Patient Capital Management, a value investing firm, released its “Patient Capital Opportunity Equity Strategy” second-quarter ...

China’s Ministry of State Security says it is cracking down on alleged smuggling of rare earths materials that it says ...

Let's put four generations of AMD Radeon GPUs to the test to see how the $300 segment has evolved over the past five years. From the ...

AI chip sales to China resume; TSMC accelerates U.S.production; Synopsys-Ansys done deal; Chinese espionage; Nikon's new ...

Similar to Nvidia, AMD is now also poised to restart Chinese sales of its MI308 chips. The California-based company said in a ...

China’s move to ease AI chip export rules offers relief for Nvidia and U.S. semiconductor giants. Here’s what it means Nvidia's future stock price outlook.

Nvidia's CEO Jensen Huang says the technology giant has won approval from the Trump administration to sell its advanced H20 ...

"Despite public reporting on semiconductor targeting from China-aligned threat actors, Proofpoint directly observed only ...

Nvidia's CEO Jensen Huang says the technology giant has won approval from the Trump administration to sell its advanced H20 ...

At 40x forward earnings, AMD & Nvidia seem similar. But Nvidia has 58% margins, 86% revenue growth & $43B in net cash, while ...

Currency risk is limited as most transactions are made in USD. Intellectual property theft is a major risk. The most high-profile incident was TSMC’s settlement with SMIC, in which the firm received ...

Intel CEO Lip-Bu Tan says it's "too late" to catch up with its rivals in the AI sector, laying off thousands of US workers to ...