Nvidia’s next-generation Vera AI chip will use SK Hynix memory, securing a vital supply chain partnership for both companies and signaling intensifying…
China's military escalation near Taiwan after Japan-Philippines talks spooked markets, dragging down semiconductor stocks and lifting safe-haven assets like the yen and…
Nvidia's gross margins above 70% will persist through 2030, DA Davidson's Luria forecasts, fueled by insatiable AI chip demand and a widening…
Trump officials alert to a US export control gap that lets Chinese entities buy Nvidia Blackwell AI chips, threatening to tighten semiconductor…
China's semiconductor stocks reach $900 billion market cap as IPO wave and Huawei's chip ambitions intensify the rally.
Nasdaq 100 futures plunged in late trading after Broadcom's bleak outlook sparked a broad tech selloff, dragging down major indices and putting…
Broadcom's earnings miss upends the AI trade, sparking a selloff in AI-linked stocks and a sharp decline in emerging-market equities as risk…
A wave of foreign selling pummeled Japanese stocks as bubble fears in artificial intelligence stocks sparked risk-off sentiment, pressuring the Nikkei 225…
Korean stocks, driven by Samsung and SK Hynix's AI chip profits, are outpacing Japan's market as the KOSPI index rallies, highlighting the…
Cerebras Systems partners with AI hardware companies excluding Nvidia, raising competitive risks for the GPU leader in the AI chip race.
Broadcom's disappointing guidance sent shares lower, shaking confidence in the AI chip boom and raising questions about the sector's frothy valuations.
Nvidia's new RTX Spark chip launches a fierce competition with Intel and AMD to dominate the next generation of AI-powered Windows PCs,…