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Nvidia’s AI Data-Center Lead Over AMD Widens as China Sales Are Excluded From Guidance

Export limits now force Nvidia to guide without China revenue, underscoring AMD’s smaller but more diversified footing.

Chinese AI Chipmakers Take 41% of Market in 2025

Rebellions Raises $400 Million in Pre-IPO Round Led by Mirae Asset and Korea Growth Fund

Samsung Commits 110 Trillion Won for 2026 to Speed Its Push in AI Chips

Marvell Rallies as 1.6T Interconnect Wins Lift Outlook and Quell Hyperscaler Fears

Broadcom’s AI Accelerator Surge Spurs Fresh Buying as Q1 Sales Set to Double

Nvidia’s China H200 Exports Still Stalled as U.S. Presses Strict KYC Terms

SK hynix Confirms ADR Listing Review as Korea Exchange Issues Investment Warning

Musk Floats Intel Talks as Tesla Weighs 'TeraFab' to Meet AI Chip Demand

Aehr Test Systems Secures Six More Sonoma Orders From Hyperscaler as Stock Soars

Foxconn’s AI Server Business Overtakes iPhone Assembly in Q2 2025

Broadcom Tops Q2 Forecast as AI Chip Revenue Soars

Nvidia Denies Chinese Market Return as ZJK Retracts B40 Production Support

Nvidia Reports Record Growth, Faces Investor Concerns Over Future Demand

Nvidia Reports Record Revenue as AI Demand Surges

Samsung Overhauls Chip Leadership to Regain AI Market Ground

Nvidia Faces Challenges with Overheating Blackwell AI Chips

SK Hynix Reports Record Q1 Profits Driven by AI Chip Demand

SoftBank Plans $100 Billion AI Chip Venture to Compete with Nvidia

AMD Stock Nears All-Time High Amid AI Chip Demand