The U.S. Senate has summoned the CEO of Nvidia to explain the issue of chip exports to China, amid security concerns that advanced U.S. technology could be used by China to enhance its military capabilities and state surveillance systems.

Huawei has launched a new strategy, developing high-performance chips with transistor density equivalent to a 1.4-nanometer manufacturing process by 2031, defying US sanctions.

The U.S. government has signaled that it will not immediately announce tariffs on semiconductor imports, even though it sees them as an important tool for bringing manufacturing back to the United States. It emphasized the need to determine the appropriate timing and level of tariffs.

TSMC forecasts the global chip market to reach $1.5 trillion by 2573, driven by AI. The company is accelerating the expansion of its factories worldwide in the US, Japan, and Germany.

Apple is looking for additional chip suppliers, negotiating with Intel and Samsung to reduce its reliance on TSMC amid rising AI demand which is tightening the supply chain. Tim Cook has admitted to a chip shortage.

Nvidia points to surging AI demand, anticipating chip orders to reach $1 trillion by 2570, and is preparing to launch its new "Vera Rubin–Groq 3" technology to dramatically improve AI performance.

"Global chip stocks" surged after Nvidia CEO stated at the Davos forum that developing global AI infrastructure requires trillions of dollars in investment.

Technological security conflicts and dependence on China put European chipmakers at a critical juncture, amidst pressure on global automotive supply chains.

Samsung points out that the shortage of memory chips due to high demand from AI data centers is pressuring the global industry, and a review of its consumer product pricing may be unavoidable.

The Netherlands has suspended intervention in chipmaker Nexperia after China signaled relaxation and allowed chip exports to resume, easing the chip war that has shaken the global automotive industry.