While the public has growing concerns after NVIDIA’s earnings call on H20 related issues and the uncertainties in the Chinese market, CNBC, citing NVIDIA’s 10-Q filing, points out overly client concentration may be another problem. According to the report, two customers accounted for 39% of NVID...

According to Commercial Times, China’s leading foundry SMIC delivered a strong performance in the first half of 2025, with revenue reaching US$4.456 billion, up 22% year-on-year. Net profit attributable to shareholders came to US$321 million, a 35.6% increase from a year earlier. As the report ...

According to Financial Times, Intel’s chief financial officer said the Trump administration’s investment was intended to prevent the company from selling off its foundry. As the report notes, the government stake effectively locks Intel into a business that has been losing money and that it has ...

With NVIDIA’s latest earnings underscoring the AI infrastructure boom, investor focus is also shifting to ASIC demand. According to the Commercial Times, Broadcom has lifted its CoWoS packaging orders for next year, a move likely fueled by rising custom chip needs from Google, Meta, and other clou...

According to Times Union, chipmaker GlobalFoundries said it has made “adjustments” to its workforce at Fab 8, its plant in Malta, Saratoga County, New York. The report notes that despite the company’s ongoing $16 billion expansion of its manufacturing operations in Malta and at its older facil...