8b Chips - QuikReader

Microsoft debuts custom chips to boost data center security and power efficiency

At the Ignite developer conference today, Microsoft unveiled two new chips designed for its data center infrastructure: the Azure Integrated HSM and the Azure Boost DPU.

Tech - VentureBeat - November 19

STMicroelectronics Sees Slowing Sales and Profit Growth

STMicroelectronics delayed a key sales target it hoped to hit much earlier, and cut its gross margin forecast, as the chip inventory glut that has plagued the industry in recent years continues to ...

Business - The Wall Street Journal - November 20

Nvidia’s revenue nearly doubles as AI chip demand remains strong

US chipmaker reassures investors seeking signs of the strength of boom that has made it world’s most valuable company

Business - Financial Times - 6 days ago

Nvidia beats earnings expectations as investors eye demand for Blackwell AI chips

Nvidia has reported a surge in third-quarter profit and sales as demand for its specialized computer chips that power artificial intelligence systems remains robust

Tech - ABC News - 6 days ago

Nvidia earnings: AI chip leader shows no signs of stopping mammoth growth

World’s most valuable company delights investors as it reports $35bn of revenue in quarterly results. The AI chipmaker Nvidia, the world’s most valuable company and the engine of the ...

World - The Guardian - 6 days ago

Nvidia Says Its Blackwell Chip Is Fine, Nothing to See Here

Chip production delays and a rumored overheating issue haven’t slowed down Nvidia, which reported another quarter of blockbuster earnings and said Blackwells are now in the hands of Microsoft and ...

Tech - Wired - 6 days ago

Will Republicans continue to support subsidies for the chip industry? | PwC interview

The Chips & Science Act was a bipartisan law passed to give $52 billion to the U.S. semiconductor industry. Will Republicans stand behind it?

Tech - VentureBeat - 6 days ago

Japanese Chip Maker Kioxia Plans Tokyo Market Debut

Kioxia plans to raise more than $740 million in its initial public offering, seeking growth capital to meet rising demand for chips used in artificial intelligence and data centers.

Business - The Wall Street Journal - 5 days ago

Washington Curtails Intel’s Chip Grant After Company Stumbles

The Biden administration is reducing its award to the chip maker, partly to account for a multibillion-dollar military contract.

Business - The New York Times - 2 days ago

Intel Gets Up to $7.9 Billion Award for U.S. Chip-Plant Construction

The government grant is less than originally expected because the chip giant is also receiving separate funding for defense-related projects.

Tech - The Wall Street Journal - 19 hours ago

Intel and Commerce Department finalize $7.9 billion CHIPS Act grant

The struggling chipmaker has cut jobs and pared back expansion plans as it grapples with its worst downturn ever, making the CHIPS Act money a welcome boost.

Business - CNBC - Yesterday

Trump accuses Taiwan of stealing U.S. chip industry. Here's what the election could bring

Trump said tariffs should be put on Taiwan's chips during an appearance on "The Joe Rogan Experience" podcast.

Business - CNBC - October 28

TSMC Chips Ended Up in Devices Made by China’s Huawei Despite U.S. Controls

The U.S. government has tried to keep Chinese companies from obtaining certain advanced technologies, but concerns have been growing that some products may have been routed to Huawei.

Business - The New York Times - October 29

Tua Tagovailoa blasts critics after mishandled snap, says play only looked easy 'on your couch eating chips'

The Dolphins quarterback returned to action last week against the Cardinals after missing over a month due to a concussion

Sports - CBS Sports - October 31

House Speaker Johnson says GOP may try to repeal CHIPS Act, then walks it back

House Speaker Mike Johnson is trying to clarify remarks he made at a New York campaign rally where he suggested that Republicans may try to repeal legislation that has spurred U.S. production of ...

Tech - ABC News - November 1

Harris slams Speaker Mike Johnson for saying the GOP may repeal CHIPS Act

Vice President Kamala Harris tore into Speaker Mike Johnson, R-La., on Saturday for his comment that Republicans might seek to repeal the CHIPS and Science Act if they take control of Congress in ...

Politics - NBC News - November 2

Harris defends CHIPS Act after House Speaker Johnson suggests GOP would try to repeal law

Donald Trump regularly attacks Vice President Kamala Harris and President Biden for the CHIPS Act.

Business - CNBC - November 2

Wall Street frenzy creates $11bn debt market for AI groups buying Nvidia chips

Huge loans for ‘neocloud’ groups raise concern over chipmaker’s dominance of artificial intelligence market

Business - Financial Times - November 4

SK Hynix rallies 6.5% after Nvidia boss Jensen Huang asks firm to expedite next-generation chip

SK Group Chair Chey Tae-won said Nvidia CEO Jensen Huang asked him if SK Hynix could move the supply of high-bandwith memory (HBM) chips forward by six months.

Business - CNBC - November 4

From AI to Musk’s Brain Chip, the F.D.A.’s Device Unit Faces Rapid Change

The new director overseeing medical devices will confront criticisms about hasty approvals as she ushers in revolutionary technology.

Business - The New York Times - November 5

Trump likely to uphold CHIPS Act despite his campaign rhetoric, policy experts say

President elect Donald Trump is unlikely to roll back the Biden administration’s CHIPS and Science Act, despite his campaign rhetoric on the bill, experts say.

Business - CNBC - November 7

House panel questions chip manufacturing equipment makers over any ties to China

The top lawmakers on the House China select committee pressed various semiconductor equipment makers on their business sales with China amid growing concerns about the nation’s competitive ...

Politics - The Hill - November 8

Nvidia is the world's most valuable company (again). What's next for the AI chip king?

Multiple Wall Street analysts upped their price targets on the stock ahead of earnings next week.

Business - CNBC - November 11

LNG exports could prove crucial bargaining chip in US-EU trade talks

Share prices of companies in the sector have surged on expectations of higher natural gas exports to Europe

World - Financial Times - November 12

Analysts are conflicted on industrials — and why we disagree with a sell call on Starbucks

The Investing Club holds its "Morning Meeting" every weekday at 10:20 a.m. ET.

Business - CNBC - November 13

Homeowners are using this hack to cut their mortgage payments in half — and chip away at the housing shortage

California homeowners are embracing tiny homes in their backyards. The movement has offered a blueprint for cities across the U.S. that are grappling with a housing shortage.

Business - MarketWatch - November 16

Biden administration finalizes $6.6B in chips grants for TSMC before Trump takes office

The White House on Friday announced it had finalized an agreement with a major semiconductor manufacturer to invest billions of dollars in facilities in Arizona as President Biden looks to cement ...

Politics - The Hill - November 15

Elon Musk's xAI raising up to $6 billion to purchase 100,000 Nvidia chips for Memphis data center

Elon Musk's artificial intelligence company xAI is raising up to $6 billion at a $50 billion valuation, according to CNBC's David Faber.

Business - CNBC - November 15

Nvidia’s stock falls 3% after report of fresh issue with Blackwell AI chips

Blackwell GPUs are overheating when connected in custom server racks, according to a report from The Information.

Business - MarketWatch - November 18

Jim Cramer's big takeaway from the market reaction to Nvidia's earnings beat