Complexity, uncertainty, and lots of moving pieces will challenge the semiconductor industry for years to come.

As AI continues transforming the technology landscape, understanding where and why value is created across the stack will ...

When it comes to designing semiconductor chips used to power artificial intelligence (AI) workloads, two companies stand head and shoulders above the rest: Nvidia (NASDAQ: NVDA) and Broadcom ...

Nvidia and Broadcom have become two of the most important players in the AI chip space. Nvidia has become the clear market leader in the GPU space. However, Broadcom's custom AI chips have been ...

Banning Nvidia chips won't halt China's AI progress, analysts say. Chinese firms are reducing reliance on Nvidia, finding alternatives like Huawei. Banning H20 chip exports would 'make no sense ...

China-based Huawei Technologies is planning to commence large-scale shipments of its 910C AI chip to domestic clients as early as next month, reported Reuters, citing two sources familiar with the ...

Don't miss our "Market Insights" piece on how DeepSeek's R1 model is shaking up AI chip investments by potentially altering demand for compute power—check it out now to stay ahead of the curve.

the primary AI chip that Nvidia had until recently been allowed to sell freely in the Chinese market. This month, U.S. President Donald Trump's administration told Nvidia that sales of the H20 ...

SINGAPORE/BEIJING — Huawei Technologies plans to begin mass shipments of its advanced 910C artificial intelligence (AI) chip to Chinese customers as early as next month, two people familiar with the ...