Explore how Intel's reliance on China revenue, manufacturing constraints, and tariff impacts could jeopardize its valuations ...

Our base-case fair value estimate is USD 262 per ADR, at which TSMC would trade at a forward price/earnings ratio of 30 times per 2025 estimates. We use a weighted average cost of capital of 8.2% to ...

We’ve seen it before with Huawei leading a capable alternative, setting a benchmark for cutting-edge hardware as a rival to the Google-led Android ecosystem ...

US clampdown they have heard of it Despite US sanctions meant to choke off Huawei's access to high-end chips, the Chinese ...

The US is keen to maintain its sovereignty in the chip market by blocking China from access to NVIDIA’s state-of-the-art ...

Global chip stocks were battered on Wednesday on fresh evidence of how U.S. President Donald Trump's shifting trade policy ...

We recently published a list of 10 AI Stocks You Shouldn’t Overlook Right Now. In this article, we are going to take a look ...

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) manufactures and sells advanced chips used in artificial ...

Making a graphics card for gamers is one thing, but manufacturing a rackscale supercomputer with over 600,000 components that ...

This may be a “concession” from the Silicon Valley firm to get the White House to loosen further AI regulations, one analyst ...

It appears that Nvidia will never be allowed to sell AI accelerators to China again, even crappy ones, while Huawei makes its ...

Nvidia said the Trump Administration was restricting the sale of H20 chips to China to help prevent Beijing developing its ...