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White House Weighs Allowing Nvidia’s H200 Sales to China, Boosting AI Stock Sentiment

Export controls remain in force—no policy change has been announced.

TSMC Beats Q3 Revenue Forecasts on AI Demand With September Sales Up 31%

TSMC August Sales Point to a Q3 Beat as AI Orders Accelerate

Micron Jumps as Citi Hikes Target to $175, Flags Guidance Upside on AI Memory Strength

Synopsys Slashes Profit Outlook After IP Deal Shortfall as Shares Tumble on China Disruption

Intel Moves to Slash 20% of Workforce With Over 600 U.S. Layoffs and Munich Chip Unit Closure