Semiconductor

CNBC
Nvidia’s Huang says TSMC among all-time greats: Buying its stock is ‘very smart’
Nvidia's Jensen Huang made a visit to Taiwan on Friday, where he showered praise on TSMC, calling it one of the greatest companies in history.
CNBC
Nvidia looking to halt H20 chip production after China cracks down on purchases, reports say
Nvidia has reportedly told some of its component suppliers to suspend production work for its made-for-China H20 general processing units.
Bloomberg
Wall Street Races to Lift Nvidia Price Targets Ahead of Earnings
A slew of Wall Street analysts covering Nvidia Corp. are boosting their expectations for the chipmaker’s stock ahead of its quarterly earnings release due Aug. 27.
Wall Street Races to Lift Nvidia Price Targets Ahead of Earnings
CNBC
U.S. and EU spell out tariffs for autos, pharmaceuticals, and more - CNBC
... semiconductor tariffs. After weeks of heated negotiation, Brussels and ... Got a confidential news tip? We want to hear from you. Get In...
NBC News
U.S. and E.U. trade deal caps tariffs on exports at 15% - NBC News
The United States has agreed to limit tariffs on pharmaceuticals, lumber and semiconductors imported from the European Union to 15%, according to...
Reuters
Washington's chip stakes look like industrial policy on overdrive | Reuters
FILE PHOTO: Semiconductor chips are seen on a circuit board of a computer ... news - aided by an additional $2 billion investment from SoftBank.
CNBC
Trump's Nvidia and Intel meddling is a 'scattershot method of crony capitalism': Walter Isaacson
The White House is pushing for a stake in embattled chipmaker Intel after making deals with Nvidia and AMD to sell chips to China for a 15% cut.
Reuters
Morning Bid: Tech wrecks the party | Reuters
Recently launched Amazon artificial intelligence processors that aim to tackle Nvidia and the chips made by the other hyperscalers such as...
SCMP
Tech war: DeepSeek hints China close to unveiling ‘next generation’ AI chips
Chinese artificial intelligence start-up DeepSeek said that China will soon have home-grown “next generation” chips for AI stacking, fanning speculation over breakthroughs China may have achieved. In a one-line note on its official WeChat account explaining the “UE8M0 FP8 scale” of its newly released model V3.1, the Hangzhou-based firm said that the model was particularly designed “for the home-grown chips to be released soon”. It did not specify the vendor of these chips or whether their use...
Reuters
US examines equity stake in chip makers for CHIPS Act cash grants, sources say - Reuters
The Reuters Daily Briefing newsletter provides all the news you need to start your day. ... TSMC and Intel declined to comment. Micron, Samsung...
CNBC
Wall Street stocks from analyst calls like Nvidia - CNBC
Here are Wednesday's biggest analyst calls: Nvidia, Micron, AT&T, Snowflake, Chevron & more. Published Wed, Aug 20 20258:20 AM EDT. Michael Bloom.
SCMP
Huawei opens Douyin account to promote HiSilicon as it expands chip design work
Huawei Technologies has opened an account on Douyin, China’s version of TikTok, to promote the custom design services of its HiSilicon chip unit, even as the company continues to maintain a cloak of secrecy around its Kirin smartphone and Ascend AI chips. The Douyin account, set up by HiSilicon (Shanghai), said the company aimed to “enable smart devices for a fully connected world.” As of Thursday, it had three posts and nearly 50,000 followers. The first post, published on Wednesday, was a...
CNBC
S&P 500 falls for a fourth day, Nasdaq posts back-to-back losses as tech names slide - CNBC
News last week that famed investors including Berkshire Hathaway ... Analog Devices — Shares added 3% following the semiconductor company's earnings and...
CNBC
Intel in talks with other large investors for equity boost at discount, sources say
It comes after SoftBank announced it would invest $2 billion in the struggling chipmaker.
ARPU
The Intel Bailout
Is Intel Too Big To Fail?It is becoming difficult to go a week without a new, dramatic chapter in the story of Intel. This week was no exception, as a peculiar thing happened. The US government, a vocal champion of free-market capitalism, and SoftBank, a Japanese venture capital behemoth
CNBC
Trump eyes U.S. government stakes in other chip makers that received CHIPS Act funds: Reuters
In June, Lutnick said the department was re-negotiating some of former President Joe Biden's grants to semiconductor firms, calling them "overly...
Bloomberg
Intel Rescue Will Depend on Trump as Investor — and Pitchman
A US government plan to take a stake in Intel Corp. would give the ailing chipmaker a powerful backer, even if a bigger challenge still lies ahead: finding enough paying customers.
Intel Rescue Will Depend on Trump as Investor — and Pitchman
Reuters
Trump eyes US government stakes in other chip makers that received CHIPS Act funds, sources say
Jumpstart your morning with the latest legal news delivered straight to your inbox from The Daily Docket newsletter. ... semiconductor firms, calling...
SCMP
Chipmaker Intel’s US$24 billion rally sends valuation to dotcom levels
After months of turbulence, Intel Corp bulls are finally being rewarded for their patience. But the stock’s sudden rebound comes with a worrying side effect: a valuation so high its most recent precedent is from the dotcom era more than two decades ago. Shares of the struggling chipmaker have rallied 28 per cent this month, adding about US$24 billion in market value, on reports that the US government is in talks for a potential equity stake, as well as plans for a US$2 billion investment from...
Bloomberg
Intel’s $25 Billion Rally Sends Valuation to Dot-Com Levels
After months of turbulence, Intel Corp. bulls are finally being rewarded for their patience. But the stock’s sudden rebound comes with a worrying side-effect: a valuation so high its most recent precedent is from the dot-com era more than two decades ago.
Intel’s $25 Billion Rally Sends Valuation to Dot-Com Levels
Bloomberg
Intel’s $24 Billion Rally Sends Valuation to Dot-Com Levels
After months of turbulence, Intel Corp. bulls are finally being rewarded for their patience. But the stock’s sudden rebound comes with a worrying side effect: a valuation so high its most recent precedent is from the dot-com era more than two decades ago.
Intel’s $24 Billion Rally Sends Valuation to Dot-Com Levels
South China Morning Post
Tech war: Chinese EDA leader Empyrean announces breakthroughs in chip design software
China's top semiconductor design software developer Empyrean Technology said it has made breakthroughs in design tools for memory chips and panel...
CNBC
Lutnick says Intel has to give government equity in return for CHIPS Act funds
The potential deal would convert the CHIPS ACT grants into equity, but wouldn't come with governance rights in Intel, Lutnick said.
NBC News
U.S. seeks equity stake in Intel, Commerce Secretary Lutnick says - NBC News
The Trump administration wants a return on money the struggling semiconductor maker gets under the Biden-era CHIPS Act. Intel logo outside...
Bloomberg
Intel’s CEO Draws Support for Revival From SoftBank, Trump
Less than two weeks after President Donald Trump called for the ouster of Intel Corp.’s Lip-Bu Tan, the company’s chief executive officer has a shot at securing billions of dollars in fresh capital that could help him turn around the troubled US chipmaker.
Intel’s CEO Draws Support for Revival From SoftBank, Trump
CNBC
Nvidia says it's evaluating a 'variety of products' after report of new AI China chip
Nvidia last week struck a deal with the U.S. government to resume selling products in China, in exchange for giving it a 15% cut of the sales.
Reuters
Exclusive: Arm hires Amazon AI chip director to aid in-house effort | Reuters
Arm Holdings has hired Amazon.com artificial intelligence chip director Rami Sinno to bolster its plans to develop its own complete chips,...
SCMP
Huawei reveals Kirin chip inside 5G smartphones as firm overcomes US sanctions
Huawei Technologies has revealed that the new Pura 80 handsets are powered by its Kirin 9020 system-on-a-chip, marking the first time in about five years that the US-sanctioned company has lifted the veil of secrecy behind its advanced smartphone processors. The name of Huawei’s chipset, which was designed by semiconductor design subsidiary HiSilicon, was found prominently displayed in screenshots shared online by Pura 80 users after a system update of the handset. Information about the...
Bloomberg.com
SoftBank Agrees to Invest $2 Billion in Intel (INTC) as Part of US Push - Bloomberg
Takeaways by Bloomberg AI Hide · SoftBank Group Corp. · The investment delivers a strong vote of confidence in Intel, a storied US chipmaker that's...
Reuters
Exclusive: Nvidia working on new AI chip for China that outperforms the H20, sources say
... artificial intelligence technology. The Reuters Daily Briefing newsletter provides all the news you need to start your day. Sign up here. The new...