A deepening dispute over Nexperia, the China-backed semiconductor maker based in the Netherlands, has triggered a fresh global supply chain crisis for the auto industry. Following a Dutch government intervention that froze exports of its China-made chips, European and Japanese car associations are warning that vehicle production could soon come to a standstill.

Chinese memory maker ChangXin Memory Technologies (CXMT) has started mass production of LPDDR5X DRAM, marking a milestone in China’s high-performance memory development. The company said its latest LPDDR5X modules reach speeds of 10,667Mbps, matching SK Hynix’s premium chips launched in October 2024. This achievement marks China’s first successful mass production at this performance tier and signals its growing self-reliance in advanced semiconductor memory manufacturing.

Cloud service providers, including Google, Meta, and Microsoft, this week reported mixed quarterly earnings, yet one theme united all three: a sharp increase in planned capital expenditures. The world’s largest tech firms are accelerating investment in infrastructure and AI hardware, even as they trim headcount in other divisions.