In their model, UBS has adjusted their revenue estimate for Nvidia's fourth fiscal quarter from approximately $37.3 billion to around $38.9 billion. This includes the expectation of mid-teens ...

Although its H20 chips fall short of Nvidia’s H200, innovative local firms are rapidly narrowing the gap. Meanwhile, U.S. attempts to regulate global trade through restricted entity lists has proven ...

The Artificial Intelligence (AI) chip market has been growing rapidly, driven by increased demand for processors that can ...

For the last two years, the US and China have been working towards self-sufficiency in microchips – a critical industry ...

Despite export restrictions, enough AI processors have been smuggled into China to build world-class AI supercomputers.

DIGITIMES Research observes that China is rapidly advancing in the field of LLMs. Major technology giants such as Baidu, ...

In what is a sad case of grace to grass, Dr H20, the viral hawker who got help from Aquafina company, is in a big mess Dr H20 became a viral sensation for how he marketed bottled waters on the street ...

Semiconductor-sector investors will be paying close attention this week as the major cloud-computing companies report their quarterly results.

Nvidia is preparing to release its Blackwell architecture in the coming weeks. The company says demand for the platform has surpassed supply, and it expects that to continue. This comes at a key ...

They are an alternative to Nvidia's China version H20. TSMC manufactured the previous Ascend 910 for Huawei, but the chip contract manufacturer is no longer allowed to produce for Huawei due to ...

Bank of America analysts raised their price target for Nvidia stock to $190 a share this week. They see the AI market growing to $400 billion, giving Nvidia a "generational opportunity." ...

Nvidia stock has much more room to run up its all-time high share price set this week, argue Bank of America analysts, who just meaningfully upped their price target for the artificial ...