AWS’ custom chip strategy is cutting into Nvidia’s AI dominance
Amazon Web Services is set to announce an update to its Graviton4 chip that includes 600 gigabytes per second of…
Tag: chip
Chip stocks have beaten the S&P 500 this year. Here’s where one analyst sees more gains.
Nvidia’s opportunity in the data-center segment “is enormous” and still in the early stages, Bernstein analysts said. www.marketwatch.com #Chip #stocks…
Bitcoin buys propel Metaplanet past chip maker Kioxia in terms of market cap
Metaplanet has surged past Kioxia Holdings in market cap, hitting $6.9 billion after its stock skyrocketed nearly 400% in under…
Nvidia to exclude China from forecasts amid US chip export curbs, CNN reports
By Juby Babu (Reuters) -Nvidia will no longer include the China market in its revenue and profit forecasts following stringent…
China delays approval of $35bn US chip merger amid Donald Trump’s trade war
Unlock the Editor’s Digest for free Roula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter.…
China’s racing to beat U.S. chip curbs. How its supply chain stacks up
Chip engineer handling a wafer. Compared to Nvidia’s export-restricted chips, the performance gap between Huawei and the H20 is less…
TSMC May Revenue Jumps 40% on AI Chip Demand
Taiwan Semiconductor Manufacturing Co. reported a 40% increase in revenue for May after companies stockpiled chips in response to mounting…
Huawei Founder Waves Off US Chip Curbs While Trade Talks Proceed
Huawei Technologies Co. founder Ren Zhengfei dismissed the impact of US export restrictions on China in a front-page People’s Daily…
Trump eyes easing US chip export restrictions to secure Chinese rare earths
Unlock the White House Watch newsletter for free Your guide to what Trump’s second term means for Washington, business and…
Space Forge raises $30M Series A to make chip materials in space
From AI to EVs, demand for semiconductors is exploding, but silicon is hitting its limits. Making more efficient chips requires…