New research suggests AI data centres will need much less memory than investors had bargained for
Japanese supplier to produce advanced sensors for smartphone cameras
The inside story on the Asia tech trends that matter, from Nikkei Asia and the Financial Times
This chip design software maker could have and will have much bigger profits if the activist investor has anything to do with it
SoftBank-owned tech group projects fivefold revenue increase in five years
Lawmakers call for commerce department to suspend licences that let company send advanced semiconductors to south-east Asia
The entire chip supply chain depends on energy and chemical imports from the Middle East
US prosecutors allege two employees and a contractor conspired to illegally ship servers through south-east Asia
Chief executive Jensen Huang says company received flood of orders and American licences over past two weeks
Chip group’s higher than expected sales forecast fails to boost share price
Jensen Huang to unveil new products at GTC event next week as spending shifts from training to running AI models
Lawsuit also criticised law firm Skadden for advising both Intel and the government
AI chip giant continues dealmaking spree that deploys huge cash reserves into funding its own customers
Takeover proposal comes as Tokyo seeks to consolidate sector to compete against China
Draft rule would require countries to invest in America in exchange for advanced semiconductors
US group moves production away from H200s to latest Vera Rubin products
Chipmaker’s symbiotic relationship with TSMC has been lucrative but it is also a key vulnerability
Is there a limit to how big a company can get?
Chief executive Jensen Huang dismisses concerns over how chipmaker’s customers will fund their spending
Investors attracted by high yields as companies look to shift debt off their balance sheets
The three big manufacturers are increasingly selling chips for AI rather than household gadgets
Shares in US chipmaker surge as deal paves way for social media giant to take a stake in the group
Beijing bans shipments of critical ‘dual-use’ goods in latest escalation of row with Tokyo
Raspberry Pi has more substance than some former retail-investor darlings
Chipmaker swaps last year’s complex framework with AI start-up in favour of equity cheque
