Tag: Semiconductors

U.S. Commerce Secretary could withhold promised grants under the CHIPS Act in a bid to increase investments by major chipmakers in the U.S., Bloomberg reported on Tuesday.

Arm Holdings expects its share of the global market for data center central processing units to surge to 50% by the end of the year, up from about 15% in 2024 with gains driven by the boom in artificial intelligence, a senior executive said.

Taiwan Semiconductor Manufacturing Company’s pledge to spend an extra $100bn on advanced manufacturing plants in the US will do little to help the country restore its global lead in chipmaking, according to Pat Gelsinger, who was forced out as chief executive of Intel late last year.

Nvidia stock was dropping early as a downbeat market mood and the potential for stricter regulations on its chips in China send shares lower.

Malaysia is planning to tighten regulations on semiconductors as it comes under US pressure to stem the illicit flow to China of chips crucial to the development of artificial intelligence.

Shares of memory-chip maker Micron Technology Inc. rose in extended trading Thursday after the company’s fiscal second quarter showed that it is still seeing a boost from AI, with its highest-capacity memory products surging in growth.

Nvidia will spend hundreds of billions of dollars on chips and other electronics manufactured in the US over the next four years, its chief executive has said, as the company tilts its supply chain back from Asia in the face of Donald Trump’s tariff threats.

Yum Brands is partnering with tech giant Nvidia to accelerate the use of artificial intelligence in its restaurants.

Nvidia CEO Jensen Huang, on Tuesday, unveiled the company’s next-generation line of chips at its annual software developer conference, aiming to reassure investors of its dominance in the rapidly evolving artificial intelligence industry.

Nvidia was rising in premarket trading on Monday. Excitement over its annual GTC developers’ conference looked to be helping it outperform the wider market.

Intel’s incoming CEO Lip-Bu Tan has considered significant changes to its chip manufacturing methods and artificial intelligence strategies ahead of his return to the company on Tuesday, two people familiar with Tan’s thinking told Reuters, in a sweeping bid to revive the ailing technology giant.

Foxconn Technology Group reported weaker-than-expected quarterly results but forecast a strong 2025 as the world’s largest contract electronics maker continues diversifying its business, moving into growth areas such as artificial intelligence and electric vehicles.

Shares of Intel surged 10% in premarket activity, as Wall Street cheered the decision to name former board member Lip-Bu Tan as CEO, who left in August over differences about the chipmaker’s direction, after several years of market underperformance.

Facebook owner Meta is testing its first in-house chip for training artificial intelligence systems, a key milestone as it moves to design more of its own custom silicon and reduce reliance on external suppliers like Nvidia two sources told Reuters.

Taiwan’s Foxconn said on Monday it has launched its first large language model and plans to use the technology to improve manufacturing and supply chain management.

Taiwan Semiconductor Manufacturing Co on Monday reported a 43.1% jump in its February 2025 revenue amid robust demand for its chips used in artificial intelligence applications.

Broadcom Inc. shares were on track for their biggest gain in 12 weeks in early trading after the chip supplier for Apple Inc. and other big tech companies gave an upbeat forecast, reassuring investors that spending on artificial intelligence computing remains healthy.

Marvell Technology Inc shares nosedived over 15% in pre-market trading on Thursday, as investor sentiment was hit by concerns over weakening consumer demand and cautious guidance for Q1 fiscal 2026. 

Singapore has charged three men in a case suspected to involve Nvidia semiconductor sales that potentially breach US export controls, the government announced on Monday.

Chip designers Nvidia (NVDA.O), opens new tab and Broadcom (AVGO.O), are running manufacturing tests with Intel (INTC.O), two sources familiar with the matter told Reuters, demonstrating early confidence in the struggling company’s advanced production techniques.