But the future looks increasingly murky because of a factor that investors seem to be blithely ignoring: tariffs. President Trump threatened to hit chip imports with tariffs after he took office early ...

There are plenty of reasons Wall Street is obsessed. Let's look at a few of those reasons and what they mean for investors.

Key Points The chip industry is booming thanks to AI.Advanced Micro Devices is seeing margins and earnings soar as its data ...

Three stocks that I like in this space are Nvidia ( NVDA -0.42%), Taiwan Semiconductor Manufacturing ( TSM -2.12%), and ...

Questions remain about availability of the chip favoured for training large language models, as Nvidia warns of limited ...

Nvidia's renewed ability to sell H20 artificial intelligence chips to China following the lifting of US restrictions is ...

TSMC will change production timelines for two planned fabs by several quarters because of high demand for chips to power ...

AMD's upcoming MI400 release could be a game changer in the AI accelerator industry. Many artificial intelligence (AI) stocks ...

Chinas booming artificial intelligence sector is set to demand $39.5 billion worth of AI chips in 2025, yet supply is ...

The world’s largest contract chip maker’s robust results are the latest sign that the AI wave remains strong.

American chipmaking giant Nvidia says it plans to resume sales to China of an artificial intelligence chip that’s become part of a global race pitting the world’s biggest economies against each other.

The chair of the U.S. House Committee on China has raised concerns over Nvidia’s resumption of sales of its H20 artificial intelligence chip to China. In a letter addressed to Commerce Secretary ...