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AI & Enterprise
China considers tighter export controls on homegrown AI and semiconductor technology
China is weighing measures to manage homegrown AI models and semiconductors as strategic national assets, including possible export controls, a report said. Draft rules have not been disclosed. The move comes as the United States has tightened curbs on chip and chipmaking technology exports to China since October 2022. Research groups said China is shifting from acquiring foreign technology to managing exports of its own capabilities, while enforcement could be complicated by grey-market channels.
Industry
ASML seeks 30 percent capacity boost as hopes rise for Europe\'s first $1 trillion company
ASML raised its 2026 revenue forecast to 43 billion to 45 billion euros and said it will expand production capacity by 30 percent over the next two years, fueling expectations that Europe could see its first $1 trillion company. The company detailed plans to increase annual output of EUV and DUV immersion tools. It also reported second-quarter results and strong customer orders, while highlighting risks including export controls and whether expansion translates into sales.
Industry
China tightens export controls on 10 U.S. defence and rare earth firms
China has blocked exports of dual-use items to 10 companies, including U.S. rare earth producers, widening the U.S.-China technology rivalry into critical mineral supply chains. The move, announced by China’s commerce ministry, bars Chinese firms from exporting related items and restricts third-country transfers of Chinese dual-use goods to the listed companies. The sanctions include MP Materials and USA Rare Earths, raising worries over supplies needed for AI infrastructure and semiconductors.
