Semiconductor

Nvidia shares fell on Tuesday after The Information reported that Meta is considering using chips designed by Google.

Sandisk will join competitor Micron in the S&P 500 after getting spun out of Western Digital earlier this year.

The move in Broadcom comes as investors continue to push shares of Google parent Alphabet higher. The two are related through their business with ASICs.

President Donald Trump is weighing whether to allow Nvidia Corp. to sell advanced artificial intelligence chips to China and will be the one to make a final decision on the matter, US Commerce Secretary Howard Lutnick said.

US Commerce Secretary Howard Lutnick discusses conditions for any steel and aluminum deal with the European Union, urging the EU to reduce tech regulations. Lutnick also talks about US affordability and prices, the possibility of selling Nvidia’s H200 chips to China, and the pending Supreme Court decision on the Trump Administration’s tariffs. He speaks on “Bloomberg Surveillance.” (Source: Bloomberg)

Commerce Secretary Howard Lutnick says the decision to authorize sales of Nvidia’s H200 artificial intelligence chips to China is on President Donald Trump’s desk. Lutnick also discusses the national security issues of selling chips to China on “Bloomberg Surveillance.” (Source: Bloomberg)

Wingtech Technology, the Chinese owner of Nexperia, said it had received no meaningful reply after reaching out to the Dutch chipmaker’s headquarters for talks. “It is deeply regrettable and puzzling that, despite our utmost sincerity, the Dutch side of Nexperia has not made any substantive response to our proposal for communication,” Wingtech said on Sunday. The Shanghai-listed company did not disclose the details of its outreach efforts, but urged Nexperia’s headquarters to present “a...

Wall Street thought blowout earnings from Nvidia Corp. would calm investors' nerves about a bubble forming in artificial intelligence stocks.

This week, volatility took hold of the AI trade as bubble fears continued and Nvidia’s blowout earnings failed to steady the market. Deirdre Bosa has the story.

The steep rise in memory chip prices is expected to continue on the back of heightened demand from the artificial intelligence industry, while average consumers are likely to pay more for a new smartphone, according to analysts. Memory chip prices were forecast to increase 30 per cent in the fourth quarter this year and a further 20 per cent in 2026, following a 50 per cent surge year to date, Counterpoint Research said in a report on Thursday. The higher cost reflects the rapid shift in...

Investors had looked to Nvidia's earnings report to settle fears that the AI bubble is on increasingly shaky ground.

US officials are having early discussions on whether to let Nvidia sell its H200 artificial intelligence chips to China, according to people familiar with the matter, a contentious potential move that would mark a major win for the world’s most valuable company. US President Donald Trump’s team had held internal talks about H200 chip shipments to the Asian country in recent days, said the people, who requested anonymity to discuss a highly sensitive matter. No final decision had been made, the...

Nvidia is king in AI chips, but custom ASICs are gaining ground with Google, Amazon, Meta, Microsoft and OpenAI now making their own.

US officials are having early discussions on whether to let Nvidia Corp. sell its H200 artificial intelligence chips to China, according to people familiar with the matter, a contentious potential move that would mark a major win for the world’s most valuable company.

Investors had looked to Nvidia's earnings report to settle fears that the AI bubble is on increasingly shaky ground.

When Dutch authorities seized control of chipmaker Nexperia almost two months ago, it resulted in a clash between the head office in Nijmegen and the company’s mainland China unit, which vowed to operate and meet orders as an independent enterprise. That dispute also exposed the vulnerability of global car supply chains, as any disruption in Nexperia’s shipments of so-called legacy chips would affect nearly every major European carmaker, as well as those in Japan and the United States. Here are...

Nvidia is king in AI chips, but custom ASICs are gaining ground with Google, Amazon, Meta, Microsoft and OpenAI now making their own.

Huawei Technologies on Friday introduced open-source software that it claimed can significantly improve the utilisation rate of artificial intelligence chips, marking the latest effort by Chinese companies to achieve world-class AI training capabilities even without access to the latest Nvidia processors. Flex:ai, which pools and orchestrates processors to squeeze out more performance, came as part of Huawei’s effort to develop a self-sufficient compute ecosystem by overcoming China’s...

The market is "quite confused" over the dramatic rally and reversal, one fund manager said.

At Foxconn's 'Hon Hai Tech Day' the world's largest contract manufacturer's evolution into an artificial intelligence-focused tech firm on full display.

Asian chip stocks fell in early trading, tracking Nvidia's losses in the U.S., despite the American AI chip darling posting strong third-quarter earnings.

OpenAI has struck a new partnership with Foxconn, the world's largest contract electronics manufacturer, to build artificial intelligence hardware.

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Chips sent to China as part of the alleged scheme included Nvidia's A100 and H200 graphics processing units, an indictment says.

The AI chipmaker's strong quarterly earnings boosted global tech stocks.

The AI chipmaker's strong quarterly earnings boosted global tech stocks.

Key White House officials are pressing lawmakers to keep AI chip export restrictions to China out of the defense policy bill.

Nvidia’s earnings calmed fears of an AI bubble, but it isn’t out of the woods yet. On today’s Big Take podcast we look at the challenges the company faces as it races to keep up with global demand.

The AI chipmaker's strong quarterly earnings have boosted global AI stocks.