Semiconductor

NBC News
Nvidia raises alarm over Trump administration trade policies - NBC News
Nvidia expects to record a $5.5 billion charge to comply with a new Trump administration rule addressing “the risk that [the chips] may be used in...
Nvidia raises alarm over Trump administration trade policies - NBC News
Reuters
Nvidia CEO stresses importance of China market in Beijing visit, Chinese state media reports
Nvidia CEO Jensen Huang said on Thursday that China was a very important market for Nvidia after the U.S. imposed a ban on sales of its H20...
Nvidia CEO stresses importance of China market in Beijing visit, Chinese state media reports
CNBC
Strong earnings from TSMC are not enough to give Nvidia shares a much-needed jolt
Got a confidential news tip? We want to hear from you. Get In Touch. CNBC Newsletters. Sign up for free newsletters and get more CNBC delivered to...
Strong earnings from TSMC are not enough to give Nvidia shares a much-needed jolt
CNBC
Taiwan Semiconductor posted a first-quarter earnings beat. Here's what analysts are saying
"TSMC guided 2Q well ahead of expectations but reiterated ... Global Business and Financial News, Stock Quotes, and Market Data and Analysis.
Taiwan Semiconductor posted a first-quarter earnings beat. Here's what analysts are saying
Nikkei Asia
TSMC says it will build 'independent' U.S. chip hub - Nikkei Asia
... News Roundup. Semiconductors. TSMC says it will build 'independent' U.S. chip hub. Taiwanese chipmaker aims to make 30% of its cutting-edge 2-nm...
TSMC says it will build 'independent' U.S. chip hub - Nikkei Asia
Reuters
Intel CEO Lip-Bu Tan flattens leadership structure, names new AI chief, memo says | Reuters
The Technology Roundup newsletter brings the latest news and trends straight to your inbox. Sign up here. The leadership changes are the first major...
Intel CEO Lip-Bu Tan flattens leadership structure, names new AI chief, memo says | Reuters
Reuters
TSMC upbeat on outlook as robust AI demand offsets tariff uncertainty - Reuters
The Technology Roundup newsletter brings the latest news and trends straight to your inbox. Sign up here. Advertisement · Scroll to continue. Its...
TSMC upbeat on outlook as robust AI demand offsets tariff uncertainty - Reuters
Bloomberg.com
Nvidia CEO Visits Beijing After US Bars Chip Sales to China - Bloomberg.com
Shortly after the news surfaced, a bipartisan US House committee urged Nvidia to hand over information on sales of chips that Chinese AI upstart...
Nvidia CEO Visits Beijing After US Bars Chip Sales to China - Bloomberg.com
VentureBeat
NVIDIA announcements, news and more, from GTC 2025 - VentureBeat
At GTC, NVIDIA unveiled major advancements – from the Blackwell Ultra AI platform to advancements in robotics and accelerated computing.
NVIDIA announcements, news and more, from GTC 2025 - VentureBeat
Reuters
Intel will need license to export AI chips to Chinese clients, FT reports | Reuters
The Technology Roundup newsletter brings the latest news and trends straight to your inbox. Sign up here. Intel, under new CEO Lip-Bu Tan, told...
Intel will need license to export AI chips to Chinese clients, FT reports | Reuters
Bloomberg.com
TSMC Sticks With 2025 Outlook Despite Growing Trade War Fears - Bloomberg
TSMC Sticks With 2025 Outlook Despite Growing Trade War Fears ... News. MarketsEconomicsTechnologyPoliticsGreenCryptoAI. Work & Life. Wealth...
TSMC Sticks With 2025 Outlook Despite Growing Trade War Fears - Bloomberg
Reuters
TSMC Q1 profit set to jump, but Trump's policies cloud its future | Reuters
The Technology Roundup newsletter brings the latest news and trends straight to your inbox. Sign up here. Taiwan Semiconductor Manufacturing Co is...
TSMC Q1 profit set to jump, but Trump's policies cloud its future | Reuters
Reuters
TSMC Q1 profit surges 60%, beats forecasts - Reuters
The Technology Roundup newsletter brings the latest news and trends straight to your inbox. Sign up here. The profit beat a T$354.6 billion LSEG...
TSMC Q1 profit surges 60%, beats forecasts - Reuters
CNBC
TSMC denies it's talking to Intel about chip-making joint venture - CNBC
TSMC denied reports that the semiconductor giant was in ... Global Business and Financial News, Stock Quotes, and Market Data and Analysis.
TSMC denies it's talking to Intel about chip-making joint venture - CNBC
Reuters
Exclusive: Nvidia kept some China customers in the dark about new US chip clampdown ...
Nvidia did not warn at least some major customers in advance about new U.S. export rules it was told about a week ago requiring it to obtain...
Exclusive: Nvidia kept some China customers in the dark about new US chip clampdown ...
Reuters
SNAPSHOT Wall Street falls, Nvidia drops after new US chip export curbs - Reuters
Wall Street fell on Wednesday, with the Nasdaq leading declines after Nvidia flagged steep charges from new U.S. controls on chip exports to China...
SNAPSHOT Wall Street falls, Nvidia drops after new US chip export curbs - Reuters
CNBC
TSMC sticks with its revenue forecast after profit tops estimates despite Trump trade worries
TSMC beat profit expectations for the first quarter, thanks to a continued surge in demand for AI chips.
TSMC sticks with its revenue forecast after profit tops estimates despite Trump trade worries
CNBC
TSMC first-quarter profit tops estimates, rising 60%, but Trump trade policy threatens growth
TSMC beat profit expectations for the first quarter, thanks to a continued surge in demand for AI chips.
TSMC first-quarter profit tops estimates, rising 60%, but Trump trade policy threatens growth
CNBC
Nvidia says it follows export laws 'to the letter' a day after AI chip sales to China stopped
Nvidia said in a statement that its exports help alleviate the U.S. trade deficit.
Nvidia says it follows export laws 'to the letter' a day after AI chip sales to China stopped
TechCrunch
US government imposes license requirement on Nvidia H20 exports - TechCrunch
The team, which Anthropic appears to have begun hiring several months ago, aims to “accelerate” the adoption of Anthropic's AI among AWS accounts by “...
US government imposes license requirement on Nvidia H20 exports - TechCrunch
TechCrunch
Nvidia H20 chip exports hit with license requirement by US government - TechCrunch
The team, which Anthropic appears to have begun hiring for several months ago, aims to “accelerate” the adoption of Anthropic's AI among AWS accounts...
Nvidia H20 chip exports hit with license requirement by US government - TechCrunch
Bloomberg
Nvidia Warns Trump Curbs on China Chips to Cost $5.5 Billion - Bloomberg
His team has been exploring such a step since the start of the administration, Bloomberg News reported in January, continuing conversations that began...
Nvidia Warns Trump Curbs on China Chips to Cost $5.5 Billion - Bloomberg
CNBC
AMD expects $800 million hit from U.S. chip restrictions on China
Advanced Micro Devices said it could incur charges of up to $800 million for exporting some products to China and other countries.
AMD expects $800 million hit from U.S. chip restrictions on China
NPR
Nvidia discloses that U.S. will limit sales of advanced chips to China after all
NPR reported that the company would be allowed to keep selling chips used for artificial intelligence tools to China. After NPR's reporting, the Trump administration reversed course.
Nvidia discloses that U.S. will limit sales of advanced chips to China after all
Bloomberg.com
TSMC, ASML Outlooks to Reveal Depths of Tariff Pain, AI Pullback - Bloomberg.com
“But with uncertainty around what tariffs are going to look like for semiconductors, it is hard to see a re-rating without more concrete news to go...
TSMC, ASML Outlooks to Reveal Depths of Tariff Pain, AI Pullback - Bloomberg.com
Reuters
Nvidia expects up to $5.5 billion charge in first quarter - Reuters
Nvidia said on Tuesday its first-quarter results are expected to include up to about $5.5 billion in charges associated with its H20 products,...
Nvidia expects up to $5.5 billion charge in first quarter - Reuters
Reuters
Shares skid in Asia as Nvidia curbs fan worries, gold surges to record | Reuters
Shares fell in Asia on Wednesday as AI darling Nvidia took a hit from U.S. curbs on chip sales to China, highlighting the damage to come in a...
Shares skid in Asia as Nvidia curbs fan worries, gold surges to record | Reuters
CNBC
ASML shares drop 6% as orders disappoint amid tariff uncertainty
ASML reported net bookings of 3.94 billion euros ($4.47 billion) for the first quarter, versus a Reuters reported forecast of 4.89 billion euros.
ASML shares drop 6% as orders disappoint amid tariff uncertainty
CNBC
Critical chip firm ASML flags tariff uncertainty after net bookings miss
ASML reported net bookings of 3.94 billion euros ($4.47 billion) for the first quarter, versus a Reuters reported forecast of 4.89 billion euros.
Critical chip firm ASML flags tariff uncertainty after net bookings miss
Reuters
AMD set to produce its CPU chip at TSMC plant in Arizona | Reuters
The Reuters Daily Briefing newsletter provides all the news you need to start your day. Sign up here. His administration is currently...
AMD set to produce its CPU chip at TSMC plant in Arizona | Reuters