Tag: Semiconductors

ASML Holding NV surged the most since 2020 after booking orders worth twice as much as analysts expected, as the artificial intelligence boom fuels demand for its chipmaking machines.

Retail investors bought a record amount of Nvidia stock on Monday after concerns over a low-cost artificial intelligence model from Chinese startup DeepSeek stripped 17% off its shares, or $593 billion from its market value.

U.S. technology firms plunged in Monday premarket trading, part of a global sell-off as Chinese startup DeepSeek sparked concerns over competitiveness in artificial intelligence and America’s lead in the sector.

The Beijing-based company has budgeted Rmb40bn ($5.5bn) to acquire AI chips in China in 2025, according to two people familiar with the plans, which would double the amount it spent last year. The group also plans to invest about $6.8bn overseas to beef up its foundation model training capabilities using advanced Nvidia chips.

Nvidia stock was rising alongside rival chip makers on the first trading day of Trump’s second presidency. In his first hours back in the Oval Office, the president revoked an order on artificial intelligence signed by his predecessor Joe Biden, in a potential sign of what’s to come for chip makers under Trump.

China will launch an investigation into U.S. government subsidies to its semiconductor sector over alleged harm caused to Chinese mature node chipmakers, the commerce ministry said on Thursday.

Taiwan Semiconductor Manufacturing Co. on Thursday reported a stronger-than-expected profit and said artificial intelligence demand will help offset a typically weak period for smartphone sales in the current period.

Nvidia stock was falling as the chip maker pushed back against a last-minute rush by the Biden administration to issue new regulations over artificial-intelligence technology. The has made an explicit appeal to President-elect Donald Trump to reject such policies

Taiwan Semiconductor Manufacturing Co. posted December quarter revenue that topped analyst estimates, as the company continues to get a boost from the AI boom.

Huang’s hotly anticipated speech brought mention that Micron is providing memory for new Blackwell gaming chips

On Monday, Nvidia unveiled its next generation gaming graphic cards at the CES tech trade show in Las Vegas. The company’s CEO, Jensen Huang, announced the coming RTX 5090 card and three other models, all of which will use “Blackwell” architecture chips.

Taiwan’s Foxconn, the world’s largest contract electronics maker, beat expectations to post its highest-ever revenue for the fourth quarter on continued strong demand for artificial intelligence (AI) servers.

A Delaware jury sided with Qualcomm in its long-running dispute with Arm on Friday afternoon. This was a unique case in which Arm sued one of its best customers.

Micron Technology shares plummeted 15% in premarket trading on Thursday following a dismal forecast that signaled a squeeze from weak demand for personal computers and smartphones, overshadowing a solid lift from sales of AI-related chips.

OpenAI’s biggest backer buys nearly half a million GPUs this year in race to build artificial intelligence systems

Shares of Broadcom soared 14% on Friday, with the chipmaker moving closer to $1 trillion in market value after it forecast that demand for its custom AI chips would keep rising in the coming years.

Nvidia said recent social media posts alleging the company would cut supplies to China were false, according to a company post on Chinese social media.

China said on Monday it has launched an investigation into Nvidia over suspected violations of the country’s anti-monopoly law, a probe widely seen as a retaliatory shot against Washington’s latest curbs on the Chinese chip sector.

The U.S. Department of Commerce has finalized a subsidy of more than $6.1 billion for memory chip maker Micron Technology to support the construction of several domestic semiconductor facilities, according to a White House statement on Tuesday.

Taiwan Semiconductor Manufacturing Co is in discussions with Nvidia Corp to produce its Blackwell artificial intelligence chips at the contract manufacturer’s new plant in Arizona, three sources familiar with the matter said.