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Nvidia CEO Jensen Huang strengthened ties with key South Korean partners like SK Hynix and Samsung at a Taipei summit. The strategic push to cement supply chains for the upcoming AI and robotics boom…
Server supplier Wiwynn warns of a widening component squeeze impacting AI infrastructure. While demand from Microsoft and Meta remains strong, supply chain bottlenecks for networking and memory chips…
Nvidia's strong quarterly results and resilient AI chip demand outlook boosted semiconductor supply chain stocks across Asia. Suppliers including TSMC, Foxconn, and Japanese manufacturers rallied on …
AMD announces $10B+ investment in Taiwan's semiconductor ecosystem to support next-generation AI chips, strengthening manufacturing capacity and partnerships amid intensifying competition with Nvidia.
Nvidia's strong earnings forecast and Samsung's averted strike boosted Asian markets. Oil prices recovered as tankers resumed Strait of Hormuz passage amid US-Iran negotiations. S&P 500 and Nasdaq ra…
ASML CEO Fouquet discussed the Terafab chip project with Elon Musk, targeting production within months using advanced lithography for SpaceX, xAI, and Tesla. Intel partnership supports the initiative.
Treasury yields stabilized after multi-year highs driven by Middle East tensions and inflation fears. Nvidia prepares earnings report amid semiconductor sector volatility. Oil prices remain elevated …
U.S. stocks declined as tech shares fell amid Iran war concerns and Taiwan uncertainty, while oil prices surged. Treasury yields dipped after hitting year highs, and the dollar weakened against major…
Tesla and SpaceX plan a massive $25 billion semiconductor project, Terafab, aiming to produce up to 200 billion AI and memory chips annually to support Tesla’s AI-driven products, reflecting a long-t…
Tesla plans a $20 billion advanced semiconductor factory in Texas to secure chip supply for its AI, robotaxi, and self-driving initiatives by 2027-2028.
Tesla plans heavy spending on its Terafab chip project to reduce external supply reliance, with investments possibly far exceeding prior estimates, aiming at AI-driven compute growth over phased deve…
Nvidia faces manufacturing constraints for its upcoming Feynman AI chip due to TSMC capacity limits through 2028, potentially impacting design, costs, and timelines amid rising AI demand and price pr…
Tesla plans a massive $20B semiconductor fab for AI chips, boosting long-term growth, while Amazon's MGM studio scores a record $141M global box office debut with Project Hail Mary, signaling strong …
Nvidia faces severe negative impact as a Super Micro co-founder is charged for conspiring to export Nvidia GPUs illegally to China, causing a sharp stock decline amid broader market turmoil linked to…
Nvidia is restarting manufacturing and exporting limited AI chips (H200) to China, following eased U.S. export restrictions, signaling a potential revenue boost from the Chinese market after years of…
Nvidia shares dropped 2% amid geopolitical risks and export restrictions on AI chips to China, triggering profit-taking despite strong fundamentals and significant AI market dominance.
Nvidia redirected TSMC production from H200 China chips to next-gen Vera Rubin hardware due to regulatory hurdles limiting H200 sales in China, causing investor concerns and slight premarket share de…
NVIDIA remains bullish with strong AI-driven demand and robust Q4 revenue outlook, while Micron outperforms on high-bandwidth memory demand. Qualcomm faces near-term headwinds from memory chip shorta…
Nvidia may partially move chip production to Intel's foundry by 2028, diversifying manufacturing while continuing high-volume GPU die production with TSMC. Intel could handle about 25% of advanced pa…
Microsoft secured a deal with SK Hynix to supply advanced memory for its AI chip, supported by SK Hynix’s significant investment in AI-oriented memory production, indicating strong growth potential i…