Tag: Semiconductors

Nvidia reported its fourth quarter earnings after the bell on Wednesday, beating analysts’ expectations on the top and bottom lines and issuing solid Q1 guidance.

U.S. President Donald Trump said on Tuesday he intends to impose auto tariffs “in the neighborhood of 25%” and similar duties on semiconductors and pharmaceutical imports, the latest in a series of measures threatening to upend international trade.

Taiwanese electronics companies are planning more investments in the U.S. state of Texas, with announcements possible in May to coincide with President Donald Trump’s first 100 days in office, the head of an industry body said on Tuesday.

Intel could be split up, with two of the chip maker’s biggest rivals eyeing separate parts of its business.

The chip designer, Arm, is reportedly competing with its own clients, which include major companies such as Qualcomm, to sell its own chips as it seeks to boost profits.

Apple will work with Chinese tech giant Alibaba to roll out AI services in the world’s biggest market for mobile phones, in a move that removes months of uncertainty for the Cupertino-based firm.

Vice President JD Vance on Tuesday said that the U.S. will safeguard American artificial intelligence and chips and block efforts to “weaponize” the critical technologies.

OpenAI is pushing ahead on its plan to reduce its reliance on Nvidia for its chip supply by developing its first generation of in-house artificial-intelligence silicon.

The head of Intel’s artificial-intelligence operations is leaving to take the top job at Nokia, just months after former Intel CEO Pat Gelsinger abruptly retired from the company.

Arm’s cautious full-year outlook caused a sharp decline in its share price, raising concerns about a slowdown in artificial intelligence (AI) chip demand.

Orders for legacy chips found in cars and industrial equipment have been subdued as companies stockpiled years ago

Advanced Micro Devices failed to impress investors waiting for the chipmaker to gain ground against AI heavyweight Nvidia even as its quarterly results and revenue outlook exceeded analyst estimates on Tuesday.

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