US export restrictions are expected to accelerate China’s push for self-reliance, including efforts to shift the chip supply chain onshore.

Virtually all semiconductor stocks closed higher on Tuesday after it was revealed that U.S. Treasury Secretary Scott Bessent ...

Our role in the semiconductor supply chain inherently limits our visibility and information available to us,” TSMC says.

If AMD customers ended up pulling forward purchases into the last quarter, that means the company could face a challenge in the second quarter. At the same time, that'll be when AMD is set to record a ...

The U.S.'s policy goals may not be coherent, while China's own chip efforts and distributed AI training grow more capable.

The House Select Committee on the CCP has released findings labeling DeepSeek AI a security threat for data siphoning, ...

Barclays and Bank of America have cut their price targets on Nvidia stock to $155 and $150 — both firms still see substantial ...

Nvidia said it would take a charge of up to $5.5 billion related to chips intended for China that are now restricted. A House ...

(Reuters) - Intel's quarterly results will offer the clearest look yet at new CEO Lip-Bu Tan's turnaround strategy for the embattled American chipmaker, and investors are hoping for early signs that ...

CNBC commentator Jim Cramer has voiced concerns that the stringent China policy of the Trump administration is adversely ...

Huawei Technologies plans to begin mass shipments of its advanced 910C artificial intelligence chip to Chinese customers as ...

Nvidia (NVDA) kicked off the week with a significant setback, as its stock plunged over 4% on Monday. The decline follows the ...