Semiconductor

Bloomberg.com
Nvidia Can Hit $8.5 Trillion on 'Golden Wave' of AI, Loop Says - Bloomberg.com
Nvidia Corp can add trillions more to its valuation after making history as the first company to ever breach a $5 trillion market capitalization,...
CNBC
Nvidia adds nearly $100B in market cap in a matter of days. Here is what's going right
Nvidia is once again on the move.
CNBC
Lambda, Microsoft agree to multibillion-dollar AI infrastructure deal with Nvidia chips
The new infrastructure with Microsoft will include the NVIDIA GB300 NVL72 systems, which are also deployed by hyperscaler CoreWeave.
CNBC
Nvidia stock climbs 3% as U.S. approves chip sale to the UAE under Microsoft deal
Microsoft's licenses enable the firm to ship Nvidia chips — involving its more advanced GB300 GPUs — to the United Arab Emirates.
CNBC
Nvidia stock climbs 2% as U.S. approves chip sale to the UAE under Microsoft deal
Microsoft's licenses enable the firm to ship Nvidia chips — involving its more advanced GB300 GPUs — to the United Arab Emirates.
Bloomberg
Nvidia Can Hit $8.5 Trillion on ‘Golden Wave’ of AI, Loop Says
Nvidia Corp can add trillions more to its valuation after making history as the first company to ever breach a $5 trillion market capitalization, according to at least one analyst.
Nvidia Can Hit $8.5 Trillion on ‘Golden Wave’ of AI, Loop Says
SCMP
Nexperia China to meet chip orders with local wafer suppliers in months: experts
Nexperia’s China unit is expected to be capable of making deliveries to clients on the back of the domestic semiconductor supply chain – even though locking in that support could take at least six months, experts said – as the European fabrication facilities under the Dutch chipmaker’s head office continue to suspend the supply of wafers. A number of Chinese fabs – including Wuxi NCE Power, Hangzhou Silan Microelectronics and Yangjie Technology – would be able to supply wafers to Dongguan-based...
Bloomberg
Chip Startup Substrate Draws Skepticism in Quest to Take On TSMC
Welcome to Tech In Depth, our daily newsletter about the business of tech from Bloomberg’s journalists around the world. Today, Ed Ludlow and Ian King report on the skepticism that has greeted startup Substrate’s announcement that it will produce new chipmaking equipment — and new chips — that can shake up the entire industry.
Chip Startup Substrate Draws Skepticism in Quest to Take On TSMC
Bloomberg
Microsoft Vows to Spend $8 Billion in UAE Through 2029 on Cloud, Chips
Microsoft Corp. is planning to spend more than $7.9 billion on data centers, cloud computing and employees in the United Arab Emirates over the next four years, capitalizing on a US government clearance to ship artificial intelligence chips to the Gulf nation.
Microsoft Vows to Spend $8 Billion in UAE Through 2029 on Cloud, Chips
Reuters
Trump says Nvidia's Blackwell AI chip not for 'other people' - Reuters
Nvidia, the world's most valuable company, dominates the market for AI chips. The Reuters Daily Briefing newsletter provides all the news you need to...
Bloomberg
Nvidia Is Worth $5 Trillion. Here’s What It Means for the Market
Nvidia Corp. made history last week when it became the first company ever to have a market value of $5 trillion. But that’s just one way it’s casting a shadow over the global economy.
Nvidia Is Worth $5 Trillion. Here’s What It Means for the Market
Bloomberg
Nexperia China Says It Has Enough Stock Despite Supply Halt
The Chinese unit of Nexperia BV, a Dutch semiconductor company, has enough wafers stockpiled to fill orders for its customers, despite its parent company’s suspension of supplies to its assembly plant.
Nexperia China Says It Has Enough Stock Despite Supply Halt
SCMP
Nexperia China vows business as usual after Dutch wafer supply halt
Nexperia China moved to reassure customers that production will continue uninterrupted, saying it has secured new wafer suppliers and can meet client demand through to the end of the year and beyond. The Chinese division of the semiconductor maker said it had “multiple contingency plans” in place, according to a bilingual statement published early Sunday. The announcement underscored Nexperia China’s efforts to operate independently after Dutch authorities took control of its Netherlands parent...
SCMP
Jensen Huang’s chimaek dinner left out Nvidia’s No 1 supplier. Why?
When Nvidia’s CEO Jensen Huang arrived in South Korea, global attention turned to a viral “chimaek” (fried chicken and beer) dinner on October 30, featuring Samsung Chairman Lee Jae-yong and Hyundai Group’s Executive Chair Chung Eui-sun. Yet, the spotlight shifted the following day to SK Group, particularly its memory arm, SK Hynix, which co-headlined a landmark artificial intelligence (AI) infrastructure deal that analysts have called a strategic win. The question hanging over the spontaneous...
Bloomberg
Victory Giant Tops Asia Stocks as Nvidia Link Fuels 600% Surge
While clashes between the US and China over tariffs and trade restrictions have been a dominant theme in the technology world, this year’s hottest Asian stock demonstrates how the nations still rely on each other.
Victory Giant Tops Asia Stocks as Nvidia Link Fuels 600% Surge
CNBC
Where the Nexperia auto chip crisis stands now as the U.S., China and EU race to contain fallout
The Nexperia crisis is still threatening vehicle production worldwide.
SCMP
Nexperia owner Wingtech names new president amid Sino-Dutch row over chipmaker
Wingtech Technology, the Chinese owner of Nexperia, has named experienced general counsel Sophie Shen Xinjia, a Columbia Law School graduate, as its president amid a Sino-Dutch dispute over control of the Netherlands-based chipmaker. Shen’s tenure as president would be in line with that of Wingtech’s 12th board, which was formed in January and will expire by January 2028, according to the company’s filing with the Shanghai Stock Exchange on Friday. She replaced Zhang Qiuhong, who served as...
SCMP
China considers export ban exemption for some Nexperia orders
China’s Ministry of Commerce on Saturday said it is looking to exempt some Nexperia orders from an export ban that it imposed after the Netherlands seized control of the Chinese-owned Dutch chipmaker. “We will comprehensively consider the actual situation of enterprises and grant exemptions to exports that meet the criteria,” a ministry representative said in a statement. According to the ministry, exemptions were being considered to stabilise the supply of Nexperia chips in global supply...
Bloomberg.com
Nvidia Forges AI Deals With South Korea's Biggest Companies - Bloomberg.com
... AI projects, with the South Korean government building sovereign AI computing infrastructure. ... On Friday, Huang told Bloomberg News he still hopes to...
TechCrunch
Nvidia expands AI ties with Hyundai, Samsung, SK, Naver | TechCrunch
Nvidia, Samsung team up on AI factory and AI-RAN for 6G. Samsung also ... The news sent its stock soaring, as Nvidia became the first publicly...
CNBC
Nvidia's Huang downplays concerns over selling AI chips to Beijing: It has 'plenty' of its own
"It's in the best interest of America to serve that China market. It's in the best interest of China to have the American technology," the Nvidia CEO said.
ARPU
Why Is Nvidia Partnering With Palantir to Run Supply Chain Business?
Nvidia, the undisputed engine of the AI revolution, just announced a major partnership with Palantir Technologies, the data analytics firm famous for its secretive work with defense and intelligence agencies. The deal will deeply integrate Nvidia's AI chips and software into Palantir's platform to help large
ARPU
Nvidia's Self-Driving Kit
The Robotaxi-in-a-BoxBuilding a self-driving car, for the longest time, was a bit like trying to build a spaceship in your garage. It was a bespoke, incredibly expensive, vertically integrated science project. You needed an army of PhDs, a fleet of custom vehicles, and a decade's worth of
CNBC
Nvidia CEO Jensen Huang says AI is in a 'virtuous cycle.' Here's what he means
"The virtual cycle of AI has been designed, and this is ... the reason why you're seeing the world's capex going so fast," Nvidia CEO Jensen Huang said.
CNBC
Samsung building facility with 50,000 Nvidia GPUs to automate chip manufacturing
Samsung is the latest company to announce a deal with Nvidia, whose chips remain essential for building and deploying advanced artificial intelligence.
Reuters
Intel in talks to acquire AI chip startup SambaNova, Bloomberg News reports | Reuters
Intel is in talks to acquire artificial intelligence processor maker SambaNova, which has been working with bankers to gauge interest from...
CNBC
South Korean markets smash records as investors bet on AI and corporate governance reforms
AI-driven semiconductor optimism and sweeping corporate ... Global Business and Financial News, Stock Quotes, and Market Data and Analysis.
Quartz
Nvidia market cap crosses $5 trillion as AI boom powers the stock - Quartz
The AI chipmaker's stock opened at $207.86 per share on Wednesday, putting it above the historic milestone. Suggested Reading. Good news for travelers...
Reuters
Nvidia to invest up to $1 billion in AI startup Poolside, Bloomberg News reports | Reuters
Artificial intelligence chip leader Nvidia will invest up to $1 billion in AI startup Poolside, Bloomberg News reported on Thursday.
SCMP
CXMT begins producing advanced LPDDR5X memory chips as China narrows tech gap
ChangXin Memory Technologies (CXMT), China’s leading memory chipmaker, has started mass production of a new generation of DRAM products in the latest sign of the country’s advancing semiconductor capabilities. The Hefei-based company, which is preparing for an initial public offering in Shanghai, announced on its official website that it had begun producing LPDDR5X – an advanced type of DRAM widely used in mobile devices. DRAM chips function as high-speed memory in artificial intelligence...