Headquarters of Samsung in Mountain View, California, on October 28, 2018. Smith Collection/gado | Archive Photos | Getty Images Shares of South Korean chip heavyweights Samsung Electronics and SK Hynix surged Thursday, a day after the two companies partnered with artificial-intelligence major OpenAI as part of the U.S. firm’s Stargate initiative. Samsung shares hit their highest since January 2021, rising …
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What Nvidia’s Earnings Could Mean for Broadcom and Other Chipmakers
As one of the primary beneficiaries of the AI boom, chipmaker Nvidia’s (NVDA) stock has become a bellwether for industry, with its quarterly results last week offering some clues about what to expect from Broadcom (AVGO) later this week, and other chipmakers. Nvidia’s earnings, which came in just ahead of Wall Street’s estimates, largely received a bullish reception from analysts, …
Read More »Trump Takes Aim at South Korean Chipmakers’ China Operations – The New York Times
Trump Takes Aim at South Korean Chipmakers’ China Operations The New York Times US makes it harder for SK Hynix, Samsung to make chips in China Reuters Samsung, SK Hynix Lose US Waiver on Chip Gear for China Use Bloomberg.com Trump Administration Restricts Samsung Chipmaking in China Newsweek US makes it harder for chipmakers to run fabs in China amid new Alibaba processor reports SiliconANGLE …
Read More »Nvidia’s China-based rival posts 4,300% revenue jump as chipmaker’s earnings reported no H20 chip sales to the country
Cambricon, a China-based semiconductor firm, posted record profits in the first half of the year, along with revenue that surged roughly 4,300%. The earnings, released late Tuesday, serve as an example of Nvidia’s growing local competition in China, as the government and market seek alternative chipmakers to gain traction in the region. Nvidia’s business in China has been tied up …
Read More »Asia markets rocky as Nvidia drops, China chipmakers blast off – Reuters
Asia markets rocky as Nvidia drops, China chipmakers blast off Reuters Asia markets waver, Nvidia drops after earnings beat Yahoo Finance European stocks mixed as traders gear up for Nvidia earnings CNBC European Stocks Steady as Banks Slide Before Nvidia Results Bloomberg.com Asia stocks edge higher as tech meanders on Nvidia; Hong Kong hit by soft earnings Investing.com Source link
Read More »US Futures, Nvidia Drop After Chipmaker’s Outlook: Markets Wrap – Bloomberg.com
US Futures, Nvidia Drop After Chipmaker’s Outlook: Markets Wrap Bloomberg.com Nvidia stock sinks after data center sales miss forecasts Yahoo Finance It’s Ncredible When a $140 Billion Fall Barely Hurts Bloomberg.com NVIDIA Announces Financial Results for Second Quarter Fiscal 2026 NVIDIA Newsroom Nvidia Earnings Show Sales Jump Amid Strong Demand for A.I. Chips The New York Times Source link
Read More »US Senator Sanders favors Trump plan to take stake in Intel and other chipmakers – Reuters
US Senator Sanders favors Trump plan to take stake in Intel and other chipmakers Reuters Donald Trump’s fantasy of home-grown chipmaking The Economist Trump’s Nvidia and Intel meddling is a ‘scattershot method of crony capitalism’: Walter Isaacson CNBC US examines equity stake in chip makers for CHIPS Act cash grants, sources say Reuters ‘Socialism’: Trump faces right-wing attacks over Intel proposal MSNBC News Source link
Read More »Asia chipmakers wobble after Trump’s ‘100% tariffs’ on semiconductors
A semiconductor wafer is on display at Touch Taiwan, an annual display exhibition in Taipei, Taiwan April 16, 2025. Ann Wang | Reuters Asia semiconductor-related stocks traded mixed Thursday after U.S. President Donald Trump announced he would impose a 100% tariff on chip imports, with an exemption for companies that are “building in the United States.” Details on how much …
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