TSMC (TSM.US) has begun notifying major clients of price hikes for chips below 5 nanometers starting next year, according to South Korean social media platform Naver. This will include Apple (AAPL.US)'s A16, A17, A18, A19, M3, M4 and M5 chips, as well as all future iterations. The anticipated price hike is expected to range between 8% and 10%.

There have been rumors that the price of Apple's A20 chip, designed for 2026 new iPhone models, may see a significant increase. The A20 chip is likely to be the first widely adopted 2-nanometre chip, with its launch expected alongside the iPhone 18 series next year.
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Nvidia (NVDA.US) CEO Jensen Huang denied rumors that the company is attempting to re-enter China, the world's largest chip market. He stressed that no negotiations are underway actively with Chinese companies over the sale of Blackwell AI chips.

That said, Huang added that whether Nvidia's products can return to the Chinese market will hinge on Beijing's decision.
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Tesla (TSLA.US) CEO Elon Musk expects China to fully greenlight the company's Full Self-Driving (FSD) feature, foreign media reported. Currently, FSD has received partial approval in China, and he hopes for full approval by February or March next year.

In lack of full approval from Chinese regulators, broader testing of FSD has been forced to pause. Besides, Musk has called on European customers to pressure local regulators to approve FSD.
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The White House has informed other federal agencies that it will not allow Nvidia (NVDA.US) to sell the newly developed AI chip B30A, designed for the Chinese market, to China, according to The Information.

The B30A chip is capable of training large language models (LLMs). While Nvidia reportedly provided samples of the B30A to several Chinese clients, the company is working on modifying the design of the B30A in hopes that the US government will reconsider its decision.

A spokesperson for Nvidia stated that the company does not have any market share in China's competitive data center computing market, and therefore, the B30A has not been included in their performance forecasts.
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Tesla (TSLA.US) CEO Elon Musk stated that it may be essential to build a mega chip factory to produce AI chips, and there may be a need to cooperate with Intel (INTC.US).

At the moment, Tesla is designing its fifth-generation AI chip to support its autonomous driving program. Musk mentioned that no agreement has been signed with Intel yet, but discussions with Intel are possible.

Spurred by the news, Intel's stock price jumped up 2.6% in after-hours trading to US$38.21.
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High-valuation AI stocks were under another round of sell-offs, prompting a weak opening and persisted decline in the US bourse on Thursday. The DJIA tumbled as much as 523 points or 1.1% at its lowest. At close, it dived 398 points or 0.8% at 46,912. The S&P 500 settled down 75 points or 1.1% at 6,720. The Nasdaq plunged 445 points or 1.9% to 23,053.

AI chip stocks were the top loser, with Nvidia (NVDA.US) slipping 3.7%, AMD (AMD.US) cratering 7.3%, and Palantir (PLTR.US) diving 6.8%. Qualcomm (QCOM.US) logged a net loss of US$3.12 billion for 4FQ, with its stock price shedding 3.6%. Arm (ARM.US) posted a 34% rise in revenue for 2FQ, with guidance beating expectations, but its stock dipped 1.2%.

Techs waned, with Meta (META.US) and Microsoft (MSFT.US) both fading around 2%, Tesla (TSLA.US) losing 3.5%, and Amazon (AMZN.US) sliding 2.9%. Apple (AAPL.US) held sturdy.
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Google, a subsidiary of Alphabet (GOOGL.US), is in preliminary discussions with Anthropic to increase its investment in the AI startup, according to a report by Business Insider citing sources.

The new round of financing could value Anthropic at over USD350 billion, with potential investments taking the form of strategic investments like providing additional cloud computing services, convertible debt, or a new round of pricing fundraising early next year.

That said, it is still not clear how much Google will invest in this round or if other investors will participate.
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Since AMD's (AMD.US) stock price has skyrocketed prior to the earnings release, it is unlikely that there will be substantial new positives to shift market sentiment, UBS said in its report.

AMD's revenue exceeded expectations and guidance was higher than anticipated, but the AI GPU business seems to have moved forward its delivery schedule from 4Q to 3Q, possibly related to Oracle.

UBS trimmed AMD's EPS estimates for 2025 and 2026 by 2% and 6%, respectively, but raised the 2027 EPS estimate by 1% to US$10.18. The target price was increased from US$265 to US$300, with a Buy rating kept.
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Citi released a research report on AMD (AMD.US), of which 3Q25 financial results and outlook are promising, on higher client, gaming, and data center segment sales.

The broker foresaw the company to raise its long-term guidance at next week's analyst day and forecast AMD's AI sales to proliferate by 174% in FY2026, although it believed that buy-side investors have already anticipated this.

The target price was revised up from US$215 to US$260, but the Neutral rating was maintained to reflect the high expectations of the buy-side.
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A UK automotive industry organization announced that BYD COMPANY (01211.HK)'s new car registrations in October were nearly six times that of Tesla (TSLA.US). Year-to-date, BYD's sales have swelled more than fivefold to 39,103 units, whereas Tesla's sales have shrunk by 4.5% to 35,455 units.

Currently, the UK has become BYD's largest market outside of China, whereas Tesla has been hit hard in Europe. Last year, BYD's registrations in the UK were only 8,788 units, while Tesla's sales were nearly six times that of BYD.
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