Nvidia readies B30A AI chip for China with Blackwell power, surpassing H20. RTX6000D card also unveiled as a budget-friendly, compliance-ready option.

While rattled investors sent Broadcom stock tumbling 4.8%, CEO Hock Tan is standing firm on a staggering $230 billion AI chip target for 2028. Tan fired back at fears sparked by Anthropic's call to slow AI development, insisting demand for compute infrastructure is not just strong but durable. With Anthropic itself projected to become Broadcom's biggest custom chip buyer by 2027, the irony could not be sharper. https://qz.com/broadcom-ceo-ai-chip-revenue-target-slowdown-091526

Europe must become a producer of artificial intelligence technology, partly to preserve its own autonomy and achieve the efficiency gains needed to maintain its way of ​living, ECB President Christine...

BofA (9 Apr 2026) names Asia-Pacific semiconductor picks as AI chip demand could boost AI-specialized silicon revenue ~35% YoY in 2026 (Gartner).

Micron has launched 1-alpha DRAM production at its Manassas, Virginia plant, anchoring a $200 billion US memory buildout amid AI-driven supply tightness.

AMD has posted record Q4 2025 revenue of $10.3 billion, beating estimates, but investors sold shares after guidance implied a sequential slowdown in AI growth.

SK Hynix has overtaken Samsung in annual profit for the first time as both companies have warned of memory chip shortages through 2027 driven by AI demand.

Intel is cutting 20% of its staff (21,000 employees) amid chip market struggles. Is this restructuring enough for Intel to regain dominance? #Intel #Layoffs #TechNews DATE 2025-04-23T153015.300+0200 Tools used for generation Text Gemini Narator Azure TTS Clips Pexel Rendering Remotion

Samsung Electronics Co. Ltd. today reported a steep decline in quarterly profits as a result of ongoing volatility in the semiconductor market, as the company’s chip business once again weighed on overall...

Analog Devices projects stronger-than-expected Q1 revenue and profit as demand rebounds across industrial and communications markets...

By Jaspreet Singh (Reuters) -U.S. chipmaker Texas Instruments said on Thursday demand cooled after a spike in April as customers ordered ahead of President Donald Trump’s so-called "Liberation Day" tariffs, sending its shares down 5%. Speaking at the Citi Global TMT Conference, TI finance chief Rafael Lizardi said January to April strength was partly due to tariff-induced market dynamics, with some customers ordering early to get ahead of Trump’s April 2 tariff announcement. "But then things did slow down after April, or at least didn’t grow as they normally would have." Lizardi added that TI has neither been approached about nor discussed any U.S. government equity stake as a condition of CHIPS Act incentives. Recently, the U.S. government’s move to take a 9.9% equity stake in Intel has raised broader questions about corporate America after Trump said he plans to pursue similar deals. "Nothing along those lines has been discussed or proposed. We have not been approached on any of that," Lizardi said, adding TI’s agreement, originally signed under the previous administration and "reworked" with the Trump administration over the past six months, saw only minor, favorable changes. "There were little things they wanted to change, but nothing along the lines of what you’re hearing from companies like Intel," he said. 3rd party Ad. Not an offer or recommendation by Investing.com. See disclosure here or remove ads. Lizardi also said the free cash flow has been pressured by elevated capital expenditure in recent years. Repurchases have continued but at a slower pace due to capex taking priority. ProPicks AI evaluates INTC alongside thousands of other companies every month using 100+ financial metrics. Using powerful AI to generate exciting stock ideas, it looks beyond popularity to assess fundamentals, momentum, and valuation. The AI has no bias—it simply identifies which stocks offer the best risk-reward based on current data with notable past winners that include Super Micro Computer (+185%) and AppLovin (+157%). Want to know if INTC is currently featured in any ProPicks AI strategies, or if there are better opportunities in the same space?

Investing.com-- Chinese technology stocks, especially chipmakers, rose sharply on Monday as Beijing’s scrutiny of Nvidia chips sparked increasing bets on locally-sourced processors for artificial intelligence development. Chip stocks were also encouraged by major AI developer DeepSeek unveiled a model optimized for Chinese-made chips. Semiconductor Manufacturing International Corp (HK:0981), the country’s biggest chipmaker by foundry volume, soared as much as 6% in Hong Kong trade, while major AI chips maker Cambricon Technologies Corp Ltd (SS:688256) surged 8.6% to a record high in Shanghai trade. Hygon Information Technology Co Ltd (SS:688041) rallied nearly 15%. Hua Hong Semiconductor Ltd (HK:1347) lagged, falling 3%. Chinese chip stocks were on a tear since last week, especially after reports said NVIDIA Corporation (NASDAQ:NVDA) had ordered some of its suppliers to halt manufacturing its China-specific H20 chip, sales of which were recently reapproved by Washington. Nvidia’s move came as Beijing ramped up its scrutiny of U.S.-made chips, warning local AI developers against using foreign chips for critical processes. China had earlier in August also asked major AI developers including Tencent and Bytedance to justify their purchases of the chips. Bets on local chips were furthered by DeepSeek unveiling an updated V3 model which it billed as being adapted for “the next generation of domestic chips.” The company is regarded as a bellwether for Chinese AI development after making waves with its R1 and V3 models released at the beginning of the year. 3rd party Ad. Not an offer or recommendation by Investing.com. See disclosure here or remove ads. Still, recent reports said DeepSeek had delayed the release of a new AI model due to issues with training on Huawei-made chips. Huawei is at the forefront of China’s efforts to develop locally-sourced AI chips, and is considered as a major competitor for Nvidia. ProPicks AI analyzes thousands of stocks using 100+ institutional-grade financial metrics to identify the strongest opportunities. With 80+ strategies across global markets, you might be surprised where NVDA appears. Our flagship Tech Titans strategy doubled the S&P 500 within 18 months, including notable winners like Super Micro Computer (+185%) and AppLovin (+157%). Each strategy refreshes monthly with 10-20 high-conviction picks. Even if NVDA isn't currently featured, you'll discover similar opportunities in the same industry or theme—stocks the AI identifies before they breakout. Now up to 50% off while our Summer Sale lasts.

Investing.com -- Chinese semiconductor stocks rallied Friday on growing optimism that more of the country’s chip demand will be met domestically. Shares of companies across the semiconductor supply chain surged in both Hong Kong and mainland markets, fueled by speculation that Nvidia (NASDAQ:NVDA) may halt production of its H20 chip in China. Such a move could open the door for local players to expand their share of the market. Semiconductor Manufacturing International Corp (HK:0981), China’s top contract chipmaker, closed 10% higher in Hong Kong trading, while its smaller rival Hua Hong Semiconductor Ltd (HK:1347) surged nearly 18%. In Shanghai, Cambricon Technologies Corp (SS:688256) and Hygon Information Technology (SS:688041) both hit the 20% daily limit. Cambricon is viewed as a potential challenger to Nvidia in the Chinese AI chip market. Meanwhile, Nvidia shares slipped 1.4% in premarket trading Friday. The Information reported Thursday that Nvidia had asked some component suppliers to stop producing the H20. “We constantly manage our supply chain to address market conditions,” an Nvidia spokesperson said in response. Chinese regulators summoned Nvidia officials in late July over alleged “backdoor” risks tied to the H20, according to an official notice. The Wall Street Journal later reported that authorities had instructed major Chinese customers not to purchase the chip until the review was complete. “The absence of H20 would create ‘a void for domestic chipmakers to fill,’” Morningstar analyst Phelix Lee said, the WSJ reported. He added that both foundries like SMIC and chip designers such as Cambricon could gain more government backing as Beijing prioritizes replacing advanced U.S.-made chips. 3rd party Ad. Not an offer or recommendation by Investing.com. See disclosure here or remove ads. Separately, Bernstein analyst Qingyuan Lin noted that if demand holds, “local fabs can increase capacity despite low yields.” Earlier in August, regulators asked leading AI firms, including Tencent (HK:0700) and ByteDance to justify their purchases of H20 chips, raising further concerns about security. The H20, developed to comply with Biden-era export controls, has become one of the most sought-after processors among Chinese AI developers. Sales were restricted earlier this year under U.S. rules but resumed in late July after trade tensions eased. Since then, Beijing has increased scrutiny of Nvidia, with the Financial Times reporting that the pressure partly stemmed from comments by U.S. officials that Chinese authorities viewed as insulting. Officials in Beijing have also warned that Nvidia’s chips could contain remote control features and pose national security risks—claims Nvidia has consistently denied. Don't miss out on the next big opportunity! Stay ahead of the curve with ProPicks AI – 6 model portfolios fueled by AI stock picks with a stellar performance this year... In 2024 alone, ProPicks AI identified 2 stocks that surged over 150%, 4 additional stocks that leaped over 30%, and 3 more that climbed over 25%. That's an impressive track record. With portfolios tailored for Dow stocks, S&P stocks, Tech Stocks, and Mid Cap stocks, you can explore various wealth-building strategies. So if NVDA is on your watchlist, it could be very wise to know whether or not it made the ProPicks AI lists.

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BEIJING (Reuters) -Two Chinese artificial intelligence chip startups are seeking to raise a combined 12 billion yuan ($1.65 billion) in initial public offerings, hoping U.S. curbs on advanced chip sales to China will boost local demand for their products, their filings show. Beijing-based Moore Threads plans to raise 8 billion yuan, while Shanghai-based MetaX seeks 3.9 billion yuan, according to their IPO prospectuses filed on Monday. Both companies intend to list on Shanghai’s STAR Market, the tech-focused board of the Shanghai Stock Exchange. Their fundraising plans underscore growing efforts by Chinese chipmakers to capitalise on Beijing’s push to develop domestic champions in graphics processing units (GPU), which are crucial for AI development. Reuters reported last week that Biren Technology, another Chinese AI chipmaker, raised about 1.5 billion yuan in fresh funding and was preparing for a Hong Kong IPO. Developing domestic chip champions has become increasingly urgent for Beijing, as the U.S. tightens export restrictions, with the latest rules implemented in April banning Nvidia (NASDAQ:NVDA)’s H20 chips, one of its most popular chips, from being shipped to China. The U.S. has also imposed restrictions since last year that prevent Chinese AI chip designers from accessing advanced global foundries like Taiwan Semiconductor Manufacturing for producing cutting-edge semiconductors. Moore Threads and MetaX both cited U.S. sanctions as a major risk to their development but also emphasised the restrictions could create significant market opportunities. "U.S. restrictions on high-end GPU exports to China are prompting Chinese companies to accelerate domestic substitution processes," Moore Threads said. The company was added to the U.S. Entity List in late 2023 and is barred from partnering with TSMC. MetaX said "geopolitical pressures are forcing relevant domestic clients to use domestically-produced GPU products, which will help domestic GPU manufacturers establish closer ties with local customers and suppliers." The two firms design GPUs to compete with Nvidia products and have reported steep losses over the last three years, which they largely attributed to heavy research and development spending. Moore Threads generated revenue of 438 million yuan in 2024 but posted a loss of 1.49 billion yuan, adding to losses of 1.67 billion yuan in 2023 and 1.84 billion yuan in 2022. MetaX posted 2024 revenue of 743 million yuan against a 1.4 billion yuan loss, following losses of 871 million yuan in 2023 and 777 million yuan in 2022. "Moore Threads and MetaX are both considered leading GPU firms in China, and accessing the capital market in China would be crucial for them to continue their research and development," said He Hui, research director on semiconductors at Omdia. China’s drive to achieve higher self-sufficiency in chips would help domestic GPU firms achieve economies of scale, crucial to generating higher revenue and profits, He said. Both companies were founded in 2020 by executives who previously worked at major U.S. chip firms. MetaX was founded by former AMD (NASDAQ:AMD) employees, including Chairman Chen Weiliang, who previously served as the U.S. chipmaker’s global head of GPU product line design. The two firms compete with a growing roster of domestic rivals including Huawei, Cambricon, Hygon and other startups.

(Reuters) -Chip behemoth Nvidia (NASDAQ:NVDA) is closing the U.S. earnings season, as investors digest the appearance of the bond vigilantes in the usually rather sedate corner of long-term government debt. Central banks in Australia, New Zealand and South Korea hold rate meetings as inflation data from around the globe provides evidence of the economic fallout from the tectonic shifts in U.S. trade policy. Here’s your look at the week ahead from Dhara Ranasinghe, Samuel Indyk and Sinead Cruise in London, Lewis Krauskopf in New York and Kevin Buckland in Tokyo. 1/ ENDING ON A CHIP Results from Nvidia - a behemoth in the artificial intelligence field that has become a sparring ground in global trade and geopolitics - are due on Wednesday and round out the Q1 U.S. reporting season. Nvidia is part of the "Magnificent Seven" megacaps, whose shares have rebounded sharply since early April after a rough start to the year. Its AI chips have helped catapult the company to become one of the world’s largest by market value and given it heft in world equity indexes. But after two years of massive gains, the stock’s performance has levelled off so far in 2025. Nvidia’s report could test the stock market rebound, with the S&P 500 approaching record highs after teetering on the brink of a bear market last month. 2/ HOME TO ROOST It’s no surprise that government debt levels have surged given relentless pressure to raise spending on everything from defence to healthcare, aging populations and climate change. But the consequences of governments not doing enough to improve their finances are coming home to roost. Just days after the U.S. lost its top-notch triple-A credit rating with Moody’s, a $16 billion sale of 20-year U.S. Treasuries saw soft demand and Japan had its worst auction result since 2012 - sending 30-year government bond yields to record highs. A corner of the bond market not known for its volatility - long-dated government bonds - has suddenly become a hot spot. In addition to surging Japan government bond yields, 30-year U.S. yields are back above 5%, dragging others higher. Japan sells more long-dated debt in the days to come. Watch those auctions. The bond vigilantes are back. 3/ HANKERING TO HIKE Unbowed by aggressive and unpredictable U.S. tariffs - or even the recent melt-up in bond yields - the Bank of Japan has kept a very calm demeanour in saying it plans to keep raising interest rates if prices gain in line with forecasts. A surge in rice prices has driven upward momentum. The bellwether Tokyo consumer price index is due on May 30, front-running the nationwide reading by three weeks. Figures a month ago scaled a two-year high. Australia’s inflation data on Wednesday will be watched after the central bank cut rates in May and signalled an openness to additional easing, with cooling prices giving policy makers room to do so. New Zealand’s central bank is seen trimming the cash rate by another quarter point the same day. On Thursday, the Bank of Korea looks ready to cut amid concerns about growing economic headwinds. 4/ PRESSURE GAUGE Inflation is returning to the top of policy makers’ agenda elsewhere too. The Fed’s targeted inflation metric, Personal Consumption Expenditures, for April, due on May 30, could paint a clearer picture of the impact U.S. tariffs are having. April was a volatile month after U.S. President Donald Trump’s tariff onslaught on April 2, but recent consumer and producer prices data have not flashed inflationary warning signs just yet. Price pressures were clearly playing on the Fed’s collective minds when it kept rates steady this month, with a warning that the risk of higher inflation had increased, dampening expectations for near-term rate cuts. The euro zone’s biggest economies - France and Germany - report consumer prices data on Tuesday and Friday, bloc-wide figures follow the week after. 5/ MEGA MAY With fears for the U.S.’s massive debt pile quashing a relief rally in its assets, investors are planning how they might defend portfolios from more wild swings in the world’s largest economy. Top money managers at JPMorgan and Goldman Sachs are laying on more hedges to diffuse some of the hits to U.S. Treasuries and stocks. Others are using the dog days of May to sell down with greater conviction, diversifying exposures by pumping more money into Europe. European equity exchange-traded funds have pulled in 34 billion euros ($38.6 billion) of cash over the year to May 16 - four times the 8.2 billion euros put in U.S. equity funds, Morningstar data shows. By comparison, in 2024, net flows into U.S. equity funds in Europe had dominated by a ratio of more than 8:1 over locally-focused products. (Graphics by Pasit Kongkunakornkul, compiled by Karin Strohecker; Editing by Alex Richardson)

Nvidia, Intel, and Marvell Stocks Jump. Why China Trade Progress Is Good for Chip Makers.  Barron's

Global chip and tech stocks rally as the U.S. and China agree to slash tariffs  CNBC

Stocks rose despite Fed stagflation fears as President Trump rescinded some AI chip curbs. MercadoLibre, AppLovin jumped late. The post Dow Jones Futures: Stocks Rise After Trump Chip Move, Fed's Powell; MercadoLibre, AppLovin Soar Late appeared first on Investor's Business Daily.

Investing.com -- Texas Instruments (NASDAQ: NASDAQ:TXN) stock tumbled 6.5% today as the company faces new challenges due to heightened geopolitical tensions between the U.S. and China. The decline followed an emergency notice from the China Semiconductor Industry Association regarding the origin of chip imports. The notice, which has significant implications for semiconductor companies, states that the origin of chip imports for customs declarations will be determined by where the chips are taped out, adhering to customs regulation. This development is particularly impactful for firms like Texas Instruments and Intel (NASDAQ:INTC), as it could affect their operations and sales in the crucial Chinese market. The China Semiconductor Industry Association, which is linked to the state and includes members such as Nvidia (NASDAQ:NVDA), SK Hynix, and Oppo, plays a pivotal role in the semiconductor industry within China. The emergency notice has raised concerns among investors about potential disruptions to the supply chain and sales for semiconductor companies operating in China. The stock movement reflects the market’s immediate reaction to the announcement, which could have far-reaching consequences for Texas Instruments’ business dealings in China. The company’s shares are responding to the uncertainty brought about by the new regulatory environment, which may pose challenges to the import and export processes for semiconductor companies. This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.