Tag Directory / SUPPLYCHAIN     showing 1–3 of 3   RSS

for: Wednesday, January 28, 2026



Beijing clears Nvidia’s H200 imports, ending chip uncertainty for China tech giants

scmp - Beijing has begun approving imports of Nvidia’s H200 graphics processing units (GPUs), according to two sources familiar with the matter, ending regulatory uncertainty over the US tech giant’s second most powerful artificial intelligence chip.The first ba…

#semiconductors #china #chips #nvidia #gpu #datacenter #supplychain #bytedance

China Approves First Nvidia H200 Chip Imports for Tech Giants

5 wks / winbuzzer / Markus Kasanmascheff

Report: China approves import of high-end Nvidia AI chips after weeks of uncertainty

5 wks / arstechnica / Benj Edwards

China greenlights 400,000 Nvidia H200 chip imports for tech giants, according to Reuters

5 wks / the-decoder / Maximilian Schreiner

Nvidia (NVDA) Stock: China Clears H200 Chip Imports for ByteDance, Alibaba, Tencent

5 wks / parameter / Trader Edge

China finally approves the first batch of NVIDIA H200 AI GPU imports

5 wks / engadget / Steve Dent

Beijing clears Nvidia’s H200 imports, ending chip uncertainty for China tech giants

5 wks / scmp

Chip stocks rally after bumper earnings and a report of a game-changing China approval for Nvidia

5 wks / cnbc

Nvidia rises after Reuters reports that China has approved the sale of 400,000 H200 chips to Chinese tech firms

5 wks / sherwood / Hyunsoo Rim

China Approves Purchases of Nvidia’s H200 Chip, Easing Tension With U.S.

5 wks / wsj / Raffaele Huang

Back to Top / Wednesday, January 28, 2026, 6:20 am / permalink 18479 / 9 stories in 5 wks


ASML bookings nearly double expectations on AI demand

Erik van Klinken / techzine - ASML reported record quarterly bookings of 13.2 billion euros in Q4 2025, nearly doubling analyst predictions. The Dutch chip equipment maker’s results highlight once more that the AI infrastructure buildout shows no signs of slowing down. The Veldhoven-b…

#ai #semiconductors #chips #genai #stockmarket #earnings #business #supplychain #manufacturing #technology

ASML slashes 1,700 jobs even as demand for chipmaking machines hits record highs

5 wks / techspot

ASML’s record orders show chipmakers are still betting big on AI data centers.

5 wks / bsky / @techcrunch.com / techcrunch.com

Wall Street thinks the next bottleneck in AI is chip equipment

5 wks / sherwood / Matt Phillips

The AI infrastructure boom shows no sign of slowing down

5 wks / techcrunch / Russell Brandom

ASML Holding (ASML) Stock: Record Orders Smash Forecasts as AI Demand Soars

5 wks / parameter / Trader Edge

(PR) ASML Reports €32.7 Billion Total Net Sales and €9.6 Billion Net Income in 2025

5 wks / techpowerup

ASML made record $11.5 billion profit in 2025 thanks to AI-driven demand, plans to cut 1,700 jobs

5 wks / techxplore

ASML made record $11.5 billion profit in 2025 thanks to AI-driven demand, plans to cut 1,700 jobs

5 wks / go

ASML rises on revenue beat and rosy topline outlook, outweighing slightly softer margins

5 wks / sherwood / Luke Kawa, David Crowther

ASML bookings nearly double expectations on AI demand

5 wks / techzine / Erik van Klinken

ASML forecasts bumper sales on back of AI boom

5 wks / ft

Chip giant ASML posts record orders and upbeat 2026 guidance as AI boom continues

5 wks / cnbc

Back to Top / Wednesday, January 28, 2026, 3:21 am / permalink 18476 / 12 stories in 5 wks


SK Hynix doubles 2025 profit as AI memory shortages drive earnings beat

cnbc - South Korea's SK Hynix on Wednesday posted record quarterly revenue and profit, to beat estimates.

#ai #semiconductors #chips #samsung #earnings #business #supplychain #skhynix #technology #memory

SK Hynix Stock: Memory Chipmaker Posts Record Earnings on AI Surge

5 wks / parameter / Trader Edge

SK Hynix Plans to Establish a Dedicated US-Focused Wing, Ironically Called the “AI Company,” to Capitalize on Memory Demand

5 wks / wccftech / Muhammad Zuhair

Micron rises after rival SK Hynix posts record sales and profits

5 wks / sherwood / Claire Yubin Oh

(PR) SK hynix to Establish U.S. Arm Specialized in AI Solutions

5 wks / techpowerup

SK hynix to launch new U.S.-based AI solution firm

5 wks / co / Kang Yoon-seung

South Korea's SK Hynix to establish a special ‘AI Company’ in the U.S.

5 wks / cnbc

SK Hynix doubles 2025 profit as AI memory shortages drive earnings beat

5 wks / cnbc

(3rd LD) SK hynix posts record earnings for 2025, beats Samsung Electronics

5 wks / co / Kang Yoon-seung

(2nd LD) SK hynix posts record earnings for 2025, beats Samsung Electronics

5 wks / co / Kang Yoon-seung

(PR) SK hynix Announces FY25 Financial Results, Posts Record-High Results and Delivers Highest Shareholder Returns

5 wks / techpowerup

(LEAD) SK hynix sets record operating profit in 2025 amid AI boom

5 wks / co / Kang Yoon-seung

SK hynix sets record operating profit of 47.2 tln won in 2025

5 wks / co / Kang Yoon-seung

Back to Top / Wednesday, January 28, 2026, 3:20 am / permalink 18475 / 12 stories in 5 wks


Back to Top


SUPPLYCHAIN Heatmap

90 days, weeks are vertical, left is older; hover for info, click to see that day's coverage.



More Top Stories...

U.S. prepares strict export controls on AI accelerators, curbing foreign sales

U.S. authorities are drafting new export rules requiring government approval for certain AI accelerators before overseas sales, aiming to limit adversaries’ access to advanced chips. The Commerce Department confirmed a tough approach that stops short of prior proposals but signals significant restrictions, forcing vendors and customers to navigate fresh geopolitical red tape. More...


Pentagon labels Anthropic a supply‑chain risk; company vows legal fight

The Pentagon has designated Anthropic and its products as a “supply‑chain risk,” prompting the company to announce a court challenge. Experts warn the move could chill collaboration and talent flows into AI, while Anthropic insists it will contest the determination to protect its operations and customers. More...


Oracle and OpenAI scrap Texas data-center expansion; Meta eyes the spare capacity

Oracle and OpenAI have abandoned plans to expand a flagship Texas data center, leaving substantial compute capacity up for grabs. Nvidia reportedly brokered interest from Meta to take the unused slots as OpenAI downscales that particular buildout, a move that rattled markets and highlights shifting demand for large-scale on-prem AI infrastructure. More...


SoftBank seeks massive $40B loan to back OpenAI investment, courting big risk

SoftBank is reportedly seeking up to a $40 billion loan to finance its planned stake in OpenAI, an audacious use of leverage to double down on the AI boom. The move would be one of the largest single‑company financing gambits in recent memory, raising questions about balance‑sheet strain versus potential upside. More...


Google releases Workspace CLI enabling AI agents to access Gmail, Drive, Calendar

Google has shipped an open-source Workspace CLI that gives AI agents like OpenClaw programmatic access to Gmail, Drive, Calendar and other Workspace services via a built-in MCP server. The tool standardizes agent integration, making it easier — and slightly creepier — for automated assistants to act on users’ behalf across core productivity apps. More...


NorthFeed Inc.

Disclaimer: The information provided on this website is intended for general informational purposes only. While we strive for accuracy, we do not guarantee the completeness or reliability of the content. Users are encouraged to verify all details independently. We accept no liability for errors, omissions, or any decisions made based on this information.