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Keywords: Semiconductor
Shares of Chinese semiconductor firm MetaX Integrated Circuits recorded an exceptional surge on their first day of trading in Shanghai, reflecting strong investor enthusiasm for China’s ambitions in artificial intelligence and technological self-reliance. Listed on the Shanghai Stock Exchange’s......
Nvidia is considering ramping up production of its H200 artificial intelligence chips after seeing a surge in orders from Chinese technology companies. The U.S. chipmaker informed clients that requests have exceeded its current supply, following Washington’s decision to permit exports of the processors......
Taiwan has reiterated its determination to keep the most advanced semiconductor production within its borders, rejecting mounting calls from the United States to relocate part of its top-tier manufacturing abroad. Officials in Taipei argue that maintaining chip production domestically is essential to......
Billionaire hedge fund manager Chris Rokos has undertaken a major shift in his artificial intelligence investment strategy, signaling a decisive move toward chip manufacturing and away from software. Recent regulatory filings reveal that Rokos Capital dramatically increased its holdings in Nvidia while......
A growing scandal is putting renewed pressure on US export controls after reports revealed that Chinese artificial intelligence company DeepSeek is using Nvidia’s most advanced processors, despite a ban on their export to China. According to a detailed investigation by The Information, DeepSeek......
Taiwan Semiconductor Manufacturing Company (TSMC), the world’s largest contract chipmaker, faces an unprecedented surge in demand for its advanced packaging technology as global tech giants race to power artificial intelligence applications. The company’s proprietary Chip-on-Wafer-on-Substrate......
Global asset manager BlackRock predicts that the wave of investment driving artificial intelligence infrastructure will not slow down anytime soon. The firm describes the surge as a “traditional picks and shovels capital expenditure supercycle,” signaling its belief that the real beneficiaries......
Alphabet shares climbed to unprecedented heights following reports that Google’s latest AI advancements and chip technology are disrupting Nvidia’s dominance in the artificial intelligence hardware space. The surge comes amid growing investor enthusiasm fueled by the......
Taiwan Semiconductor Manufacturing Company (TSMC) is set to significantly expand its 2-nanometer chip manufacturing capacity by constructing three additional fabs in Taiwan’s Southern Science Park. This ambitious expansion will increase TSMC’s total 2nm fab count in Taiwan from seven to ten,......