As Nvidia and Broadcom Fade, 3 Chip Stocks for AI’s Next Stage
Chip makers who specialize in semiconductors—after being caught up in optimism about artificial intelligence for the past two ...
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Japanese chipmaker Rapidus ramps up for next-gen chip development
As projected, Rapidus Corp, Japan’s state-backed semiconductor chip maker, has started test production of advanced chips on ...
Exclusive: China's H3C warns of Nvidia AI chip shortage amid surging demand
One of China’s largest server makers, H3C, has flagged potential shortages of Nvidia's H20 chip, the most advanced AI ...
AI infrastructure spending resilient despite market pullback
AI semiconductor stocks fall due to valuation resets, not structural issues, Bloomberg Intelligence analysis shows. Rising ...
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AI Factory: AMD in $4.9 Billion Acquisition of ZT Systems
On the heels of winning a 30,000 GPU cluster deal with Oracle, AMD (NASDAQ: AMD) today announced a move into the AI ...
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AI stocks weak on word Microsoft drops data center leases in U.S. and Europe
Across the AI sector, AI chip makers NVIDIA (NASDAQ:NVDA) and Broadcom Inc (NASDAQ:AVGO) are each down 5%, while AI server makers Dell Technologies Inc (NYSE:DELL) and Super Micro (NASDAQ ...
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AI or bust: China chip sector to stage comeback at SEMICON China
Artificial intelligence (AI) is now the primary growth driver for the global semiconductor industry. With AI-related demand ...
Nvidia and other chip stocks slide as investors see big risks to sales in China
China and the U.S. are both enacting policies that could make it tougher for U.S. companies to sell advanced AI chips in ...
Cryptopolitan7d
China’s H3C warns of Nvidia AI chip shortage amid demand spike
H3C, one of China’s biggest server makers, warned of possible shortages of Nvidia’s H20 chip. Because of export rules, this ...