Semiconductor

Reuters
Nvidia CEO calls Trump re-industrialisation policies 'visionary' - Reuters
Nvidia's CEO Jensen Huang answers questions from members of the media ... Nvidia will provide its latest generation AI data centre platform...
CNBC
Nvidia CEO calls Trump's re-industrialization policies 'visionary' - CNBC
Nvidia CEO Jensen Huang on Saturday praised U.S. President Donald Trump's efforts to boost U.S. technology as the leading chipmaker announced a...
CNBC
Nvidia to launch cheaper Blackwell AI chip for China after U.S. export curbs, sources say
Nvidia will launch a new AI chipset for China and plans to start mass production as early as June, sources familiar with the matter told Reuters.
Bloomberg
Nvidia and Wallenberg Businesses Starting AI Venture in Sweden - Bloomberg
... AI supercomputer in Sweden, according to a statement on Saturday. ... News. MarketsEconomicsTechnologyPoliticsGreenCryptoAI. Work & Life. Wealth...
Reuters
Exclusive: Nvidia to launch cheaper Blackwell AI chip for China after US export curbs, sources say
The Reuters Tariff Watch newsletter is your daily guide to the latest global trade and tariff news. Sign up here. The lower price reflects its weaker...
PYMNTS.com
Oracle to Buy $40 Billion Worth of Nvidia Chips for First Stargate Data Center
... AI, AI Chips, AI infrastructure, AI investments, artificial intelligence, data center, Investments, News, NVIDIA, oracle, PYMNTS News, Stargate,...
Reuters
Oracle to buy $40 billion of Nvidia chips for OpenAI's US data center, FT reports | Reuters
Oracle will spend around $40 billion on Nvidia's higher-performance chips to power OpenAI's new U.S. data center, the Financial Times reported on...
Tech in Asia
TSMC warns tariffs could hurt its US chip investment plans - Tech in Asia
... news here. Just now. ·. Investments. ·. News. TSMC warns tariffs could hurt its US chip investment plans. Taiwan Semiconductor Manufacturing Co. (TSMC)...
Reuters
Amid 'Jensanity', Nvidia signals plans to keep AI crown | Reuters
... AI chip king on how it plans to keep its crown ... The Reuters Tariff Watch newsletter is your daily guide to the latest global trade and tariff news.
ARPU
The Role of Intel Xeon 6 CPU in Nvidia's AI Hardware
Intel announced yesterday that its new Xeon 6 processors will serve as the host CPU for Nvidia’s Blackwell Ultra-based DGX B300 systems. This news might seem counterintuitive — why would Nvidia, the dominant force in AI GPUs and a rival in the broader AI hardware space,
ARPU
Huawei AI Servers Test Effectiveness of US Curbs
Despite stringent US export restrictions aimed at slowing its technological progress, China’s Huawei is showcasing advancements in its artificial intelligence infrastructure. Last month, Huawei unveiled a new AI server cluster in China’s Anhui province powered by its in-house Ascend chips, not the dominant GPUs from NVIDIA.
ARPU
Nvidia's Broadening Moat: Securing the AI Ecosystem
German chipmaker Infineon Technologies AG recently announced a collaboration with Nvidia Corp. to develop advanced power delivery chips specifically designed for the energy demands of modern artificial intelligence data centers. While Nvidia is best known for its powerful graphics processing units (GPUs) that have become the engine of the AI
ARPU
China's AI Self-Reliance: How Domestic Chips and Software Aim to Beat US Curbs
China’s tech giants are facing an intensifying challenge from U.S. export controls on advanced semiconductors, designed to slow the nation’s progress in AI. However, Chinese companies are increasingly asserting that domestic alternatives in chips and software will provide a strong foundation for long-term innovation. Just
ARPU
Sovereign AI Goes Global: US to Extend AI Influence Through Chip Deals
The first phase of a massive data center project, “Stargate UAE,” is set to come online in Abu Dhabi in 2026. This colossal undertaking, poised to house 100,000 of Nvidia’s most advanced AI chips, isn’t just a testament to the United Arab Emirates&
SCMP
Xiaomi flexes chip prowess as new XRing O1 bests Apple’s A18 Pro in certain tests
The XRing O1’s launch marked the culmination of Xiaomi’s four-year-long journey to develop an advanced chip to rival those from Apple.
Bloomberg
China Asks Dutch to Ease Chips Export Controls, Minister Says
China has asked the Netherlands to relax export restrictions related to semiconductors, Dutch Foreign Affairs Minister Caspar Veldkamp said following a meeting with Chinese officials in Beijing.
China Asks Dutch to Ease Chips Export Controls, Minister Says
CNBC
Exclusive look at the creation of High NA, ASML’s new $400 million chipmaking colossus
ASML’s new $400 million chip colossus transforms how semiconductors are made. CNBC got the first-ever on-camera look at the new machine, called High NA.
Reuters
German chipmaker Infineon to work with Nvidia on power delivery chips | Reuters
“Through this innovative approach, Nvidia is able to optimize the energy consumption of our advanced AI infrastructure, which supports our commitment...
CNBC
Nvidia's Jensen Huang thinks U.S. chip curbs failed — and he's not alone - CNBC
Nvidia CEO Jensen Huang has called U.S. semiconductor export controls on China “a failure,” and many chip analysts and pundits think he has a...
Bloomberg
Xiaomi Billionaire Touts SUV, Chinese Chip in Tech Showcase
Xiaomi Corp.’s billionaire founder outlined plans for its first SUV and top-end gadgets with self-developed mobile chips, showcasing ambitions to expand its technology portfolio and move past a much-publicized accident that cast doubt on its expertise.
Xiaomi Billionaire Touts SUV, Chinese Chip in Tech Showcase
CNBC
Nvidia’s Jensen Huang thinks U.S. chip curbs failed — and he’s not alone
Nvidia CEO Jensen Huang has called U.S. semiconductor export controls on China “a failure,” and many chip analysts and pundits think he has a point.
SCMP
Chinese biotech firm secures US$6 billion Pfizer deal for cancer drug
Pfizer will produce the drug, which targets lung and colorectal cancers, in the US and take a US$100 million stake in China’s 3SBio.
NBC News
Nvidia CEO hails Trump's plan to rescind some export curbs on AI chips to China
... AI, blocking China entirely. While Biden said the curbs were ... NBC News Sitemap · Closed Captioning · Advertise · Select Shopping. © 2025...
Bloomberg
US to Keep China Chip Curbs, Spurning Nvidia’s Call for Relief
The Trump administration will maintain efforts to keep advanced artificial intelligence technology out of China’s hands, a top White House official said, brushing off calls from Nvidia Corp. Chief Executive Officer Jensen Huang to ease restrictions on chip exports to the world’s second largest economy.
US to Keep China Chip Curbs, Spurning Nvidia’s Call for Relief
CNBC
Jensen Huang says U.S. chip restrictions have cut Nvidia's China market share nearly in half
Huang's comments came as the truce between the U.S. and China over tariffs and semiconductors continues to be delicate.
SCMP
Nvidia CEO blasts US AI chip restrictions on China as ‘failure’, calls for policy reversal
‘Power is quite cost-effective in China. And there’s plenty of land. And so the ban on H20 is not effective,’ Jensen Huang told reporters at Computex.
Reuters
Nvidia CEO praises Trump move to scrap some AI export curbs - Reuters
Nvidia CEO hails Trump move to modify three-tiered chip export curbs · CEO Huang says competition in China is 'intense' · Nvidia's market share in China...
CNBC
Elon Musk says xAI expects to keep buying GPUs from Nvidia and AMD - CNBC
Elon Musk said Tuesday that he expects xAI will continue buying chips from semiconductor giant Nvidia and AMD. This is breaking news. Please...
CNBC
Nvidia says U.S. export controls on AI chips to China were 'a failure' - CNBC
Jensen Huang, co-founder and chief executive officer of Nvidia Corp., during the Computex conference in Taipei, Taiwan, on Tuesday, May 20, 2025.
Nikkei Asia
MediaTek to use TSMC's 2-nm chip tech to stay in AI race - Nikkei Asia
... News Roundup · Semiconductors. MediaTek to use TSMC's 2-nm chip tech to ... CEO Rick Tsai said Tuesday that the world's leading mobile chip developer...