Without ASML, there would be no ChatGPT, no new iPhone models and no cutting edge AI innovation. The chipmaking machines ASML produces are so indispensable to...
ASML CEO Christophe Fouquet says artificial intelligence investing now resembles an “arms race,” but that he sees no bubble in the industry. The Dutch company is...
Beijing-based Cambricon is set to triple production of AI chips in 2026, with plans to deliver half a million AI accelerators. Bloomberg’s Peter Elstrom discusses the...
Startup Substrate is aiming to rebuild US dominance in chipmaking with technology it says can rival ASML. The $1 billion startup has backing from investors including...
Arm CEO Rene Haas says the company has invested more aggressively than anticipated. Haas discusses how that investment impacted the chip designer’s second-quarter earnings with Ed...
Qualcomm CEO Cristiano Amon discusses how the chipmaker is changing in response to the decline in the handset market. Amon discusses the company’s fiscal third-quarter earnings...
Chipmaker Nvidia is close to becoming the first company to reach a $4 trillion market capitalization. Bloomberg Intelligence’s Mandeep Singh discusses the demand fueling the growth...
As President Trump gets set to probe semiconductor and electronic imports, Stephanie Aliaga of JP Morgan Asset Management says it’s difficult for tech companies and chipmakers...
Jason Oxman, President and CEO of the Information Technology Industry Council, says China could benefit from US chip curbs set out by the Biden administration. He...
Doug Calidas of the Americans for Responsible Innovation group says China is “piggybacking” off US efforts, usually utilizing US chips and designs to fast track their...