Latest in Chip Ambitions Hit
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World - Financial Times
Germany’s chip ambitions hit after US tech group shelves plans for plant
Chancellor Olaf Scholz’s industrial policy comes under attack following decision by Wolfspeed7 hours ago -
Business - Financial Times
Arm cancels Qualcomm’s chip design licence amid legal dispute
The SoftBank-backed company is battling the US semiconductor maker over royalty payments16 hours ago -
Business - Financial Times
TSMC says it alerted US to potential violation of China AI chip controls
Chipmaker reported having received order for processor resembling that of Chinese company HuaweiYesterday - China -
World - Financial Times
Nikon seeks to diversify beyond cameras and chips amid geopolitical tensions
Japanese company’s chipmaking equipment has escaped US export restrictions to China but situation is volatile, says chief3 days ago -
Business - MarketWatch
How the CEO of this upstart Nvidia rival hopes to seize on the lucrative market for AI chips
Andrew Feldman leads Cerebras Systems, a company whose eventual IPO could pave the way for more AI chip companies to go public4 days ago -
Business - CNBC
S&P 500 eyes another record close — plus, our 2 health-care stocks that defied the group
Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.5 days ago -
Sports - Yahoo Sports
Exclusive-Samsung delays taking deliveries of ASML's chip gear for its new US factory, sources say
Samsung Electronics has postponed taking deliveries of ASML chipmaking equipment for its upcoming factory in Texas as it has yet to win any major customers for the project, three people familiar ...5 days ago -
Business - MarketWatch
Nvidia’s stock sets one record but falls short of another
While TSMC issued upbeat commentary on the state of the AI market, Wall Street perhaps already had that confidence.5 days ago -
Business - The Wall Street Journal
AI Boom Is Real---and Really Profitable---Says Chip Maker TSMC
The world’s largest contract chip maker says revenue from AI-related products is expected to triple this year.6 days ago -
Business - CNBC
ASML just gave us a first glimpse into how U.S. chip export curbs will dent its China sales
ASML on Tuesday offered the first glimpse into how U.S. restrictions on exports of its advanced chip manufacturing tools to China will impact its sales in the Asian country.6 days ago - China -
Business - MarketWatch
TSMC set to produce first chips from new Arizona plant at start of 2025
TSMC is building three new facilities in Arizona in order to protect its business against mounting tensions between China and the U.S.6 days ago -
Business - Financial Times
TSMC profits jump 54% on back of AI chip boom
World’s biggest chipmaker says demand has recovered across all segments despite fears of industry slump6 days ago -
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Business - The Wall Street Journal
China Security Group Urges Review of Intel's Chips as Tech Tension With U.S. Rises
The Chinese industry group said that Intel’s products have shown security vulnerabilities and high failure rates.6 days ago - China -
Business - Financial Times
ASML pours vinegar on investors’ chips banquet
Purveyor of chipmaking equipment warns of cooling demand, but it’s not just customers spoiling the feastOctober 16 -
Business - The Wall Street Journal
Chip Stock Selloff Persists in Europe, Asia After ASML Warns of Slower Recovery
Chip stocks in Europe and Asia continued to fall Wednesday after Dutch semiconductor-equipment maker ASML Holding warned the recovery for some areas of the industry could extend well into next ...October 16 -
Business - MarketWatch
ASML says chip-market slump will mainly impact sales to China
A day after a profit warning that rocked the stock market, executives at ASML Holding said the slower-than-expected recovery in the microchip market will have the sharpest impact on sales to China ...October 16 - China -
Business - CNBC
Why Big Tech is turning to nuclear to power its energy-intensive AI ambitions
Large tech firms are turning to alternative power sources like nuclear as a way to fulfill growing energy demands from data centers.October 16 -
Business - CNBC
Global chip stocks fall on ASML's disappointing outlook, possible U.S. export cap
Global semiconductor stocks dropped, after ASML's third-quarter results pointed to a weaker 2025 sales outlook than the Dutch firm guided previously.October 16 -
Business - CNBC
ASML share plunge wipes over $50 billion off Dutch chip giant's value
ASML published its third-quarter earnings Tuesday, a day earlier than expected.October 16 - Netherlands -
Business - CNBC
The UAE can guarantee the 'safety and the security’ of U.S.-made chips, G42 CEO says
The comments come as Washington reportedly continues to weigh limits on advanced chip sales to the Middle East over national security concerns.October 16 -
World - ABC News
Canada-India dispute over assassination allegations could impact Modi's global ambitions
A diplomatic row that has strained bilateral relations between India and Canada for over a year has boiled over as the countries expelled each other’s top diplomats over the killing of a Sikh ...October 15 -
Tech - The Wall Street Journal
Intel, AMD Create Advisory Group to Shape Future of X86 Architecture
The two companies and other technology giants will work together to shape the future of the x86 chip as the landscape transitions to dynamic artificial-intelligence workloads.October 15 -
Business - Inc.
Wolfspeed, a Maker of EV Chips, Gets $750 Million in Grants for North Carolina Plant
The government money, and matching funds from a group of financial firms, will be used for its new silicon carbide wafer plant in the Research Triangle area.October 15 -
Business - The Wall Street Journal
ASML Expects Slower Semiconductor Recovery, Weighing on Chip Stocks
The company posted orders below analysts’ expectations as chip makers held back spending on key production equipment.October 15 -
Business - CNBC
Don't own the AI chip leaders? Jim Cramer says this might be your chance to act
The Investing Club holds its "Morning Meeting" every weekday at 10:20 a.m. ET.October 15 -
Tech - ABC News
Biden admin to provide $750 million to North Carolina-based Wolfspeed for advanced computer chips
The Biden-Harris administration announced plans to provide up to $750 million in direct funding to Wolfspeed, with the money supporting its new silicon carbide factory in North Carolina that makes ...October 15 - Joe Biden -
Business - CNBC
Asian semiconductor stocks rise after shares of AI chip darling Nvidia hit a record high
Nvidia's gains in share price lifted its market value to top $3.4 trillion, unseating Microsoft as the second most valuable company on Wall Street.October 15 -
Tech - VentureBeat
Chip industry faces talent shortage as revenues head to $1 trillion | Deloitte
Deloitte says the chip industry will hit $1T in 2030, but a huge talent shortage looms across the entire world.October 15 -
Business - MarketWatch
U.S. reportedly considering caps on exports of AI chips to certain countries
U.S. officials are considering capping sales of advanced AI chips to certain countries in the interest of national security, Bloomberg News reported Monday night.October 15 -
Tech - VentureBeat
Lidwave raises $10M to improve machine vision with on-chip 4D LiDAR
Lidwave has raised $10 million to make machine vision better when it comes to spotting pedestrians in a busy landscape.October 14