Tag: Semiconductors

TSMC Stock Rises. Outlook Is Bright as the AI Chips Boom Outweighs Tariff Fears.

Taiwan Semiconductor Manufacturing reported a record profit for the second quarter as robust chip demand for artificial-intelligence applications held up despite currency headwinds and uncertainty about U.S. tariff policy.

ASML shares drop 6.5% after the chip giant says it can’t confirm that it will grow in 2026

ASML on Wednesday warned of the possibility of no growth in 2026, even as it beat top and bottom line expectations for the second quarter.

Nvidia to Resume H20 AI Chip Sales to China. The Stock Jumps.

Nvidia is back in China. In a stunning turn of events, the chip maker said it expects to soon be able to sell its H20 AI chip in the country, sending shares sharply higher.

Singapore case against three on AI chip fraud charges adjourned until Aug 22

A Singapore court on Friday adjourned a case against three men charged with fraud by making false representations to unnamed server suppliers until Aug 22.

Chipmakers get larger tax credits in Trump’s latest ‘big beautiful bill’

The latest version of U.S. President Donald Trump’s “big beautiful bill” could make it cheaper for semiconductor manufacturers to build plants in the U.S. as Washington continues its efforts to strengthen its domestic chip supply chain.

Micron reports earnings, revenue beat and issues strong forecast

Micron reported better-than-expected earnings and revenue on Wednesday and issued a forecast that also topped analysts’ estimates. The stock initially popped in extended trading before paring most of its gains.

Nvidia Goes Nuclear, Investing in Bill Gates’ Start-Up

Nvidia is investing in a nuclear company founded by Bill Gates, marking an acceleration in the tech industry’s race to get the nuclear industry off the ground.

Nvidia-backed AI startup SandboxAQ creates new data to speed up drug discovery

SandboxAQ, an artificial intelligence startup spun out of Alphabet’s Google and backed by Nvidia (NVDA.O), opens new tab, on Wednesday released a trove of data it hopes will speed up the discovery of new medical treatments by helping scientists understand how drugs stick to proteins.

TSMC Rises. Why U.S., China Tensions Are Reshaping the Chip Manufacturer.

Taiwan Semiconductor Manufacturing TSM is caught in the middle of U.S.-China tensions. Progress on U.S.-made chips looks set to boost the chip manufacturer despite further restrictions on its Chinese business.

AMD reveals next-generation AI chips with OpenAI CEO Sam Altman

Advanced Micro Devices on Thursday unveiled new details about its next-generation AI chips, the Instinct MI400 series, that will ship next year.

Micron to invest $200 billion in US semiconductor manufacturing

Micron Technology, Inc. (NASDAQ:MU) announced plans on Thursday to invest approximately $200 billion in U.S. semiconductor manufacturing and research and development across facilities in Idaho, New York, and Virginia.

Xpeng develops advanced chips for Volkswagen vehicles – report

Chinese electric vehicle manufacturer Xpeng (NYSE:XPEV) is developing advanced chips for Volkswagen (ETR:VOWG_p) cars, according to the Financial Times on Thursday.

Nvidia makes big play for Europe with infrastructure deals

Nvidia on Wednesday announced a slew of partnerships with European countries and companies spanning infrastructure to software as it looks to keep itself at the center of the global artificial intelligence story.

CrowdStrike Delivers Full Lifecycle Protection for LLMs to Enterprise AI Factories with NVIDIA

CrowdStrike expands protection for NVIDIA Enterprise AI Factories, integrates Falcon Cloud Security with NVIDIA universal LLM NIM microservices and NeMo Safety for secure cloud deployment.

German startup DeepL says latest Nvidia chips lets it translate the whole internet in just 18 days

DeepL on Wednesday said it was deploying one of the latest Nvidia systems that would allow the German startup to translate the whole internet in just 18 days.

TSMC May sales surge nearly 40% on robust AI demand

TSMC (TW:2330) (NYSE:TSM), known formally as Taiwan Semiconductor Manufacturing Corp, clocked a nearly 40% jump in its May sales on Tuesday, as the chipmaking giant continued to benefit from robust artificial intelligence-fueled demand.

Qualcomm strengthens AI portfolio with $2.4 billion Alphawave deal

U.S. chipmaker Qualcomm (QCOM.O), agreed to acquire Alphawave (AWE.L), for about $2.4 billion on Monday, as it expands into the booming AI data center market, sending shares of the British semiconductor company up by almost a quarter.

Nvidia CEO says the UK is in a ‘Goldilocks’ moment: ‘I’m going to invest here’

Nvidia CEO Jensen Huang poured praise on the U.K. on Monday, promising to boost investment in the country’s artificial intelligence sector with his multitrillion-dollar semiconductor company.

Broadcom beats on earnings and revenue

Broadcom reported second-quarter earnings on Thursday that beat Wall Street expectations, and the chipmaker provided robust guidance for the current period.

TSMC says US tariffs have some impact but AI demand robust

Taiwan’s TSMC (2330.TW), said on Tuesday that U.S. tariffs were having some impact on the company and had been discussed with Washington, but demand for artificial intelligence (AI) remains strong and continues to outpace supply.