<div id="readability-page-1">Taiwan considers new rules: Officials are reviewing tougher AI chip export controls to China to align with U.S. measures and address smuggling risks. Sector rebounds sharply: Chipmakers gained on upbeat analyst outlooks and geopolitical relief, reversing part of the recent market downturn. AI demand pressures supply: Booming AI hardware orders are pushing TSMC to full capacity, prompting major buyers to explore Intel as an alternative source.</div>

INTC

TSMU

<p>Chip stocks rose due to AI demand and geopolitical relief. Taiwan is reviewing stricter AI chip export controls to China to align with U.S. measures. The sector rebounded on positive analyst outlooks, reversing recent losses. Meanwhile, surging AI hardware orders have pushed TSMC to full capacity, leading major buyers to consider Intel as an alternative supplier.</p>

- Taiwan is reviewing stricter AI chip export controls to China to align with U.S. regulations and mitigate smuggling risks.  
- Chipmakers are experiencing a sharp rebound due to positive analyst outlooks and improved geopolitical conditions, partially reversing recent market declines.  
- Increasing demand for AI hardware is pushing TSMC to its production limits, leading major buyers to consider Intel as an alternative supplier.

Taiwan Semiconductor

Intel

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Chip stocks rise on AI demand and Taiwan export review