A rout in neocloud stocks is forcing investors to weigh Nvidia's hidden exposure as both supplier and lender to the AI buildout.

European infrastructure firms are building AI factories on Nvidia's DSX reference design, which the chipmaker says slashes cooling water use to almost zero.

A $1.5 billion defense infusion for North Carolina chipmaking signals a new era of Pentagon-backed reshoring - here's what it means for the industry.

A walkout at one of the world's key memory chip hubs threatens supply just as AI demand peaks, and puts Taiwan's profit-sharing norms to the test.

The analyst who spent four years on the sidelines now sees real progress in Intel's chipmaking and design. Here's what it means for the turnaround story.

Researcher Quentin Kaiser says Broadcom knew since 2018, but a partial fix left 1.56 million Belgian gateways exposed and likely many more worldwide.

The chip giant's deal with Apollo, BlackRock, and KKR signals that capital markets, not engineering, now decide who builds AI.

John Ternus, who took over as CEO on September 1, tells TIME that 'all options should be on the table' after reports Apple tested Chinese-made memory, a signal for supply chain leaders.

GlobalFoundries CEO Tim Breen says the whole industry is in short supply, and Japan's up-to-$21B commitment to two Malta, New York plants shows sovereign capital is now funding US chip capacity.

Solidigm's equipment-export request to Washington could reshape where the world's memory chips get made - and who gets to sell them.

The world's top chipmaker keeps printing records as AI demand shows no sign of cooling, and here is what it means for the semiconductor supply chain and your tech investments.

The world's largest contract chipmaker keeps printing records, and the streak is a live signal that AI demand is real - here is what it means for your supply chain and strategy.