Nvidia announces GB200 Blackwell AI chip, launching later this year

Nvidia CEO Jensen Huang compares the size of the new “Blackwell” chip versus the current “Hopper” H100 chip at the company’s developer conference, in San Jose, California. Nvidia Nvidia on Monday announced a new generation of artificial intelligence chips and software for running artificial intelligence models. The announcement, made during Nvidia’s developer’s conference in San … Read more

TSMC opens new plant in Japan as it diversifies away from Taiwan

A general view shows the new semiconductor plant by Japan Advanced Semiconductor Manufacturing Company (JASM), a subsidiary of Taiwan’s chip giant TSMC. Philip Fong | Afp | Getty Images Taiwan Semiconductor Manufacturing Company opened its first chip plant in Japan on Saturday as it diversifies supply chains away from Taiwan amid intensifying U.S.-China trade tensions. … Read more

AI and semiconductor stocks surge after Nvidia’s earnings beat

A microchip and the Nvidia logo displayed on a phone screen are seen in this photo taken in Krakow, Poland, on April 10, 2023. Nurphoto | Getty Images Artificial intelligence and semiconductor chip stocks rallied Thursday after U.S. chip design firm Nvidia beat Wall Street’s expectations for fourth-quarter earnings and revenue on Wednesday and projected … Read more

Shares of TSMC, ASML fall ahead of Nvidia’s Q4 earnings report

A laptop keyboard, a binary code reflected and Nvidia logo displayed on a phone screen are seen in this illustration photo taken in Krakow, Poland on January 2, 2024. Jakub Porzycki | Nurphoto | Getty Images Shares of two critical chip firms TSMC and ASML fell ahead of U.S.-based artificial intelligence chip designer Nvidia’s earnings … Read more

Nvidia and AMD shares hit record highs on AI chip surge

Nvidia Corp CEO Jensen Huang holds one of the company’s new RTX 4090 chips for computer gaming in this undated handout photo provided September 20, 2022. Nvidia Corp | via Reuters AMD and Nvidia hit all-time highs on Thursday as investors continue to clamor for shares of the companies building chips that power artificial intelligence. … Read more

This record-breaking market just keeps going higher and higher. Here’s why

Traders work on the floor at the New York Stock Exchange (NYSE) in New York City, U.S., January 19, 2024.  Brendan Mcdermid | Reuters The stock market keeps scaling new heights as investors focus on the good and ignore the bad, no matter how bad the bad parts might look sometimes. Prospects for a slowing … Read more

Markets in the green, Davos in full swing

People attend the 54th annual meeting of the World Economic Forum, in Davos, Switzerland, January 18, 2024.  Denis Balibouse | Reuters This report is from today’s CNBC Daily Open, our new, international markets newsletter. CNBC Daily Open brings investors up to speed on everything they need to know, no matter where they are. Like what … Read more

Taiwan’s strength in semiconductors could be its ‘Achilles heel,’ economist says

Taiwan should plan to diversify its economy away from semiconductors, given the risk that China might develop the capacity to make its own chips, Paul Cavey, an economist at East Asia Econ, told CNBC. “Politicians really should be discussing more on … diversifying the economy away in terms of trying to encourage more industries to … Read more

Shares of Apple suppliers fall after Barclays downgrades iPhone maker

CUPERTINO, CALIFORNIA – SEPTEMBER 12: The new iPhone 15 Pro is displayed during an Apple event at the Steve Jobs Theater at Apple Park on September 12, 2023 in Cupertino, California. Justin Sullivan | Getty Images News | Getty Images Shares of Apple suppliers fell in Asia on Wednesday after Barclays downgraded the iPhone maker … Read more

Apple executives Johny Srouji and John Ternus on its chip business

In November, CNBC visited Apple’s campus in Cupertino, California, to get a look inside one of the company’s many chip labs. CNBC also got a rare chance to talk with the senior vice president of hardware technologies, Johny Srouji, and Apple’s senior vice president of hardware engineering, John Ternus, about the company’s push into the … Read more