AI Chips

The Donald Trump administration's newly announced 25% tariff on select high-end semiconductors is only an initial step. Tariff Move Labeled ‘Phase One' On Thursday, a White House official told Reuters that the 25% national security tariff imposed on certain advanced semiconductors is a "phase one"...

On Tuesday, the Donald Trump administration formally approved Nvidia Corporation's (NASDAQ:NVDA) sales of its H200 artificial intelligence chips to China. US Approves H200 Exports Under New Guardrails The approval allows Nvidia to resume shipments of its H200 chips to China, the company's second-...

On Tuesday, Nvidia Corp (NASDAQ:NVDA) CEO Jensen Huang said the chipmaker's $500 billion AI demand outlook won't be revised quarter by quarter, even as new developments continue to push expectations higher. Nvidia Holds The Line On $500 Billion — Signals Upside Ahead Huang told Kif Leswing, CNBC...

On Tuesday, the Donald Trump administration signalled a tough stance on Chinese semiconductors while delaying actual tariffs until 2027. Tariffs Delayed, Not Dropped The U.S. Trade Representative's office announced that it will impose tariffs on Chinese semiconductor imports in response to Beijing'...

Former UK Prime Minister Rishi Sunak has criticized President Donald Trump's move to permit Nvidia Corp (NASDAQ:NVDA) to sell its H200 artificial intelligence chip to China. Sunak Says Nvidia H200 Sale Gives China A Major AI Boost In a column for The Times shared on X over the weekend, Sunak said...

On Tuesday, Tesla Inc. (NASDAQ:TSLA) CEO Elon Musk warned about an all-out AI hardware war after investor Gavin Baker outlined how Nvidia Corp.'s (NASDAQ:NVDA) next-generation Blackwell chips could reshape the economics of artificial intelligence (AI). Elon Musk Calls AI A Hardware Speed War On X...

Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) is reportedly facing overwhelming demand for its Chip on Wafer on Substrate or CoWoS advanced packaging technologies as companies including Nvidia Corp. (NASDAQ:NVDA), Alphabet Inc.'s (NASDAQ:GOOG) (NASDAQ:GOOGL) Google, Amazon.com Inc. (NASDAQ:AMZN...

On Thursday, Advanced Micro Devices, Inc. (NASDAQ:AMD) CEO Lisa Su said that the company is prepared to restart shipments of its MI308 artificial intelligence chips to China after securing U.S. export licenses. AMD Says It Will Pay 15% Fee To Resume China Shipments Speaking at a Wired conference...

Alphabet Inc (NASDAQ:GOOG) (NASDAQ:GOOGL) shares are hitting new highs in Monday’s after-hours session following reports that Meta Platforms Inc (NASDAQ:META) could use Google’s AI chips in its data centers. • GOOG stock is climbing to fresh highs. Get the complete picture here....

Elon Musk said Tesla Inc. (NASDAQ:TSLA) plans to build AI chips at volumes surpassing every competitor combined as the company launches a sweeping recruitment push for top-tier chip designers. Tesla's Expanding In-House AI Chip Program Over the weekend, Musk said on X, formerly Twitter, that Tesla...

An Nvidia Corp (NASDAQ:NVDA) GPU smuggling case has intensified calls in Washington for stronger safeguards to keep advanced U.S. chips out of China's hands. Lawmakers Sound Alarm After DOJ Indictments On Thursday, the U.S. Justice Department charged four individuals — two American citizens and two...

As the race for next-generation semiconductors heats up, Apple Inc. (NASDAQ:AAPL) and Nvidia Corp (NASDAQ:NVDA) appear to be tightening their grip on Taiwan Semiconductor Manufacturing Co.'s (NYSE:TSM) most advanced chipmaking capacity, leaving rivals scrambling for alternatives. Apple Corners TSMC...

Beijing has reportedly moved to curb sales of Nvidia Corporation's (NASDAQ:NVDA) China-specific AI chip after U.S. Commerce Secretary Howard Lutnick made remarks about export policy that Chinese officials reportedly found "insulting." Chinese Regulators Push Alibaba, ByteDance to Slash H20 Chip...

In a bid to curb semiconductor smuggling into China, the US government is considering restrictions on the export of AI chips, including those produced by Nvidia Corp. (NASDAQ:NVDA), to Malaysia and Thailand. What Happened: According to a report, a draft rule from the Commerce ...

Intel Corp. (NASDAQ:INTC) CEO Lip-Bu Tan is reportedly evaluating whether to stop marketing the company's costly 18A chipmaking process to outside customers, a move that could signal a major strategic pivot amid mounting financial losses and fierce competition from Taiwan Semiconductor...