Semiconductor

Google's Chips vs. Nvidia's MarginGoogle and Meta have long been fierce rivals in the world of digital advertising. They fight for every second of user attention and every cent of marketing budget. But in the basement of the internet—the data center—they

Dutch chipmaker Nexperia has published an open letter urgently calling on its China unit to help restore supply chain operations.

China's focus on pushing domestic chips could make Baidu's chip unit, Kunlunxin, a fast-growing business for the company.

... AI spending as well as Nvidia's circular investments in startups ... Provide news feedback or report an error · Site feedback: Take our Survey.

New research gives investors more reason to be bullish on both Club stocks.

Pressure has been building on Nvidia over the past month. It seemed like Nvidia felt the need to address some of those rumblings.

... AI startups raise capital predominantly from outside investors. ... Global Business and Financial News, Stock Quotes, and Market Data and Analysis.

Pressure has been building on Nvidia over the past month. It seemed like Nvidia felt the need to address some of those rumblings.

Kioxia Holdings Corp.’s shares dived more than 14% after a Bain Capital-backed entity unloaded $2.1 billion of shares in the Japanese memory chipmaker at a discount, stoking concerns about the lofty valuations of global AI-related firms.

It was in response to Wall Street's concern that Google's TPU chips could threaten Nvidia's dominance of the AI infrastructure industry on Tuesday.

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

"I think Nvidia has been slighted here," CNBC's Jim Cramer said Tuesday as shares of the chipmaker sank to near three-month lows.

TSMC on Tuesday filed a lawsuit against Wei-Jen Lo, a former senior vice president at the Taiwanese semiconductor firm who recently joined Intel.

For as long as Nvidia Corp. has dominated the market for artificial intelligence chips, customers have made clear they’d like to see more competition. It turns out one of the most formidable alternatives may have been hiding in plain sight.

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

A rally in Alphabet Inc. shares is poised to shake up the ranking of the world’s most valuable companies, amid signs the search giant is making headway in efforts to rival Nvidia Corp.’s bestselling AI accelerator.

Huawei Technologies on Tuesday revealed that its next-generation Kirin 9030 system-on-a-chip powers the more advanced models of its newly launched 5G Mate 80 series smartphones. Shenzhen-based Huawei listed the Kirin 9030 as the processor for the 12-gigabyte random access memory (RAM) version of the Mate 80 Pro, while its Kirin 9030 Pro version is built into the 16GB RAM Mate 80 Pro, the Mate 80 Pro Max and Mate 80 RS models, according to the official website for the company’s latest flagship...

Taiwan Semiconductor Manufacturing Co. sued a former executive who left to work for Intel Corp., saying there is a high likelihood that he leaked trade secrets from the world’s most advanced chipmaker to his new employer.

Taiwan Semiconductor Manufacturing Co. sued a former executive who left to work for Intel Corp., saying there is a high likelihood that he leaked trade secrets from the world’s most advanced chipmaker to his new employer.

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

A Bain Capital-backed entity will dump a stake in Kioxia Holdings Corp. in a block trade as the stock has surged since its initial public offering about a year ago.

Meta Platforms Inc. is in talks to spend billions on Google’s AI chips, the Information reported, adding to a monthslong share rally as the search giant has made the case it can rival Nvidia Corp. as a leader in artificial intelligence technology.

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...

The race to develop artificial intelligence has pushed governments and technology giants to build new electricity plants and upgrade their decades-old grid networks, creating significant opportunities for Chinese power equipment companies, according to analysts. Chinese firms have been benefiting from the spillover of a US order boom, which was driven by US President Donald Trump’s push for tech leaders like Meta and SoftBank to invest in AI infrastructure. “The US buys products from Japan and...

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