ASML‘s stock fell Tuesday after a report that China is mass-producing a critical tool that the Dutch tech giant has long held a monopoly over. The decline came amid a steep sell-off in global semiconductor stocks as investors continued to grapple with uncertainty about the sector. ASML was last trading down 1.8%, but the stock…
China is focusing on large language models in the artificial intelligence space. Blackdovfx | Istock | Getty Images Production of Chinese chips could ramp up this year, as executives at the country’s biggest tech companies look to deploy more homegrown technology — as it’s reported U.S. chip giant Nvidia could return. On Wednesday, internet titan…
China is focusing on large language models in the artificial intelligence space. Blackdovfx | Istock | Getty Images Chinese semiconductor firms have reported record revenue last year driven by AI demand, a shortage of memory chips and U.S. export restrictions that have pushed Beijing to bolster its homegrown tech industry. Analysts and the companies themselves…
Look at what Nvidia CEO Jensen Huang has said this year, and what Chinese tech giants and Beijing have done, and you’ll see potential hints as to how this lifting of the ban will play out. Why China might push back against the H200 The H200 is one of Nvidia’s most advanced chips for training…
CATL booth is seen during the 21st Shanghai International Automobile Industry Exhibition (Auto Shanghai 2025) at the National Exhibition and Convention Center (Shanghai) on April 26, 2025 in Shanghai, China. Vcg | Visual China Group | Getty Images The Hong Kong-listed shares of China’s CATL, the world’s largest battery maker, fell as much as 8.75%…
Nurphoto | Nurphoto | Getty Images Major global semiconductor stocks rose on Tuesday after Nvidia announced plans to invest $100 billion in OpenAI. The deal between Nvidia and OpenAI is on a large scale. OpenAI plans to build and deploy Nvidia systems that require 10 gigawatts of power, which is equivalent to 4 million and 5…
Nvidia CEO Jensen Huang, right, speaks alongside President Donald Trump about investing in America, at the White House in Washington, on April 30, 2025. Jim Watson | AFP | Getty Images U.S. President Donald Trump has signaled that he’d be open to allowing Nvidia to sell a downgraded version of its most advanced artificial intelligence…
U.S. President Donald Trump (L) listens as Nvidia CEO Jensen Huang speaks in the Cross Hall of the White House during an event on “Investing in America” on April 30, 2025 in Washington, DC. Andrew Harnik | Getty Images Nvidia and AMD have agreed to share some of their revenue from sales to China with…
Ryu Young-sang, CEO of South Korean telecoms giant SK Telecom, told CNBC that AI is helping telecoms firms improve efficiency in their networks. Manaure Quintero | Afp | Getty Images South Korea has tasked some of its biggest companies and promising startups to build a national foundational AI model using mainly domestic technology, in a…