More: semiconductors

Will Washington Cut China’s Access to Nvidia AI Chips After Jensen Huang’s Resignation?

China's artificial intelligence industry is facing renewed uncertainty as growing bipartisan support in the US Congress for tighter semiconductor export controls threatens access to...

How Did Trump and Nvidia’s Jensen Huang Build a Close Relationship Before the CEO’s Resignation?

US President Donald Trump's close relationship with former Nvidia CEO Jensen Huang is facing renewed scrutiny following revelations about Huang's personal relationships, including an...

Could the Jensen Huang Scandal Push Washington to Close China’s Nvidia AI Chip Loophole?

Chinese artificial intelligence companies are moving to secure access to Nvidia-powered computing capacity outside China as concerns grow that a controversy involving the chipmaker's...

Why Is Advanced Chip Packaging Becoming the Next Big Battleground in the AI Race?

The global artificial intelligence boom is creating a new bottleneck in the semiconductor industry, shifting attention from the production of increasingly powerful chips to...

Could Healthcare Become the Next Big Winner of the AI Revolution?

The artificial intelligence (AI) investment boom has so far rewarded companies producing semiconductors, computing infrastructure and other technologies powering the rapid expansion of AI....

Why Is China Restricting AI Exports While Expanding Access to Its Technology?

China is preparing new export restrictions on artificial intelligence technology that would allow foreign customers to use Chinese AI services while giving Beijing greater...

TSMC Seeks Alternatives to China-Controlled Rare Earths to Safeguard Chip Production

Taiwan's TSMC is looking for alternatives to rare-earth components in its factory equipment to lessen the risk of disruptions from China's export controls. This...

Sequoia-Backed Chip Startup Nuvacore Seeks Funding at $2.5 Billion Valuation

Nuvacore, a six-month-old microchip startup without a product, is raising hundreds of millions of dollars at a valuation of about $2.5 billion to create...

China’s AI Chipmakers Raise Prices as HBM Shortage Squeezes Supply

Chinese AI chipmakers like Huawei Technologies and Cambricon have significantly raised prices for their AI processors, citing rising costs of high-bandwidth memory (HBM) as...

Nasdaq Futures Fall as AI Chip Concerns Weigh Ahead of Big Tech Earnings

Nasdaq futures declined on Tuesday as investor concerns over artificial intelligence chip demand, rising corporate spending and intensifying Chinese competition weighed on technology stocks...

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Missiles Over the Financial District: The Houthi Campaign Against Saudi Arabia

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Europa and The Bull

On my desk as I write this sits a...

The Caspian: Between Legal Ambiguity, Geopolitical Rivalry and Eurasian Connectivity

The Caspian sets in ambiguity. Mapmakers call it a...
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