Chip stocks including Nvidia and Arm fell Thursday after an Nvidia supplier, SK Hynix, spoke about uncertainty in semiconductor demand in 2025 on its earnings call.

Under mounting US sanctions on AI chips, Chinese domestic GPU companies are accelerating development and entering capital ...

On January 16, 2025, reports emerged that Muxi Integrated Circuit Co., Ltd. (MetaX), a Chinese GPU manufacturer, entered the IPO pipeline for the A-share market after completing its corporate ...

Analysts from Wolfe Research, Goldman Sachs, and HSBC downgrade AMD, citing weak AI chip demand and rising competition. Could ...

The Information notes that Blackwell GB200 racks, crucial components in data centers, have exhibited problems during initial ...

According to the latest rumors, AMD priced its new RDNA 4 graphics card lineup too high to compete with the Nvidia GeForce ...

AMD sees a Wolfe Research downgrade as data center GPU growth lags, but its MI350 AI chip could be a game-changer.

Nvidia has revealed the RTX 5000 series die sizes, showing that most of its new graphics cards have shrunken chips, but not ...