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A chip in every pot
Hail Nvidia, the king of the new ‘AI-financial complex’
After rising five-fold in little more than a year, the stock continues to be propelled by the AI boom
The inside story on the Asia tech trends that matter, from Nikkei Asia and the Financial Times
Graphics cards used for video games become hot commodity after Washington limits transfer of high-end chips to China
SMIC and Huawei plan to make new 5nm processor, supporting Beijing’s goal for advanced semiconductors
Sanctions risks, self-funded demand, customers becoming competitors . . . . Just don’t tell the shareholders
And China’s halfhearted stimulus
Earnings from Qualcomm and AMD next week will provide evidence of health of industry
Early signs that huge investment in generative AI could soon lead to stronger revenues would boost ‘Magnificent Seven’
Letter to microchip chiefs intensifies scrutiny of their companies’ Chinese interests
US export controls force developers to strip components from PC graphics cards
High bandwidth memory is in rapidly rising demand to facilitate lightning-fast data transfers
Plus, Silicon Valley’s unexpected AI super-investor and the Australian oil groups banding together for survival
US chipmaker takes stakes in groups that are also its customers to strengthen position in emerging sector
Chip designer touts its MI300X as ‘the most advanced AI accelerator’ in a market it predicts will reach $400bn by 2027
Games were at the cutting edge of computing long before machine learning
Barriers to entry in an industry dominated by TSMC and Nvidia are very high
New specialist AI chip is set to extend the company’s lead over rivals
US chipmaker forecasts higher than expected revenues on strong demand for its AI processors
Market will look to forward guidance for indication of how bad disruption may be from AI processor export controls
Our stock-picking contest is midway through. How are the contestants doing?
Technology’s performance has been moderated compared with what was previously sold in key market
Leveraged wagers on individual companies draw the attention of US regulators
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