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Nvidia Market Competition Semiconductors Market Trends Foundry Services Nexperia Supply Chain TSMC Graphics Processing Units Nvidia and AMD

3 ARTICLES

4w ago

Cerebras Shares Fall After Strong Quarter as Company Warns Margins Will Slip

Management said leasing systems to meet a large OpenAI deployment will reduce 2026 gross margins, a move investors saw as a short‑term hit to profitability.

4 ARTICLES

last mo.

Alphabet’s Transformation to an AI and Cloud Powerhouse Fuels a Yearlong Stock Surge

5 ARTICLES

2mo ago

White House Approves $9 Billion Secret AI Compute Plan for Spy Agencies

3 ARTICLES

2mo ago

Loongson Sets 2027 Launch for 3B6600 CPU and 9A1000 GPU

3 ARTICLES

2mo ago

Wingtech Launches $8 Billion Arbitration Against Netherlands Over Nexperia Intervention

6 ARTICLES

2mo ago

Nvidia Backs Baseten With $150 Million as AI Inference Becomes the Next Battleground

12 ARTICLES

6mo ago

Tesla Revives Dojo 3 as Musk Says AI5 Design Nears Finish, Sets Nine‑Month Chip Cadence

8 ARTICLES

6mo ago

Micron Breaks Ground on $100 Billion New York Chip Campus as Lawsuit Seeks to Halt Approvals

3 ARTICLES

6mo ago

Alibaba’s Qwen Models Top 700 Million Downloads as Developer Adoption Surges

19 ARTICLES

7mo ago

Nvidia Targets February H200 Shipments to China Under New U.S. Licensing Regime

5 ARTICLES

7mo ago

ASML Sets March Start for 20,000-Job Eindhoven Campus as Resident Concerns Rise

3 ARTICLES

7mo ago

Global Investors Pivot to Chinese AI as Shanghai Debuts Rocket and Wall Street Froth Fears Rise

4 ARTICLES

7mo ago

Samsung’s ‘Heat Pass Block’ Puts a Built-In Heatsink on Exynos 2600, With External Licensing on the Table

8 ARTICLES

7mo ago

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

Chip Manufacturing

Cerebras Shares Fall After Strong Quarter as Company Warns Margins Will Slip

Alphabet’s Transformation to an AI and Cloud Powerhouse Fuels a Yearlong Stock Surge

White House Approves $9 Billion Secret AI Compute Plan for Spy Agencies

Loongson Sets 2027 Launch for 3B6600 CPU and 9A1000 GPU

Wingtech Launches $8 Billion Arbitration Against Netherlands Over Nexperia Intervention

Arm Reports Record Sales as AI Orders Top $2 Billion but Supply Falls Short

Nvidia to Supply About 1 Million GPUs to AWS Through 2027

Eindhoven Clears Way for ASML Campus With Zoning Vote and Rare Nitrogen Permit

Intel Confirms AI Data-Center GPU Plan, Names Eric Demmers Chief Architect

Samsung Becomes First Korean Company to Top 1,000 Trillion Won in Market Value

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Chip Manufacturing

Cramer Backs Intel’s Lip‑Bu Tan After 17% Selloff on CPU Shortage Warning

Nvidia Backs Baseten With $150 Million as AI Inference Becomes the Next Battleground

Tesla Revives Dojo 3 as Musk Says AI5 Design Nears Finish, Sets Nine‑Month Chip Cadence

Micron Breaks Ground on $100 Billion New York Chip Campus as Lawsuit Seeks to Halt Approvals

Alibaba’s Qwen Models Top 700 Million Downloads as Developer Adoption Surges

Nvidia Targets February H200 Shipments to China Under New U.S. Licensing Regime

ASML Sets March Start for 20,000-Job Eindhoven Campus as Resident Concerns Rise

Global Investors Pivot to Chinese AI as Shanghai Debuts Rocket and Wall Street Froth Fears Rise

Samsung’s ‘Heat Pass Block’ Puts a Built-In Heatsink on Exynos 2600, With External Licensing on the Table

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

Never miss stories about

Chip Manufacturing