Chinese tech giants rush to buy Nvidia’s powerful H200 AI chips as US eases exports, triggering global supply strain and ...
Pictet Asset Management’s Young Jae Lee, an early bull in semiconductor stocks, now has less conviction in the AI trade ...
Samsung Foundry reportedly in talks with AMD to fab its next-gen CPUs on its new 2nm (SF2) process node, which would be a ...
The discussions follow a decision by U.S. President Donald Trump to allow Nvidia to export H200 processors — its ...
Nvidia is investigating whether it can increase production of its H200 AI chips after demand from China proved much higher ...
It's unnerving how much of the global economy is dependent on $400 million lithography machines.
Foreign Affairs published an essay last month arguing that" nuclear armament by Canada, Germany and Japan could stabilize the ...
Asian technology and chipmaking stocks fell sharply on Monday as investor caution intensified over growing uncertainties ...
TSMC, the world's largest contract chipmaker, is considering producing artificial intelligence-related semiconductors at its ...
Analysts believe the performance outlook for 2026 from TSMC and Broadcom offer a glimpse into the expected performance of ...
TSMC pauses work on second Kumamoto wafer fab amid potential shift to AI chip production Sources said TSMC is considering a ...
Nvidia is evaluating whether to expand production capacity for its powerful H200 artificial intelligence chips after demand ...