Investors poured money into Nvidia Corp. and made it the world’s most valuable chipmaker, convinced that its lead in artificial intelligence computing would deliver riches. Attention has now shifted to whether AI itself will pay off for companies investing tens of billions of dollars in the vast data centers required to power it.

Plans to tariff foreign-made semiconductors could derail TSMC's plans to spend $165 billion on semiconductor factories in Arizona.

Malaysia abruptly reversed its Huawei-backed AI chip initiative after US scrutiny, exposing the delicate balance Southeast Asian nations face in the US-China tech war. Read more at straitstimes.com.

Washington warned that using Huawei's chips could violate export controls. Beijing thinks that undermines "consensus" from the Geneva trade talks.

German chipmaker Infineon said on Tuesday it will work with Nvidia on developing chips for new power delivery systems inside artificial intelligence data centers.

Nintendo Co. has turned to Samsung Electronics Co. to help make the main chips for the Switch 2, a move that may help the Japanese company ramp up production of the gaming console enough to sell a higher-than-projected 20 million units by March 2026.

Tencent's president said the company can rely on a "pretty strong stockpile of chips that we acquired previously."

Malaysia's government did not develop, coordinate or endorse an artificial intelligence project involving a local company and Huawei Technologies, its trade ministry said in a statement on Wednesday.

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