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Semiconductor
Nvidia forecast fails to meet loftiest estimates for AI star
Even with a disappointing outlook, Nvidia’s growth over the past two years has been staggering.
7 days ago
Semiconductor
TSMC sales beat estimates in sign of solid AI chip demand
Taiwan Semiconductor Manufacturing Co. posted a better-than-expected 39% rise in quarterly revenue, assuaging concerns that AI hardware spending is beginning to taper off.
October 09, 2024
Semiconductor
China warns Japan of retaliation for possible new chip curbs
China has threatened severe economic retaliation if Tokyo further restricts sales and servicing of chipmaking equipment.
September 02, 2024
Artificial Intelligence
Top Taiwan tech fund says there’s still more juice in AI rally
The fund’s biggest holdings include Nvidia Corp., Taiwan Semiconductor Manufacturing Co. and Micron Technology Inc.
July 22, 2024
Artificial Intelligence
Ice cream and the cooling of the AI frenzy
It will take more than cutting-edge refrigeration technology to cool the AI frenzy.
April 25, 2024
Geopolitics
China brushes past US sanctions to form closer trade ties with regional economies
China's role in the global is undergoing structural change
January 24, 2024
Tech
Apple's iPhone price bump is part of subtle revenue-boosting strategy
Apple is boosting prices more aggressively outside the US
September 13, 2023
Investing strategies
AI adoption and impact on semiconductors' supply and demand
This sector is expected to become a trillion-dollar industry by 2030
July 06, 2023
Artificial Intelligence
What's all the fuss about Nvidia and the AI bubble?
The market had underestimated the chipmakers’ ability to leverage their leadership in AI chips
May 31, 2023
Semiconductor
Chipmaking machines face a crunch of their own
The already complex cycle is getting trickier to predict
April 20, 2023