Nvidia invested $4 billion in Lumentum, Coherent, and Ayar Labs to secure optical interconnect supply. The deals build competitive moats as AI clusters hit power limits.

We are seeing allies and partners increasingly expressing concerns – albeit unfounded ones – about the security, privacy, and reliability of U.S. technology.

Micron's stock would have to rise around 17% to reach a price of $500. This growth is easily achievable in the near term, ...

In the AI era, technological competition among leading chip design companies continues to intensify. Broadcom announced in 2024 that it was working with TSMC to launch its platform, with products ...

While the global smartphone industry grapples with the nightmare of surging memory chip prices, Apple (AAPL) dropped a bombshell at its spring event this week: The new iPhone 17e will launch at ...

Chinese ham producers and real-estate companies are jumping on the artificial-intelligence bandwagon, poring millions of ...

Nvidia CEO Jensen Huang said Wednesday that his company's investments in OpenAI and Anthropic will likely be its last — but ...

Tan said Broadcom is expected to deliver 1 gigawatt’s worth of TPUs for AI startup Anthropic in 2026, with demand rising to 3 ...

One key question for investors is whether the current AI wave will extend beyond the next few years. Read more at straitstimes.com. Read more at straitstimes.com.

South Korea's chip industry is ‌concerned that a prolonged Iranian crisis will disrupt supplies of key materials from the ...

Broadcom reported that AI revenue more than doubled in the latest quarter and is projecting continued growth as demand soars.

Shares of technology companies rose after stronger-than-anticipated economic data. Memory chip makers such as Sandisk, Seagate and Micron rallied. The economically sensitive chip makers were among the ...