#chipsinfrastructureira
#chipsinfrastructureira

Artificial intelligence

Nvidia's Jensen Huang warns DeepSeek running on Huawei chips would be 'horrible outcome' for America

Artificial intelligence

AMD Is Where Nvidia was 4 Years Ago -- This Is Where It Begins To Catch Up

Tech industry

"Every Chip Is Getting Used Instantly" - Here's Why Google's AI Dominance May Be Unstoppable

Google's dominance in AI chip ownership positions it as the future leader in technology.

Why Google's TPU Talks Just Made Marvell Technology a Must-Buy AI Stock

The custom ASIC market for AI data centers is projected to reach $118 billion by 2033, with Marvell Technology emerging as a key player.

fromTNW | Insights

Nvidia's Jensen Huang warns DeepSeek running on Huawei chips would be 'horrible outcome' for America

DeepSeek's optimization of AI models for Huawei chips poses a significant threat to US technological dominance.

AMD Is Where Nvidia was 4 Years Ago -- This Is Where It Begins To Catch Up

AMD is positioned to capitalize on the evolving AI market, shifting focus from GPUs to CPUs for processing tasks.

"Every Chip Is Getting Used Instantly" - Here's Why Google's AI Dominance May Be Unstoppable

Google's dominance in AI chip ownership positions it as the future leader in technology.

Why Google's TPU Talks Just Made Marvell Technology a Must-Buy AI Stock

The custom ASIC market for AI data centers is projected to reach $118 billion by 2033, with Marvell Technology emerging as a key player.

European startups

Nvidia: Jensen Huang Says We Should Be Selling Chips to China

Venture

Jensen Huang explains why Nvidia invests in tons of companies, instead of trying to pick winners

Artificial intelligence

Jensen Huang says it's 'lunacy' to compare selling chips to China to selling nukes to North Korea

Tech industry

Buy, Sell or Hold TSM Stock Below $500 or NVDA Stock Below $200?

Tech industry

Why I Can't Stop Buying Nvidia Stock

Artificial intelligence

The Silicon Showdown: Can Nvidia Defend Its Moat Against Google's TPUs?

Nvidia: Jensen Huang Says We Should Be Selling Chips to China

Nvidia's CEO argues for allowing chip sales to China to prevent loss of market share and revenue for American companies.

Venture

Jensen Huang explains why Nvidia invests in tons of companies, instead of trying to pick winners

Nvidia invests in numerous tech companies to support innovation rather than picking winners, reflecting its own history of unexpected success.

Jensen Huang says it's 'lunacy' to compare selling chips to China to selling nukes to North Korea

Nvidia's CEO defends selling advanced chips to China, opposing Anthropic's CEO's nuclear weapons analogy.

Buy, Sell or Hold TSM Stock Below $500 or NVDA Stock Below $200?

NVIDIA and TSMC play crucial roles in AI infrastructure, with NVIDIA focusing on GPU design and TSMC on chip manufacturing.

Why I Can't Stop Buying Nvidia Stock

NVIDIA's growth trajectory continues to accelerate, with significant revenue and net income increases, indicating strong market positioning and demand.

The Silicon Showdown: Can Nvidia Defend Its Moat Against Google's TPUs?

Nvidia leads the AI chip market but faces competition from Alphabet and others investing heavily in AI technology.

Gadgets

Intel eases reliance on TSMC with Core Series 3 CPUs

Business

Susquehanna Raises Intel's Price Target to $65: Is the Struggling Chipmaker Finally Turning the Corner?

Tech industry

Intel Climbs 5%: Landmark Google Partnership and Geopolitical Tailwinds Fuel the Rally

fromWIRED

Tech industry

The Ridiculously Nerdy Intel Bet That Could Rake in Billions

Gadgets

Intel eases reliance on TSMC with Core Series 3 CPUs

Intel has introduced budget-oriented Core Series 3 processors manufactured in the US using a 2nm process, offering a solid upgrade for older systems.

Susquehanna Raises Intel's Price Target to $65: Is the Struggling Chipmaker Finally Turning the Corner?

Intel's stock has surged, prompting Susquehanna to raise its price target to $65, indicating confidence in the company's near-term performance.

Intel Climbs 5%: Landmark Google Partnership and Geopolitical Tailwinds Fuel the Rally

Intel shares are up 5% due to a partnership with Google and strong year-to-date performance.

fromWIRED

The Ridiculously Nerdy Intel Bet That Could Rake in Billions

Intel is investing heavily in advanced chip packaging to capitalize on the AI boom and compete with Taiwan Semiconductor Manufacturing Corporation.

This Hedge Fund-Favored Semi Stock is on the Cusp of a Multi-Year Breakout

Texas Instruments is a legacy tech company with potential in the AI sector despite being overshadowed by more exciting semiconductor plays.

US Elections

Tariffs alone won't save American manufacturing - here's what actually will | Fortune

President Trump's tariff strategy aims to boost manufacturing but increases costs and risks inefficiencies in supply chains.

Washington DC

Anthropic's relationship with the Trump administration seems to be thawing | TechCrunch

Anthropic continues discussions with the Trump administration despite being labeled a supply-chain risk by the Pentagon.

Apple

How to think about Apple Business

Apple Business is suitable for small businesses using Apple devices but lacks capabilities for larger enterprises and advanced compliance needs.

fromWIRED

fromRadioFreeEurope/RadioLiberty

6,000 Meters Under the Pacific, Japan Seeks Independence From China on Rare Earths

The Minamitorishima operation, conducted with the scientific deep-sea drilling vessel Chikyu, represents the world's first attempt to sample at such depths.

Science

Russo-Ukrainian War

US Lawmaker Wilson Flags Western Chips Still Flowing Into Russian, Iranian Drones

US-origin components are still found in Russian weapon systems, raising concerns about the effectiveness of export controls.

Toronto startup

fromTNW | Tech

Musk is asking chip suppliers to move at 'light speed' for his Terafab AI

Musk's teams are actively seeking quotes for chipmaking equipment for the Terafab AI chip fabrication project.

fromTNW | Artificial-Intelligence

42 minutes ago

Google in talks with Marvell Technology to build new AI inference chips alongside Broadcom TPU programme

Google is collaborating with Marvell Technology to develop new AI chips, enhancing its custom silicon supply chain for inference processing.

fromTNW | China

1 hour ago

Stanford AI Index 2026: China narrows US lead to 2.7% while spending 23x less on AI investment

The performance gap between American and Chinese AI models has narrowed to 2.7%, despite the US investing significantly more in AI.

3 Semiconductor ETFs to Buy Before the AI Chip Market Hits $500 Billion

Three semiconductor ETFs are competing for investor dollars in 2026, each with different strategies for growth in the chip industry.

Chipmakers AMD, Arm, and Qualcomm are all investing in this buzzy self-driving tech startup | TechCrunch

Chipmakers AMD, Arm, and Qualcomm invested $60 million in Wayve's self-driving technology, enhancing its $1.2 billion Series D funding round.

Intellectual property law

ASML and TSMC Just Told the Market AI Spending Isn't Slowing Down

ASML and TSMC confirm accelerating hyperscaler infrastructure spending, validating the AI buildout's strength and signaling sustained chip demand.

2 weeks ago

New U.S. Law aims to halt ASML sales to China

The MATCH Act aims to tighten export restrictions on chip manufacturing equipment to China, significantly impacting ASML's sales and market share.

AMD Gains 6% Ahead of May Earnings: Is the AI Chip Challenger Finally Ready to Rival NVIDIA?

AMD stock rises 6% due to catalysts in AI chip development and partnerships, signaling growing investor confidence.

#semiconductors

European startups

Japan going back to the future by reviving its chip industry

World politics

fromSilicon Canals

Inside the quiet restructuring of global semiconductor supply chains: how TSMC, Samsung, and Intel's subsidy race is creating three separate technological civilisations - Silicon Canals

Governments are investing heavily in semiconductor production, leading to the creation of three distinct technological ecosystems.

World news

Taiwan tells US its chip ecosystem isn't going anywhere

Broadcom sees pressure on chip supply chain due to TSMC's capacity limits

The semiconductor supply chain faces significant strain due to high demand for AI chips, particularly affecting TSMC's production capacity.

European startups

Japan going back to the future by reviving its chip industry

World politics

fromSilicon Canals

Inside the quiet restructuring of global semiconductor supply chains: how TSMC, Samsung, and Intel's subsidy race is creating three separate technological civilisations - Silicon Canals

Governments are investing heavily in semiconductor production, leading to the creation of three distinct technological ecosystems.

World news

Taiwan tells US its chip ecosystem isn't going anywhere

Broadcom sees pressure on chip supply chain due to TSMC's capacity limits

The semiconductor supply chain faces significant strain due to high demand for AI chips, particularly affecting TSMC's production capacity.

more#semiconductors

fromFuturism

2 hours ago

China Is Starting to Pull Ahead of US in AI Race

China is leading in AI development, surpassing the US in research, patents, and industrial deployment.

TSMC on course for fourth consecutive record quarter

TSMC is expected to report a record €14.6 billion profit for Q1 2026, driven by strong demand for 3-nanometer chips.

Business

Taiwan Semiconductor or Broadcom? You Should Only Own One of Them

Artificial intelligence

TSMC Expands AI Chip Production to Japan

TSMC on course for fourth consecutive record quarter

TSMC is expected to report a record €14.6 billion profit for Q1 2026, driven by strong demand for 3-nanometer chips.

Business

Taiwan Semiconductor or Broadcom? You Should Only Own One of Them

Artificial intelligence

TSMC Expands AI Chip Production to Japan

more#tsmc

2 weeks ago

Apple leans into the component crisis storm

Apple is, in this type of environment, really going to try and maximize gross profit dollars, not gross margins. And that is through pricing, that is through supply chain actions.

Apple

#micron-technology

Tech industry

If You Had Bought $1,000 of Micron Technology at Its IPO, Here's How Much You Would Have Today (Try Not to Cry)

Tech industry

Buy, Sell or Hold Micron at $445 or SanDisk at $885?

Tech industry

Micron's Future Hinges on 2 Emerging Challenges

Tech industry

Micron CEO: We're investing globally to meet growing demand

If You Had Bought $1,000 of Micron Technology at Its IPO, Here's How Much You Would Have Today (Try Not to Cry)

Micron Technology is positioned to benefit from the growing demand for high-bandwidth memory in AI systems amid supply constraints.

Buy, Sell or Hold Micron at $445 or SanDisk at $885?

Micron and SanDisk are both rated Buy, but Micron presents a stronger risk-reward case amid accelerating demand for memory products.

Micron's Future Hinges on 2 Emerging Challenges

Micron Technology reported a 771% earnings surge, but faces long-term challenges from AI efficiency and increased competition from SK Hynix.

Micron CEO: We're investing globally to meet growing demand

Micron Technology is strategically investing in global manufacturing to meet increasing demand for memory components, anticipating a seller's market by 2026.

more#micron-technology

20 hours ago

AI chip startup Cerebras files for IPO | TechCrunch

Cerebras Systems has filed to go public after raising $1.1 billion and securing major deals with Amazon and OpenAI.

The U.S. and Silicon Valley may be running out of time to deal with Taiwan

Taiwan is essential to global technology, producing 90% of advanced semiconductors, and its stability is threatened by China's military actions.

fromThe Nation

World news

How Taiwan Became the Chipmaker for the World

fromFast Company

The U.S. and Silicon Valley may be running out of time to deal with Taiwan

Taiwan is essential to global technology, producing 90% of advanced semiconductors, and its stability is threatened by China's military actions.

fromThe Nation

World news

How Taiwan Became the Chipmaker for the World

A lot of you panic-bought PCs to avoid RAMaggedon 2026

AI-driven demand for memory and storage is causing pre-emptive computer purchases, leading to a 3.2% increase in global PC shipments in Q1 2026.

#artificial-intelligence

China has 'nearly erased' America's lead in AI-and the flow of tech experts moving to the U.S. is slowing to a trickle, Stanford report says | Fortune

China has nearly closed the gap with the U.S. in artificial intelligence performance and leads in patents, publications, and industrial robot installations.

fromwww.mediaite.com

Not What We Want to Hear': Fox Host Alarmed by News China Is Neck and Neck' With US in Key Tech Race

China is rapidly closing the AI performance gap with the U.S., raising concerns about the competitive landscape.

China has 'nearly erased' America's lead in AI-and the flow of tech experts moving to the U.S. is slowing to a trickle, Stanford report says | Fortune

China has nearly closed the gap with the U.S. in artificial intelligence performance and leads in patents, publications, and industrial robot installations.

fromwww.mediaite.com

more#artificial-intelligence

Not What We Want to Hear': Fox Host Alarmed by News China Is Neck and Neck' With US in Key Tech Race

China is rapidly closing the AI performance gap with the U.S., raising concerns about the competitive landscape.

Supermicro investigating alleged China chip smuggling

Supermicro is investigating charges against employees for violating US export restrictions related to AI servers sent to China.

The memory shortage is driving up the cost of laptops

Memory chip shortages are driving up prices and affecting supply chains across the consumer electronics market.

This Semiconductor Stock Is All You Need To Be Buying

Taiwan Semiconductor is a crucial stock for portfolios, outperforming competitors and holding significant market share in chip manufacturing.

2 weeks ago

How Big Will Taiwan Semiconductor's Beat Be on April 16?

Taiwan Semiconductor Manufacturing is expected to report strong Q1 2026 results, driven by high AI demand and significant revenue growth.

Elon Musk warns the U.S. could soon be producing more chips than we can turn on. And China doesn't have the same issue | Fortune

Electrical power limitations are hindering AI advancement in the U.S., unlike Chinese competitors who do not face the same issues.

#microsoft

Tech industry

Global RAM shortage prompts Microsoft to hike Surface prices

fromEngadget

Microsoft raises prices on Surface PCs due to skyrocketing RAM costs

Microsoft has significantly increased prices across its Surface product line due to rising component costs influenced by generative AI.

Tech industry

Global RAM shortage prompts Microsoft to hike Surface prices

fromEngadget

Intellectual property law

Microsoft raises prices on Surface PCs due to skyrocketing RAM costs

Microsoft has significantly increased prices across its Surface product line due to rising component costs influenced by generative AI.

Intel Is On the Verge of Delivering Its First Billion-Dollar Foundry Wins

Advanced packaging is crucial for AI performance, efficiency, and cost control, positioning Intel for significant revenue growth in its foundry business.

fromArs Technica

Tech industry is in tariff hell, even if refunds are automated

Trade groups urge courts to establish a clear tariff refund process as 300,000 US businesses await $175 billion in unlawful tariff collections, with interest accruing at $23 million daily.

US politics

fromThe Mercury News

#semiconductor-export-controls

Opinion: Trump risks US innovation and security if he sells China advanced chips

China poses an unprecedented threat; the U.S. must restrict advanced chip exports like Nvidia's H200 to prevent empowering Chinese AI and protect national security.

US politics

Lawmakers want tighter chip tool curbs on China

US reportedly considering sweeping new chip export controls | TechCrunch

The Trump administration drafted rules requiring U.S. government approval for all AI chip exports, giving the Department of Commerce control over semiconductor sales by companies like AMD and Nvidia.

US politics

Lawmakers want tighter chip tool curbs on China

more#semiconductor-export-controls

US reportedly considering sweeping new chip export controls | TechCrunch

The Trump administration drafted rules requiring U.S. government approval for all AI chip exports, giving the Department of Commerce control over semiconductor sales by companies like AMD and Nvidia.

Retirees Are Using EWT to Ride Taiwan's Semiconductor Dominance

Taiwan Semiconductor Manufacturing (NYSE:TSM) sits at the center of this fund, representing 22.3% of the portfolio - a concentration that reflects TSMC's irreplaceable role in global chip supply chains. It manufactures chips for Apple, Nvidia, AMD, and virtually every other major technology company, and that dominance shows up in its financials: 45% profit margin and 35% return on equity that few industrial companies anywhere in the world can match.

Business

Beijing warns of more chip supply worries amid Nexperia mess

China's Ministry of Commerce warns of semiconductor supply chain disruption following Nexperia's restriction of Chinese staff access to critical systems, while Indonesia bans social media for children under 16 to combat cyberbullying and addiction.

US politics

fromwww.mercurynews.com

Opinion: Trump risks US innovation and security if he sells China advanced chips

China aims to displace U.S. global leadership through economic and technological means, prompting calls to restrict advanced chip exports and tighten national security reviews.

US politics

US appears open to reversing some China tech bans

US appears poised to ease restrictions on major Chinese tech firms, including removing some from the military-linked list and potentially lifting telecom and TP-Link bans.

"AI chips will remain in America unless foreign countries invest in the US"

The US government is implementing strict export controls on AI chips, requiring foreign customers to invest in US AI infrastructure or provide security guarantees, with ongoing monitoring of chip distribution and usage.

Calls for a 'Chinese ASML' are growing louder, but it is still a long way off

Chinese chip executives advocate for developing domestic EUV lithography technology as a central priority, proposing a national integrator model to reduce dependence on ASML amid export restrictions.

ASML Targets TSM in Advanced Packaging: Strategic Expansion or Unnecessary Gamble?

ASML dominates EUV lithography with an insurmountable competitive moat, but risks 'de-worsification' by diversifying into advanced packaging where TSMC currently leads.

TSMC Raises Dividend 28% While 38% Revenue Growth Reframes the Geopolitical Risk

TSMC raised its 2026 dividend 28% to TWD 23 per share while guiding 38% Q1 2026 revenue growth, demonstrating confidence in sustained AI chip demand despite geopolitical risks.

Is Nvidia Giving Up on China? This Move Suggests It Is -- For Now.

Nvidia halts H200 chip production for China and redirects manufacturing capacity to its newer Vera Rubin platform amid prolonged U.S.-China trade tensions and regulatory obstacles.

Intel reconsiders use of 18A in foundry strategy

Intel is reconsidering opening its 18A chip manufacturing technology to external customers, reversing previous plans to reserve it exclusively for internal use.

Broadcom: AI companies currently dependent on external chipmakers

Major AI companies lack the capability to develop and mass-produce custom chips at scale, creating sustained demand for Broadcom's specialized AI accelerators.

Memory and CPU shortages to push up PC prices

Chipmakers' prioritization of AI production is restricting consumer memory and storage supply, driving PC price increases, limited configurations, and sourcing shifts.