Tag: Semiconductors

The U.S. and United Arab Emirates are working on a path to allow Abu Dhabi to purchase some of the most advanced American-made semiconductors for its AI development, U.S. President Donald Trump said from the Emirati capital Friday.

Nvidia is seeking a site in Shanghai for a research and development centre, three sources close to the matter said, reflecting the strategic significance of the Chinese market where U.S. curbs on advanced chip exports have hit sales.

Taiwan’s Foxconn (2317.TW), the world’s largest contract electronics maker, downgraded its full-year outlook on Wednesday citing uncertainty about U.S. tariffs, even as it struck an upbeat note about booming demand for AI servers.

Nvidia (NVDA.O), plans to release a downgraded version of its H20 artificial intelligence chip for China in the next two months, following U.S. export restrictions on the original model, three sources familiar with the matter told Reuters.

Arm Holdings ARM was falling sharply early Thursday. Hopes that the chip designer would be protected from tariffs unlike its semiconductor peers look to have been wide of the mark.

U.S. President Donald Trump administration is likely to allow a Biden-era rule curbing some artificial intelligence chip exports to lapse, according to analysts at Jefferies.

Advanced Micro Devices reported first fiscal-quarter earnings on Tuesday that topped expectations, and provided a strong forecast for current-quarter revenue.

A U.S. lawmaker plans to introduce legislation in coming weeks to verify the location of artificial-intelligence chips like those made by Nvidia after they are sold.

ON Semiconductor ON stock climbed in premarket trading Monday after first-quarter earnings and revenue surpassed analysts’ expectations.

China’s Huawei Technologies is preparing to test its newest and most powerful artificial-intelligence processor, hoping to replace some higher-end products of U.S. chip giant Nvidia (NVDA.O), the Wall Street Journal reported on Sunday.

Intel reported first-quarter results Thursday that beat analysts’ estimates, while issuing disappointing guidance and announcing plans to slash expenses in the coming year, the first under CEO Lip-Bu Tan.

Taiwan Semiconductor Manufacturing Company denied reports that the semiconductor giant was in active discussions with Intel regarding a chipmaking joint venture.

Taiwan Semiconductor Manufacturing Company on Thursday maintained its annual revenue forecast after it quarterly beat profit expectations, thanks to a continued surge in demand for AI chips.

Nvidia (NVDA.O), on Tuesday said it would take $5.5 billion in charges after the U.S. government limited exports of its H20 artificial intelligence chip to China, a key market for one of its most popular chips.

Dutch semiconductor equipment giant ASML on Wednesday missed order expectations and said that uncertainty from new U.S. trade restrictions may affect demand for its critical chipmaking machines.

Advanced Micro Devices (NASDAQ:AMD) announced on Tuesday that its key processor chips will soon be produced at Taiwan Semiconductor Manufacturing Company’s (TSMC) new facility in Arizona. This marks the first time AMD’s products will be manufactured within the United States.

Intel nears deal to sell Altera chip unit to PE group Silver Lake

Taiwan Semiconductor Manufacturing Co (TSMC) on Thursday posted a sharp jump in March revenues, driven by robust demand for advanced chips and AI-related applications.

Broadcom (AVGO.O), said on Monday it was launching a new share buyback program of up to $10 billion, set to run through the end of the year, sending its shares up nearly 3% in extended trading.

Intel (NASDAQ:INTC) and Taiwan Semiconductor Manufacturing Co. (TSMC) are in discussions to form a joint venture to manage Intel’s chipmaking facilities, according to a report from The Information, citing sources involved in the talks.