Broadcom (AVGO) leads the ASIC market, supplying custom chips for high-performance computing. U.S. policy shifts and AI demand provide tailwinds for peers AMD and Nvidia.

Nvidia Corporation stock surges on resumed H20 chip sales to China, boosting 2025 earnings. Click for my updated look at NVDA stock prospects.

In a rare show of unity, several Chinese AI chipmakers have formed an alliance with domestic AI model startup StepFun to push back against Nvidia’s ...

A reversal of export controls on H20 chips presents a national-security risk, Justin Sherman writes in a guest commentary.

Nvidia placed orders for 300,000 H20 chipsets with contract manufacturer Taiwan Semiconductor Manufacturing Co. (TSMC) last week, two sources said, with one of them adding that strong Chinese demand ...

Nvidia, which stands to make billions, pushes back as Democratic senators criticize the Trump administration for letting the ...

Wall St Analysts Eric Bleeker and Austin Smith delved into the significant implications of NVIDIA‘s (Nasdaq: NVDA) renewed ability to sell H20 GPUs in China, a move that has sent ripples through the ...

A week after Nvidia reportedly told its Chinese customers supplies of its H20 GPUs were limited and restarting production ...

Nvidia ordered 300,000 chipsets from Taiwan Semiconductor Manufacturing Co. as the chipmaker has encountered strong demand in China and sales are expected to resume there, according to Reuters.

Nvidia has ordered 300,000 H20 GPUs from TSMC as Chinese demand surges, despite political backlash over national security ...

Nvidia has ordered 300,000 H20 chips from Taiwan’s TSMC after U.S. President Donald Trump lifted restrictions that blocked ...

Dividend Investor recommendation Whirlpool ( WHR -2.00%) fell 14% following the closing bell after Q2 earnings missed ...