News

Scott Bessent Warns TSMC's $40 Billion Arizona Fab May Only Meet 7% Of US Chip Demand — Blames Building Inspectors, Red Tape For Delays
Treasury Secretary Scott Bessent warned that Taiwan Semiconductor Manufacturing Co.'s massive Arizona fabrication facility ...
A billion dollars' worth of Nvidia chips fell off a truck and found their way to China, report says
An estimated $1 billion worth of smuggled high-end Nvidia AI processors have reportedly found their way onto the Chinese ...
Jensen Huang Saw GPU Future While Others Chased CPUs — Trump AI Czar David Sacks Rejects Calls To Break Up Nvidia, Backs 'Build Baby Build' Strategy
Needham analyst N. Quinn Bolton raised Nvidia’s price target to $200 from $160, projecting $3 billion quarterly H20 chip ...
Fudzilla6hOpinion
Intel's slow-motion car crash
More layoffs, fab delays and yet another AI pivot Intel is hacking away at its workforce and torching grandiose European fab ...
$1 billion of NVIDIA AI chips were reportedly sold in China despite US bans
Financial Times is reporting that $1 billion worth of NVIDIA AI chips were smuggled into China in the three months after the Trump administration tightened semiconductor export controls. Citing sales ...