Nvidia soars after tariff exemptions and pledge for $500 billion in US investment over next four years
has gotten the message to make chips in this country. The world’s most valuable chip designer announced that flagship Blackwell GPUs are being produced in Arizona, and pledged $500 billion in investme...
Intel, Texas Instruments hammered by update on Chinese tariffs
and other chipmakers like and that operate fabs in the US are sliding Friday, and sharply underperforming and . The divergence happened after China’s main association of chipmakers clarified that ...
TSMC sales rise by most since 2022 on dawn of trade war
The pending upheaval in global trade meant March was a busy month for the world’s largest chip producer. ’s sales jumped 10% month on month, pushing revenues for the quarter to about $25.5 billion, mo...
After Jensen Huang’s Mar-a-Lago visit, Trump halts new Nvidia H20 controls: Report
When the Big Tech CEOs attended President Trump’s inauguration, there was one major figure missing: CEO and cofounder Jensen Huang. But since then, Nvidia has been exposed to the chaotic forces of Tr...
Broadcom’s $10 billion buyback juices semiconductor stocks
Who cares about ASICs when you can go back to basics with a tried-and-true method of boosting your share price? Chip designer is up big in premarket trading after announcing a $10 billion stock buyba...
TSMC posts largest loss ever, dragging Taiwan’s main stock benchmark into bear market
Taiwan picked an interesting time for a pair of stock market holidays. Markets were closed on Thursday and Friday last week for Children’s Day and Tomb-Sweeping Day. When they reopened, the TAIEX ent...
Intel dives on China risk, downbeat analyst view on TSMC deal
Shares of struggling US semiconductor icon tumbled sharply on Friday, a day after a headline-driven surge made it one of the only bright spots in the tariff-battered US markets. On Friday, Intel succ...
Intel jumps on report of joint venture with TSMC
surged on a report from The Information that it’s reached a preliminary deal to form a joint venture with to operate Intel’s chip-making operations. TSMC would take a 20% stake in the venture, The In...
Investors shrug off new Intel CEO’s first public remarks as chipmakers decline
Lip-Bu Tan’s first public remarks as new CEO weren’t enough to keep the company out of a downdraft among major chipmakers. Intel was one of the worst performers in the chip sector in Tuesday trading,...
AMD slides as Wall Street warns of growing AI chip gap with rival Nvidia
shares slid nearly 4% Thursday morning after a Wall Street downgrade raised concerns about the chipmaker’s ability to keep up with rivals. Jefferies analyst Blayne Curtis cut his rating on AMD to “hol...
Why D-Wave Quantum’s CEO was “quite disappointed” with Nvidia’s Quantum Day
Back in January, CEO Jensen Huang made a bit of an oopsie. His comments that quantum computers were 15 to 30 years away from being “useful” sparked a massive sell-off in pure-play quantum computing s...
Nvidia’s chips could be banned in China for not meeting new energy standards
China’s new energy regulations for advanced chips could spell trouble for . New Chinese energy efficiency rules would ban Nvidia’s popular Chinese-market H20 GPU, which is a vastly underpowered chip c...
Chipmaker FuriosaAI says no to Meta’s $800 million offer
After depending almost exclusively on chips to build their AI models, it seems everyone is hedging their bets and making their own chips. Amazon , OpenAI , and Google all have either deployed or are ...
Nvidia and other chipmakers push to stop impending “AI diffusion” rule
Unless the White House acts, a strict rule regulating the global spread of American AI technology will take effect on May 15. Going above and beyond current export controls covering the most advanced ...
The US is stepping up its campaign to keep powerful Nvidia chips away from China
Malaysia is stepping up its scrutiny of high-powered semiconductors that enter the country after receiving a pointed request from the US to monitor shipments. The nations are currently investigating ...
Why Jensen Huang should be embarrassed that he didn’t know quantum computing companies were publicly traded
During Quantum Day at GTC, CEO Jensen Huang admitted that he didn’t know quantum computing companies were publicly traded when he remarked in early January that it would likely be decades before the ...
Micron’s sinking margins spark severe sell-off
’s profitability is a sore spot for investors, even as the chipmaker delivered better-than-expected quarterly sales and profits. The stock is down 7.4% as of 10:15 a.m. ET, the worst performer in the ...
Taco Bell wants to make fast food even faster — Nvidia says it can help
Taco Bell is about to get an AI makeover from one of the biggest names in the game. , the owner of Taco Bell, KFC, and Pizza Hut, announced it is teaming up with to bring the chip giant’s AI technolo...
Even as Nvidia rallies, a bearish technical signal arises
Even ’s decent gain on Thursday hasn’t been enough to prevent a technical signal to be triggered that’s typically considered bearish for the stock. Enter the dark cross. The dark cross is a close cous...
Huang says Nvidia isn’t part of any Intel purchase party
CEO Jensen Huang told reporters the AI chip giant isn’t part of any plan to purchase a stake in the ailing American semiconductor icon . Retail interest in Intel shares has surged in recent weeks amid...