Tag: Semiconductor

All the articles with the tag "Semiconductor".

• Trump Floats Rescinding Chip Curbs: A Debate-Fueled Shift?

  Published:May 8, 2025 |  at 12:08 PM

  The article reports on Donald Trump's remarks suggesting a reversal of chip export restrictions to China, arguing they may be counterproductive by accelerating China's self-reliance in chip manufacturing.

• Huawei's Reported 7nm AI Chip Line: A Breakthrough Amidst Sanctions

  Published:May 5, 2025 |  at 05:33 AM

  Huawei is reportedly building a 7nm AI chip production line to combat US sanctions and achieve self-sufficiency in advanced chip manufacturing, marking a significant move with potentially broad market implications.

• Nvidia Stock Surges as Meta and Microsoft Affirm AI Investment Plans

  Published:May 1, 2025 |  at 02:21 PM

  Nvidia's stock surged as Meta and Microsoft reaffirmed their AI investment plans, signaling continued high demand for Nvidia's AI-focused chips and a strong overall outlook for the semiconductor sector.

• Nvidia Stock Dips as Huawei Prepares AI Chip Amid Export Restrictions

  Published:Apr 28, 2025 |  at 10:58 PM

  Nvidia's stock dipped as Huawei reportedly prepares to release the Ascend 910B AI chip, a potential competitor to Nvidia's A100. This highlights China's growing semiconductor capabilities and challenges Nvidia's market dominance amid US export restrictions.

• Huawei Reportedly Developing New AI Chip to Challenge Nvidia by 2025

  Published:Apr 27, 2025 |  at 01:47 PM

  Huawei is reportedly developing an AI chip to rival Nvidia by 2025, signaling China's drive for technological independence amidst US sanctions and potentially reshaping the AI accelerator market.

• ASML Reports Strong Q1 2024 Results, But New Orders Dip

  Published:Apr 26, 2025 |  at 03:24 AM

  ASML reported strong Q1 2024 earnings, surpassing expectations despite a dip in new orders. The company expects a stronger second half of the year, reaffirming its dominant position in advanced lithography.

• BE Semiconductor Industries (BESI) Sees Bookings Surge Driven by AI Demand in Asia

  Published:Apr 23, 2025 |  at 01:42 PM

  BESI reports a surge in bookings driven by AI chip demand in Asia, highlighting the critical role of advanced packaging in enabling high-performance computing. This signifies growth potential but also underscores dependence on the AI market.