Beijing is taking an industrial policy approach to help its A.I. companies close the gap with those in the United States.

Nvidia has encountered a new hardware problem with its much-anticipated N1x Arm CPU, and this time it is a major one. According to multiple industry sources ...

We model AMD reaching $17.9 billion in AI GPU revenue in 2029. In turn, AMD’s GPU revenue should grow at a 29% CAGR over the next five years. While these estimates pale in comparison to the $115 ...

Geopolitics have entered the AI space, most notably limiting Nvidia's AI opportunities in China. We are skeptical that Nvidia's China AI business will be allowed to recover, regardless of the US ...

Beyond Tesla and Waymo, the real winners in autonomous vehicles could be the semiconductor, sensor, and software companies.

Nvidia (NASDAQ:NVDA) led chip stocks higher on Tuesday after the company said it hopes to resume sales of its H20 chips in ...

Chinese EV maker XPENG has officially opened the order books for its fully renewed Ultra Smart Coupe SUV G6 and Ultra Smart ...

Maieutic Semiconductors plans to automate analog IC (integrated circuit/chip) design workflows with the help of GenAI ...

With Nvidia, AMD, and Broadcom’s customers currently ramping AI chips, KeyBanc analysts see those three companies in a ...

All of this shows that China and "China speed" can play an important role in the future car brain — semiconductors. A few ...

Scale-up fabrics connect accelerators (GPUs, AI processors) within a single rack or AI pod, prioritizing ultra-low latency ...

If the AI ecosystem has learned anything from 2025, it's this: It’s not how many GPUs you have, but how you use them.  | ...