UBS Projects $42 Billion Data Center Revenue for NVIDIA in April Quarter, Driven by Taiwan’s Soaring Exports

Angel Morales 4/13/25 Angel Morales 4/13/25

UBS Projects $42 Billion Data Center Revenue for NVIDIA in April Quarter, Driven by Taiwan’s Soaring Exports

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The US Urges Malaysia to Close “Trade Loopholes” Amid Reports of Illegal NVIDIA AI Chip Transfers to China

Angel Morales 3/26/25 Angel Morales 3/26/25

The US Urges Malaysia to Close “Trade Loopholes” Amid Reports of Illegal NVIDIA AI Chip Transfers to China

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China Overtakes South Korea in Semiconductor Leadership Despite U.S. Trade Sanctions

Angel Morales 2/24/25 Angel Morales 2/24/25

China Overtakes South Korea in Semiconductor Leadership Despite U.S. Trade Sanctions

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Intel-TSMC Joint Venture Faces Anti-Trust Concerns as US Manufacturing Strategy Evolves

Angel Morales 2/17/25 Angel Morales 2/17/25

Intel-TSMC Joint Venture Faces Anti-Trust Concerns as US Manufacturing Strategy Evolves

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TSMC Cuts Ties with Singapore’s PowerAIR Over Alleged Huawei AI Chip Supply

Angel Morales 1/11/25 Angel Morales 1/11/25

TSMC Cuts Ties with Singapore’s PowerAIR Over Alleged Huawei AI Chip Supply

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Japanese Chip Maker Rapidus to Send 2nm Chip Samples to Broadcom, Aims to Compete with TSMC

Angel Morales 1/11/25 Angel Morales 1/11/25

Japanese Chip Maker Rapidus to Send 2nm Chip Samples to Broadcom, Aims to Compete with TSMC

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Omdia Research Highlights Google TPUs as a Major Competitor to NVIDIA in the AI Chip Market

Angel Morales 12/19/24 Angel Morales 12/19/24

Omdia Research Highlights Google TPUs as a Major Competitor to NVIDIA in the AI Chip Market

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