May 4. From China's EUV light source milestone and Intel's turnaround push to Nvidia's evolving China strategy and TSMC's AI chip roadmap, the semiconductor sector saw a week of pivotal shifts.

Power and GPU scarcity continues to be center stage. Executives repeated the phrase “critical‑path” when discussing megawatt ...

NVIDIA's CEO addresses US lawmakers and shares concerns about how chip sanctions is indirectly boosting Huawei's position in ...

New satellite confirm how Huawei is scaling up advanced chipmaking in Shenzhen, preparing domestic AI hardware as ...

Seaport Global Securities analyst Jay Goldberg recently downgraded Nvidia to a sell rating and issued a $100 price target, ...

NVIDIA CEO Jensen Huang seems concerned over Huawei growing out of control, warns of creating a global market for Huawei AI ...

Nvidia is redesigning AI chips to comply with U.S. export rules while serving Chinese clients like Alibaba, ByteDance, and Tencent.

Trump's China tariffs aren't temporary negotiating tools; they're permanent strategic realignments. These aren't just tariffs - they're divorce papers. Signed, sealed and delivered straight to Beijing ...

Nvidia's stock rises as the company adapts AI chips for China's market and gains support from Amazon's AI infrastructure ...

Nvidia CEO Jensen Huang made headlines this week when he told reporters the artificial intelligence chips race between the ...

Nvidia has publicly rebuked Anthropic after the AI lab called for tighter U.S. export controls on advanced AI chips to China.

Nvidia has reportedly informed major Chinese tech firms about new AI chips designed to meet US export controls, aiming to ...