#semiconductor
Total 16 articles
South Korean AI chip startup Rebellions raised $400M at a $2.34B valuation, backed by Samsung, SK Hynix, and the Korean government. Here's what it means for Nvidia's dominance and the global AI chip race.
At GTC 2026, Nvidia CEO Jensen Huang doubled his chip demand forecast to $1 trillion through 2027. Here's what that number actually means — and what it doesn't.
Xiaomi commits to annual smartphone chip releases, challenging Apple and Samsung's dominance. With $6.9B investment and integrated ecosystem strategy, can the Chinese giant succeed?
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Montage Technology's 60% debut surge signals massive investor appetite for Chinese semiconductors amid US export controls and Beijing's self-sufficiency push.
ARM Holdings shares tumbled 12% as licensing revenue missed estimates, signaling deeper shifts in the semiconductor ecosystem and challenging the chip architecture giant's dominance.
ARM CEO Rene Haas dismisses the recent AI software stock plunge as 'micro-hysteria,' arguing efficiency gains will expand rather than shrink the market for AI-capable devices.
AMD's Frankfurt-listed shares tumble after disappointing sales figures, signaling potential cooling in the semiconductor sector's AI-driven growth story.
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AMD shares fell 9% in premarket trading despite beating Q4 revenue expectations, as first-quarter guidance failed to meet some analysts' sky-high AI boom expectations
US security review stalls Nvidia's AI chip sales to China, reshaping global AI supply chains and intensifying tech competition between superpowers.
Jensen Huang's casual China tour coincides with approval of 400,000+ H200 chip sales to Chinese companies. A stunning reversal of Biden-era export controls raises questions about US tech strategy.
How Dutch company ASML's monopoly on EUV lithography machines gives it unprecedented control over AI chip production and global technology leadership.
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Samsung posts record Q4 profits from AI chip boom, but loses annual crown to SK Hynix for first time. What does this shift mean for tech dominance?
