That Can’t Decide How It Feels
A weekly briefing on the tech and startup stories that mattered most between July 4 and July 10, 2026: SK…
SK Hynix Just Pulled Off the Biggest Foreign IPO in US History. Memory Chips Are Now the Center of the AI Trade.
SK Hynix raised $26.5 billion in a Nasdaq debut on July 10, the largest foreign listing in US history, as…
The AI Chip Trade Just Had Its Worst Week of 2026, and It Wasn’t Even About AI Demand
A sharp early-July selloff wiped well over a trillion dollars off chip stocks including Micron, Intel and AMD, driven not…
The US Doesn’t Have Enough People to Build the Chip Plants It Just Funded
A Bloomberg analysis published July 7 warns that a shortage of skilled workers, projected to hit 157,000 by 2030, threatens…
Nvidia’s Order Backlog Nearly Doubled in One Quarter. That’s the Real AI Demand Signal.
Nvidia's data center revenue crossed $39 billion in a single quarter and its supply commitments nearly doubled to $95.2 billion,…