Nvidia stock rises 7% after blockbuster earnings boost AI confidence
Nvidia shares rose Thursday after the chip giant’s revenue guidance reassured investors that artificial intelligence demand will remain…
TSMC sees 45% sales surge as AI demand stays strong
Taiwan Semiconductor Manufacturing Co. (TSMC) signage on the floor of the New York Stock Exchange (NYSE) in New…
AMD buys Taalas, startup that hardwires AI models into its silicon
An AMD employee installs a the first Helios rack-scale AI system in a data center lab in Rockdale,…
CNBC Daily Open: Iran, Oman in talks on Hormuz; SpaceX/Nvidia loyalty
A bull statue at the Korea Exchange (KRX) in Seoul, South Korea, on Wednesday, Nov. 5, 2025. SeongJoon…
Chip sell-off: SK Hynix, Samsung Electronics, SoftBank
A semiconductor wafer is on display at Touch Taiwan, an annual display exhibition in Taipei, Taiwan April 16,…
China’s reported chip breakthrough comes with some big caveats
ASML‘s stock fell Tuesday after a report that China is mass-producing a critical tool that the Dutch tech…
This semi stock just struck a deal with Nvidia. UBS sees big gains ahead
Amkor Technology , a semiconductor packaging and testing company, is poised to rise even more after expanding its…
How a Chinese AI model stopped OpenAI’s ‘unprecedented’ cyber attack
This report is from this week’s The Tech Download newsletter. Like what you see? You can subscribe here. When…
Inside India newsletter: Skyroot rocket puts India alongside U.S., China in private orbital launch
Hello, this is Priyanka Salve, writing to you from Singapore. Welcome to the latest edition of “Inside India” —…
CNBC Daily Open: Generic problems, AI valuations and earnings on tap
An employee monitors bottles as they move along the drug production line inside the packaging unit at the…
Trump’s push for American-made AI chips hits TSMC’s margins
Pressure from President Donald Trump to manufacture advanced semiconductors in the U.S. is increasing costs and squeezing margins…
AMD Helios: Microsoft signs on to rack AI system that rivals Nvidia
After a decade-long comeback, chip giant Advanced Micro Devices is preparing to ship its first rack-scale system for…