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Key Points The chip industry is booming thanks to AI.Advanced Micro Devices is seeing margins and earnings soar as its data ...
But the future looks increasingly murky because of a factor that investors seem to be blithely ignoring: tariffs. President Trump threatened to hit chip imports with tariffs after he took office early ...
Three stocks that I like in this space are Nvidia ( NVDA -0.42%), Taiwan Semiconductor Manufacturing ( TSM -2.12%), and ...
Questions remain about availability of the chip favoured for training large language models, as Nvidia warns of limited ...
Technology stock valuations are hovering near all-time highs, but some value plays are hiding in the background.
Nvidia's renewed ability to sell H20 artificial intelligence chips to China following the lifting of US restrictions is ...
AMD's upcoming MI400 release could be a game changer in the AI accelerator industry. Many artificial intelligence (AI) stocks ...
The Silicon Valley chip giant said the Trump administration, which had shut down its sales to China three months ago, had ...
The world’s largest contract chip maker’s robust results are the latest sign that the AI wave remains strong.
TSMC will change production timelines for two planned fabs by several quarters because of high demand for chips to power ...
American chipmaking giant Nvidia says it plans to resume sales to China of an artificial intelligence chip that’s become part of a global race pitting the world’s biggest economies against each other.
The chair of the U.S. House Committee on China has raised concerns over Nvidia’s resumption of sales of its H20 artificial intelligence chip to China. In a letter addressed to Commerce Secretary ...