Nvidia's stock hit a new high after the company struck a deal with the U.S. government to resume the sale of select chips to ...

Astera Labs stock is surging after record Q2 results and fresh AI infrastructure partnerships position it for its next phase ...

Sanmina reported strong Q3 results, beating revenue and EPS estimates, driven by robust growth in communications/cloud ...

Mark Bendeich of Reuters details how the confluence of supply chain disruption from Trump's tariff policy and the rise of AI ...

Semiconductor Trade Deals Stir Controversy The U.S.-China trade landscape has been a high-stakes chessboard, with ...

Nvidia (NASDAQ:NVDA) and Advanced Micro Devices (NASDAQ:AMD) have been at the center of the contentious debate over AI chip ...

Marvell is a value Buy in the AI-driven semiconductor space, with robust growth prospects and relative undervaluation versus ...

The U.S. Treasury is already mentally spending the $3 billion (15% of that $20 billion haul) it expects from Nvidia this year. AMD likely will kick in close to $1 billion from its China revenues.

The chip maker could ask for more monetary support and for the White House to encourage customers to use its advanced chips, Bernstein analysts say Intel's stock rose Tuesday after CEO Lip-Bu Tan met ...

A Fragile Foothold in China Nvidia (NASDAQ:NVDA) and Advanced Micro Devices (NASDAQ:AMD) recently secured U.S. approval to ...

The recent deal between Nvidia (NASDAQ: NVDA ), AMD (NASDAQ: AMD ), and the US government marks an alarming shift in how trade policy is being conducted. Under the agreement, the two semiconductor ...

Investors are keeping an eye on developments in the China revenue-sharing deal that the US government signed with chip companies.