Nvidia investors on Monday were hit with a barrage of headlines about the company’s geopolitical challenges — some good, others not so good. The uncertainty sank the Club stock again as a broader wave of concern also slammed the overall market. Nvidia is conducting tests on Intel’s new manufacturing process …
We struggle not to interject politics into our stock selection because we know it rarely, if ever, produces ideas that work. I know it makes the job a lot harder. But you don’t pay me to feel badly about what’s happening. That’s not worth much, even as I do feel …
U.S. President Donald Trump this weekend announced hefty tariffs on his country’s three biggest trading partners, leaving investors scrambling to position themselves for a global trade war. Canada and Mexico face 25% duties on their exports to the U.S., with a lower 10% levy imposed on Chinese goods. Canada has …
Hock Tan, CEO of Broadcom (L) and former CEO of Intel, Pat Gelsinger. Reuters | CNBC It was a big year for silicon in Silicon Valley — but a brutal one for the company most responsible for the area’s moniker. Intel, the 56-year-old chipmaker co-founded by industry pioneers Gordon Moore …
Atop a newly completed, 3.5-million-square-foot building that stands on 1,100 acres in the Arizona desert north of Phoenix is a giant logo of a microchip wafer and the letters TSMC. Taiwan Semiconductor Manufacturing Company’s first Arizona chip fabrication plant, or fab, is making history because it’s the most advanced chip …
Wall Street extended its weekly winning streak to six in a row. Earnings drove the stock market higher — can they do it again in the week ahead? The S & P 500 and the Dow both closed Friday at new record highs and turned in their best weeks of …
Earnings season is upon us. It’s more important than ever to do your homework. Wells Fargo on Friday was the first portfolio name to report third-quarter results, which have been greeted enthusiastically on Wall Street. The stock is trading back at early 2018 highs and extended its winning streak to …
Workers assembles smartphones at Dixon Technologies factory in Uttar Pradesh, India, on Thursday, Jan. 28, 2021. Bloomberg | Bloomberg | Getty Images India has big ambitions to become a semiconductor powerhouse as the world’s fifth-largest economy pushes for self-reliance in manufacturing. Indian Prime Minister Narendra Modi has set numerous goals …
Inside a sprawling lab at Google headquarters in Mountain View, California, hundreds of server racks hum across several aisles, performing tasks far less ubiquitous than running the world’s dominant search engine or executing workloads for Google Cloud’s millions of customers. Instead, they’re running tests on Google’s own microchips, called Tensor …
In the 1980s, Japan was the dominant player in the semiconductor market. But huge shifts in the way the chip supply chain operated eroded that leading-edge. Countries like Taiwan with TSMC, the world’s largest and most advanced semiconductor manufacturer, began to dominate in the production of chips. The U.S. is …
