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Morgan Stanley has ranked NVIDIA as its top pick in the semiconductor industry, replacing…

TSMC accelerates to expand 1.6nm chip manufacturing plant to support NVIDIA. Samsung memory price…

NVIDIA has surpassed Apple to become TSMC largest customer. WSTS: Global semiconductor market will…

NVIDIA plans to launch new chips to accelerate AI processing. OpenAI says Amazon self-developed…

Jensen Huang: Computing power equals revenue in the new era of AI. Samsung will…

Meta Platforms will lease Google AI chips to develop new models. Harish Bharadwaj, VP…

NVIDIA: Approved to export H200 chips to China, but subject to a 25% tariff.…

Jensen Huang: Chinese competitors are improving; H200 has not yet generated revenue in China.…

Samsung 1c DRAM yield exceeds 80%, and its HBM4 yield is close to 60%.…