Here’s how chipmaker Nvidia became the world’s first $5T company

Abhinaya Prabhu / techfundingnews - Nvidia has made history as the first company ever to surpass a $5 trillion market capitalisation, closing at…

Back to Top / Thursday, October 30, 2025, 9:21 am / permalink 15540 / 3 stories in 4 months

Taiwanese chipmaker TSMC sees nearly 40% jump in its net profit thanks to the AI boom

techxplore - Taiwan's leading computer chip maker, TSMC, said Thursday that its net profit surged nearly 40% in the last quarter, boosted by the surge in use of artificial intelligence.

Back to Top / Thursday, October 16, 2025, 5:20 am / permalink 15163 / 6 stories in 4 months

Netherlands takes over Chinese-owned chipmaker Nexperia

Suhasini Srinivasaragavan / siliconrepublic - Nexperia was acquired by China’s contract manufacturing giant Wingtech Technologies in 2018.Read more: Netherlands takes over Chinese-owned chipmaker Nexperia

Back to Top / Monday, October 13, 2025, 7:20 am / permalink 15087 / 10 stories in 4 months

China tightens rare earth exports, threatening global chip supply

techspot - This week, China announced new rare earth export restrictions. Reuters reports that the expanded bureaucratic controls also cover technologies critical to rare earth extraction and refinement, seemingly intended to keep other countries reliant on Chinese …

Back to Top / Saturday, October 11, 2025, 2:20 pm / permalink 15082 / 8 stories in 4 months

China targets Qualcomm amid US-China trade tensions

Chinese authorities are ramping up their scrutiny of Qualcomm as part of a broader trade battle with the United States. Investigations into Qualcomm’s acquisitions and market behavior have emerged, causing shares to dip and fueling uncertainty over the chip giant’s future operations in China.

Back to Top / Friday, October 10, 2025, 8:20 am / permalink 15062 / 4 stories in 4 months

U.S. probes $2 billion Nvidia buyer as China squeezes rare-earths

Marcus Schuler / implicator - A $2B Nvidia chip buyer operated from empty offices while China announced rare-earth export curbs. The collision exposes how supply chain controls function more as leverage than barriers while billions in restricted tech moves through legal gaps.

Back to Top / Friday, October 10, 2025, 7:20 am / permalink 15061 / 6 stories in 4 months

China tightens export controls on rare earth minerals once again

Ram Iyer / techcrunch - As the race to make ever faster semiconductors intensifies, China has once again notched up export controls on rare earth minerals as well as related mining and refining technology.

Back to Top / Thursday, October 9, 2025, 9:21 am / permalink 15044 / 4 stories in 4 months

Nvidia CEO surprised by AMD's deal giving OpenAI a 10% stake

techspot - In an interview on CNBC's Squawk Box, Huang called the arrangement "unique and surprising," given AMD's excitement about its upcoming hardware. "I'm surprised they would give away 10 percent of the company before they even built it," he said. "It's clever…

Back to Top / Thursday, October 9, 2025, 12:20 am / permalink 15039 / 5 stories in 4 months

OpenAI’s trillion-dollar tab comes due by 2027

Marcus Schuler / implicator - OpenAI signed $1 trillion in compute deals with Nvidia, AMD, and Oracle—obligations stretching to 2029 that dwarf its current revenue. The company burns $5B annually while chipmakers now hold equity and expect payment. The tab comes due by 2027.

Back to Top / Tuesday, October 7, 2025, 5:22 pm / permalink 15013 / 5 stories in 4 months

Taiwan won't chip in to US effort to make half its own processors

Dan Robinson / theregister - US has threatened even higher tariffs and the possible loss of military support Taiwan has rejected US demands to shift semiconductor manufacturing so that half of America's chip needs are produced domestically, as tariff negotiations with the Trump admin…

Back to Top / Wednesday, October 1, 2025, 10:21 am / permalink 14942 / 5 stories in 5 months

Meta inks $14.2bn deal with CoreWeave for its compute power

Suhasini Srinivasaragavan / siliconrepublic - The social media giant also plans to acquire chip start-up Rivos to strengthen its own semiconductor abilities.Read more: Meta inks $14.2bn deal with CoreWeave for its compute power

Back to Top / Wednesday, October 1, 2025, 6:20 am / permalink 14935 / 3 stories in 5 months

EU member states pile pressure on Brussels for Chips Act rethink

Dan Robinson / theregister - Semicon Coalition presses European Commission for stronger funding, strategy, and skills drive Momentum is gathering behind calls for a Chips Act 2.0 to strengthen Europe's competitiveness in the semiconductor sector amid growing geopolitical uncertainty …

Back to Top / Monday, September 29, 2025, 8:21 am / permalink 14888 / 3 stories in 5 months

The Trump admin is going after semiconductor imports

Rebecca Szkutak / techcrunch - The Trump administration wants the industry to reach a 1:1 ratio of domestically produced and imported chips.

Back to Top / Friday, September 26, 2025, 10:21 am / permalink 14876 / 3 stories in 5 months

Intel Turns to Apple for Help as Rival Nvidia Surges Ahead: Report

Austin Blake / iphoneincanada - Intel has quietly approached Apple about a possible investment in the struggling chipmaker, according to people familiar with the matter who spoke with Bloomberg. The discussions are said to be early and might not lead to a deal, but they highlight Intel’…

Back to Top / Wednesday, September 24, 2025, 5:20 pm / permalink 14845 / 9 stories in 5 months

Cold shoulder: Why Beijing is freezing Nvidia's access to the Chinese market

cnbc - Beijing has put a freeze on Nvidia's access to its market — a move industry experts say reflects growing confidence in Chinese chip makers and trade posturing.

Back to Top / Thursday, September 18, 2025, 6:20 am / permalink 14681 / 4 stories in 5 months

China tells its tech companies they can’t buy AI chips from Nivida 

Rebecca Szkutak / techcrunch - After strongly discouraging tech companies from buying Nivdia's AI chips in August, the country is now banning the practice outright.

Back to Top / Wednesday, September 17, 2025, 4:20 pm / permalink 14658 / 3 stories in 5 months