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Tesla gains momentum following a Texas tax-value limitation agreement for its $16.8 billion Terafab AI chip facility. In addition, Tesla prepares to open its Nevada Semi factory on September 24, rein…
TSMC pledged $265B for Arizona fabs and packaging plants, enabling US-made advanced chips for Nvidia and Apple. Despite record Q2 profit, TSMC stock fell on rising capex and margin dilution concerns,…
Intel has secured a deal to manufacture Google's TPU chips starting in 2028. Additionally, Nvidia is reportedly evaluating Intel’s foundry services for its next-generation Feynman GPU architecture, p…
CoreWeave has become the first cloud provider to deploy Nvidia's Vera Rubin AI platform. Simultaneously, Nvidia announced that its next-generation Vera Rubin architecture has entered full-scale produ…
Tesla shares rose 3.5% after Elon Musk announced Terafab, a $20 billion chip factory joint venture with xAI and SpaceX, aiming for innovative AI-driven semiconductor production by late 2027.
Tesla partners with Samsung to produce next-gen AI chips starting late 2027 while facing margin pressure from weaker sales and raw material costs. Legal issues arise from a Cybertruck crash causing f…
Tesla plans a costly new chip fabrication plant (Terafab) to address supply shortages and boost AI chip production, risking prolonged high capital expenditures and potential negative cash flow starti…
Nvidia's H200 AI chip production faces delays due to Chinese customs issues, but analysts remain optimistic, raising price targets amid significant AI spending plans.
TSMC's aggressive $52-56 billion capex plan signals strong chip demand, benefiting key clients Apple and Nvidia amid rising AI-related semiconductor needs.
Nvidia is awaiting U.S. government approval to ship H200 chips to China amid strong demand, showcasing new chip releases and optimistic supply chain status, with ambitious sales targets for current a…
Nvidia shares dropped 3.3% after U.S. approval to export H200 AI chips to China sparked political backlash and concerns over Chinese military tech enhancement, despite plans to increase production am…
Nvidia considers expanding production of its H200 AI chips due to strong Chinese demand enabled by US export approvals, while facing capacity limits and competition from Google for advanced chip manu…
Tesla aims to lead AI chip production with annual in-house designs, deploying millions of chips in vehicles and data centers, positioning itself as a major competitor to Nvidia and others amid rising…
Tesla aims to outpace AI chip rivals by launching new designs yearly and scaling production beyond competitors. Elon Musk targets AI6 chips for vehicles, safety, robotics, and medical uses, intensify…
AI chip demand is tightening supply of conventional memory chips, boosting Samsung and rival chipmakers' outlook amid a tech spending surge by major firms including Google, Microsoft, Amazon, and Met…
OpenAI CEO Sam Altman is securing funding and manufacturing partnerships across East Asia and the Middle East to expand AI chip production, involving major suppliers and potentially benefiting Micros…
OpenAI CEO Sam Altman is seeking global partnerships in East Asia and the Middle East to expand AI chip production, involving major suppliers, which may benefit Microsoft's AI initiatives.