#semiconductors

Nvidia reported record $68B quarterly revenue as AI token demand explodes exponentially. But Chinese competitors and sustainability concerns are emerging challenges.

Meta strikes multi-billion dollar chip deal with AMD, considering 10% stake. Will this challenge Nvidia's AI dominance and reshape the semiconductor landscape?

Nvidia's Q4 results expected to hit $65.6B, but markets now demand proof of acceleration, not just scale. The AI trade faces its biggest stress test yet.

Phison CEO warns of severe memory chip shortage in late 2026 that could force product cuts and company closures across tech industry

India's entry into Pax Silica reshapes global semiconductor power dynamics, but questions emerge about the true cost of America's chip diplomacy strategy.

Cadence Design Systems' strong earnings reveal the accelerating trend of system companies designing their own chips. Apple and Google lead the way, but who wins and loses in this shift?

Japanese chipmaker Renesas partners with US foundry GlobalFoundries to produce next-gen automotive semiconductors, potentially reshaping the global chip landscape.

Google alums raise $300M at $4B valuation in just 4 months to automate chip design. Their AI cuts year-long processes to 6 hours - but the real goal is AI designing chips for AI.

Sony delays PS6 to 2028-2029 as AI data centers hoard memory chips. Nintendo raises Switch 2 price to $450. Is this the end of predictable console cycles?

Despite record AI infrastructure spending reaching $600 billion, Nvidia shares remain flat for six months. Investors question when massive capex will translate to returns.

Arista Networks CEO reveals shocking shift in AI chip deployments. Nvidia's market share falls from 99% to 80% in just one year as AMD captures 20-25% of new installations.

US-Taiwan trade deal offers 15% tariffs in exchange for $84B purchases, but Taiwan calls the 40% semiconductor supply chain relocation demand 'impossible