Semiconductors
AITech stocks take a pounding as hedge fund Elliott warns AI trades like Nvidia are in ‘bubble land’
By Christiaan HetznerAugust 2, 2024
TechSamsung chips boss warns that firm risks getting caught in ‘vicious cycle’ because it’s ‘hiding or avoiding problems’
By Yoolim Lee and BloombergAugust 1, 2024
TechRelief rally in Nvidia cannot hide likelihood stock has entered bear market territory after losing nearly $800 billion
By Christiaan HetznerJuly 31, 2024
By Lionel LimJuly 27, 2024
TechNvidia is reportedly making another China-focused AI chip as U.S. export controls hit its business in the world’s second largest economy
By Lionel LimJuly 22, 2024
TechDonald Trump wants Taiwan to pay for U.S. protection—and that should worry shareholders of Nvidia, Microsoft and Tesla
By Christiaan HetznerJuly 18, 2024
FinanceNvidia’s market cap will soar to $50 trillion—yes, trillion—says early investor in Amazon and Tesla
By Sasha RogelbergJuly 16, 2024
CommentaryA trip to Shanghai’s AI mega-conference showed me that China’s developers are still playing catch-up to Silicon Valley
By Grace ShaoJuly 13, 2024
TechChina is still a decade behind the U.S. in chip technology—but the world still needs the mature chips it’s making, says ASML’s CEO
By Lionel LimJuly 9, 2024
TechChina is poised to dominate the market for legacy chips, and the U.S. may only have itself to blame
By Lionel LimJuly 5, 2024
FinanceNvidia will produce such a massive ‘cash gusher’ that it will have to buy back more stock, because all that money has nowhere else to go, analyst says
By Jason MaJune 29, 2024
TechNvidia’s Jensen Huang plays down competition worries as key supplier disappoints with subdued expectations for AI chip sales
By Christiaan HetznerJune 28, 2024
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