US export restrictions are expected to accelerate China’s push for self-reliance, including efforts to shift the chip supply chain onshore.

We recently published a list of 9 Stocks That Could 10X Over the Next 2 Years. In this article, we are going to take a look ...

NVIDIA is working with its manufacturing partners to design and build factories that, for the first time, will produce NVIDIA AI supercomputers entirely in the U.S. Together with leading ...

While the scale of this leasing slowdown isn’t entirely clear, Wells Fargo analysts said it mirrored a similar step taken ...

Google Cloud diversifies away from third party hardware with new Ironwood AI chip that could set the energy efficiency ...

The company’s initial public offering (IPO) last month was met with lukewarm investor interest, leading CoreWeave to cut both ...

Our role in the semiconductor supply chain inherently limits our visibility and information available to us,” TSMC says.

If AMD customers ended up pulling forward purchases into the last quarter, that means the company could face a challenge in the second quarter. At the same time, that'll be when AMD is set to record a ...

With Intel’s new CTO and AI chief taking over responsibilities for the company’s AI road map and strategy, the business unit ...

The U.S.'s policy goals may not be coherent, while China's own chip efforts and distributed AI training grow more capable.

The House Select Committee on the CCP has released findings labeling DeepSeek AI a security threat for data siphoning, ...

With a sheer mass of Ascend 910C accelerators, Huawei is building servers that are said to be faster than Nvidia's Blackwell ...