Microsoft has received crucial US government approval to export NVIDIA’s advanced AI chips to the United Arab Emirates, marking a significant strategic pivot for American tech in the Middle East. This development comes as NVIDIA seeks new revenue streams beyond China amid ongoing export restrictions
Nexperia has halted wafer shipments to its Chinese assembly plant, escalating a dispute that could worsen the global chip shortage. The move follows Dutch government intervention and payment disputes with Chinese management. Automotive manufacturers are bracing for impact.
Samsung’s semiconductor division has quietly confirmed what rumors suggested – Exynos chips are returning to flagship Galaxy devices. This strategic pivot carries both opportunity and significant risk as the company aims to reclaim chip dominance.
AMD is quietly preparing its next-generation AI hardware with Linux driver updates for the NPU3A architecture. These developments signal a major escalation in the AI computing arms race. The timing couldn’t be more critical as competition intensifies.
The power gallium nitride semiconductor market is projected to grow sixfold to $3 billion by 2030. AI data centers and electric vehicles are accelerating adoption of this efficient alternative to silicon.
Emerging hedge fund managers unveiled their highest-conviction trades at the Sohn San Francisco investment conference. The picks reveal where smart money sees opportunity in AI infrastructure, crypto arbitrage, and global e-commerce disruption.
Qualcomm’s entry into AI data center chips signals a major shift in the competitive landscape. The company aims to challenge Nvidia’s dominance with power-efficient inference processors optimized for enterprise deployment.
Intel reported a robust third quarter with $13.7 billion in revenue and a significant net income turnaround. Despite these gains, executives cautioned about CPU shortages and foundry losses extending into 2026, emphasizing disciplined investment strategies.
Intel has delivered stronger-than-anticipated financial results for the third quarter, marking what sources describe as its fourth consecutive quarter of improved execution. According to the report, revenue reached $13.7 billion, reflecting a 3% year-over-year increase and 6% sequential growth. Net income reportedly swung to a profit of $4.1 billion, a substantial recovery from the $16.6 billion net loss recorded in the same period last year.
Intel and Ford are surging in premarket trading following better-than-expected earnings reports, sources indicate. Meanwhile, Deckers Outdoor shares tumble on revenue guidance miss and Applied Materials announces workforce reductions.
Technology and automotive companies are driving significant premarket activity following a wave of earnings reports and corporate announcements. According to market analysis, Intel shares surged more than 7% after the chipmaker reportedly exceeded revenue expectations, signaling a recovery in demand for its core x86 processors for personal computers.
Beijing-based AI chipmaker Cambricon Technologies has reported a staggering 1,400% quarterly revenue increase, according to recent earnings data. The surge has catapulted CEO Chen Tianshi into the global billionaire elite while highlighting China’s semiconductor self-sufficiency efforts.
Cambricon Technologies, often referred to in trading circles as “China’s Nvidia,” has reported a monumental third-quarter earnings performance, according to financial reports analyzed by Bloomberg and Forbes. The Beijing-based AI chipmaker reportedly saw quarterly revenue surge approximately 14-fold year-over-year, transforming a substantial net loss into a $79.6 million profit – representing a 1,332% improvement from the same period last year.
