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Chipwrecked: Nvidia's Export Ban Triggers ETF Meltdown (And One Big Winner)
Wednesday, April 16, 2025 - 6:25pm | 907A fresh round of U.S. export restrictions on China’s AI capabilities has caught NVIDIA Corp. (NASDAQ:NVDA) off guard, with ETFs with high exposure to the chip giant are feeling the pain (or gain, in some cases). While Nvidia plummeted 6.87% by market close Wednesday, some semiconductor-themed...
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Trump To Unveil Semiconductor Tariff Plan This Week, Signals Flexibility On Tech Exemptions
Monday, April 14, 2025 - 2:39am | 486President Donald Trump said on Sunday that he would reveal the tariff rate on imported semiconductors in the coming week, suggesting that excluding smartphones and computers from reciprocal tariffs in China might be temporary. What Happened: Trump, speaking aboard Air Force One,...
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Trump Tariff Wars: China's New Rule To Exempt Nvidia, Qualcomm And Others From Levies, But These Chip Companies Will Be Hit With 125% Tariffs
Saturday, April 12, 2025 - 2:23am | 846On Friday, China's General Administration of Customs implemented a new rule that determines the country of origin for semiconductor products based on the location of wafer fabrication — not where the chips are designed, developed, or packaged. What Happened: As a result of this development, chips...
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Days After Calling The CHIPS Act A 'Horrible Thing,' Donald Trump Sets Up New Entity For 'Negotiating Much Better...Deals:' Here's More
Tuesday, April 1, 2025 - 8:47am | 1347President Donald Trump has set up a new body within the Commerce Department to manage the CHIPS and Science Act, 2022. What Happened: A new entity, the United States Investment Accelerator within the Commerce Department, will now oversee the CHIPS Act program, as established by an executive order...
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Wolfspeed Names Ex-Micron Exec Feurle As CEO To Revive Struggling Chipmaker
Thursday, March 27, 2025 - 10:15am | 418On Thursday, Wolfspeed, Inc (NYSE:WOLF) announced the appointment of Robert Feurle as CEO, effective May 1, 2025. The decision follows a comprehensive internal and external search by the board of directors. Feurle brings over two decades of leading global organizations developing the most advanced...
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Nvidia Chip Flows Under Scrutiny As Malaysia Moves To Tighten Regulations Amid US Export Controls On China
Monday, March 24, 2025 - 3:43am | 527Malaysia plans to strengthen semiconductor regulations following U.S. demands to monitor the movement of high-end NVIDIA Corp. (NASDAQ:NVDA) chips amid suspicions they’re being illicitly diverted to China, violating U.S. export controls. What Happened: Malaysian Trade Minister Zafrul Aziz...
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SoundHound AI Short Interest Jumps To 32.9%: 'Bring It On,' Says CEO, Shorts 'Only Make The Prize Of Winning Bigger' (CORRECTED)
Thursday, March 20, 2025 - 12:15pm | 858Editor’s Note: The headline has been updated to accurately reflect the CEO’s statement. The short interest in the outstanding shares of the conversational artificial intelligence solution provider, SoundHound AI Inc. (NASDAQ:SOUN) rose during the latest reporting period, however, the...
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Nvidia Loses $420 Billion In Market Capitalization Since DeepSeek Launch, Valuation Hits A 29-Month Low As GTC Fails To Ignite Stock
Wednesday, March 19, 2025 - 4:19am | 987A slew of announcements at the GTC AI Conference in San Jose, California failed to ignite the shares of Nvidia Corp. (NASDAQ:NVDA) on Tuesday as it slipped over 3% in trade. The chipmaker led by Jensen Huang has wiped $420 billion in investor wealth since DeepSeek was launched on Jan. 10, 2025 What...
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TSMC Rides AI Wave: Sales Surge 39% In First 2 Months Of 2025 On Higher Demand
Monday, March 10, 2025 - 4:49am | 641Semiconductor contract manufacturer and design company Taiwan Semiconductor Mfg. Co. Ltd. (NYSE:TSM) reported a 39.2% jump in its two-month revenue for January and February in 2025 as compared to the same period last year. What Happened: TSM reported on Monday that its February 2025 revenue rose 43...
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Marvell Surpasses AI Chip Sales Target, Aims Higher For 2026, But Stock Plunges Due To Muted Guidance
Thursday, March 6, 2025 - 4:29am | 545Marvell Technology Inc. (NASDAQ:MRVL) smashed its artificial intelligence data center revenue target in fiscal 2025. The chipmaker also reiterated plans to exceed fiscal 2026’s target but issued a soft earnings and revenue guidance which was roughly in-line with analyst estimates. What...
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Trump Seeks To End CHIPS Act: Who Stands To Lose? Here's A List Of Beneficiaries That Could Be Affected
Wednesday, March 5, 2025 - 3:59am | 1075President Donald Trump during his joint address to Congress on Tuesday evening called for ending the CHIPS Act, which provides manufacturing incentives to semiconductor companies setting up their facilities in the U.S. What Happened: During a primetime address to Congress on Tuesday, the president...
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China Says TSMC Could Become 'United States Semiconductor Manufacturing Co.' As Trump Pushes US Chipmaking
Wednesday, February 26, 2025 - 4:47am | 354China accused Taiwan of attempting to surrender its prized semiconductor industry to the United States as a “souvenir” to gain political support, amid reports that Taiwan Semiconductor Mfg. Co. Ltd. (NYSE:TSM) has been in talks for a stake in Intel Corp (NASDAQ:INTC). Speaking at a...
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Nvidia Set For 'Clear Beat And Raise Special' As AI Demand Surges, Says Dan Ives
Monday, February 24, 2025 - 2:30am | 543Nvidia Corp. (NASDAQ:NVDA) is poised to deliver another strong earnings performance this week, according to Wedbush Securities analyst Dan Ives, as artificial intelligence demand continues to drive growth for the semiconductor giant. What Happened: “We expect another robust performance and...
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Auto Slowdown Hits ON Semiconductor In Q4 — Q1 Outlook Also Dim: CEO Warns of 'Persisting Volatility Due To The Geopolitical Uncertainty'
Tuesday, February 11, 2025 - 2:47am | 710ON Semiconductor Corp. (NASDAQ:ON) missed street expectations in the fourth quarter, predicting a sluggish first quarter for its automotive segment as its shares tumbled over 8% after the earnings report on Monday. What Happened: Lower global automotive demand combined with slower-than-expected...
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Options Corner: Microchip Offers A High-Risk Wager Just Ahead Of Earnings
Wednesday, February 5, 2025 - 4:26pm | 981On paper, Microchip Technology Inc. (NASDAQ:MCHP) should rank among the top semiconductor specialists. While it's not directly tied to artificial intelligence, the Chandler, Arizona-based company plays a powerful supporting role in AI applications. Fundamentally, the company specializes in...