Shares of chip firms have surged as enthusiasm for AI continues. But some strategists think investors should take a step back.

Nvidia has reportedly ramped up production of its H20 chipsets for the Chinese market, placing a significant order with TSMC.

Cadence Design agreed to plead guilty and pay more than $140 million to resolve U.S. charges for selling its chip design ...

It follows April's U.S. lift on H20 exports under the Trump administration, even though formal export licenses from the ...

Nasdaq futures are up about 108 points to 23,599 at the moment. If it can open at that level, that’ll put the tech-heavy index at new all-time highs. According to CNBC, “The moves come after the broad ...

There is a new open-source AI model out in the world, and this one too comes from China. This new called GLM 4.5 rivals ChatGPT in its performance.

The implications are far reaching. DeepSeek’s breakthrough prompts a complete rethinking of how AI infrastructure is ...

"Onsemi’s intelligent power portfolio plays a critical role in enabling the next generation of AI data centers by delivering ...