Semiconductors

Nvidia’s dominance is being tested by savvy Chinese competitors and major clients finding their own plan B.

Applied Materials and Lam Research can continue to ship their legacy products, untargeted by export curbs.

Anticipating a potential H20 ban, Nvidia is teaming up with Inspur to build the B20 chip, based on the flagship B200 of the Blackwell series.

Chinese chipmakers are currently divided between building massive computing clusters, or expanding the sales of inference chips.

The semiconductor bellwether set new records for revenue and profit, but the milestones were tempered by market concerns over geopolitical tensions.

In-house chipmaking has its pros and cons—how might Nio, Xpeng, and other automakers benefit from developing their own intelligent driving chips?

Top-notch hardware is just a pile of meaningless silicon without software of commensurate quality.

Intel, AMD and Qualcomm all hope to reignite the computer market, but will users bite?