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Lenovo's record revenue on AI demand contrasts with a net loss and falling PC shipments. Intel's massive stock offering to fund its foundry business pressures its shares despite a Tesla win.
AMD shares surged 5% to record highs after announcing EPYC Venice server processors entered volume production on TSMC's 2nm process, accelerating AI infrastructure deployments and positioning the com…
The Iran war disrupts global supply chains, causing shortages in helium crucial for chip-making, fertilizer for farming, and aluminum. Nvidia's key partner, TSMC, currently sees no immediate impact, …
Nvidia has resumed manufacturing its H200 AI chips for China after regulatory approval and new orders, signaling easing trade tensions and potential revenue growth.
Samsung Electronics will begin volume production of Tesla's chips in Texas in the second half of next year, boosting Tesla's supply chain and potential product scalability.
Nvidia secured regulatory approvals from both the US and China to sell its H200 AI chips to multiple Chinese companies, enabling resumed manufacturing and anticipated orders from major clients in Chi…
Nvidia pauses production of H200 AI chips for China, reallocating capacity to next-gen Vera Rubin platform amid constrained China sales due to export controls.
TSMC expands advanced 3nm chip production to Japan, boosting capacity amid AI chip demand. This benefits Apple’s supply chain but raises competitive pressure on Nvidia due to TSMC's elevated capital …
Pegatron's first US factory in Texas will begin trial production by April, supporting US-Taiwan trade deal goals to boost semiconductor and AI manufacturing investments.
The U.S. will impose a 25% tariff on advanced computing chips from overseas starting Jan 2026, impacting Nvidia and other chipmakers reliant on foreign manufacturing amid efforts to boost domestic pr…
TSMC plans major U.S. investment expansion benefiting Nvidia as its top AI chip supplier amid U.S.-Taiwan trade talks, pressuring competitors like Intel aiming to grow U.S. chip production.
Alphabet is aggressively expanding its AI chip program to reduce Nvidia dependence, filing 400 TPU patents in 2023 and targeting over 40% sales growth by 2026 with new partnerships and commercial pro…
Tesla is shifting to become a semiconductor leader with yearly AI chip releases and expanded manufacturing, positioning itself for long-term dominance and innovation in EV and automation sectors, imp…
InnoTek secured contracts to supply precision components for Nvidia products, with production expected to start in late 2024, signaling strong demand for Nvidia's hardware expansion.
Intel unveiled its Panther Lake processor built on the new 18A process, aiming to regain manufacturing edge and PC market share. Intel expects improved AI capabilities and strong production ramp-up, …