AI Chips

Chip stocks lost close to 10% in six sessions after one OpenAI revenue report, yet TSMC says AI demand still outruns supply. Is the AI chip boom slowing?

Chinese industrial associations have issued a strong warning to domestic companies, advising them to exercise caution when purchasing U.S. chips due to escalating trade tensions and recent export controls imposed by the United States. 

Huawei is reportedly developing a new AI chip, the Ascend 910C, designed to compete directly with Nvidia’s high-performance GPUs in the Chinese market. This development is a strategic response to growing tensions and trade restrictions between the U.S. and China. 

The Biden administration has pledged up to USD 450 million in grants to South Korean semiconductor company SK Hynix for a new facility in Indiana.

Chip stocks have faced significant declines recently, largely driven by geopolitical tensions and political statements from former U.S. President Donald Trump

Taiwan Semiconductor Manufacturing Co (TSMC), a leader in producing advanced chips for artificial intelligence applications, is poised to announce a 30% increase in second-quarter profits this Thursday, driven by a robust demand for AI chips.  

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In this article, our focus will be on gaining a comprehensive understanding of the AI chip industry