Nvidia is far and away the main supplier of AI-focused GPUs, with an estimated market share of over 90%. This virtual monopoly has paid off for Nvidia (quite literally), increasing its revenue from $8 ...

Upstart has beaten the market despite a huge selloff after the Q2 report. Meta's hard pivot into AI has drawn considerable ...

Palantir's high valuation lacks scalability and a strong moat like Nvidia. See why caution and strategic put options are ...

TSMC will exit the gallium nitride wafer foundry business within two years, a move that has prompted US chipmaker Navitas ...

Tesla shuts down its Dojo AI supercomputer, ending in-house chip efforts as Elon Musk shifts focus to AI5/AI6 chips and ...

U.S.-China trade tensions and new revenue-sharing rules impact Nvidia Corporation & Advanced Micro Devices, Inc.'s AI chip ...

Taiwan Semiconductor Manufacturing Co. (TSMC) will phase out its 6-inch wafer manufacturing business over the next two years and continue consolidating its 8-inch wafer production capacity to improve ...

Now that Nvidia finally has US approval to sell its H20 chips to China, the country is voicing concerns about the AI hardware ...

Nvidia and AMD agree to pay 15% of revenue from advanced AI chip sales in China to the U.S. government in exchange for export licenses, reshaping the cost of access to the Chinese market and impacting ...

Former board members have gone as far as to suggest Intel should divest its entire manufacturing business. Barrett, who ...

Manufacturing powerhouses Mexico, Malaysia, and India want to become less reliant on expensive imports — without competing ...

Taiwan's cabinet is still negotiating for more favourable tariff rates after U.S. President Donald Trump imposed a 20% levy ...