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Here's our TNB Tech Minute

for Monday, November 4th.

I'm Cordelia James for the Wall Street Journal.

We're exclusively reporting that

U.S. chip toolmakers, including applied materials and lamb research, are telling suppliers

they need to find alternatives to certain Chinese components or risk losing their vendor status.

That's according to people familiar with the matter. The two Silicon Valley companies make

equipment for chips and are among the world's biggest manufacturers of these tools. Suppliers have

also been told that they can't have Chinese investors or shareholders, people familiar with the

matter said, industry executives say such moves are likely to raise costs because it won't be easy to find non-Chinese alternatives at similar prices.

Lamb Research said it adheres to U.S. export controls for companies in the chip manufacturing supply chain,

applied materials, so that it identifies alternative sources for components to make sure they are available.

Shares of nuclear power producers fell after regulators dealt a blow to an Amazon effort to use

more nuclear energy. Amazon is one of several tech giants turning to the power source to fuel

the rapid development of artificial intelligence. The Federal Energy Regulatory Commission, late Friday, blocked a request by Amazon and

...