Keywords: Semiconductor
Emerging market stocks surged to unprecedented levels on Monday and Tuesday, defying expectations as investors brushed aside the geopolitical storm from the U.S. military's capture of Venezuelan President Nicolás Maduro and instead bet on artificial intelligence momentum and a weakening U.S.......
Nvidia has announced a landmark $20 billion agreement with the artificial intelligence chipmaker Groq, marking one of the most ambitious moves yet in the race to control the next generation of AI computing. Rather than a straightforward acquisition, the deal allows Nvidia to license Groq’s advanced......
A severe shortage of memory chips is rippling through global supply chains, pushing up prices for computers and smartphones as demand from artificial intelligence (AI) applications far outpaces production capacity. Chipmakers have warned that the supply squeeze could extend well beyond 2026, leaving......
Shares of Chinese semiconductor firm MetaX Integrated Circuits recorded an exceptional surge on their first day of trading in Shanghai, reflecting strong investor enthusiasm for China’s ambitions in artificial intelligence and technological self-reliance. Listed on the Shanghai Stock Exchange’s......
Nvidia is considering ramping up production of its H200 artificial intelligence chips after seeing a surge in orders from Chinese technology companies. The U.S. chipmaker informed clients that requests have exceeded its current supply, following Washington’s decision to permit exports of the processors......
Taiwan has reiterated its determination to keep the most advanced semiconductor production within its borders, rejecting mounting calls from the United States to relocate part of its top-tier manufacturing abroad. Officials in Taipei argue that maintaining chip production domestically is essential to......
Billionaire hedge fund manager Chris Rokos has undertaken a major shift in his artificial intelligence investment strategy, signaling a decisive move toward chip manufacturing and away from software. Recent regulatory filings reveal that Rokos Capital dramatically increased its holdings in Nvidia while......
A growing scandal is putting renewed pressure on US export controls after reports revealed that Chinese artificial intelligence company DeepSeek is using Nvidia’s most advanced processors, despite a ban on their export to China. According to a detailed investigation by The Information, DeepSeek......
Taiwan Semiconductor Manufacturing Company (TSMC), the world’s largest contract chipmaker, faces an unprecedented surge in demand for its advanced packaging technology as global tech giants race to power artificial intelligence applications. The company’s proprietary Chip-on-Wafer-on-Substrate......
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