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China has conditionally approved Nvidia's H200 AI chip sales to top AI startup DeepSeek and other firms, amid U.S.-China tensions. Nvidia awaits final licensing, while strong demand in China and scru…
AI-driven memory chip shortages are pushing smartphone production costs and prices higher in 2026, expected to pressure global sales. Apple is relatively better positioned than smaller makers to mana…
Micron reported record $37.38B revenues in fiscal 2025 driven by AI data center demand, with NVIDIA as a key customer. Fiscal 2026 revenue is expected to grow 42.5%, supported by advanced memory solu…
ASML warns of significant decline in China demand for chip-making tools in 2026 but remains optimistic due to robust AI-driven investments benefiting chipmakers like Nvidia.