Latest in Nvidia Chips
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Apple announces new iMac with M4 chip, starts at $1,299
Apple on Monday announced an updated iMac with the company's latest M4 chip.Business - CNBC - October 28 -
China arrests South Korean chip engineer on espionage charges
Move escalates battle over intellectual property theft between Beijing and Seoul in critical semiconductor sectorBusiness - Financial Times - October 29 -
Chip stocks are ready for a big rally, based on this ‘truly unusual’ data point
History suggests it’s highly likely that chip stocks will outperform their software rivals over the next several months.Business - MarketWatch - October 29 -
Apple updates MacBook Pro laptops with new chips, more memory for AI
Apple is making a significant upgrade to its lineup of computers to better support Apple Intelligence.Business - CNBC - October 30 -
Apple updates MacBook Pro laptops with new chips, more memory for AI
Apple on Wednesday introduced new MacBook Pro laptops with updated processors, in what is likely the company’s last major hardware announcement of the year.Top stories - NBC News - October 30 -
Samsung Electronics' chip profit shrinks 40% from the previous quarter
The semiconductor unit reported third-quarter operating profit of 3.86 trillion won (about $2.8 billion), down 40% from the previous quarter.Business - CNBC - October 31 -
New York State Chosen as National Center for Chip Manufacturing Research
The Biden administration will place a hub of a newly created national semiconductor technology center in upstate New York.Business - The New York Times - November 1 -
Samsung reports 'major' progress in supply deal for AI chips
Samsung Electronics has reported progress on a major supply deal for artificial intelligence-focused chips, aiming to reassure investors following a slowdown in semiconductor profits during the ...World - ABC News - October 31 -
A Year on, Intel’s Touted AI-chip Deals Have Fallen Short
Despite increased sales projections overall, the chipmaker did not sell as many of its Gaudi AI chips as its CEO hoped.Business - Inc. - November 1 -
Speaker Johnson does clean up on CHIPS Act repeal question
Speaker Mike Johnson (R-La.) quickly backtracked after saying at a campaign event on Friday that he would “probably” move to try to repeal the CHIPS and Science Act, marking the second time in a ...Politics - The Hill - November 2 -
Harris slams Speaker Johnson’s comments about CHIPS Act
Vice President Harris took a swipe at Speaker Mike Johnson (R-La.) Friday evening, after Johnson said on the campaign trail that he would "probably" move to try to repeal the CHIPS and Science Act. ...Politics - The Hill - November 2 -
Graphene-chip implant in UK trial could transform brain tumour surgery
Cancer cell detector made of material that won its inventors Nobel prize is hailed as ‘clinical milestone’. A revolutionary device designed to transform the surgical treatment of brain tumours is ...World - The Guardian - November 3 -
U.S. Chip Toolmakers Move to Cut China From Supply Chains
Applied Materials and Lam Research are telling vendors to follow new restrictions, spurred by U.S. government pressure.Tech - The Wall Street Journal - November 4 -
House Speaker Johnson Walks Back Talk of Repealing CHIPS Act
In an up for grabs New York congressional district getting a Micron plant through federal grants, a comment that the GOP ‘probably will’ try to repeal the program quickly gets massaged to a desire ...Business - Inc. - November 4 -
Mystery Surrounds Discovery of TSMC Tech Inside Huawei AI Chips
The apparent use of TSMC circuitry, believed to have first routed through a Chinese chip firm, shows the difficulties for the U.S. in enforcing a tech crackdown.Tech - The Wall Street Journal - November 5 -
Why Trump May Drop Plans to Repeal Biden’s Chips Act
The president-elect has a record of reversing policies from prior administrations, but there are many reasons he might spare Biden’s program to boost domestic semiconductor manufacturing.Business - Inc. - November 7 -
House Committee Targets Chip Technology Firms for China Ties
It requested information from a handful of firms that make chip manufacturing possible about their commercial ties to China.Business - The New York Times - November 8 -
TSMC to close door on producing advanced AI chips for China from Monday
World’s biggest contract chipmaker acts to ensure it is in line with US restrictions on Chinese access to latest processorsWorld - Financial Times - November 8 -
Here’s How China’s Chip Industry Plans to Deal With Trump’s Term
Anticipating further combative interactions over trade, the Chinese semiconductor industry is make new friends and boosting hiring.Business - Inc. - November 11 -
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 - November 15 -
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 - November 15 -
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. - November 15 -
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 - 6 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 - 4 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 - 4 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 - 3 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 - 2 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 - Yesterday -
Big Tech Carries the Entire Stock Market — and Nvidia Fuels Big Tech
The Magnificent Seven have doubled the returns of the S&P 500 in 2024, but much of the outperformance can be chalked up to chip giant Nvidia.Business - Inc. - October 25 -
This chart shows how Nvidia soared back toward the top of the tech heap
Nvidia has tacked on more than $1 trillion in market cap in less than three months, as it looks to reclaim the title of most valuable U.S. company.Business - MarketWatch - October 26 -
Nvidia’s stock is up nearly 200% this year, and a critical time for tech awaits
With Alphabet, Meta, Microsoft and Amazon all set to report results this week, chip-sector investors should pay attention to cloud growth and spending forecasts.Business - MarketWatch - October 28 -
Palantir is now worth $100 billion — and may be like Nvidia in one regard
Palantir is helping companies incorporate AI into their businesses — and one analyst says it’s succeeded “more than any company (not named Nvidia).”Business - MarketWatch - October 28 -
Don’t let the stock’s selloff fool you. Nvidia had a great week.
Big cloud companies aren’t backing down from their AI spending, which bodes well for Nvidia.Business - MarketWatch - November 1 -
Nvidia to join Dow Jones Industrial Average, replacing rival chipmaker Intel
Nvidia is replacing Intel in the Dow Jones Industrial Average, a shakeup that reflects a massive change in the semiconductor industry.Business - CNBC - November 1
