Export Controls

AXT Inc has revised its revenue expectations for Q4 2025 to between $22.5 million and $23.5 million, primarily due to a decrease in export control permits for indium phosphide from China's Ministry of Commerce. This adjustment reflects challenges in the supply chain and regulatory environment affecting the semiconductor sector.

EE Times

Pax Silica Marks End of Globalization’s Golden Age

Dec 15, 2025

The article discusses a shift in focus from global market efficiency to national security in the semiconductor industry, particularly through the expansion of equipment restrictions initiated under the Biden administration. This marks a significant transition in the industry's approach to globalization.

Tom's Hardware

ASML allegedly offered to spy on China for the US — company proposed being 'Washington’s eyes and ears in China' after breaking gentlemen’s agreement on limiting DUV sales to country, says new book

Nov 23, 2025

ASML is accused of offering to act as a spy for the U.S. after violating an agreement that restricted its sales of DUV lithography machines to China. This revelation comes from a new book detailing the company's actions in the geopolitical landscape.

Tom's Hardware

Four Americans charged with smuggling Nvidia GPUs and HPE supercomputers to China face up to 200 years in prison —$3.89 million worth of gear smuggled in operation

Nov 21, 2025

Four Americans have been charged with smuggling over $3.89 million worth of Nvidia GPUs and HPE supercomputers to China, utilizing routes through Hong Kong, Malaysia, and Thailand. U.S. prosecutors are seeking severe penalties, with potential prison sentences of up to 200 years for the accused.

SemiAnalysis

Huawei Ascend Production Ramp: Die Banks, TSMC Continued Production, HBM is The Bottleneck

Sep 08, 2025

The article discusses Huawei's ramp-up in production of its Ascend chips, highlighting challenges such as die banks and continued production at TSMC. It also points out that High Bandwidth Memory (HBM) is a significant bottleneck for Chinese chip production amidst ongoing export controls.

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Hot Topics

AXT updates Q4/2025 revenue guidance to $22.5–23.5m

Pax Silica Marks End of Globalization’s Golden Age

ASML allegedly offered to spy on China for the US — company proposed being 'Washington’s eyes and ears in China' after breaking gentlemen’s agreement on limiting DUV sales to country, says new book

Four Americans charged with smuggling Nvidia GPUs and HPE supercomputers to China face up to 200 years in prison —$3.89 million worth of gear smuggled in operation

Huawei Ascend Production Ramp: Die Banks, TSMC Continued Production, HBM is The Bottleneck