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Super Micro's recent scandal involving Nvidia chip smuggling poses risks, but strong AI demand sustains its growth. Nvidia controls future chip supply, impacting both firms amid regulatory scrutiny a…
China's prototype EUV lithography machine, developed by former ASML engineers, is operational but not yet producing chips. This breakthrough accelerates China's semiconductor ambitions, posing long-t…
China’s semiconductor breakthrough prototype challenges Western EUV dominance, threatening Nvidia’s edge. Although capability gaps and delays remain, China’s push for chip independence by 2030 disrup…
South Korea's stock exchange warns investors as SK Hynix shares surge 230% amid AI demand, signaling potential volatility affecting Nvidia supply chains.
TSMC leads AI chip manufacturing, driving record profits and revenue growth, but near-term risks from market softness and geopolitical tensions pressure NVIDIA, prompting caution despite strong long-…
China's state-backed YMTC plans to produce DRAM and develop TSV-based HBM stacking, aiming to supply AI chipmakers and reduce reliance on foreign memory suppliers such as Micron, SK Hynix and Samsung.
Abu Dhabi-backed G42 is negotiating cloud tenants and diversifying AI campus chip suppliers beyond Nvidia, engaging Amazon, Microsoft, Meta and xAI while courting AMD, Cerebras and Qualcomm; Google i…