Recent comments from former U.S. President Donald Trump on protection fees have hit semiconductor stocks hard and brought TSMC back into the spotlight for investors. As per a report from Barron's, it’s suggested that America's stance towards Taiwan is not the best diplomatic strategy. The follo...

According to sources cited in a report from Reuters, NVIDIA is said to be planning to design a new flagship AI chip tailored for the Chinese market, which will still comply with current U.S. export control regulations. NVIDIA, the global AI chip giant, unveiled its Blackwell chip series in March ...

According to a report from Tom's Hardware, the U.S. is considering implementing new trade sanctions on China, looking to limit China's access to advanced AI chip technology. This could result in a ban on NVIDIA's HGX-H20 AI GPUs to China. If implemented, NVIDIA could potentially lose roughly USD 12 ...

The heightened tensions between China and the U.S. are expected to escalate further. According to a report from Commercial Times, this has been reflected in the past quarter's increased demand for AI servers among Chinese Cloud Service Providers (CSPs) and enterprises. Following NVIDIA's recent r...

Though Samsung has denied the rumor that its HBM3e passed NVIDIA’s qualification tests, multiple Taiwanese companies in the supply chain reportedly learned that the product is expected to receive certification soon, and will start shipping in Q3. As memory manufacturers are said to shift at least ...