Nvidia needs to recycle its cash into the AI supply chain, but will other companies struggle to spend and keep up?
While firms like Huawei, Alibaba (NYSE:BABA) and Baidu (NASDAQ:BIDU) have rolled out new chip plans, the bottleneck is not ...
Reports from TSMC indicate that next-gen process nodes might be up to 50% more expensive than the current generation, and this could make GPUs cost more, too.
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Taiwan plans to boost its chip and gadget sales to India by twice the current amount within five to seven years, taking ...
Deep-pocketed investors have adopted a bullish approach towards Taiwan Semiconductor (NYSE: TSM), and it's something market players shouldn't ignore. Our tracking of public options records at Benzinga ...
The U.S. is pushing bold tariffs, tax incentives, and production mandates to curb reliance on foreign semiconductors and restore domestic manufacturing leadership amid rising global tensions.
Intel shares jumped after reports CEO Lip-Bu Tan is pursuing partnerships with Apple and TSMC to aid its turnaround. Despite heavy losses, new backing from SoftBank, Nvidia, and the U.S. has lifted ...
OpenAI keeps raising big and spending big, Oracle gets two new CEOs, and Trump cracks down on H1-B visas - SiliconANGLE ...
According to a news report, the world largest contract chipmaker has dismissed a Wall Street Journal report stating that ...
Yet it's Nvidia's deal with Intel Corp. (INTC) that is resonating loudest in Silicon Valley. This $5 billion investment, worth roughly 4% of the struggling chip maker, is far more than a ...
Intel is in early talks with the tech giant Apple about a possible investment plan. This would boost company's finances.