Applied Materials' revenue forecast signals weak spending outside AI chips
Applied Materials forecast first-quarter revenue below Wall Street estimates on Thursday, a sign of sluggish demand for the ...
TSMC is reportedly suspending production of advanced AI chips for Chinese firms
TSMC has told customers it'll no longer manufacture AI chips at advanced process nodes of 7 nanometers or smaller for Chinese ...
Alibaba: Trump Changed The Scenario (Rating Downgrade)
Trump's tariffs and TSMC's AI chip supply issues threaten Alibaba's growth. See why BABA stock is downgraded to sell in the ...
US Asks Nvidia, Apple Supplier TSMC To Halt Shipments To China After Its Chip Was Found In Huawei AI Processor: Report
The U.S. has reportedly asked Taiwan Semiconductor Manufacturing Co (TSMC) to halt shipments of chips used in AI applications ...
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Alibaba Could Be A Surprise Winner As New Tailwinds Emerge
Alibaba would also need to deliver a similar improvement in AI services to recover some of its bullish momentum. Chip restrictions have hurt Alibaba to some extent, but over the long term ...
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TSMC Halts AI Chip Production for China
TSMC, the world's leading contract chipmaker, has announced it will halt production of advanced AI chips for its Chinese ...
SoftBank first to receive new Nvidia chips for supercomputer
SoftBank's Japanese telecoms unit will receive the first chips using Nvidia's latest Blackwell design for its supercomputer, ...
How will the new US administration impact Chinese chip tech?
It has been interesting to observe how US restrictions have started having the opposite effect than intended, forcing China ...