ai chips

The ASP of high-end AI chips from Nvidia and others is ~5x more than that of conventional memory chips, resulting in a winner-takes-all trend in the chip sector




ai chips

Nvidia Stock Slips. SoftBank Deal Tells Us This About Its AI Chips.





ai chips

US Said to Have Ordered TSMC to Halt AI Chips Shipments to China

The US order, which is being reported for the first time, comes just weeks after TSMC notified the Commerce Department that one of its chips had been found in a Huawei AI processor, as Reuters reported last month.




ai chips

Samsung Electronics shares hit 4-year lows on Trump risks, AI chips

Shares in Samsung Electronics fell on Wednesday to their lowest level in more than four years amid worries about the impact of U.S. tariffs under a new Donald Trump administration, analysts said




ai chips

Samsung's third-quarter profit recovery slows as it struggles in AI chips

Samsung has been the world's biggest memory chipmaker for three decades but it increasingly faces competition in both conventional and advanced chips