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 ...

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.

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 ...

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

Vanessa Lee, Vice President of Materials Management at Taiwan Semiconductor Manufacturing Co. (TSMC), has drawn industry ...

Yet analysts predict foldable smartphones will remain a niche segment, now accounting for just 1.5% of the market.

Research firm Canalys predicts Samsung’s foldable shipments, which peaked in 2022, will remain flat or slightly declining in ...

TSMC’s 3nm process is a game-changer, especially for AI and high-performance computing (HPC). It’s not just about shrinking ...

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

Semiconductor stocks rallied on Tuesday after Nvidia (NASDAQ:NVDA) got a major breakthrough. Nvidia shares jumped about 4% ...