AI chip demand shows no signs of slowing. Can chip stocks keep up?

Key Takeaways Taiwan Semiconductor Manufacturing Co. reported record quarterly revenue on Friday, the latest sign that AI ...
CNBC

Baidu is emerging as a major AI chip player in China to fill the Nvidia gap

Baidu is emerging as a leading Chinese AI chip player, analysts say. Beijing's focus on pushing domestic chips could make Baidu's chip unit, Kunlunxin, a fast-growing business for the company. Chinese ...
CNBC

India is betting $18 billion to build a chip powerhouse. Here’s what it means

Ten semiconductor projects are currently underway across six states in India, with a total investment of $18.2 billion The country wants to reduce dependence on imports, secure chips for strategic ...
Hosted on MSN

America doesn’t need Nvidia chip deals with China — it needs to get tough on technology

A ‘chip-for-chip’ policy would guarantee a domestic market for American-made semiconductors. The United States just made a national-security decision that’s hard to square with decades of previous ...