Semiconductor News & Analysis Feed
20 articles
2026-10-02
www.bloomberg.com
2026-10-02
2026-10-02
www.bloomberg.com
2026-10-02
2026-10-02
www.bloomberg.com
2026-10-02
The latest wave of chip-smuggling cases targeting China has laid bare a structural weakness in NVIDIA's export-compliance architecture, raising questions that extend well beyond a single corporate misstep. At the heart of the issue is a fundamental tension: the U.S. export-control regime was designe
2026-10-02
www.bloomberg.com
2026-10-02
Bloomberg's reporting on a series of chip smuggling cases in China underscores a critical structural weakness in NVIDIA's export compliance architecture. Rather than being isolated incidents, these cases reveal systemic gaps in how the world's dominant AI chip maker monitors the downstream flow of i
2026-10-02
www.bloomberg.com
2026-10-02
This Bloomberg report highlights a significant development in the ongoing US-China semiconductor trade tensions: a Chinese state-backed entity has disclosed a deal involving NVIDIA's Blackwell-series AI chips. The Blackwell architecture, manufactured on TSMC's 4nm process, represents NVIDIA's latest
2026-10-01
www.bloomberg.com
2026-10-01
2026-10-01
www.bloomberg.com
2026-10-01
2026-10-01
www.bloomberg.com
2026-10-01
2026-10-01
www.bloomberg.com
2026-10-01
2026-10-01
www.bloomberg.com
2026-10-01
2026-10-01
www.bloomberg.com
2026-10-01
2026-10-01
www.bloomberg.com
2026-10-01
Micron's latest guidance paints a nuanced picture of the memory chip industry at a critical inflection point. The bullish revenue outlook underscores how AI infrastructure buildout—particularly demand for HBM and high-capacity DRAM—has fundamentally reshaped the addressable market for memory makers,
2026-10-01
www.bloomberg.com
2026-10-01
Micron's above-consensus earnings guidance underscores a structural shift in the memory semiconductor landscape, where AI infrastructure spending is supplanting consumer electronics as the primary demand engine. The company's performance is not merely a cyclical upswing but reflects a fundamental re
2026-10-01
www.bloomberg.com
2026-10-01
2026-10-01
www.bloomberg.com
2026-10-01
2026-09-30
www.bloomberg.com
2026-09-30
2026-09-30
www.bloomberg.com
2026-09-30
2026-09-30
www.bloomberg.com
2026-09-30
2026-09-28
finance.yahoo.com
2026-09-28
2026-09-28