Tag: Semiconductors

Chinese tech giant Baidu plans to spin off its artificial intelligence chip subsidiary, Kunlunxin, and list it in Hong Kong, as more domestic chipmakers seek funds amid Beijing’s push for semiconductor self-sufficiency.

Nvidia is scrambling to meet strong demand for its H200 artificial intelligence chips from Chinese technology companies and has approached contract manufacturer Taiwan Semiconductor Manufacturing Co to ramp up production, sources said.

The U.S. government has granted an annual licence to Samsung Electronics (005930.KS) and SK Hynix (000660.KS) bring in chip manufacturing equipment to their facilities in China for 2026, two people familiar with the matter said on Tuesday.

Nvidia (NVDA) has purchased Intel shares worth $5 billion, the American semiconductor firm (INTC) said in a filing on Monday, carrying out a transaction announced in September.

Samsung Electronics (KS:005930) shares jumped 5.3% in Seoul trading today after reports emerged that the tech giant will begin mass production of next-generation HBM4 memory chips in February at its Pyeongtaek campus in South Korea.

Nvidia has agreed to buy assets from Groq, a designer of high-performance artificial intelligence accelerator chips, for $20 billion in cash, according to Alex Davis, CEO of Disruptive, which led the startup’s latest financing round in September.

China’s fast-growing artificial intelligence sector may be readying for major purchases of U.S. chips, creating opportunities—and competition—for the likes of Nvidia and Advanced Micro Devices.

Nvidia (NVDA) has told Chinese clients it aims to start shipping its second-most powerful AI chips to China before the Lunar New Year holiday in mid-February, three people familiar with the matter told Reuters.

US President Donald Trump’s administration has launched a review that could result in the first shipments to China of Nvidia’s (NVDA) second-most powerful AI chips, five sources said, making good on his pledge to allow the ​controversial sales.

Micron Technology reported better-than-expected earnings results Wednesday afternoon. Its stock was up sharply in the Thursday premarket.

China is considering a package of incentives worth as much as $70 billion to bankroll and support its chipmaking industry, pouring more state money into a sector it deems pivotal to its technological conflict with the US.

Broadcom (AVGO), shares fell nearly 5% before the market open on Friday after the chipmaker said its margins would fall due to a higher mix of AI revenue, adding to worries about the payout from AI.

ByteDance and Alibaba have asked Nvidia (NVDA), about buying its powerful H200 AI chip after U.S. President Donald Trump said he would allow it to be exported to China, four people briefed on the matter told Reuters.

Beijing is set to limit access to Nvidia’s advanced H200 chips despite Donald Trump’s decision to allow the export of the technology to China as it pushes to achieve self-sufficiency in semiconductor production.

Microsoft is discussing plans to co-design custom chips with Broadcom. Big tech companies, which were once major customers of NVIDIA, are reducing their dependence on the company by actively developing their own chips.

Marvell Technology stock jumped after the company forecast stronger-than-expected growth in its data-center segment, boosting confidence in its custom chip business.

Intel stock held a sharp hike in pretrading on Monday, after the stock surged on Friday when an analyst predicted the chip giant was nearing a deal to supply Apple in 2027.

Nvidia on Monday announced it has purchased $2 billion of Synopsys’ common stock as part of a strategic partnership to accelerate computing and artificial intelligence engineering solutions.

Top Chinese companies are training their artificial intelligence models overseas to access Nvidia’s chips and bypass US efforts to prevent their development of the powerful technology.

Chinese regulators have barred ByteDance, the owner of TikTok, from using Nvidia chips in new data centers, according to a report from The Information on Wednesday.