U.S. pushes additional tariffs on Chinese chips to June 2027
As part of an investigation that kicked off a year ago, the agency found that China is engaging in unfair trade practices in the industry.
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Why we put Alphabet back in the Bullpen — plus, Cramer's case for Nvidia in 2026
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US Holds Off on New Chinese Chip Tariffs Amid Trump-Xi Truce
The US accused China of engaging in unfair trade practices in the semiconductor sector, but is declining to impose additional tariffs on chip imports until at least mid-2027.
Memory Chip Makers Say AI Alters Boom-and-Bust Cycle
Welcome to Tech In Depth, our daily newsletter about the business of tech from Bloomberg’s journalists around the world. Today, Ian King reports on the changing fortunes of the memory chip industry.
Nvidia aims to start H200 AI chip shipments to China by mid-February, sources say
Nvidia has told Chinese clients it aims to start shipping its H200 artificial intelligence chips to China before the Lunar New Year holiday in mid-February, according to three people familiar with the matter.
The US chip designer plans to fulfil initial orders from existing stock, with shipments expected to total 5,000 to 10,000 chip modules – equivalent to about 40,000 to 80,000 H200 AI chips, the first and second sources said.
Nvidia has also told Chinese clients that it plans to add new...
Nvidia’s Biggest Southeast Asian Partner Dogged by China Chip Smuggling Questions
Singapore-based Megaspeed has imported tens of thousands more chips than Nvidia saw when checking its data centers.
Chase for DeepSeek Moments Fires Up Chinese IPO Market
Welcome to Tech In Depth, our daily newsletter about the business of tech from Bloomberg’s journalists around the world. Today, Sangmi Cha from Bloomberg’s markets team reviews a big year for initial public offerings of Chinese chip firms.
Chinese Chipmakers Race to IPO After Back-to-Back Listings Surge
Chinese chipmakers are rushing to the IPO market, raising funds that are key to the nation’s goal of technological self-reliance and winning the global race on artificial intelligence.
Moore Threads unveils new AI chips to challenge Nvidia | South China Morning Post
The Shanghai-listed chipmaker launched the Huashan chip for AI and the Lushan chip for gaming, promising superior performance for both ... News. Hong...
Ex-Nvidia Billionaire Unveils New AI Chips After China IPO Debut - Bloomberg
Moore Threads Technology Co. introduced a new generation of chips aimed at reducing artificial-intelligence developers' dependence on Nvidia Corp.
Exclusive: AI chip firm Cerebras set to file for US IPO after delay, sources say | Reuters
... AI chipmaker at $8 billion. Get a daily digest of breaking business news straight to your inbox with the Reuters Business newsletter. Sign up here...
Exclusive: US launches review of advanced Nvidia AI chip sales to China, sources say
... AI chips, five sources said, making good on his ... The Reuters Daily Briefing newsletter provides all the news you need to start your day.
Micron stock pops on earnings blowout as AI memory demand soars - CNBC
Read more CNBC tech news ... The company reported adjusted earnings of $4.78 per share on $13.64 billion in revenue, surpassing LSEG estimates for...
China’s Sugon unveils new AI infrastructure to rival platforms from Nvidia and Huawei
Chinese supercomputer maker Sugon has launched an advanced artificial intelligence infrastructure for data centres that is expected to rival similar high-performance platforms from Nvidia and Huawei Technologies.
Beijing-based Sugon, listed in Shanghai as Dawning Information Industry, on Thursday unveiled its scaleX platform at an event in Kunshan, a city in eastern Jiangsu province. The company claimed that it was China’s first 10,000-card AI supercluster, designed to deliver in excess of 5...
Inside Intel’s new Arizona fab, where the chipmaker’s fate hangs in the balance
At Intel’s new fab in Arizona, 18A is in high-volume production. With no major outside customers and a 10% government stake, is it enough to save the chipmaker?
China eyes mastery of EUV lithography, bolstering AI chip ambitions, analysts say
China’s reported development of its own extreme ultraviolet (EUV) lithography machine to make advanced semiconductors for artificial intelligence and high-performance computer systems could provide a “massive” boost to the country in its tech rivalry with the United States, according to analysts.
Scientists at a high-security Shenzhen laboratory earlier this year built “what Washington has spent years trying to prevent”: a prototype EUV lithography machine, according to a Reuters report on...
Memory Oligopoly's Payday
Programming note: ARPU will be off next week, back on Dec 29.The Seventh DRAM CycleIf you have tried to buy computer memory recently, you may have noticed something strange. Prices have gone haywire. A kit of G.Skill 32GB DDR5 RAM that cost $125 in September is now
US launches review of Nvidia’s H200 chip sales to China: sources
US President Donald Trump’s administration has launched a review that could result in the first shipments to China of Nvidia’s H200 chips, five sources said, making good on his pledge to allow the controversial sales.
Trump this month said he would allow sales of Nvidia’s H200 chips to China, with the US government collecting a 25 per cent fee, and that the sales would help keep US firms ahead by cutting demand for Chinese-developed chips.
The move drew fire from China hawks across the US...
In the shadow of U.S. export controls, China rallies its own chip industry
The chip industry in China is hustling to overcome a Western tech choke hold, even as President Trump appears poised to loosen U.S. chip restrictions.
Micron stock pops 10% as AI memory demand soars: 'We are more than sold out'
Micron said it expects the total addressable market for high-bandwidth memory to hit $100 billion by 2028.
Micron Gives Rosy Sales Forecast After AI Boom Spurs Demand - Bloomberg
... AI enabler.”Photographer: Kyle Green/Bloomberg. Micron shares ... Provide news feedback or report an error · Site feedback: Take our Survey.
Micron Rallies as Outlook Shows Relentless Demand
Shares of Micron Technology Inc., the largest US maker of computer memory chips, rose by the most in eight months after the company gave an upbeat forecast for the current quarter, signaling that surging demand and supply shortages are allowing the company to charge more for products. Bloomberg's Jake Silverman joins to discuss with Paul Sweeney and Scarlet Fu. (Source: Bloomberg)
Micron forecasts blowout earnings on booming AI market, shares rise 7% | Reuters
Shares of the Boise, Idaho-based company were up 7% in extended trading after the forecast. Get a daily digest of breaking business news straight to...
Micron stock pops 12% as AI memory demand soars: 'We are more than sold out'
Micron said it expects the total addressable market for high-bandwidth memory to hit $100 billion by 2028.
Micron stock pops 11% as AI memory demand soars: 'We are more than sold out'
Micron said it expects the total addressable market for high-bandwidth memory to hit $100 billion by 2028.
Nvidia and Alphabet VC arms back vibe coding startup Lovable at $6.6 billion valuation
The announcement confirms details reported by CNBC on Tuesday.
Micron stock pops 14% as AI memory demand soars: 'We are more than sold out'
Micron said it expects the total addressable market for high-bandwidth memory to hit $100 billion by 2028.
MetaX and Moore Threads' IPOs underscore Chinese chipmakers' growing challenge to Nvidia
New entrants like MetaX and Moore Threads join tech giants Huawei, Baidu and Alibaba in rushing to produce Nvidia alternatives.
Micron forecasts surging revenue as computer memory demand for AI remains high
The high demand for memory has driven Micron shares higher and they are up 168% in 2025.
Micron Jumps on Rosy Outlook as AI Boom Spurs Memory Chip Demand
Shares of Micron Technology Inc., the largest US maker of computer memory chips, rose by the most in eight months after the company gave an upbeat forecast for the current quarter, signaling that surging demand and supply shortages are allowing the company to charge more for products.
