One area where Huawei has made strides but is still behind is in the designing and manufacturing of chips used to power its ...

Nvidia's financial health is robust, with consistent earnings beats, strong revenue growth, and significant stock buybacks.

Huawei is building a production line for advanced chips as part of a network of semiconductor facilities in Shenzhen that seeks to break China’s dependence on foreign technologies.

A hidden supply chain twist exposes the limits of compliance--and the new AI battleground investors can't afford to ignore.

“TSMC’s role in the semiconductor supply chain inherently limits its visibility and information available to it regarding the ...

Export rules can’t keep China out of the AI loop Taiwan’s semiconductor overlord, TSMC, has admitted there’s no foolproof way ...

Huawei is reportedly looking to test a chip that could exceed the performance of Nvidia's H100 processor. Instead of TSMC, Huawei is using a domestic chip foundry company for the manufacturing of ...

May 4. From China's EUV light source milestone and Intel's turnaround push to Nvidia's evolving China strategy and TSMC's AI ...

Huawei will begin mass shipments of its 910C AI chip next month, offering performance comparable to NVIDIA’s banned H100.

Huawei has announced its plans to begin mass shipments of its advanced Ascend 910C artificial intelligence (AI) chip to ...

Taiwan Semiconductor Manufacturing (NYSE:TSM) said its role in the semiconductor supply chain limits its ability to ...

TSMC's valuation is moving lower today following news that Chinese tech giant Huawei is testing an artificial intelligence (AI) chip that could rival Nvidia's top semiconductors. Nvidia relies on ...