So, Nvidia surely has more gas in the tank to power share gains. But despite all this, another AI stock is gaining on Nvidia ...

AI chip users on the mainland have been informally advised to prioritise local alternatives, including those from Huawei, ...

A second risk, and likely the biggest, is Cerebras' customer concentration. Right now, AI company G42 from the United Arab ...

The AI server rack featuring Nvidia's Blackwell chip will begin mass production in the fourth quarter of 2024, which is ...

Cerebras Systems, an AI chip startup, has filed for a U.S. IPO as it aims to compete with Nvidia in the lucrative AI hardware ...

The company is used to seeing high demand for its products, so it was noteworthy when in a recent CNBC interview, CEO Jensen ...

Samsung Electronics is expected to flag more than a four-fold jump in quarterly profit on Tuesday on improving demand for ...

The trajectory of the AI semiconductor ecosystem is marked by an evolving landscape, driven by the burgeoning demand for ...

Samsung Electronics is expected to report a substantial recovery in quarterly profit, with projections of over a four-fold ...

Micron is capitalizing on the growing demand for AI-driven data centers, projecting the high-bandwidth memory (HBM) market to ...

JFS Laboratory, a Chinese government-backed company, has developed a silicon photonics chip, a first for the country, reports ...

Nations vie for a piece of the semiconductor pie with offers of cash, subsidies, tax breaks, and other schemes.