Taiwan Semi and Tencent Stock Top This Manager’s Holdings. How AI Benefits Both.
Sun recently spoke with Barron’s about Thornburg’s investment approach and the allure of Taiwan Semiconductor Manufacturing, ...
Chinese tech giants scamper to order $16B Nvidia AI chips as US curbs loom - report
Chinese companies, reportedly, placed at least $16B in orders for Nvidia’s (NVDA) H20 server chips used for AI in the first ...
Two Separate Semiconductor Ecosystems Led by China and the U.S. Respectively May be a Tragedy, Warns Expert
TMTPOST -- The possibility of a bifurcated global semiconductor ecosystem, led by China and the United States, appears ...
The Information4d
Nvidia Faces Dilemma After Chinese Firms Rush to Order $16 Billion in New AI Chips
Chinese companies including ByteDance, Alibaba Group and Tencent Holdings have placed at least $16 billion in orders for ...
Nvidia H20 Chips: $16 Billion Orders from ByteDance, Alibaba, and Tencent
Chinese tech giants including ByteDance, Alibaba, and Tencent have placed $16 billion in orders for Nvidia's H20 AI chips in ...
Chinese Tech Giants Place $16B in Nvidia AI Chip Orders Ahead of U.S. Curbs
Chinese tech firms rush to secure Nvidia chips amid fears of tighter U.S. controls on AI semiconductor exports ...
In Geopolitical Chess, China's Latest Energy Norms Block Nvidia's Chip Strategy Amid US Sanctions
US-China tensions rise over access to advanced chips. China restricts buying Nvidia's processors. Huawei doubles yield rate ...