semiconductors

3 briefs

power 2026-04-17

Congress Is Trying to Lock China Out of the Chip Industry. Nvidia Says That's the Wrong Move.

The MATCH Act would block China from buying the machines that make advanced chips. Jensen Huang says restricting China just makes it build faster.

conflict 2026-04-14

Samsung's Record Quarter Is Funding Its Own Undoing

The union is demanding $30 billion in bonuses. The company says that wipes out its R&D budget. An 18-day strike in May could hand Micron and China the memory market.

power 2026-04-09

The Chip War Is Now a Two-Front Battle, and the US Is Losing the Material That Wins It

The MATCH Act would cut China off from Dutch chipmaking tools. China's InP export controls just cut the world off from the material that makes AI data centers run. Washington is winning the equipment war while Beijing controls the supply chain beneath it.