Nvidia Reports Strong AI-Driven Growth in Earnings
Nvidia posts strong earnings driven by AI chip demand, reinforcing its leadership in high-performance computing infrastructure.
semiconductors
You are viewing the comprehensive archive for articles tagged with "semiconductors". Our editorial team provides essential coverage, in-depth analysis, and real-time market data across all critical topics impacting the global economy. This section compiles the most relevant news, research, and expert commentary to help you navigate the trends and forces shaping the financial world. Stay informed with MarketSpeaker to ensure your knowledge is current and comprehensive.
ASML Plans to Cut 1,700 Jobs to Streamline Management
ASML plans to cut 1,700 jobs to reduce management layers, even as AI-driven demand for its chipmaking tools remains strong.
China Approves Import of Nvidia H200 AI Chips
China authorizes the import of hundreds of thousands of Nvidia H200 AI chips for major domestic buyers.
Microsoft Unveils New AI Chip to Reduce Reliance on Nvidia
Microsoft unveils a new AI chip designed to reduce reliance on Nvidia as demand for AI computing continues to grow.
Intel Shares Drop 14% on Supply Constraints and Weak Outlook
Intel shares slide 14% after supply constraints and cautious guidance raise concerns about near-term growth.
SanDisk Shares Surge Over 1,300% on AI Memory Demand
SanDisk shares jump more than 1,300% in a year as AI-driven demand for memory and storage fuels one of the market’s biggest rallies.
AMD Unveils Ryzen 7 9850X3D With Higher Clocks and Gaming Gains
AMD has introduced the Ryzen 7 9850X3D, an upgraded gaming-focused processor delivering higher boost speeds and a modest performance uplift over its predecessor.
Nvidia Begins Full-Scale Production of Vera Rubin AI Infrastructure
Nvidia says its Vera Rubin AI infrastructure is now in full production and delivers five times the performance of Blackwell.
OpenAI Burns $15 Million a Day on Sora as AI Video Demand Strains Hardware Markets
OpenAI’s Sora platform is driving $15 million in daily costs and intensifying shortages in PC hardware as AI demand accelerates.
AMD and Nvidia Signal GPU Price Hikes in 2026 as Memory Costs Surge
By
Emma Clarke
AMD and Nvidia are preparing to raise graphics card prices in early 2026 as soaring memory costs squeeze margins and disrupt long-standing pricing strategies.
Nvidia in Talks to Acquire AI21 Labs for Up to $3 Billion
Nvidia is negotiating a $2–$3 billion acquisition of AI21 Labs as it expands deeper into generative AI software.
Intel Sells 214.8 Million Shares to Nvidia in $5 Billion Transaction
Intel sells 214.8 million shares to Nvidia for $5 billion, giving Nvidia an estimated 4% stake.
Nvidia Agrees to Buy AI Chipmaker Groq for $20 Billion in Record Deal
Nvidia has agreed to acquire AI chip startup Groq for about $20 billion, marking the largest acquisition in its history as it accelerates its push to dominate next-generation AI hardware.
Nvidia Plans First Shipments of H200 AI Chips to China by Mid-February
Nvidia aims to start shipping H200 AI chips to China by mid-February amid strong demand.
Nvidia Weighs Boosting H200 AI Chip Output as China Demand Outpaces Supply
Nvidia is exploring higher H200 chip output as Chinese demand exceeds current production capacity.