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News

OPINIONS

 pegatron-chair-calms-taiwan-semiconductor-leak-drama-says-chip-rivalry-cant-steal-its-edge

Nvidia's strong quarterly results boosted semiconductor names, including key supplier Taiwan Semiconductor.

 elon-musk-says-starship-can-deliver-300-gw-solar-ai-satellites-per-year-but-theres-one-major-piece-of-the-puzzle-that-stands-in-its-way

Elon Musk claims Starship rocket can deliver 300 GW solar-powered AI satellites to orbit, solving the tonnage to orbit.

 amd-and-arm-are-quietly-pulling-ahead-in-us-chip-shipments--while-intel-battles-shortages

U.S. chip demand shifts to AMD and Arm, outpacing Intel in PC and server shipments due to supply constraints and AI growth oppo...

 september-jobs-report-set-for-thursday-release-as-government-shutdown-data-fog-lifts

The first economic report after the government shutdown, September's nonfarm payrolls, highlights missing data and uncertai...

 david-teppers-hedge-funds-bets-on-amd-nvidia-in-q3-takes-profits-on-intel

A new 13F filing shows David Tepper's hedge fund betting on regional banks, semiconductors and more.

 key-ai-chip-supplier-asml-deepens-ties-with-samsung-and-sk-hynix-in-south-korea

ASML expands in South Korea with new campus to deepen collaboration with Samsung and SK hynix, aiming to support advanced chip ...

 eric-schmidt-says-free-chinese-ai-models-could-overtake-western-systems-in-global-use

Former Google CEO Eric Schmidt cautions about cost and accessibility of AI models, which could lead to global reliance on Chin...

 zohran-mamdani-says-no-more-thanking-veterans-today-forgetting-tomorrow--trump-obama-and-others-express-gratitude-for-service

America's top political and tech leaders — including Donald Trump, Barack Obama, Tim Cook, and Sundar Pichai — marked Veter...

 softbank-says-skipping-ai-is-riskier-than-betting-big

SoftBank Group reports 7.8% increase in quarterly net sales, with strong performance from Arm Holdings and Vision Fund investme...

 intel-ceo-lip-bu-tan-takes-charge-of-ai-strategy-at-chipmaker-after-cto-sachin-katti-departs-for-chatgpt-parent-openai

Intel CEO Lip-Bu Tan has taken direct control of the company's AI strategy following CTO Sachin Katti's departure to Op...

 nvidia-ceo-jensen-huang-pushes-back-on-elon-musks-plan-to-build-chip-fab-says-what-tsmc-does-is-extremely-hard

Nvidia CEO Jensen Huang seems to have cautioned Tesla boss Elon Musk against underestimating the complexities of semiconductor ...

 tsmc-samsung-and-maybe-intel-why-teslas-chip-strategy-is-trying-to-cover-every-foundry

Elon Musk faces a new problem: global chip shortage for Tesla's AI ambitions. He plans to work with TSMC, Samsung, and Inte...

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