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News

OPINIONS

gene-munster-says-elon-musk-has-talked-about-moving-away-from-nvidia-before-but-its-proven-extremely-hard-to-do-as-tesla-doubles-down-on-ai5-chip
Gene Munster Says Elon Musk Has Talked Abo...
11/07/2025 02:27:27

Tesla CEO Elon Musk is accelerating plans to develop the company's in-house AI5 chip to rival Nvidia's Blackwell.

qualcomm-faces-long-term-squeeze-from-apple-samsung-despite-iphone-17-share-meta-partnership-analysts
Qualcomm Faces Long-Term Squeeze From Appl...
11/06/2025 17:38:34

Qualcomm's strong quarter driven by growth in core chip business and expansion into automotive, IoT, and AI. Price targets ...

taiwan-semiconductor-names-ceo-of-north-america-unit-for-usa-expansion
Taiwan Semiconductor Names CEO Of North Am...
11/05/2025 16:44:03

TSM stock gains on CEO appointment and continued AI momentum in North America. Expansion plans include 2-nanometer chip product...

softbank-shares-plummet-over-10-in-japan-amid-valuation-jitters--arm-holdings-samsung-sk-hynix-also-feel-the-heat
SoftBank Shares Plummet Over 10% In Japan ...
11/05/2025 13:30:44

Shares of SoftBank Group fell by 10% in Japan on Wednesday, reflecting a broader decline in AI-related stocks amid growing valu...

cathie-wood-joins-elon-musk-and-brian-roemmele-in-hyping-teslas-ai5-chip-it-will-be-a-big-deal
Cathie Wood Joins Elon Musk And Brian Roem...
11/05/2025 05:14:38

Cathie Wood backed Tesla's upcoming AI5 chip after Brian Roemmele called it a "big deal," as Elon Musk confirmed 20...

qualcomm-set-to-supply-90-of-iphone-17-modems-analyst-says
Qualcomm Set To Supply 90% Of iPhone 17 Mo...
11/04/2025 19:38:20

Qualcomm (QCOM) is poised for growth with strong demand for smartphones, Apple's iPhone 17 chip share, and expanding AI opp...

Core News & Articles
U.S. Jury Reaches $191.4M Verdict Against ...
11/03/2025 18:25:24

-Reuters

Core News & Articles
Samsung SDI Wins 3T Won (~$2.11B) Order To...
11/03/2025 09:23:31

-Reuters

apples-record-breaking-q4-tim-cooks-bold-prediction-and-more-this-week-in-appleverse
Apple's Record-Breaking Q4, Tim Cook's Bol...
11/02/2025 12:01:31

Apple breaks records in Q4 and ad revenue, Samsung teases iPhone users, and Jamie Dimon echoes Steve Jobs on office meetings.

nvidias-jensen-huang-downplays-trumps-national-security-concern-says-china-has-plenty-of-its-own-ai-chips-foolish-to-underestimate
Nvidia's Jensen Huang Downplays Trump's Na...
11/01/2025 08:13:51

Nvidia CEO Jensen Huang dismissed U.S. security fears over chip sales to China, saying the country already makes "plenty...

nvidia-ceo-jensen-huang-optimistic-about-resuming-blackwell-chip-sales-to-china-there-is-no-replacing-them
Nvidia CEO Jensen Huang 'Optimistic' About...
10/31/2025 13:27:00

Nvidia CEO Jensen Huang is optimistic about the potential to resume sales of the chipmaker's advanced chips in China.

why-are-there-so-many-iphones--samsung-chairman-lee-jae-yong-cracks-up-crowd-during-seoul-meetup-with-nvidia-ceo-jensen-huang
'Why Are There So Many iPhones?' — Samsung...
10/31/2025 09:15:23

Samsung chairman Lee Jae-Yong sparked laughter in Seoul when he joked, "Why are there so many iPhones?" while dining wi...

nvidia-to-supply-over-260000-ai-chips-to-south-korean-government-samsung-hyundai-sk-group
Nvidia To Supply Over 260,000 AI Chips To ...
10/31/2025 08:15:43

Nvidia announced a deal to supply more than 260,000 AI chips to the South Korean government and some of the country's major...

nvidia-effect-key-suppliers-have-already-sold-out-ai-memory-chips-for-2025
Nvidia Effect: Key Suppliers Have Already ...
10/30/2025 13:52:46

Nvidia's demand for AI memory has boosted SK Hynix and Samsung's profits, with Hynix's production fully booked unti...

Core News & Articles
Nvidia's 2 Surprises; NVDA Soars On Trump-...
10/29/2025 16:01:08

Two Nvidia Shockers

amazon-web-services-to-invest-at-least-5-billion-in-south-koreas-ai-sector-by-2031
Amazon Web Services To Invest At Least $5 ...
10/29/2025 13:35:25

AWS has committed to investing a minimum of $5 billion in South Korea by 2031 to establish new artificial intelligence (AI) dat...

qualcomms-big-ai-bet-could-finally-shake-its-smartphone-dependence
Qualcomm's Big AI Bet Could Finally Shake ...
10/29/2025 09:41:21

Qualcomm unveils new AI chips to enter data center market and diversify revenue. Bank of America maintains Buy rating with $200...

nvidia-supplier-sk-hynix-sells-out-2026-chip-supply-as-ai-boom-triggers-historic-super-cycle--posts-record-802-billion-q3-profit
Nvidia-Supplier SK Hynix Sells Out 2026 Ch...
10/29/2025 06:56:58

SK Hynix, a key Nvidia supplier, sold out its 2026 chip supply after reporting a record $8.02 billion Q3 profit, as surging glo...

Core News & Articles
'Nvidia CEO Prepares to Unveil AI Deals Wi...
10/28/2025 17:06:38

https://www.bloomberg.com/news/articles/2025-10-28/nvidia-ceo-prepares-to-unveil-ai-deals-with-samsung-hyundai

xiaomi-blames-rising-memory-chip-costs-for-higher-smartphone-prices-after-redmi-k90-letdown
Xiaomi Blames Rising Memory Chip Costs for...
10/24/2025 09:11:43

Xiaomi Corporation (OTC: XIACF) (OTC: XIACY) has attributed the rising costs of memory chips to the increased production expens...

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