Tag Archives: chipmakers

SK Hynix shares hit 25-year high, Samsung also surges as chipmakers partner with OpenAI

SK Hynix shares hit 25-year high, Samsung also surges as chipmakers partner with OpenAI

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

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, …

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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 …

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Nvidia’s China-based rival posts 4,300% revenue jump as chipmaker’s earnings reported no H20 chip sales to the country

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 …

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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

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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

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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

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Asia chipmakers wobble after Trump’s ‘100% tariffs’ on semiconductors

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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