Semiconductors

Semiconductors

Supply Shortages Send Intel Stock Sputtering

Photo by JHVEPhoto via iStock

The good news is that CFO David Zinsner said that the company expects its supply to rebound through the rest of the year.

1 min read

Photo via Cheng-Chia Huang/ZUMAPRESS/Newscom

Semiconductors

AI Market Looks More Like Boom than Bubble After TSMC Earnings

The foundry behind Nvidia’s and Apple’s chips predicted Thursday its capital spending would swell at least 27% this year.

2 min read
Photo via Richard B. Levine/Newscom

Semiconductors

Intel Rediscovers Key to Foundry Success

The progress has earned Intel praise from one particularly important member of the audience: President Trump.

2 min read
Photo via Kyodo/Newscom

Semiconductors

Does Anyone Care About Nvidia’s CES Breakthroughs?

The official unveiling of Nvidia’s new chip architecture, dubbed the Vera Rubin, wasn’t expected until later this spring.

2 min read

Semiconductors

Nvidia H200 Exports Boost Odds of a World That ‘Runs on Chinese AI’

Photo via Bill Clark/CQ Roll Call/Newscom

The Chinese government has discouraged companies and government-funded data centers from buying Nvidia’s chips.

1 min read

Semiconductors

Wall Street GOAT: Nvidia Rides Deal Bonanza to $5 Trillion Market Cap

Photo via Aflo/ZUMAPRESS/Newscom

The White House hinted early Wednesday morning that Nvidia may regain greater access to the massive Chinese market.

2 min read

Artificial Intelligence

Broadcom’s $10B Mystery Customer Underscores Ballooning AI Investments

Photo via Tom Williams/CQ Roll Call/Newscom

Broadcom is tight-lipped about its client list, but analysts believe its three biggest customers are Google, Meta and Bytedance.

2 min read

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