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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.9 hours 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.9 hours 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.9 hours 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 slump10 hours ago -
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 feastYesterday -
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 ...Yesterday -
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 ...Yesterday - China -
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.Yesterday - Netherlands -
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.2 days ago -
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.2 days ago -
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.2 days ago -
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.2 days ago -
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 ...2 days ago - 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.2 days ago -
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.2 days ago -
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.2 days ago -
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.3 days ago -
Lifestyle - The New York Times
Global First Ladies Alliance Is a School for First Ladies (and First Gentlemen Are Welcome)
It’s a highly visible role that usually comes with no job description or salary. This group aims to assist. (And yes, first gentlemen are welcome.)5 days ago