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Navitas’ 110% Rally Puts a 74x Sales Valuation Under the Microscope

Next week’s Q1 report will test whether the AI power-chip story starts to show up in real revenue.

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

TSMC Rallies to Fresh Highs as AI Boom Deepens and U.S. Eases China-Plant Rules

Micron to Quit Supplying Server Chips to China’s Data Centers

TSMC Rejects Intel Partnership Rumors as Intel Courts Apple for Support

Nvidia Prepares New GPU to Navigate US Export Restrictions in China

Chip Industry Faces Divergent Fortunes Amid AI Boom

Qualcomm Projects Strong Revenue Despite Trade Curbs and Slow Phone Market Recovery

Nvidia Develops China-Specific AI Chip to Navigate US Export Controls