Nvidia's AI chips are sought by Chinese military-tied labs, spotlighting dual-use technology concerns and possible U.S. export control crackdowns that could dent…
Memory chip stocks rally as AI demand drives trillion-dollar capex question, but oversupply risks loom for Micron and semiconductor ETFs.
Nvidia's new AI superchip for PCs disrupts the CPU duopoly, driving bullish sentiment on NVDA stock and bearish pressure on Intel and…
Bloomberg reports Nvidia's entry into Windows laptop chips, challenging Intel and AMD in a move that could transform laptop performance standards by…
Nvidia expands into Windows laptops with new chips, escalating competition against Intel and AMD in the consumer CPU market.
Nvidia's new Vera chip sees uptake from AI heavyweights OpenAI and Anthropic, underscoring the company's expanding footprint in the artificial intelligence computing…
Semiconductor stocks extend record-breaking run as AI bubble concerns collide with relentless buying in chipmakers.
Samsung claims lead in AI memory chip race by shipping HBM3E samples, challenging SK Hynix and Micron for Nvidia's business, with potential…
Micron Technology (MU) crosses the $1 trillion market cap threshold, driven by surging memory chip demand, actual earnings beats, and its strategic…
Nvidia server maker WiWynn warns AI infrastructure bottlenecks are expanding beyond memory into power systems and networking gear, raising fresh supply-chain concerns…
CXMT’s planned IPO revives fears of a market top reminiscent of the 2000 and 2008 crashes, potentially signaling caution for Chinese tech…
Reduced US tariffs on Taiwan pave the way for a trade pact, brightening the outlook for semiconductor exports and giving a boost…