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.
Sign up for ARPU: Stay informed with our newsletter - or upgrade to bespoke intelligence.
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.
Nvidia Settles Trade Secrets Case Over Engineer Who Stole Data
Nvidia Corp. settled a lawsuit involving a former engineer who had inadvertently revealed autonomous driving trade secrets that he stole from a previous employer.
MetaX soars 700% in debut as China AI chips push lures investors | Reuters
The Reuters Daily Briefing newsletter provides all the news you need to start your day. ... Makers of artificial intelligence (AI) chips are...
AI Chip Startup Mythic Raises $125 Million in Bid to Take on Nvidia
Chip startup Mythic Inc. has raised $125 million in a new funding round, money that will help support its attempt to challenge Nvidia Corp. in the lucrative market for artificial intelligence processors.
Memory crunch: Chinese tablet makers Xiaomi and Honor raise prices as chip costs surge
Chinese tablet makers, including Xiaomi and Honor, have raised prices across their product lines as they scrambled to absorb soaring costs of memory chips.
Xiaomi, the Beijing-based smartphone and electric vehicle maker, has imposed mark-ups of 100 yuan (US$14) to 300 yuan on several tablet products this week, including its entry-level Redmi Pad 2 and the premium Xiaomi Pad 8 series.
The Redmi Pad 2, launched in June this year with a starting price of 999 yuan, now carries a price tag of 1,199...
Broadcom and Oracle Debacles Put Micron Earnings Under Microscope
Micron Technology Inc., one of the hottest stocks in the market this year, is reporting earnings after the close on Wednesday, and the pressure is on with investors growing increasingly skeptical about the artificial intelligence trade.
Shares of Chinese chipmaker MetaX soar nearly 700% in blockbuster Shanghai debut
Shares of Chinese chipmaker MetaX Integrated Circuits Shanghai soared nearly 700% after raising nearly $600 million in its initial public offering.
Shares of Chinese chipmaker MetaX soar over 500% in blockbuster Shanghai debut
Shares of Chinese chipmaker MetaX Integrated Circuits Shanghai soared over 500% after raising nearly $600 million in its initial public offering.
China AI chip firm Biren to launch Hong Kong IPO in coming weeks, sources say | Reuters
One of the sources confirmed the number to Reuters. The Reuters Daily Briefing newsletter provides all the news you need to start your day. Sign up...
The AI-fueled chip shortage could raise smartphone prices — new research spells out by how much
The average selling price of smartphones in 2026 is expected to rise 6.9%, Counterpoint Research said.
