Semiconductor

Arm doesn't make CPUs but it licenses its instruction set technology and sells designs that customers can build their chips on top of.

It will draw around 16 megawatts of power. The Reuters Daily Briefing newsletter provides all the news you need to start your day. Sign up here. GMI...

Here are five key things investors need to know to start the trading day.

AI is contributing to a memory chip shortage that could hit phones and cars ... Got a confidential news tip? We want to hear from you. Get In Touch...

"This is how much business is on the books. Half a trillion dollars worth so far," Huang said at the company's GTC conference in Washington last month.

Chipmakers and analysts are warning of a memory chip shortage that could accelerate next year, hitting consumer electronics and automotives.

The "Boring" Memory ChipJust a few months ago, the story of the AI memory market was simple: SK Hynix was the new king, and Samsung, the long-reigning monarch, had been humbled. Having masterfully aligned itself with Nvidia, SK Hynix became the dominant supplier of High Bandwidth Memory

Peter Thiel’s hedge fund Thiel Macro LLC sold its stake in Nvidia Corp. during the third quarter, marking yet another retreat from investments in the world’s leading provider of artificial-intelligence chips.

Chinese technology giant Huawei Technologies is expected to unveil a new artificial intelligence infrastructure technology on Friday that could double the utilisation efficiency of graphic processing units (GPUs), according to the state-owned Shanghai Securities News. The report said the technology would be able to lift the utilisation rate of AI chips – including GPUs and neural processing units (NPUs) – to 70 per cent, up from the current 30 to 40 per cent, in another major advance in “using...

The semiconductor industry has officially entered a new "supercycle," and the evidence is in the numbers. Recent third-quarter earnings reports from memory chip giants Samsung and SK Hynix show their inventories have fallen to record lows, causing prices for both specialized and general-purpose memory to surge. The driving

The crisis sparked by the recent standoff between the Netherlands and China over chipmaker Nexperia underscores just how fragile the supply chain is and why dialog is vital to prevent disputes from spiraling, the head of Dutch technology giant ASML Holding NV said on Sunday.

Semiconductor Manufacturing International Corporation (SMIC), China’s largest chip foundry, said on Friday that full-year revenue is on track to hit an all-time high of more than US$9 billion, as tight foundry capacity and supply-chain localisation keep its fabs running at full tilt. “The iterative effects across the supply chain are continuing, which leads to a stronger-than-usual off-season. Our production remains in a state of supply falling short of demand,” co-CEO Zhao Haijun said on an...

German startup Ferroelectric Memory GmbH has raised €100 million ($116 million) in investor financing and subsidies to commercialize energy-saving memory chips.

Chinese tech giant Baidu unveiled two artificial intelligence chips at its annual developer and client event on Thursday, underscoring the company’s ambition to play a pivotal role in the nation’s drive for technological self-sufficiency, alongside Huawei Technologies and other domestic players. Baidu introduced the M100, designed by its chip unit Kunlunxin Technology to significantly enhance inference efficiency in models using the mixture-of-experts technique, and the M300, tailored for...

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Many of AMD's hyperscaler customers have beefed up spending as AI reaches an "inflection point" and companies can see the return on that spending, Su added.

Many of AMD's hyperscaler customers have beefed up spending as AI reaches an "inflection point" and companies can see the return on that spending, Su added.

AMD stock soars 10% on strong growth projections as CEO Su calls AI spending 'the right gamble' ... Got a confidential news tip? We want to hear from...

Many of AMD's hyperscaler customers have beefed up spending as AI reaches an "inflection point" and companies can see the return on that spending, Su added.

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SoftBank Group Corp.'s stock slid as much as 10% after the tech investor's exit from AI chipmaker Nvidia Corp. ... Provide news feedback or report an...

SoftBank is selling its entire stake in Nvidia — but not for the reasons you might think.

Foxconn, the world's largest contract electronics maker, reported Wednesday that its third-quarter profit jumped 17% from a year earlier.

Foxconn Technology Group, the world’s largest electronics contract manufacturer, posted a 17 per cent rise in third-quarter profit on Wednesday, beating market forecasts, on sustained strength in demand for artificial intelligence servers. Net profit for the July-September period for Nvidia’s biggest server maker and Apple’s top iPhone assembler was T$57.67 billion (US$1.89 billion), higher than the consensus estimate of T$50.4 billion compiled by London Stock Exchange Group. Taiwan-based...

SoftBank Group sold its entire stake in Nvidia for US$5.83 billion to help bankroll artificial intelligence investments, even as investors question the amount of capital pouring into a technology with uncertain returns. Founder Masayoshi Son has been unwinding positions to pay for a plethora of AI projects, from Stargate data centres with OpenAI and Oracle to robot manufacturing sites in the US. The Nvidia exit coincides with a growing debate about whether spending by Big Tech firms like Meta...

SoftBank is selling its entire stake in Nvidia — but not for the reasons you might think.

Su said that AMD could be able to achieve "double-digit" share in the data center AI chip market over the next three to five years.

Advanced Micro Devices Inc., Nvidia Corp.’s nearest rival in AI chips, predicted accelerating sales growth over the next five years, driven by strong demand for its data center products.

... AI. Along with the MI400 chips, AMD is also planning to launch a ... news provider, reaching billions of people worldwide every day. Reuters...

Cerebras Systems Inc. is teaming up with the government of Guyana on a multibillion-dollar deal to build the area’s first data center, part of a push by the AI chip upstart to help countries expand their artificial intelligence infrastructure.