US-traded chipmakers plunged on Friday, after Broadcom missed expectations; Nvidia fell 6.19%, Micron fell 13.25%, AMD fell 10.86%, and Broadcom 7.92%
U.S.-traded chipmakers plunged on Friday, losing over $1 trillion in market value, with deep losses in AI heavy hitters including Nvidia …
US-traded chipmakers plunged on Friday, after Broadcom missed expectations; Nvidia fell 6.19%, Micron fell 13.25%, AMD fell 10.86%, and Broadcom 7.92%
U.S.-traded chipmakers plunged on Friday, losing over $1 trillion in market value, with deep losses in AI heavy hitters including Nvidia …
AMD unveils the $330 Ryzen 7 7700X3D CPU, relaunches the 5800X3D as a $349 10th-anniversary edition, and plans to support the AM5 motherboard socket until 2030
A look at contrasting China playbooks of AMD CEO Lisa Su and Nvidia CEO Jensen Huang, with Su keeping a lower profile; China accounts for ~20% of AMD's revenue
When AMD CEO Lisa Su arrived in China last week just days after Nvidia's CEO left, she kept a much lower profile than Jensen Huang …
Initial benchmarks: Nvidia's Vera Rubin CPU, which features 88 Nvidia-designed Olympus cores, packs a heavy-hitting punch, beating Intel's and AMD's x86_64 CPUs
NVIDIA's Vera data center CPU isn't ramping up until later this year but I recently had the opportunity to try out this new ARM-based CPU designed for agentic AI workloads.
AMD CEO Lisa Su projects the CPU market will grow over 35% annually through 2031, up from 3% to 4% historically, driven by AI inference and agentic AI demand
AMD pledges to invest $10B+ in Taiwan's chip industry to make advanced chip packaging for AI, and says TSMC will ramp up production of its next-gen Venice chips
The company is investing more to meet growing demand for artificial-intelligence infrastructure — Advanced Micro Devices …
AMD says its Mac Mini-sized Ryzen AI Halo PC starts at $3,999 with Ryzen AI Max 300 chips, for preorder in June, and unveils Ryzen AI Max 400 chips coming in Q3
They're direct shots at NVIDIA's AI systems — AMD's big pitch for 2026 seems to be: “Who needs cloud AI processing when you can do it all locally?”
Semiconductor stocks fell globally on Friday after the Trump-Xi summit concluded without major chip deals; Nvidia closed down 4.42% and AMD closed down 5.69%
Beijing hasn't formally approved Nvidia shipments of its H200 chips to China — Global semiconductor stocks skidded …
Semiconductor stocks fell globally on Friday after the Trump-Xi summit concluded without major chip deals; Nvidia closed down 4.42% and AMD closed down 5.69%
China ‘chose not’ to buy Nvidia chips