Semiconductors
Nvidia CEO receives updates on rivals' AI chip efforts
Jensen Huang, CEO of Nvidia, holds such sway in the AI sector that competitors like Google and Amazon inform him about their in-house AI chip projects. This practice arises from Huang's preference to avoid surprises in the industry. The revelation underscores Nvidia's dominant position in AI hardware.
Nvidia stock split sparks criticism but may aid shares
2. oktober 2025 Rapportert av AI
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.
Qualcomm acquires Arduino with commitment to open-source ethos
Qualcomm has announced its acquisition of Arduino, the Italian open-source microcontroller company, promising to preserve its independent brand and mission. The deal aims to integrate Arduino's community with Qualcomm's technology resources. As part of the announcement, Qualcomm unveiled the Arduino Uno Q board powered by its processor.
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.
Tech Giants Pivot Amid AI Demand and Geopolitics
17. september 2025 Rapportert av AI
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.
US pressures Taiwan on chip production relocation
30. september 2025 Rapportert av AI
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.