Semiconductor

Bloomberg.com
Senators Seek to Block Nvidia From Selling Top AI Chips to China - Bloomberg
... AI chips or its even more advanced Blackwell-design products to ... Provide news feedback or report an error · Site feedback: Take our Survey.
CNBC
Nvidia partner Foxconn reports 26% revenue spike as AI boom continues
The Taiwanese company has increasingly moved into the AI infrastructure space in recent times
SCMP
Moore Threads aspires to become ‘leading global player’ in AI chips after IPO
Moore Threads, a five-year-old graphics processing unit (GPU) developer created by Nvidia’s former China chief, aspires to become one of the leading global players in artificial intelligence chip development, its founder and CEO Zhang Jianzhong said. Zhang, Nvidia’s China general manager from 2006 to 2020, was quoted as saying by the official Shanghai Securities Journal that the start-up would introduce a new-generation chip each year to provide key hardware for China’s AI development. “Our goal...
Reuters
AMD chief says company ready to pay 15% tax on AI chip shipments to China | Reuters
Su made the remarks at a conference held by technology publication Wired in San Francisco. The Reuters Daily Briefing newsletter provides all the news...
Reuters
US senators unveil bill to prevent easing of curbs on Nvidia chip sales to China | Reuters
AI startup Cohere CEO says US holds edge over China in AI race · Reuters ... news provider, reaching billions of people worldwide every day.
CNBC
'China's Nvidia' Moore Threads surges over 400% on trading debut after $1.1 billion listing
Shares of Moore Threads soared by more than 400% on its debut in Shanghai following its $1.1 billion listing.
Bloomberg
Volkswagen to Keep Dresden Site Open as AI, Chip Tech Center
Volkswagen AG plans to convert its small-scale assembly plant in Dresden into an innovation hub after stopping car output, following through on a pledge to avoid factory closures in Germany.
Volkswagen to Keep Dresden Site Open as AI, Chip Tech Center
Bloomberg
Cambricon Aims to Replace Nvidia in China, ADP Report Boosts Rate-Cut Bets | The Opening Trade 12/4
Cambricon Technologies plans to more than triple its production of AI chips in 2026, aiming to wrest market share from Huawei Technologies in China and fill a void left by Nvidia's forced exit. US companies shed payrolls in November by the most since early 2023, adding to concerns about a more pronounced weakening in the labor market. Wednesday’s weak ADP report risks heightening concerns of a more rapid deterioration in the labor market ahead of the Federal Reserve’s final policy meeting of the year next week. The Opening Trade has everything you need to know as markets open across Europe. With analysis you won't find anywhere else, we break down the biggest stories of the day and speak to top guests who have skin in the game. Hosted by Anna Edwards and Guy Johnson. (Source: Bloomberg)
Cambricon Aims to Replace Nvidia in China, ADP Report Boosts Rate-Cut Bets | The Opening Trade 12/4
Reuters
Nvidia servers speed up AI models from China's Moonshoot AI and others tenfold | Reuters
... news you need to start your day. Sign up here. Nvidia's data focused on what are known as mixture-of-expert AI models. The technique is a way of...
Bloomberg
Alphabet AI Chips Seen as Growth Driver as Gemini 3 Wins Praise
Alphabet investors are growing increasingly confident that the company's semiconductors could represent a significant driver of future revenue for Google's parent. Ryan Vlastelica reports on "Bloomberg Open Interest." (Source: Bloomberg)
Alphabet AI Chips Seen as Growth Driver as Gemini 3 Wins Praise
CNBC
Nvidia has a cash problem — too much of it
Nvidia's recent slew of billion-dollar checks highlight the company's growing cash pile.
CNBC
Nvidia has a cash problem -- too much of it
Nvidia's recent slew of billion-dollar checks highlight the company's growing cash pile.
SCMP
China’s top AI chip firms set for bumper IPOs as Nvidia kept out of market
China’s Nvidia challengers Moore Threads and MetaX are set for their hotly anticipated market debuts, driven by investor excitement over domestic demand for home-grown graphics processing units (GPUs) amid Beijing’s tech self-sufficiency drive. Beijing-based GPU maker Moore Threads, which was 4,000 times oversubscribed after launching its 8 billion yuan (US$1.13 billion) initial public offering (IPO) last week, will be listed on Shanghai’s Nasdaq-style Star Market on Friday, according to a...
Bloomberg
Alphabet’s AI Chips Are a Potential $900 Billion ‘Secret Sauce’
Alphabet Inc. investors are growing increasingly confident that the company’s semiconductors could represent a significant driver of future revenue for Google’s parent.
Alphabet’s AI Chips Are a Potential $900 Billion ‘Secret Sauce’
CNBC
Nvidia's Jensen Huang talks chip controls with Trump, hits regulation - CNBC
Huang also criticized state-by-state AI regulation, saying it would "drag this industry into a halt. ... Got a confidential news tip? We want to...
Bloomberg
Cambricon Aims to Triple Output to Replace Nvidia in China
Cambricon Technologies Corp. plans to more than triple its production of AI chips in 2026, aiming to wrest market share from Huawei Technologies Co. in China and fill a void left by Nvidia Corp.’s forced exit.
Cambricon Aims to Triple Output to Replace Nvidia in China
SCMP
How Huawei could use a 2022 patent to make 2-nm-class chips without key tool
Huawei Technologies’ three-year-old patent for advanced patterning comparable with 2-nanometre grade technology without extreme ultraviolet (EUV) lithography tools has intensified speculation about a potential breakthrough in advanced chips. The US-sanctioned company is working to patent a metal integration technique for manufacturing semiconductors, which allows narrow metal structures to be integrated using deep ultraviolet (DUV) technology even for “metal pitches below 21nm”, a feature...
SCMP
Nvidia CEO meets Trump, says he’s not sure if China would accept H200 chips
Nvidia Chief Executive Officer Jensen Huang said he was unsure whether China would accept the company’s H200 artificial intelligence chips should the United States relax restrictions on sales of the processors, following a meeting Wednesday with US President Donald Trump. Addressing reporters at the US Capitol, Huang said he and Trump talked about export controls but declined to offer specifics. The Nvidia chief’s meeting with the president comes after Trump administration officials discussed...
CNBC
Nvidia CEO Jensen Huang talks chip restrictions with Trump, blasts state-by-state AI regulations
Nvidia CEO Jensen Huang told reporters on Capitol Hill that he had just met with President Trump, and the two "talked in general about export controls."
CNBC
Micron stops selling memory to consumers as demand spikes from AI chips
Demand driven by the AI infrastructure boom is creating shortages for certain products like memory.
Bloomberg
Nvidia Scores Lobbying Win as Congress Rejects Chip Export Bill
Nvidia Corp. is on the verge of securing a massive lobbying win after US lawmakers kept a measure out of must-pass defense legislation that would have limited the company’s ability to sell their advanced artificial intelligence chips to China and other adversary nations.
Nvidia Scores Lobbying Win as Congress Rejects Chip Export Bill
Reuters
Marvell to buy chip startup Celestial AI for $3.25 billion, bullish on growth next year | Reuters
... AI chip and networking market and Wall Street's concerns of an AI bubble. ... news provider, reaching billions of people worldwide every day. Reuters...
TechCrunch
Amazon releases an impressive new AI chip and teases an Nvidia-friendly roadmap | TechCrunch
“This is where we're starting to see material business returns from your AI investments.” While AI agent news promises to be a persistent presence...
ARPU
The Friendly Fire Trade War
TSMC Enforces a Non-CompeteThe basic premise of United States industrial policy right now is that semiconductor manufacturing is a matter of national security. The government has poured billions into subsidies—and, under recent administration moves, even taken an equity stake—to ensure that Intel can build leading-edge
CNBC
Marvell to acquire Celestial AI for as much as $5.5 billion
The deal is an aggressive move for Marvell to acquire complimentary technology to its semiconductor networking business.
Reuters
Amazon to use Nvidia tech in AI chips, roll out new servers - Reuters
The Reuters Tariff Watch newsletter is your daily guide to the latest global trade and tariff news. Sign up here. The companies made the announcement...
Axios
Nvidia's massive investments are shaping the AI bubble debate - Axios
Nvidia's AI investment portfolio swells ... see more of our stories on Google. ... Illustration of a robotic AI face layered with computer chips and...
Bloomberg
Amazon Rushes Out Latest AI Chip to Take On Nvidia, Google
Amazon.com Inc.’s cloud unit raced to get the latest version of its artificial intelligence chip to market, renewing efforts to sell hardware capable of rivaling products from Nvidia Corp. and Google.
Amazon Rushes Out Latest AI Chip to Take On Nvidia, Google
Reuters
Marvell in advanced talks to buy Celestial AI in multi-billion-dollar deal, The Information says
Get a quick look at the days breaking legal news and analysis from The Afternoon Docket newsletter. Sign up here. Marvell and Celestial AI did not...
Bloomberg
SiTime Is Said in Talks to Acquire Renesas’s Timing Division
Analog chipmaker SiTime Corp., which specializes in chips that keep circuits in sync inside data centers, is in talks to acquire Renesas Electronics Corp.’s timing unit, according to people familiar with the matter.
SiTime Is Said in Talks to Acquire Renesas’s Timing Division