China revs up on auto chips and HBM shakes up memory

asia.nikkei.com Hi everyone! This is Cheng Ting-Fang, your #techAsia host for this week. Despite being based in Taipei, I can feel the U.S. presidential race heating up thousands of miles…

Chinese Firms Close in on High-End AI Memory Chips Coup

asiafinancial.com Two Chinese chipmakers are reportedly working on producing the high bandwidth memory (HBM) semiconductors used in artificial intelligence chipsets, in what would be a major…

U.S. Chip Manufacturing Could Triple in Less Than a Decade: 2 Stocks That Could Follow Suit

finance.yahoo.com The U.S. government has focused significantly on the country's position in the semiconductor market, and that's not surprising -- chips play a critical role in multiple…

Xi Jinping's China Forges Ahead With Better In-House AI Chips To Cut Reliance On Nvidia, Other Foreign Sources Amid US Curbs

benzinga.com In a significant development, Chinese chipmakers are making headway in producing high bandwidth memory (HBM) semiconductors, a crucial component in artificial intelligence…

Chinese firms make headway in producing high bandwidth memory for AI chipsets

aol.com SINGAPORE/BEIJING (Reuters) - Two Chinese chipmakers are in the early stages of producing high bandwidth memory (HBM) semiconductors used in artificial intelligence…

Google says its 'Trillium' TPUs are ready to power the next-generation of AI models

theregister.com I/O Google blew the lid off its sixth tensor processing unit (TPU) codenamed Trillium, designed to support a new generation of bigger, more capable of large language and…

SiPearl updates specs for Rhea1 processor set to power Europe's exascale dreams

theregister.com ISC Chip designer SiPearl has issued updated specs for its Rhea1 processor that will power Europe's first exascale system and is working with Samsung to integrate…

Hudbay Minerals Reports Strong Q1 2024 Results

tipranks.com Hudbay Minerals (TSE:HBM) has released an update. Hudbay Minerals Inc. has reported robust financial and operational results for the first quarter ...

AI boom to keep supply of high-end memory chips 'tight' this year, analysts warn

cnbc.com A Samsung Electronics Co. 12-layer HBM3E, top, and other DDR modules arranged in Seoul, South Korea, on Thursday, April 4, 2024. Samsung's profit rebounded sharply in the…

You OK, Apple? Seriously, your silicon lineup is … a mess

theregister.com Comment Apple seems to have skipped a few steps in its silicon roadmap. The launch of Cupertino's M4 iPad Pro this week wasn't just met with backlash over another tone-deaf…

Nvidia Stock Analysis: Why Betting Against Overachieving NVDA Is a Fool’s Errand

investorplace.com The path of least resistance for Nvidia stock is higher prices Amazingly, there are still bearish holdouts who, despite all of the available evidence, continue to bet…

AMD Remains the Partner of Choice for World's Fastest and Most Efficient High Performance Computing Deployments

benzinga.com 156 of the Top500 supercomputers are powered by AMD, a 29 percent year-over-year increase — — New AMD Alveo V80 compute accelerator card targeting HPC and compute-intensive…

Nvidia Is Leading the Artificial Intelligence (AI) Charge, But These 2 Companies Are Rising Stars

finance.yahoo.com AI chip leader Nvidia (NASDAQ: NVDA) will no doubt have very strong growth over the next year-plus. But while the chip designers like Nvidia and its would-be competitors…

5 big analyst AI moves: Micron upgraded amid ‘unprecedented outlook for memory’ By

investing.com Investing.com -- Here are the biggest analyst moves in the area of artificial intelligence (AI) for this week. InvestingPro subscribers always get first dibs on…

Nvidia shares get boost from key supplier ahead of earnings

thestreet.com shares moved higher in early Friday trading, but remain well shy of their late March peak, as investors glean clues on AI demand from a major chipmaker ahead of the group's…

Italy's climate super computer, Cassandra, to combine HPC with AI

theregister.com Boffins in Italy are about to get their hands on a supercomputer that will more than double the resources available to study the effects of climate change. Dubbed Cassandra,…

AI memory emerges as new battleground for SK Hynix, Samsung and others

asia.nikkei.com SEOUL/TAIPEI/SAN JOSE, Calif. -- Nvidia CEO Jensen Huang, wearing his trademark black leather jacket and addressing a conference in March in San Jose, did not hide his…

SK hynix Develops Next-Generation Mobile NAND Solution ZUFS 4.0

benzinga.com Mass production of industry's best-performing product for on-device AI smartphones to begin in 3Q • Performance degradation over time improved, while lifetime increased by…

TSMC fully booked on advanced packaging until 2025

theregister.com TSMC's advanced packaging capacity is fully booked for the next two years, thanks to Nvidia and AMD needs, according to reports that echo an earlier earnings call. Echoing…

Nvidia's AI Dominance Evident As Tech Behemoths From Microsoft To Meta And Google Keep Pumping Billions Into Chipmaker, Analysis Reveals - Intel…

benzinga.com NVIDIA Corp NVDA is set to release its first-quarter earnings, and the company is already making waves in the AI sector. The tech giant’s AI infrastructure is in high…

1 Chip Stock Secretly Playing A Massive Role In AI Development

finance.yahoo.com Lam Research (NASDAQ: LRCX) has been on a tear since the start of 2023, more than doubling in value in that span of time and setting fresh all-time-highs. And all of this…

Baird says this name is one of the top chip stocks you should own

investing.com Baird analysts have revisited their research coverage of the semiconductor industry on Monday amid recent developments. The most notable move includes the rating upgrade for…

1 Hot Nasdaq Stock to Buy Hand Over Fist Before It Soars at Least 25% Thanks to the Artificial Intelligence (AI) Boom

finance.yahoo.com The Nasdaq-100 Technology Sector index has gained an impressive 50% in the past year, driven mainly by the growing demand for artificial intelligence (AI)-related hardware…