Semiconductors

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Nvidia CEO Jensen Huang

Tech stocks take a pounding as hedge fund Elliott warns AI trades like Nvidia are in ‘bubble land’

By
August 2, 2024
Samsung chips boss warns that firm risks getting caught in ‘vicious cycle’ because it’s ‘hiding or avoiding problems’
Tech

Samsung chips boss warns that firm risks getting caught in ‘vicious cycle’ because it’s ‘hiding or avoiding problems’

By Yoolim Lee and Bloomberg
August 1, 2024
Nvidia founder Jensen Huang
Tech

Relief rally in Nvidia cannot hide likelihood stock has entered bear market territory after losing nearly $800 billion

By
July 31, 2024
How Singapore drives almost a third of U.S. chipmaker Micron’s revenue
Tech

How Singapore drives almost a third of U.S. chipmaker Micron’s revenue

By
July 27, 2024
Nvidia is reportedly making another China-focused AI chip as U.S. export controls hit its business in the world’s second largest economy
Tech

Nvidia is reportedly making another China-focused AI chip as U.S. export controls hit its business in the world’s second largest economy

By
July 22, 2024
Former president Donald Trump
Tech

Donald Trump wants Taiwan to pay for U.S. protection—and that should worry shareholders of Nvidia, Microsoft and Tesla 

By
July 18, 2024
Photo of Jensen Huang
Finance

Nvidia’s market cap will soar to $50 trillion—yes, trillion—says early investor in Amazon and Tesla

By
July 16, 2024
A trip to Shanghai’s AI mega-conference showed me that China’s developers are still playing catch-up to Silicon Valley
Commentary

A trip to Shanghai’s AI mega-conference showed me that China’s developers are still playing catch-up to Silicon Valley

By
July 13, 2024
China is still a decade behind the U.S. in chip technology—but the world still needs the mature chips it’s making, says ASML’s CEO
Tech

China is still a decade behind the U.S. in chip technology—but the world still needs the mature chips it’s making, says ASML’s CEO

By
July 9, 2024
Christophe Fouquet, the new chief executive officer of ASML Holding NV.
Newsletters

China’s production of boring chips is getting exciting

By
July 8, 2024
China is poised to dominate the market for legacy chips, and the U.S. may only have itself to blame
Tech

China is poised to dominate the market for legacy chips, and the U.S. may only have itself to blame

By
July 5, 2024
Nvidia CEO Jensen Huang on stage
Finance

Nvidia will produce such a massive ‘cash gusher’ that it will have to buy back more stock, because all that money has nowhere else to go, analyst says

By
June 29, 2024
Jensen Huang, co-founder and chief executive officer of Nvidia Corp., speaks during an event in Taipei, Taiwan, on Sunday, June 2, 2024. Huang said the company plans to upgrade its AI accelerators every year, announcing a Blackwell Ultra chip for 2025 and a next-generation platform in development called Rubin for 2026.
Tech

Nvidia’s Jensen Huang plays down competition worries as key supplier disappoints with subdued expectations for AI chip sales

By
June 28, 2024
Jensen Huang CEO of NVIDIA stands on the mound waiting to throw out the ceremonial first pitch prior to the start of the game between the Houston Astros and Oakland Athletics on May 25, 2024 at the Oakland Coliseum in Oakland, California.
Tech

Nvidia sees over $500 billion wiped off value after shares slide—the biggest 3-day value loss for any company in history

By
June 25, 2024
Nvidia CEO Jensen Huang speaking
Tech

Nvidia stock is now in a correction as deepening selloff puts the AI chip giant’s market cap below $3 trillion

By Ryan Vlastelica and Bloomberg
June 24, 2024

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