Chipmakers and other AI-connected industries saw stocks drop Monday amid concerns over advancements by DeepSeek ...
“China is also an emerging risk ... at least -40% for peers),” the analyst said. Microchip: Arya cites CEO uncertainty, inventory pile-up, and operational restructuring efforts as reasons ...
President Trump said in the "very near future" he will impose tariffs on steel, aluminum, copper, semiconductors, ...
Shares of analog chipmaker Microchip Technology (NASDAQ ... These weaknesses were partly offset by continued strength in China's auto and smartphone markets. These pockets of strength helped drive ...
DeepSeek's advancements in AI have highlighted the growing demand for Nvidia's chips in China, despite U.S. export controls. The firm has effectively utilized 2,000 Nvidia H800 chips, compliant with ...
Revenue from China and Hong Kong made up 15% of the ... Intel, Micron, AMD, and Microchip Technology are among the direct beneficiaries. President-elect Donald Trump has criticized the CHIPS ...
The US microchip export controls were designed to freeze China’s development of supercomputers used to develop nuclear weapons and artificial intelligence systems. Jimmy Goodrich, a senior ...
Rare earths are a key component in the manufacture of microchips, which fuel the explosive growth of Artificial Intelligence ...