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Trump Tariff Wars: China's New Rule To Exempt Nvidia, Qualcomm And Others From Levies, But These Chip Companies Will Be Hit With 125% Tariffs
Saturday, April 12, 2025 - 2:23am | 4 min readOn Friday, China's General Administration of Customs implemented a new rule that determines the country of origin for semiconductor products based on the location of wafer fabrication — not where the chips are designed, developed, or packaged. What Happened: As a result of this development, chips...
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Days After Calling The CHIPS Act A 'Horrible Thing,' Donald Trump Sets Up New Entity For 'Negotiating Much Better...Deals:' Here's More
Tuesday, April 1, 2025 - 8:47am | 7 min readPresident Donald Trump has set up a new body within the Commerce Department to manage the CHIPS and Science Act, 2022. What Happened: A new entity, the United States Investment Accelerator within the Commerce Department, will now oversee the CHIPS Act program, as established by an executive order...
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Wolfspeed Names Ex-Micron Exec Feurle As CEO To Revive Struggling Chipmaker
Thursday, March 27, 2025 - 10:15am | 2 min readOn Thursday, Wolfspeed, Inc (NYSE:WOLF) announced the appointment of Robert Feurle as CEO, effective May 1, 2025. The decision follows a comprehensive internal and external search by the board of directors. Feurle brings over two decades of leading global organizations developing the most advanced...
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Nvidia Chip Flows Under Scrutiny As Malaysia Moves To Tighten Regulations Amid US Export Controls On China
Monday, March 24, 2025 - 3:43am | 3 min readMalaysia plans to strengthen semiconductor regulations following U.S. demands to monitor the movement of high-end NVIDIA Corp. (NASDAQ:NVDA) chips amid suspicions they’re being illicitly diverted to China, violating U.S. export controls. What Happened: Malaysian Trade Minister Zafrul Aziz...
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SoundHound AI Short Interest Jumps To 32.9%: 'Bring It On,' Says CEO, Shorts 'Only Make The Prize Of Winning Bigger' (CORRECTED)
Thursday, March 20, 2025 - 12:15pm | 4 min readEditor’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...
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Nvidia Loses $420 Billion In Market Capitalization Since DeepSeek Launch, Valuation Hits A 29-Month Low As GTC Fails To Ignite Stock
Wednesday, March 19, 2025 - 4:19am | 5 min readA 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...
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TSMC Rides AI Wave: Sales Surge 39% In First 2 Months Of 2025 On Higher Demand
Monday, March 10, 2025 - 4:49am | 3 min readSemiconductor 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...
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Marvell Surpasses AI Chip Sales Target, Aims Higher For 2026, But Stock Plunges Due To Muted Guidance
Thursday, March 6, 2025 - 4:29am | 3 min readMarvell Technology Inc. (NASDAQ:MRVL) smashed its artificial intelligence data center revenue target in fiscal 2025. The chipmaker also reiterated plans to exceed fiscal 2026’s target but issued a soft earnings and revenue guidance which was roughly in-line with analyst estimates. What...
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Trump Seeks To End CHIPS Act: Who Stands To Lose? Here's A List Of Beneficiaries That Could Be Affected
Wednesday, March 5, 2025 - 3:59am | 5 min readPresident Donald Trump during his joint address to Congress on Tuesday evening called for ending the CHIPS Act, which provides manufacturing incentives to semiconductor companies setting up their facilities in the U.S. What Happened: During a primetime address to Congress on Tuesday, the president...
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China Says TSMC Could Become 'United States Semiconductor Manufacturing Co.' As Trump Pushes US Chipmaking
Wednesday, February 26, 2025 - 4:47am | 2 min readChina accused Taiwan of attempting to surrender its prized semiconductor industry to the United States as a “souvenir” to gain political support, amid reports that Taiwan Semiconductor Mfg. Co. Ltd. (NYSE:TSM) has been in talks for a stake in Intel Corp (NASDAQ:INTC). Speaking at a...
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Nvidia Set For 'Clear Beat And Raise Special' As AI Demand Surges, Says Dan Ives
Monday, February 24, 2025 - 2:30am | 3 min readNvidia Corp. (NASDAQ:NVDA) is poised to deliver another strong earnings performance this week, according to Wedbush Securities analyst Dan Ives, as artificial intelligence demand continues to drive growth for the semiconductor giant. What Happened: “We expect another robust performance and...
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Auto Slowdown Hits ON Semiconductor In Q4 — Q1 Outlook Also Dim: CEO Warns of 'Persisting Volatility Due To The Geopolitical Uncertainty'
Tuesday, February 11, 2025 - 2:47am | 4 min readON 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...
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Options Corner: Microchip Offers A High-Risk Wager Just Ahead Of Earnings
Wednesday, February 5, 2025 - 4:26pm | 5 min readOn paper, Microchip Technology Inc. (NASDAQ:MCHP) should rank among the top semiconductor specialists. While it's not directly tied to artificial intelligence, the Chandler, Arizona-based company plays a powerful supporting role in AI applications. Fundamentally, the company specializes in...
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Chip Equipment Maker Applied Materials Stock Is Up Over 9% YTD Even As Charts Point To Bearish Patterns: Here's What Investors Should Look At
Tuesday, February 4, 2025 - 8:36am | 3 min readShares of Applied Materials Inc. (NASDAQ:AMAT) have risen by 9.11% this year despite last week’s declines in semiconductor-linked companies fueled by the emergence of DeepSeek’s V3 chatbot. Here’s what the company’s technical and fundamental metrics reveal. What Happened:...
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Trump Says Its Time For US To 'Return' To A System That Made It Rich And Powerful As The President Proposes Tariffs On Taiwan: 'Bring Production Back To Our Country'
Tuesday, January 28, 2025 - 3:26am | 3 min readPresident Donald Trump has pledged to impose tariffs on imports from Taiwan, a move that could affect industries such as semiconductors and pharmaceuticals, including Taiwan Semiconductor Manufacturing Co. (NYSE:TSM), the world’s largest contract chipmaker. What Happened: Speaking at a...