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tech war: us tightens chip export rules amid ai rivalry with china

tech war: us tightens chip export rules amid ai rivalry with china

Washington, Monday, 22 September 2025.
united states lawmakers are crafting a new framework for semiconductor exports. the goal is to protect america’s lead in artificial intelligence. it also seeks to restrict china’s access to advanced technologies like ai and lidar. this move is fueled by bipartisan worries over china’s rapid technological advancements. the senate foreign relations committee passed the taiwan policy act. this highlights rising tensions and could impact tsmc, a major chip manufacturer. the proposed export framework signals a more assertive stance by the us in the global tech race.

apple silicon: a19 pro chip puts ai first, shaking up component suppliers

apple silicon: a19 pro chip puts ai first, shaking up component suppliers

Cupertino, Monday, 22 September 2025.
apple’s a19 pro chip marks a strategic shift. by 2025, apple aims to control iphone core chips, prioritizing ai workloads. this reduces reliance on nvidia, broadcom, and samsung. the a19 pro features neural accelerators in each gpu core. apple’s vp tim millet notes this control allows innovations beyond off-the-shelf components. the new c1x modem is twice as fast as the c1, using 30% less energy than qualcomm’s iphone 16 pro modem. this move signals apple’s deep focus on ai and mobile performance.

intel's stock surges after $16 billion investment windfall

intel's stock surges after $16 billion investment windfall

Washington, Saturday, 20 September 2025.
after a challenging q2 in 2025, intel rebounded remarkably. the company secured $16 billion through investments from the us government, softbank, and nvidia. this financial injection, which included $5.7 billion from the chips act, triggered a 30% surge in intel’s stock price. the surge translated to a $200 billion increase in market capitalization, showcasing a significant recovery. notably, nvidia’s investment valued intel shares higher than the us government’s recent acquisition, turning a quick profit for taxpayers.

trump administration's new h-1b visa fee: tech giants brace for impact

trump administration's new h-1b visa fee: tech giants brace for impact

washington, Saturday, 20 September 2025.
the trump administration has introduced a $100000 annual fee for h-1b visas, a move that’s sent shockwaves through the tech world. companies like amazon, microsoft, and meta, major beneficiaries of the program, are now facing increased costs and potential talent shortages. commerce secretary howard lutnick stated the goal is to incentivize hiring american workers. the policy has also sparked debate, with some experts warning it could stifle innovation and drive jobs overseas. on the other hand, to fast track visas, trump also created a ‘gold card’ for $1 million.

europe bets big on chips: why semiconductors are the bedrock of our digital future

europe bets big on chips: why semiconductors are the bedrock of our digital future

Brussels, Friday, 19 September 2025.
The European Chips Act underscores the essential role of semiconductors in modern society. Semiconductor research is paramount, as our digital infrastructure relies on these chips. The implications for major players like ASML, TSMC, and NVIDIA are significant. A research group in Halmstad, Sweden, is developing advanced optical sensors based on nanowires, one thousand times thinner than a strand of hair. These sensors can detect specific portions of infrared radiation, with applications ranging from defense to agriculture. This highlights the EU’s commitment to bolstering its semiconductor capabilities.

semiconductor stocks brace for impact: $5 trillion options expiry looms

semiconductor stocks brace for impact: $5 trillion options expiry looms

New York, Friday, 19 September 2025.
september 19, 2025, marks a date investors should circle. a record $5 trillion in options are set to expire. this “triple witching day” could trigger unexpected volatility, particularly for semiconductor giants like Nvidia, ASML, and TSMC. with the simultaneous expiration of stock options, stock index futures, and options, these high-growth, high-volatility stocks could face significant price swings. investors should prepare for potential turbulence and consider adjustments to their portfolios to navigate this event.