Semiconductor

CNBC
Nvidia-Groq deal is structured to keep 'fiction of competition alive,' analyst says
Groq's description of its Nvidia deal as a "non-exclusive licensing agreement" mimics other recent big AI transactions orchestrated by U.S. tech giants.
Bloomberg.com
Stocks Touch Record as Nvidia Gains on AI Licensing Deal - Bloomberg.com
... artificial intelligence and other investments.” In other corporate news, shares of Coupang Inc. rose 11% after Yonhap News reported the retailer...
CNBC
Nvidia's Groq deal, S&P's winning week, leather tariffs and more in Morning Squawk
Here are five key things investors need to know to start the trading day.
SCMP
Chinese EV battery giant CATL and Guoxin Micro set up new automotive chip firm
Contemporary Amperex Technology (CATL), the world’s largest maker of electric vehicle batteries, has partnered with semiconductor developer Unigroup Guoxin Microelectronics to form a new automotive chip firm in Beijing. CATL-owned Wending Investment, Guoxin Micro subsidiary Tongxin Micro and five affiliates have agreed to establish Tongxin Micro Technology with a registered capital of 300 million yuan (US$43 million), according to a Thursday filing to the Shenzhen Stock Exchange. With its 153...
CNBC
Nvidia buying AI chip startup Groq's assets for about $20 billion in its largest deal on record
Nvidia is making its largest purchase ever, acquiring assets from nine-year-old chip startup Groq for about $20 billion.
Bloomberg.com
Japan to Quadruple Spending Support for Chips, AI in Budget - Bloomberg.com
... AI” where AI controls robots and machinery. In the broader budget ... Provide news feedback or report an error · Site feedback: Take our Survey.
CNBC
Exclusive: Nvidia buying AI chip startup Groq's assets for about $20 billion in largest deal on record
Nvidia is making its largest purchase ever, acquiring assets from nine-year-old chip startup Groq for about $20 billion.
CNBC
Nvidia buying AI chip startup Groq for about $20 billion, biggest deal - CNBC
Exclusive: Nvidia buying AI chip startup Groq for about $20 ... Global Business and Financial News, Stock Quotes, and Market Data and Analysis.
Reuters
Nvidia to buy AI chip startup Groq for $20 billion, CNBC reports | Reuters
Get a daily digest of breaking business news straight to your inbox with the Reuters Business newsletter. Sign up here. Groq is a chip startup founded...
Bloomberg
Nvidia Reaches Technology Licensing Deal With Startup Groq
Nvidia Corp. agreed to a licensing deal with artificial intelligence startup Groq, furthering its investments in companies connected to the AI boom and gaining the right to add a new type of technology to its products.
Nvidia Reaches Technology Licensing Deal With Startup Groq
Bloomberg
Tech’s 'Boring' Names See Gains
Ipek Ozkardeskaya, Swissquote senior market analyst, details why tech memory names have seen a robust rally and outlines the outlook for 2026. She joins Katie Greifeld on “Bloomberg Tech.” (Source: Bloomberg)
Bloomberg
Intel Shares Fall on Reports Nvidia to Halt Chipmaking Tests | Bloomberg Tech 12/24/2025
Bloomberg’s Katie Greifeld examines Intel as shares fall after reports emerge that Nvidia may be hitting pause on testing Intel’s chip production process. Plus, the Trump administration gets the go-ahead to move forward with a $100,000 fee on new H-1B visa applications. And Tesla faces renewed scrutiny over car doors, with the company confronting a new probe by the NHTSA. (Source: Bloomberg)
Intel Shares Fall on Reports Nvidia to Halt Chipmaking Tests | Bloomberg Tech 12/24/2025
Bloomberg
Nvidia Stops Test Using Intel's Chip Production Process
Intel Corp. shares fell after a report said Nvidia stopped a test using Intel's production process to make advanced chips. The report from from Reuters. Norah Mulinda reports. (Source: Bloomberg)
Nvidia Stops Test Using Intel's Chip Production Process
CNBC
These 5 infrastructure stocks have more than tripled this year on the AI trade
While Nvidia has been the biggest infrastructure winner during the AI boom, other data center stocks have performed better this year.
SCMP
Chinese AI champion iFlytek sets up new entity to expand into semiconductor design
US-blacklisted company iFlytek has set up a new corporate entity to expand into semiconductors and other artificial intelligence-related fields as part of efforts to bolster China’s broader tech self-sufficiency initiatives. The new entity, Shandong Yixun Information Technology, was incorporated last week with a registered capital of 50 million yuan (US$7.1 million), according to the latest information from Chinese corporate data provider Qichacha. The scope of this entity’s operations would...
Bloomberg
Intel Shares Fall on Report Nvidia Halts Production Test
Intel Corp. shares fell Wednesday after a report said that Nvidia Corp. halted a test to use Intel’s production process to make advanced chips.
Intel Shares Fall on Report Nvidia Halts Production Test
CNBC
Economy grows, chip tariff delay, new S&P 500 record and more in Morning Squawk
Here are five key things investors need to know to start the trading day.
Bloomberg
Nvidia Buyer Megaspeed Faces Smuggling Probe | Bloomberg Tech 12/23/2025
Bloomberg’s Caroline Hyde discusses ServiceNow’s plan to buy cybersecurity startup Armis for $7.75 billion, its largest acquisition to date. Plus, Nvidia's biggest buyer in Southeast Asia, Megaspeed, faces a chip-smuggling probe. And it was supposed to be crypto’s big year, but some of the sector's billionaires have been hit hard by recent price drops. (Source: Bloomberg)
Nvidia Buyer Megaspeed Faces Smuggling Probe | Bloomberg Tech 12/23/2025
Bloomberg
Big Nvidia Buyer Faces Smuggling Probe
The US government is investigating whether Nvidia's biggest buyer in Southeast Asia has smuggled chips into China. Bloomberg’s Ian King discusses the details with Caroline Hyde on "Bloomberg Tech." (Source: Bloomberg)
Big Nvidia Buyer Faces Smuggling Probe
CNBC
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.
CNBC
Why we put Alphabet back in the Bullpen — plus, Cramer's case for Nvidia in 2026
The Investing Club holds its "Morning Meeting" every weekday at 10:20 a.m. ET.
Bloomberg
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.
US Holds Off on New Chinese Chip Tariffs Amid Trump-Xi Truce
Bloomberg
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.
Memory Chip Makers Say AI Alters Boom-and-Bust Cycle
SCMP
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...
Bloomberg
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. 
Nvidia’s Biggest Southeast Asian Partner Dogged by China Chip Smuggling Questions
Bloomberg
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.
Chase for DeepSeek Moments Fires Up Chinese IPO Market
Bloomberg
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.
Chinese Chipmakers Race to IPO After Back-to-Back Listings Surge
South China Morning Post
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...
ARPU
Weekly Debrief: Google Opens a New Front in the AI Chip War
Bloomberg.com
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.