China is quickly closing the gap with the United States in the contest to make technologies that rival the human brain ...

Nvidia recently announced that its forthcoming N1 and N1X processors—geared toward laptops and desktops, respectively—will no longer arrive in early 2026 as planned.

The parade of power players to Lei Jun's door tells a story. Samsung Electronics Chairman Lee Jae-yong, Qualcomm CEO ...

Beijing is taking an industrial policy approach to help its A.I. companies close the gap with those in the United States.

Nvidia has encountered a new hardware problem with its much-anticipated N1x Arm CPU, and this time it is a major one. According to multiple industry sources ...

We model AMD reaching $17.9 billion in AI GPU revenue in 2029. In turn, AMD’s GPU revenue should grow at a 29% CAGR over the next five years. While these estimates pale in comparison to the $115 ...

Geopolitics have entered the AI space, most notably limiting Nvidia's AI opportunities in China. We are skeptical that Nvidia's China AI business will be allowed to recover, regardless of the US ...

Beyond Tesla and Waymo, the real winners in autonomous vehicles could be the semiconductor, sensor, and software companies.

Nvidia (NASDAQ:NVDA) led chip stocks higher on Tuesday after the company said it hopes to resume sales of its H20 chips in ...

Nvidia plans to restart H20 AI chip sales in China after U.S. approval, signaling easing trade tensions and market rebound.

Chinese EV maker XPENG has officially opened the order books for its fully renewed Ultra Smart Coupe SUV G6 and Ultra Smart ...

Research firm Canalys predicts Samsung’s foldable shipments, which peaked in 2022, will remain flat or slightly declining in ...