Nvidia CEO Jensen Huang steps into the spotlight tonight for what could be the most consequential earnings call in AI history. With the company's market cap hovering near $500 billion and Wall Street betting everything on sustained AI chip...
Tesla's chip shortage just became everyone's problem. During Thursday's shareholder meeting, Elon Musk dropped a bombshell: even with TSMC and Samsung cranking out Tesla's custom chips, it's not enough. The solution? Build what Musk calls a 'Tesla terra fab'...
China is backing down from its rare earth mineral export restrictions in a surprise trade deal with President Trump. The White House announced Saturday that China will suspend the October controls on critical materials like gallium and germanium, reversing...
A geopolitical standoff over Netherlands-based chipmaker Nexperia is pushing global automakers to the brink of production cuts. The Dutch government's seizure of the Chinese-owned semiconductor company has triggered retaliatory export controls from Beijing, threatening billions of critical automotive chips...
