China’s semiconductor sector saw a steep one-third decline in funding inflows this year amid US restrictions on advanced chips and overcapacity concerns in legacy chips, according to data from a ...
Over the last month, we've seen some top chip stocks take very diverse paths. NVDA had a monster rally already, so one might expect some consolidation. But AMD is down over 20% in the past six ...
Despite these challenges, Samsung could regain momentum if it secures supply deals with Nvidia, which dominates over 90% of the global AI chip market. China's response and market impact In a ...
Google's Willow quantum chip, with 105 qubits, enhances AI and quantum applications, boosting sentiment. Despite competitors IBM (156 qubits) and Microsoft (topological qubits), Google leads when ...
Now, they are behind in AI chip development and cannot produce 2-nanometer chips — only TSMC and Samsung can. Spinning off Intel’s foundry operations may offer short-term gains, but it would make the ...
Samsung Electronics and Taiwan Semiconductor Manufacturing ... determine the future of computing but also redefine the competitive dynamics of the global chip market.
The finding is notable, however, because it suggests that U.S. restrictions are at least stalling the country’s advances in chip technology. “The primary impact of the export controls has not ...
Arm underscores the intense world of IP, pitting customer against manufacturer. Two of the globe’s largest chip manufacturers will clash in court this week due to a disagreement over ...
An icon in the shape of a lightning bolt. Impact Link A legal battle between two of the world's biggest chip companies, Arm and Qualcomm, is heading to trial this week — and its outcome could ...
Earlier this month, I teased an upcoming interview with Rene Haas, CEO of chip design company Arm ... we work really closely with TSMC and Samsung. IFS is a very, very large effort for Intel ...
Samsung Electronics and Taiwan Semiconductor Manufacturing Company (TSMC) are locked in a fierce competition to secure clients for their upcoming 2-nanometer (nm) foundry processes, both set to enter ...