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SK Hynix seized 36 per cent of global DRAM sales in the March quarter to surpass Samsung, which had led the market for more ...
Analysts said Washington's tariffs and tightened chip restrictions will motivate Chinese companies to double down on research and development to achieve tech breakthroughs and even build semiconductor ...
Chinas leading tech firms, including ByteDance, Alibaba (HK:9988), and Tencent (HK:0700), have reportedly stockpiled close to ...
China has lots of coal but it does not have a lot of GPUs or other kinds of tensor and vector math accelerators appropriate for HPC and AI. And so as it ...
Nvidia (NASDAQ:NVDA) can’t seem to catch a break in 2025. The latest blow came last week, when the Trump administration ...
If AMD customers ended up pulling forward purchases into the last quarter, that means the company could face a challenge in the second quarter. At the same time, that'll be when AMD is set to record a ...
Intel is geared to release its quarterly results this week that will give the market clear insights into the CEO Lip-Bu Tan’s ...
The U.S.'s policy goals may not be coherent, while China's own chip efforts and distributed AI training grow more capable.
The House Select Committee on the CCP has released findings labeling DeepSeek AI a security threat for data siphoning, ...
Doug Clinton, the CEO of Intelligent Alpha, told CNBC recently that Nvidia (NVDA) is his “top AI pick.” Intelligent Alpha ...
President Trump wants to bring manufacturing back to the U.S. These companies say they're investing in domestic factories.
Nvidia Corporation NVDA shares have faced extreme selling pressure over the last three months, down nearly 30% as of Tuesday.
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