Semiconductors

Chip Manufacturing Manufacturing Artificial Intelligence Chip Design AI Chips Nvidia Graphics Processing Units Chipmakers AI Technology Chips

China’s Nvidia Alternative Push Gathers Pace as H20 Sales Stall and Cambricon Soars

Political pressure for domestic chips plus security scrutiny of H20 has kept Chinese demand muted despite reopened U.S. export licensing.

Nvidia Extends AI Data‑Center Lead With $46.7 Billion Quarter and $54 Billion Outlook

U.S. Pulls Chip-Tool Waivers for Samsung and SK Hynix in China

Samsung Reboots Texas Chip Plant Investment, Seeks 2nm Clients in SF2P Push

Stories older than 24h

Intel Amends CHIPS Deal, Issues Shares as U.S. Takes Near-10% Stake

Ambarella Soars After Earnings Beat And Higher Guidance On Edge AI Demand

TSMC Accelerates U.S. Expansion, Removes Chinese Tools, Adds Nvidia Orders

U.S. Takes 9.9% Stake in Intel as Trump Signals More Equity Deals

TSMC Keeps 2nm Ramp on Q4 Schedule as Apple Locks Nearly Half of Early Output

Taiwan Indicts Three Over Alleged Theft of TSMC’s 2nm Process Secrets

Saudi AI Firm Humain Says Capacity Is Sold Out as It Breaks Ground on 100MW Data Centers

Marvell Sets Aug. 28 Q2 Earnings as AI Bets Draw Bullish Targets

Intel Unveils 288-Core Clearwater Forest Xeon on 18A at Hot Chips

U.S. Turns CHIPS Grants Into 10% Intel Stake as White House Signals More Equity Deals

Nvidia Q2 Preview: Street Sees ~$46 Billion Sales as Options Price a Big Post‑Earnings Move

Sequans Files $200 Million ATM Share Program to Expand Bitcoin Treasury

Nvidia Sets 2026 Rollout for Co‑Packaged Optics in Quantum‑X and Spectrum‑X Switches

Commerce Voids $7.4 Billion Natcast Deal, Shifts Chip Center Operations to NIST

Keurig Dr Pepper’s €15.7 Billion JDE Peet’s Bid Rattles Stocks as Fed Rally Eases

Spin Loss Repurposed to Drive Low-Power Magnet Switching