Tag: Semiconductors

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.

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.