Taiwan Semiconductor Manufacturing Co Ltd
Nvidia can sell the more advanced H200 AI chip to China — but will Beijing want them?
Look at what Nvidia CEO Jensen Huang has said this year, and what Chinese tech giants and Beijing have done, and you’ll see potential hints as to how this lifting of the ban will play out. Why China might push back against the H200 The H200 is one of Nvidia’s most advanced chips for training […]
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A ‘seismic’ Nvidia shift, AI chip shortages and how it’s threatening to hike gadget prices
The logo of an Apple Store is seen reflected on the glass exterior of a Samsung flagship store in Shanghai, China Monday, Oct. 20, 2025. Wang Gang | Feature China | Future Publishing | Getty Images The cost of your smartphone might rise, analysts are warning, as the AI boom clogs up supply chains and […]
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Intel stock holds 10% rise after analyst predicts major Apple deal
Intel stock held a sharp hike in pretrading on Monday, after the stock surged on Friday when an analyst predicted the chip giant was nearing a deal to supply Apple in 2027. Shares in Intel rose 10% on Friday after TF International Securities analyst Ming-Chi Kuo posted on X that he expected Intel to begin […]
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TSMC stock falls as it sues former exec alleging he took trade secrets to Intel
TSMC on Tuesday filed a lawsuit against a former senior vice president it accused of leaking “confidential information” to Intel. Wei-Jen Lo joined Intel after 21 years at TSMC, having left in July, the Taiwanese chip maker said in a statement, announcing the lawsuit. The lawsuit is based on Lo’s employment contract and non-compete agreement […]
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Nvidia is king in AI chips, but Google and Amazon want to catch up by making their own
Nvidia outperformed all expectations, reporting soaring profits Wednesday thanks to its graphics processing units that excel at AI workloads. But more categories of AI chips are gaining ground. Custom ASICs, or application-specific integrated circuits, are now being designed by all the major hyperscalers, from Google‘s TPU to Amazon‘s Trainium and OpenAI’s plans with Broadcom. These […]
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SoftBank sinks over 10% as Nvidia-fueled rout sweeps Asian chip names
The logo of Japanese company SoftBank Group is seen outside the company’s headquarters in Tokyo on January 22, 2025. Kazuhiro Nogi | Afp | Getty Images A sector-wide pullback hit Asian chip stocks Friday, led by a steep decline in SoftBank, after Nvidia‘s sharp drop overnight defied its stronger-than-expected earnings and bullish outlook. SoftBank plunged more […]
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Nvidia delivers big once again, and investors brush aside the bigger picture about AI spending
Nvidia once again delivered a blockbuster earnings report , and once again, it mostly told investors what they already knew. The appetite for AI compute remains insatiable. But the real debate — whether all this capacity being built today will be profitable tomorrow — remains unresolved. Investors aren’t pressing that issue just yet, choosing instead […]
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Stocks making the biggest moves after hours: Nvidia, Palo Alto Networks, Oddity Tech, AMD and more
Check out the companies making headlines in after-hours trading. Nvidia — Shares of the chipmaker rose more than 6% in extended trading on the back of better-than-expected third-quarter results . Nvidia earned $1.30 cents per share, excluding items, on $57.01 billion in revenue. Analysts polled by LSEG had expected $1.25 cents per share in earnings […]
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The $500 billion Nvidia question, and 4 others, CEO Jensen Huang must answer tonight
Nvidia earnings, the most important report of the quarter, will be out after Wednesday’s close, and AI rockstar CEO Jensen Huang will be on the hot seat to answer tough questions about the spiraling artificial intelligence spending promises and how these tech companies — big and not so big — are going to pay for […]
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‘Nvidia is the Hermès’ of the chip industry, says Baillie Gifford, while doubling down on TSMC and ASML
For Jensen Huang, the CEO of Nvidia, and his management team, “it’s about winning in the trenches,” according to Mark Urquhart, a partner at investment management firm Baillie Gifford. Urquhart, who has tracked the chip market for nearly 30 years, leads the firm’s Long Term Global Growth team, which typically holds companies for exceptionally long […]
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