Nvidia isn’t sweating Google’s AI chip progress, declaring itself “a generation ahead of the industry.” The confident statement comes as Meta considers spending billions on Google’s chips, sending Nvidia shares down over 3% on Tuesday.
Taiwan Semiconductor Manufacturing Company has filed a lawsuit against former vice-president Lo Wei-Jen, who retired in July and joined rival Intel. TSMC alleges he may leak trade secrets and didn’t disclose his Intel plans during exit interviews. The case comes amid US efforts to boost domestic chi
AMD is preparing to increase Radeon graphics card prices by at least 10% as AI demand drives up DRAM costs. The timing couldn’t be worse for holiday shoppers, with current Black Friday deals potentially being the last good prices before the hikes hit retail. Similar pressures could affect NVIDIA and
ASML has launched its first American training center in Phoenix, Arizona, designed to address the semiconductor industry’s critical talent shortage. The facility will train engineers on cutting-edge DUV and EUV equipment that powers modern chip manufacturing.
A major Linux PC builder has scrapped plans for Snapdragon X Elite laptops after 18 months of development struggles. The company cited poor battery performance and missing driver support as key dealbreakers. They’re now looking ahead to the Snapdragon X2 Elite in 2026 for potential Linux compatibili
The Trump administration approved massive AI chip exports to Saudi Arabia and UAE while tech CEOs court Middle Eastern leaders. But this “AI diplomacy” approach faces serious geopolitical and strategic challenges that could backfire spectacularly.
Nvidia’s impressive earnings report initially boosted markets, but the rally collapsed by afternoon. Investors remain worried about tech valuations and economic uncertainty despite the AI chipmaker’s strong performance.
According to Forbes analysis, ARM’s $140 billion valuation requires the company to triple revenue while achieving 40% GAAP net margins. The smartphone market is capped, and data center growth faces stiff competition from low-royalty models and RISC-V alternatives.
Nvidia reports fiscal third-quarter earnings Wednesday with analysts expecting $54.92 billion in revenue. The AI chip giant faces intense scrutiny over its massive $500 billion order backlog and potential China market access. CEO Jensen Huang’s guidance for next quarter will be crucial for the AI in
The memory industry is experiencing massive supply shocks as manufacturers rush to stockpile inventory. DRAM shortages are expected to continue through 2027, forcing companies like ASUS and MSI into panic buying mode. This could mean significantly higher prices for consumer PCs and devices in the co
