Lam Research – Charm

Semiconductor stocks keep falling as investors go risk-off, Chinese startup releases powerful new AI model

2 hours ago04 mins

What happened: Semiconductor stocks retreated on Friday. Memory and storage highfliers Micron Technology (MU) and Sandisk (SNDK) stocks dropped more than 2%, and Western Digital (WDC) fell more than 3%. Chipmakers, including Nvidia (NVDA), AMD (AMD), Broadcom (AVGO), Intel (INTC), and Marvell (MRVL), also moved lower. Qualcomm (QCOM) retreated as well. Among semiconductor equipment makers,…

NXP Semiconductors (NXPI) Q3 Earnings Report Preview: What To Look For

Cs news9 months ago9 months ago04 mins

Chip manufacturer NXP Semiconductors (NASDAQ: NXPI) will be announcing earnings results this Monday afternoon. Here’s what to look for. NXP Semiconductors beat analysts’ revenue expectations by 0.8% last quarter, reporting revenues of $2.93 billion, down 6.4% year on year. It was a satisfactory quarter for the company, with revenue guidance for next quarter topping analysts’…

US lawmakers push expanded chip export curbs on China

Cs news9 months ago03 mins

A bipartisan group of American lawmakers is pushing for a “dramatic” expansion of export controls on chip manufacturing equipment to China and alignment from US allies in restrictions, according to a report released on Tuesday. Their efforts come amid concern that US President Donald Trump is compromising national security in pursuit of a trade deal…

Opinion | Why US export controls won’t stop China’s AI rise

Cs news11 months ago03 mins

OpenAI CEO Sam Altman has warned that export controls alone are not an effective strategy to curb China’s development of artificial intelligence (AI). He’s absolutely right. China’s rapid ascendancy in the global AI race is becoming increasingly evident, driven by its strategic focus on engineering, application-driven development and alignment with national policy. While the US…