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...
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...
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...
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.
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...
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...
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...
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...
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.
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...
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...
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 beat profit expectations for the first quarter, thanks to a continued surge in demand for AI chips.
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.
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 “...
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...
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...
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.
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.
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...
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,...
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...
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.
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.
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...