Semiconductors
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Commerce extends its pause on the export-control affiliates rule to Jan. 10, keeping a reprieve in place for Bay Area chip-equipment makers
The two-month extension tracks the U.S.-China trade truce; the rule, which the administration says closes a national-security loophole, stays on the books and can be revived.
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Marvell agrees to buy Lumentum in an all-stock deal valued at about $115 billion
The Santa Clara chipmaker is betting that pairing its electrical connectivity chips with San Jose-based Lumentum’s lasers and optics will win the next phase of the AI data center buildout, but investors sent both stocks sharply…
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Energy Department adds helium to its critical materials list as a Gulf shortage squeezes chipmakers
The designation, formalized in the Federal Register on Tuesday, matters to Silicon Valley’s chip-equipment makers and to hospital MRI machines across the Bay Area.
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Lam Research posts a record quarter, but supply limits send the Fremont chipmaker’s stock lower
The equipment maker’s sales jumped 54 percent from a year earlier on demand tied to artificial intelligence, but executives said shortages of parts and clean-room space would hold back shipments through the end of the year.
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Treasury proposes wider limits on American investment in Chinese technology, reaching into biotech
A draft Treasury rule would bar U.S. investment in Chinese developers of advanced A.I. and a range of biotechnologies, with consequences for Bay Area venture capital and life sciences.
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DeepSeek is said to be shaping Huawei’s AI chips, a new test for Nvidia and U.S. export policy
A report that Huawei engineers are working inside China’s best-known AI start-up adds pressure on Santa Clara’s Nvidia, and on a Washington chip policy that has loosened this year, a month before President Trump and Xi…
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Chip stocks’ eight-day slide tests Silicon Valley, and California’s budget
A sell-off that has erased trillions of dollars in semiconductor market value has fallen hardest on the Bay Area’s largest chipmakers, renewing warnings about how closely Sacramento’s revenues track the stock market.