SK hynix supplies 'early' HBM4 memory samples, qualification tests taking longer than HBM3E as its next-gen HBM4 memory is ...

American chip makers have grown thanks to generative AI. But new tariffs, export bans, and China's emergence as a key ...

Taiwan Semiconductor dominates AI chip manufacturing, benefits from surging demand, and trades at a discount. Click here to ...

As demand accelerates for custom artificial intelligence semiconductors, high-bandwidth memory (HBM)—long dominated by GPU ...

AI chips are at the core of major advancements in Artificial Intelligence (AI), powering everything from machine learning to automation and next-generation computing. The demand for these ...

The company said Tuesday that customer evaluation and shipments of its advanced memory chips are proceeding, while operating losses in its nonmemory business, which includes its contract chip-making ...

Samsung said Tuesday that customer evaluations and shipments of its advanced memory chips are proceeding, while operating losses in its nonmemory business, which includes its contract chip-making and ...

Ambiq’s flagship product series is a family of systems-on-chip, or SOCs, called Apollo. The processors can be found in ...

Chip makers rallied on Wednesday after the Senate approved boosting investment tax credits for U.S. semiconductor facilities to 35% from 25%. AI chip leaders also gained: Nvidia (NASDAQ:NVDA) surged ...

In any case, if such a superintelligence is indeed closer to reality, the implications for AI chip makers, I believe, could be profound.

Alternative chip makers expose the contradiction in Nvidia's AI factory story: How can inference be a commodity while commanding 70% margins?

While shares of chip makers and cloud providers have been the winners so far this year, there are still opportunities for investors in software stocks, analysts said.