A look inside AT&S's Malaysia plant examines why IC substrates, the base layers beneath AI chips, are becoming a key bottleneck as AI demand grows.
A prominent chip stock analyst remains bullish on Nvidia and Broadcom even as some voices call for slower AI model development and investors show renewed interest in a competing part of the AI chip ecosystem.
The Chinese tech giant is said to be pushing forward the launch of its Ascend 960DT chip as part of efforts to compete with Nvidia and narrow China's AI computing gap with the United States.
CNBC reports that America's semiconductor industry is confronting a historic labor gap as demand for AI chips surges, prompting companies like Samsung and Micron to sound the alarm.
Jensen Huang says demand for Nvidia's AI chips will continue at a rapid pace, pointing to sustained growth over the next six quarters.
A report says Apple is building a server packed with its M-series Ultra chips for artificial intelligence, with a planned 2029 debut that could mark the company's return to the enterprise server market after decades.
The tech giant has formed a team led by a Hailo executive to build specialized chips for robotics and autonomous systems.
Rene Haas told CNBC the chip designer is increasingly confident it can secure enough supply to meet customer demand.
Dutch chipmaker Euclyd secures investment from Samsung and others as demand grows for alternatives to Nvidia's AI processors