ASM beats Q2 estimates and lifts full-year revenue outlook on booming AI chip demand, but investor enthusiasm is dampened by concerns over…
SK Hynix’s record profit missed AI-bloated expectations, sending shares lower and signaling a potential valuation reset for AI chip stocks amid concerns…
Moonshot seeks additional Nvidia GPUs for its next AI model, signaling continued enterprise demand and potential upside for Nvidia stock.
Nvidia's substantial investment in Ilya Sutskever's AI startup, Safe Superintelligence Inc., highlights unwavering AI hardware demand and fuels a fresh wave of…
CXMT's blockbuster Shanghai IPO saw shares skyrocket, cementing its role in China's AI chip ecosystem and underscoring the market's appetite for semiconductor…
Wall Street banks are selling down portions of a record $35 billion AI chip financing, underscoring soaring semiconductor demand and lucrative fees…
A White House official accused China’s Moonshot project of using banned Nvidia chips, signaling enforcement lapses that could tighten semiconductor export controls…
Nvidia reports headway on its Rubin AI chip architecture, eyeing first customer deliveries to solidify its dominance in the data-center GPU market…
A small batch of Nvidia AI chips reached China under a U.S. license, highlighting narrow exemptions to export curbs.
AI chip stocks, industrial metals, and bitcoin have experienced explosive rallies that mirror past speculative bubbles, raising questions about whether these moves…
Apple’s next-generation M6, M7, and M8 chips underscore an AI-centric hardware strategy, with potential impacts on Mac and iPad performance and long-term…
SK Hynix's US trading debut triggered a rapid rollout of leveraged ETFs, offering amplified bets on the memory chip leader as it…