Nvidia's H20 chip gets the green light for China after US policy shifts; TSMC breaks records and joins the trillion-dollar club; and Taiwan's tech community quietly backs a grassroots recall movement ...

Although companies are developing in-house AI chips, ecosystems not yet mature to fully replace NVIDIA’s advantages in system ...

Washington China hawks are slamming the approval by US President Donald Trump’s administration of resumption of the sale of ...

AI chip sales to China resume; TSMC accelerates U.S. production; Synopsys-Ansys done deal; Chinese espionage; Nikon's new litho system; SiC, GaN buildout; CPO market; rowhammer attack on GPUs; Q2 ...

US AI companies NVIDIA , AMD, and Broadcom are likely to receive licenses to ship to China at levels consistent with the ...

Key Points The demand for Nvidia's GPUs isn't letting up, which is driving strong revenue and profit growth.Ongoing ...

Jensen Huang has established himself as America’s most influential tech leader, assuming a role once occupied by Apple’s Tim ...

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Nvidia Corporation gains access to China's $50B AI GPU market, boosting sales potential. Click for my updated look at NVDA ...

Nvidia has reportedly told Chinese customers it will not resume production of its H20 AI GPUs despite a U.S. policy reversal, ...

Under the export rules implemented during the Biden administration, Nvidia was allowed to sell the H20 chip in China up until ...

Nvidia stock is up 25% in 2025. Management projects $45 billion in revenue for fiscal Q2 2025. The company pays a very small dividend and continues to repurchase shares.