US pressures Taiwan on chip production relocation

September 30, 2025 በAI የተዘገበ

The United States is pressuring Taiwan to shift 50% of its semiconductor production to US soil or risk losing military protection. This demand accompanies proposals for tariffs to balance foreign chip reliance. The policies aim to bolster domestic manufacturing amid global tensions.

Nvidia stock split sparks criticism but may aid shares

October 02, 2025 በAI የተዘገበ

Nvidia announced a 10-for-1 stock split on May 22, 2024, prompting mixed reactions from investors and analysts. While some view the move as a way to distract from the company's high valuation, others believe it could broaden its investor base and support the stock price. The announcement came amid broader concerns about the risks facing high-flying tech stocks like Nvidia.

AMD and Intel discuss potential chip production partnership

Advanced Micro Devices (AMD) is reportedly exploring a collaboration with Intel to utilize the latter's manufacturing facilities for chip production. This unusual alliance comes as Intel seeks to bolster its foundry business amid financial losses. The discussions remain preliminary, with no firm commitments announced.

Tech Giants Pivot Amid AI Demand and Geopolitics

September 17, 2025 በAI የተዘገበ

Major technology companies are forming new partnerships and adjusting strategies as surging demand for AI technologies intersects with geopolitical challenges. Recent developments highlight collaborations between firms like TSMC and Synopsys, alongside broader industry shifts in response to global tensions. These moves aim to secure supply chains and advance innovation in semiconductors and AI.

Analysts downgrade Marvell stock amid near-term challenges

Deutsche Bank analysts have downgraded Marvell Technology's stock to 'hold' from 'buy,' citing prolonged inventory issues despite strong long-term potential in AI and data centers. The firm lowered its price target to $75 from $80. Shares fell 2.5% in premarket trading following the report.

Nvidia Acquires $5 Billion Stake in Intel Amid Partnership Deal

In a surprising move to bolster the struggling chipmaker Intel, Nvidia has announced a $5 billion investment and a technology-sharing partnership. The deal, revealed on September 18, 2025, aims to integrate Nvidia's advanced GPU technology into Intel's manufacturing processes. This collaboration could reshape the semiconductor industry landscape amid ongoing global chip shortages and competitive pressures.