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Apple's iPhone 18 To Get Massive Boost With 2nm A20 Chip: TSMC's Yields Surge Past 70%, Says Analyst Ming-Chi Kuo
Monday, March 24, 2025 - 6:05am | 576Read More...Apple Inc.'s (NASDAQ:AAPL) upcoming iPhone 18 lineup is expected to feature Taiwan Semiconductor Mfg. Co. Ltd.'s (NYSE:TSM) 2nm A20 chip, according to a top supply chain analyst. What Happened: On Saturday, Ming-Chi Kuo, reiterated his previous forecast that the A20 chip, set to power the iPhone 18...
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SoundHound AI Short Interest Jumps To 32.9%: 'Bring It On,' Says CEO, Shorts 'Only Make The Prize Of Winning Bigger' (CORRECTED)
Thursday, March 20, 2025 - 12:15pm | 858Read More...Editor’s Note: The headline has been updated to accurately reflect the CEO’s statement. The short interest in the outstanding shares of the conversational artificial intelligence solution provider, SoundHound AI Inc. (NASDAQ:SOUN) rose during the latest reporting period, however, the...
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Nvidia Loses $420 Billion In Market Capitalization Since DeepSeek Launch, Valuation Hits A 29-Month Low As GTC Fails To Ignite Stock
Wednesday, March 19, 2025 - 4:19am | 987Read More...A slew of announcements at the GTC AI Conference in San Jose, California failed to ignite the shares of Nvidia Corp. (NASDAQ:NVDA) on Tuesday as it slipped over 3% in trade. The chipmaker led by Jensen Huang has wiped $420 billion in investor wealth since DeepSeek was launched on Jan. 10, 2025 What...
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AI Bubble Bursting? Magnificent 7's Profit Margins Face Pressure As 'Capital Spending Can Tumble' In 2025
Tuesday, March 18, 2025 - 5:13am | 799Read More...As the Magnificent 7 companies have estimated a total capital expenditure of over $330 billion on the artificial intelligence infrastructure in 2025, there is a possibility that China’s AI breakthrough, despite chip shortage, could affect their targets, affecting profitability. What Happened...
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Ray Dalio Says China Is 'Way Ahead' In AI And Robotics: US Lags in Mass Production
Wednesday, March 12, 2025 - 8:24am | 503Read More...Hedge fund manager and billionaire investor Ray Dalio reiterated his stance on China’s dominance in the application and usage of artificial intelligence technology. What Happened: The founder of Bridgewater Associates, Dalio, while speaking at a CNBC event, Converge Live in Singapore,...
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China Is 'Very Sneaky,' Will Source Nvidia Chips From 3rd Parties, Says Expert Amid Blackwell Chipmaker's 22% YTD Decline
Tuesday, March 11, 2025 - 5:58am | 894Read More...While the ongoing tariff war and existing chip curbs on China have made it harder to access the latest developments in the U.S. artificial intelligence technology space, this expert says that China can bypass the restrictions to gain access to the Nvidia Corp.’s chips. What Happened: The...
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TSMC Rides AI Wave: Sales Surge 39% In First 2 Months Of 2025 On Higher Demand
Monday, March 10, 2025 - 4:49am | 641Read More...Semiconductor contract manufacturer and design company Taiwan Semiconductor Mfg. Co. Ltd. (NYSE:TSM) reported a 39.2% jump in its two-month revenue for January and February in 2025 as compared to the same period last year. What Happened: TSM reported on Monday that its February 2025 revenue rose 43...
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Broadcom Stock Surges Nearly 13% In Friday Pre-Market: What's Going On?
Friday, March 7, 2025 - 6:38am | 522Read More...Shares of Broadcom Inc. (NASDAQ:AVGO) climbed 12.7% during the pre-market trading session on Friday following the company’s first quarter earnings and revenue beat. What Happened: Broadcom, a leading semiconductor company, reported first quarter revenue of $14.92 billion, surpassing the...
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Trump Administration 'Unlikely' To Support TSMC's Control Of Intel's US Chip Factories: Report
Friday, February 14, 2025 - 10:22pm | 610Read More...The Trump administration is reportedly unlikely to back Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) taking over Intel Corp.(NASDAQ:INTC) U.S. chip factories. What Happened: TSMC, the world’s largest chipmaker, is considering acquiring a controlling stake in Intel’s U.S....
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Auto Slowdown Hits ON Semiconductor In Q4 — Q1 Outlook Also Dim: CEO Warns of 'Persisting Volatility Due To The Geopolitical Uncertainty'
Tuesday, February 11, 2025 - 2:47am | 710Read More...ON Semiconductor Corp. (NASDAQ:ON) missed street expectations in the fourth quarter, predicting a sluggish first quarter for its automotive segment as its shares tumbled over 8% after the earnings report on Monday. What Happened: Lower global automotive demand combined with slower-than-expected...
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Quantum Computing Stocks Are 'Totally Divorced From Reality,' Says Analyst Flagging Inflated Valuations
Friday, January 17, 2025 - 9:07am | 941Read More...Popular quantum computing stocks have been surging following a slew of positive news flow but this valuation metric shows that the stocks could be over expensive. While some analysts stay positive, others believe these could be subject to 'manipulation'. Popular quantum computing stocks have been...
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After Nvidia, Semiconductor Trade Groups Oppose Biden's Chip Export Measures: Rules Threaten To 'Derail Innovation And Economic Growth Worldwide'
Wednesday, January 15, 2025 - 2:59am | 578Read More...U.S. semiconductor trade groups have mounted strong opposition to the President Joe Biden administration’s new chip export restrictions, warning of potential market share losses to global competitors in a private letter to Biden. What Happened: The letter Tuesday, signed by six trade...
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Biden's Final Chip Curbs Set To Shake AI Markets: 10 ETFs With High Stakes In Nvidia, AMD
Thursday, January 9, 2025 - 3:00pm | 710Read More...As Washington ramps up chip export restrictions to unfriendly countries, Nvidia Corp. (NASDAQ:NVDA) and Advanced Micro Devices Inc. (NASDAQ:AMD) are in the midst of a geopolitical power shift that could disrupt the semiconductor industry’s global landscape. In a report shared Monday,...
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Nvidia, Taiwan Semiconductor, AMD, Rumble, And Tesla: Why These 5 Stocks Are On Investors' Radars Today
Monday, December 23, 2024 - 10:08pm | 574Read More...The U.S. stock market ended in the green on Monday. The Nasdaq Composite gained over 100 points, reflecting a nearly 1% increase to 19,764.88. Meanwhile, the Dow Jones Industrial Average saw an increase of 0.2%, closing at 42,906.95. The S&P 500 also experienced a rise, gaining 0.7% to reach 5,...
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Biden Administration Initiates Trade Probe On Chinese 'Legacy' Chips
Monday, December 23, 2024 - 7:58am | 534Read More...The Biden administration has launched a trade investigation into Chinese-produced “legacy” semiconductors. This action, announced on Monday, could pave the way for higher U.S. tariffs on these essential components used in numerous consumer products. What Happened: The “Section 301...
















