Tag: semiconductors

Nvidia’s stock soared 20% over the past week as investor interest in AI chipmakers intensifies amid large-scale AI investments.

The U.S. has authorized sales of Nvidia H200 accelerators to multiple Chinese companies, though deliveries have yet to begin.

TSMC has increased its semiconductor industry revenue projection to $1.5 trillion by 2030, surpassing the previous $1 trillion estimate.

Nvidia founder and CEO Jensen Huang saw a 27% drop in earnings last fiscal year as the company’s stock growth rate slowed.

Chip production worldwide confronts new challenges as a Middle East conflict disrupts supply of specialized helium transport tanks.

TSMC aims to invest up to $250 billion to expand chip manufacturing in Arizona, despite facing persistent operational and logistical hurdles.

Silicon Motion’s CEO expects NAND and DRAM memory shortages to continue until 2028 amid ongoing industry supply challenges.

Intel CEO Lip-Bu Tan confirms ongoing collaboration with Nvidia, with joint products expected to reach the market soon.

SMIC’s CEO believes Chinese chip manufacturers can thrive amid the AI surge without access to cutting-edge sub-7nm technology.

SK hynix is considering Intel as a manufacturing partner for its upcoming HBM4 memory, potentially shifting from TSMC reliance.

Apple will continue depending heavily on TSMC as it commissions 2nm 5G modems from the foundry despite rumors of Intel chip manufacturing deals.

Nintendo’s stock fell sharply following announced price increases for Switch 2 and a cautious outlook, contrasting with a 10% rise in Sony shares.

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