Tag: Semiconductors

Malaysia to crack down on Nvidia chip flows under US pressure

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.

Micron gets boost with surging AI memory-chip sales; shares rise on earnings beat

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 to spend hundreds of billions on US supply chain, says chief

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.

Taco Bell parent Yum Brands partners with Nvidia to speed up its use of AI

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

Everything Nvidia announced at its annual developer conference GTC

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 GTC Starts Today. Why the Stock is Rising.

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

Exclusive: Intel’s new CEO plots overhaul of manufacturing and AI operations

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 Forecasts Strong 2025 Growth on AI Server Demand

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.

Intel jumps 10%, as investors cheer appointment of new CEO Tan

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.

Exclusive: Meta begins testing its first in-house AI training chip

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.

Foxconn unveils first large language model

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.

TSMC reports 43% jump in Feb revenue amid strong AI chip demand

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 Up Most in 12 Weeks as AI Growth Fuels Upbeat Forecast

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 Crashes 15% After Weak Outlook Sparks Investor Fears

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 probes suspected fraud in sales of US-controlled Nvidia chips

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.

Exclusive: Nvidia and Broadcom testing chips on Intel manufacturing process, sources say

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.

Nvidia earnings, outlook top Wall Street forecasts as CEO Jensen Huang touts ‘light speed’ AI advances

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.

Trump says he will introduce 25% tariffs on autos, pharmaceuticals and chips

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.

Taiwan electronics firms plan more Texas investments, industry body says

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 Break Up Considered by Broadcom, TSMC. How That Would Play Out.

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