chips

Nvidia Corp. (NASDAQ:NVDA) has consistently achieved record revenue over the years, and analysts project continued growth. However, its investments in neo cloud companies may impact revenue, according to an analyst. What Happened: This analyst, who was a former public equity investor in Nvidia on...

Taiwan Semiconductor Manufacturing Co.'s (NYSE:TSM) $165 billion U.S. expansion is reportedly driven by geopolitical pressure, supply chain security, and customer demands, but it comes with major risks for Taiwan.  What Happened: TSMC’s accelerated U.S. expansion aims to meet the demands...

Apple Inc.'s (NASDAQ:AAPL) upcoming iPhone 18 lineup is expected to feature Taiwan Semiconductor Mfg. Co. Ltd.'s (NYSE:TSM) 2nm A20 chip, according to a top supply chain analyst. What Happened: On Saturday, Ming-Chi Kuo, reiterated his previous forecast that the A20 chip, set to power the iPhone 18...

Editor’s Note: The headline has been updated to accurately reflect the CEO’s statement. The short interest in the outstanding shares of the conversational artificial intelligence solution provider, SoundHound AI Inc. (NASDAQ:SOUN) rose during the latest reporting period, however, the...

A slew of announcements at the GTC AI Conference in San Jose, California failed to ignite the shares of Nvidia Corp. (NASDAQ:NVDA) on Tuesday as it slipped over 3% in trade. The chipmaker led by Jensen Huang has wiped $420 billion in investor wealth since DeepSeek was launched on Jan. 10, 2025 What...

As the Magnificent 7 companies have estimated a total capital expenditure of over $330 billion on the artificial intelligence infrastructure in 2025, there is a possibility that China’s AI breakthrough, despite chip shortage, could affect their targets, affecting profitability. What Happened...

Hedge fund manager and billionaire investor Ray Dalio reiterated his stance on China’s dominance in the application and usage of artificial intelligence technology. What Happened: The founder of Bridgewater Associates, Dalio, while speaking at a CNBC event, Converge Live in Singapore,...

While the ongoing tariff war and existing chip curbs on China have made it harder to access the latest developments in the U.S. artificial intelligence technology space, this expert says that China can bypass the restrictions to gain access to the Nvidia Corp.’s chips. What Happened: The...

Semiconductor contract manufacturer and design company Taiwan Semiconductor Mfg. Co. Ltd. (NYSE:TSM) reported a 39.2% jump in its two-month revenue for January and February in 2025 as compared to the same period last year. What Happened: TSM reported on Monday that its February 2025 revenue rose 43...

Shares of Broadcom Inc. (NASDAQ:AVGO) climbed 12.7% during the pre-market trading session on Friday following the company’s first quarter earnings and revenue beat. What Happened: Broadcom, a leading semiconductor company, reported first quarter revenue of $14.92 billion, surpassing the...

The Trump administration is reportedly unlikely to back Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) taking over Intel Corp.(NASDAQ:INTC) U.S. chip factories. What Happened: TSMC, the world’s largest chipmaker, is considering acquiring a controlling stake in Intel’s U.S....

ON Semiconductor Corp. (NASDAQ:ON) missed street expectations in the fourth quarter, predicting a sluggish first quarter for its automotive segment as its shares tumbled over 8% after the earnings report on Monday. What Happened: Lower global automotive demand combined with slower-than-expected...

Popular quantum computing stocks have been surging following a slew of positive news flow but this valuation metric shows that the stocks could be over expensive. While some analysts stay positive, others believe these could be subject to 'manipulation'. Popular quantum computing stocks have been...

U.S. semiconductor trade groups have mounted strong opposition to the President Joe Biden administration’s new chip export restrictions, warning of potential market share losses to global competitors in a private letter to Biden. What Happened: The letter Tuesday, signed by six trade...

As Washington ramps up chip export restrictions to unfriendly countries, Nvidia Corp. (NASDAQ:NVDA) and Advanced Micro Devices Inc. (NASDAQ:AMD) are in the midst of a geopolitical power shift that could disrupt the semiconductor industry’s global landscape. In a report shared Monday,...