Latest in Blackwell Chips
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Amazon steps up effort to build AI chips that can rival Nvidia
Big Tech group’s Annapurna Labs is spending big to build custom chips that lessen its reliance on market leaderBusiness - Financial Times - November 12 -
Nvidia earnings are a test for chip stocks as software has stolen the limelight
Nvidia’s earnings could give a jolt to other AI semiconductor plays if the outlook impresses, but don’t expect software stocks to lose shine during a seasonally strong quarter.Business - MarketWatch - November 13 -
ASML shares rise as chip-equipment maker confirms 2030 outlook
ASML Holding on Thursday reiterated its 2030 targets, a move that relieved investors after a profit warning last month.Business - MarketWatch - November 14 -
TSMC secures $11.6bn in funding as Chips Act faces uncertain future
Joe Biden’s administration is pushing to distribute funds before Donald Trump retakes the White HouseWorld - Financial Times - 6 days ago -
Taiwan Semiconductor secures CHIPS Act funding for three Arizona plants
Taiwan Semiconductor Manufacturing Co. is being awarded up to $6.6 billion in CHIPS Act funding, the Commerce Department said Friday.Business - MarketWatch - 6 days ago -
Arizona Chip Plant Gets $6.6 Billion Ahead of Trump Return
Taiwan Semiconductor Manufacturing’s U.S. unit will get federal money from the CHIPS Act, and will share some profits with the government.Business - Inc. - 6 days ago -
The New Chip Shot in the N.F.L.: 50-Yard Field Goals
Kickers are better than ever, but the record pace of long attempts this season has been remarkable.Top stories - The New York Times - 4 days ago -
Biden Team Races to Deliver Chip Grants Before Trump Takes Over
Government officials and chip makers like Intel are in talks over billions of dollars aimed at growing domestic manufacturing.Tech - The Wall Street Journal - 2 days ago -
Nvidia rivals focus on building a different kind of chip to power AI products
Building the current crop of artificial intelligence chatbots has relied on specialized computer chips pioneered by Nvidia, which dominates the market and made itself the poster child of the AI boomTech - ABC News - 2 days ago -
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 - 2 days ago -
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 - Yesterday -
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 companyBusiness - Financial Times - 23 hours 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 - Yesterday -
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 - 8 hours ago -
TSMC denies U.S. is probing the company after report suggests blacklisted Huawei is using its chips
TSMC has denied a report that the U.S. is investigating its dealings with Huawei, following news that one of its chips has been found in a Huawei product.Business - CNBC - October 23 -
Germany’s chip ambitions hit after US tech group shelves plant plans
Chancellor Olaf Scholz’s industrial policy comes under attack following decision by WolfspeedWorld - Financial Times - October 23 -
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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 concussionSports - 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 marketBusiness - 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 EuropeWorld - 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 - 5 days ago -
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 - 6 days ago
