Companies in China jostle for access to Nvidia’s latest Rubin lineup while better-funded U.S. competitors are first in line.

Trump imposes a 25% tariff on select AI chips as the US eases restrictions on limited exports to China. The White House says broader semiconductor tariffs may follow.

TSMCy delivered another estimate-beating quarter, with profit up 35% from a year ago as advanced chip orders tied to AI continued to dominate its business.

Trump’s 25% tariff on AI chips landed the same day Taiwan Semiconductor Manufacturing Company (TSMC) posted blowout earnings and dismissed AI bubble fears. TSMC’s stock surged 8% Thursday, pulling AMD up 12% and NVIDIA 3% in sympathy.

The White House has announced a 25% tariff on certain advanced computing chips, including NVIDIA's H200 silicon based on its Hopper architecture and AMD's Instinct MI325X accelerator based on CDNA 3.

Advanced Micro Devices is gearing up for its biggest year ever with a new lineup of artificial intelligence chips.

South Korean firm will invest in an advanced packaging plant in Cheongju to expand HBM supply as AI demand tightens memory.