CNBC's Jim Cramer said AMD's stock rally isn't over, pointing to rising demand for agentic AI as a driver of demand for the company's high-end CPUs.
Russian First Deputy Prime Minister Denis Manturov said the joint project includes a proprietary excimer laser, positioning the two countries among a small group with the technology, TASS reported.
Chinese officials have reportedly asked ByteDance and Alibaba to report their plans to purchase Nvidia's RTX PRO 5500 chips, according to The Information.
Tight memory-chip supply has strengthened Micron's position heading into its upcoming earnings report, according to CNBC's rundown of stocks favored by Jim Cramer.
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.
Technical analyst Katie Stockton highlighted improving momentum in semiconductor stocks, pointing to Arm Holdings as an example of the trend.
Ahead of Micron's upcoming earnings report, CNBC's Investing Club used its daily Morning Meeting to discuss parallels with Meta's past stock swings.
The investor known for predicting the 2008 financial crisis is betting against chip stocks, with Chinese production capacity seen as a key factor for the memory sector's cycle.
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.
A run of new chips and AI models from Chinese national champions gives President Xi Jinping added confidence as the US summit gets underway.
Prime Minister Anwar Ibrahim says reforms to technical and vocational education will align workforce training more closely with industry needs.
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.
South Korean chipmaker says no agreements have been finalized amid report of discussions with Intel over domestic manufacturing.
Shares of both companies climbed after a report said the chipmakers are discussing potential US-based memory chip manufacturing, a move that could bolster Intel's foundry ambitions.
Melius Research forecasts significant gains for Intel based on expected deals with major chipmakers.
Jensen Huang points to accelerating global investment in artificial intelligence as the driver behind the projected growth, according to a report by Anadolu Agency.
Analysts at BMO Capital Markets say Macom Technology Solutions could recover as hyperscalers and cloud providers increase spending on AI computing infrastructure, according to CNBC.
Samsung, TSMC and Micron are among semiconductor manufacturers sounding the alarm over a shortage of skilled workers in the United States, according to a CNBC report.
Rene Haas told CNBC the chip designer is increasingly confident it can secure enough supply to meet customer demand.