Semiconductors

Artificial Intelligence

Nvidia Underscores Support for Open-Source AI, a Boon for Hardware Spending

Photo via Yoshio Tsunoda/AFLO/Newscom

Back in March, CEO Jensen Huang spent Nvidia’s developers conference saying its chips are the perfect infrastructure for open source tools.

2 min read

Photo illustration by Connor Lin / The Daily Upside, Photo by Roberto Bucci via iStock

Artificial Intelligence

From iPads to XBoxes, Device Prices Soar as AI Hoards Memory Chips

A shortage of memory chips is one of the biggest challenges facing the AI buildout, fueling both selloffs and rallies in the past week alone.

6 min read
Photo via Robin Utrecht/ANP/Newscom

Semiconductors

Can China Replace Lithography Powerhouse ASML?

Shares of ASML slid Tuesday, but experts and analysts cautioned that the panic behind the selloff is almost certainly overblown.

2 min read
Photo via IMAGO/CFOTO/Newscom

Semiconductors

China’s Making Memory with its New Biggest Company

Changxin Technology Group, or CXMT for short, soared 466% in its debut yesterday on Shanghai’s STAR Market.

2 min read

Semiconductors

Wall Street Balks at TSMC’s $100 Billion Bet on Growing AI Demand

Photo via Jim West/UCG/Universal Images Group/Newscom

TSMC’s pledge to invest an extra $100 billion into its Arizona-based chip fab rekindled fears of overspending on artificial intelligence.

2 min read

Semiconductors

Broadcom Selloff Shows Breaking Records Doesn’t Satisfy ‘Perfection’-Seeking AI Investors

Photo via IMAGO/Vernon Yuen/IMAGO/Nexpher Images/Newscom

Broadcom expects AI-related chip revenue to climb 200% to $16 billion in the current quarter, short of Wall Street’s most bullish forecasts.

2 min read

Semiconductors

Huawei’s Chip Plans: Ambitious or Unrealistic?

Photo via LONG WEI/FEATURECHINA/Newscom

The Chinese company was blacklisted from receiving advanced semiconductor technology in 2019 over national-security concerns.

1 min read

Sign Up for The Daily Upside to Unlock This Article

Sharp news & analysis on finance, economics, and investing.