Who could gain from DeepSeek’s V4 with China chips poised for stronger demand?
DeepSeek’s launch of its latest artificial intelligence model could likely trigger a broad reassessment of stocks across the…
Semiconductor, AI talent race heats up as Taiwan tightens crackdown on alleged poaching
China’s hunt for semiconductor talent has intensified as Beijing aims to achieve artificial intelligence breakthroughs amid deepening tech…
Samsung-backed AI chip firm Rebellions raises $400 million ahead of IPO
The Rebel-Quad is the second-generation product from Rebellions and is made up of four Rebel AI chips. Rebellions,…
TSMC Shares Hit Record After Goldman Raises Target on AI Demand
This article first appeared on GuruFocus. Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) shares advanced by the most since April,…
AI fuels memory chip shortage that could hit phones and cars
A SK Hynix Inc. 12-layer HBM3E memory chip displayed at the Semiconductor Exhibition in Seoul, South Korea. Bloomberg…
Tech war: Huawei’s computing cluster to power AI projects, challenge US platforms
The Atlas 950 and Atlas 960 SuperPoDs, as well as the Atlas 950 and Atlas 960 SuperClusters, are…