Facebook Tweet Email Link In a surprising reversal of the United States’ years-long technology restrictions on China, President Donald Trump last month allowed Nvidia to resume sales of a key AI chip designed specifically for the Chinese market. Yet rather than celebrating, Beijing’s response has been noticeably lukewarm, despite having long urged Washington to ease the stringent export controls. In …
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Scottie Scheffler holes 82-foot chip shot at BMW Championship
Scottie Scheffler’s shot looked like one that Hollywood would have concocted for a movie. But the wild 82-foot chip shot for birdie on the 17th hole Sunday during the final round of the BMW Championship was not the result of a scripted moment, and it helped propel Scheffler to his fifth PGA Tour title of the year. Scheffler had hit …
Read More »Nvidia and AMD’s ‘special treatment’ shakes up the global chip supply chain
Donald Trump’s decision to let Nvidia and AMD export AI processors to China in exchange for a cut of their sales will have repercussions far beyond the U.S. The semiconductor supply chain is global, involving a wide array of non-U.S. companies, often based in countries that are U.S. allies. Nvidia’s chips may be designed and sold by a U.S. company, …
Read More »What Applied Materials’ Poor Outlook Means for Chip Stocks – Barron's
What Applied Materials’ Poor Outlook Means for Chip Stocks Barron’s Earnings live: SoundHound AI stock soars, The Trade Desk gets pummeled, Wendy’s lowers profit forecast uk.finance.yahoo.com Should You Buy the Post-Earnings Plunge in Applied Materials Stock? Yahoo Finance Applied Materials Forecasts Fall in Profit, Revenue The Wall Street Journal Applied Materials sinks 13% on weak guidance due to China demand CNBC Source link
Read More »Trump’s Plan for 300% Semiconductor Tariffs Weighs on Chip Stocks, Except Intel. Here’s Why
A potential deal with the Trump administration is shaping up to be a saving grace for Intel (INTC), which saw its shares climb Friday while other semiconductor stocks slid. President Trump told a group of reporters aboard Air Force One Friday morning that he could put tariffs on imported chips as soon as next week. “I’ll be setting tariffs next …
Read More »Intel Stock Jumps on Report U.S. Government Could Take Stake in the Chip Maker – Barron's
Intel Stock Jumps on Report U.S. Government Could Take Stake in the Chip Maker Barron’s Trump Administration Said to Discuss Taking Stake in Intel Bloomberg.com Intel shares jump after report of possible US stake in chipmaker BBC CNBC Daily Open: The Trump administration’s mixing business with politics to build a chip empire CNBC Intel shares rise as Trump eyes latest chipmaker power play Quartz Source …
Read More »Trump’s AI chip flip-FLOP | Vox
Whatever else can be said about the second Trump administration, it is always teaching me about parts of the Constitution I had forgotten were even in there. Case in point: Article I, Section 9, Clause 5 states that “No Tax or Duty shall be laid on Articles exported from any State.” This is known as the export clause, not to …
Read More »New Mac Pro could boast M4 Ultra chip, per report
Apple has long been rumored to have a new Mac Pro in development, and a new report suggests it will come with a more powerful chip than we’ve yet seen: the M4 Ultra. M4 Ultra looks set to debut in Apple’s forthcoming Mac Pro update Earlier this year, Apple was expected to have two pro-focused hardware updates coming: a new …
Read More »UBS says this chip stock will be the fastest-growing over the next few years
Little-known chipmaker SiTime could be the next big name in the semiconductor universe, according to UBS. Analyst Timothy Arcuri initiated coverage of the company with a buy rating and $260 price target, which indicates about 20% upside ahead. Arcuri thinks SiTime is a leading precision timing company, which in the semiconductor industry refers to devices that generate and control signals …
Read More »Apple Leak Confirms A18 Chip for Next Low-Cost iPad Model
Apple is developing a new low-cost iPad powered by an A18 chip, according to code references accidentally disclosed by the company yesterday. The finding builds on a previous report by Bloomberg that indicated Apple plans to launch a 12th generation entry-level iPad in the spring of 2026. The device is expected to maintain the current design while incorporating the faster …
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