DeepSeek, the Chinese startup developing large language models that are competitive with those from US companies like OpenAI and Anthropic, is planning to enter the silicon business, according to ...

June 24 (Reuters) - Apple turning to Intel for chips, as Washington announced last week, has the neat logic of necessity meeting ambition. But it is not that simple, as analysts say any advanced Intel ...

Semiconductor companies have a solid future but software stocks will have a tougher time, says senior portfolio manager at Invesco Justin Livengood. Trump turns 80 with a showstopping spectacle of ...

Microsoft’s announcement of a new quantum computing breakthrough with its Majorana 2 chip continues a trend of bold claims followed by scant evidence Microsoft claimed today that it has improved its ...

Software stocks spiked on Monday after Nvidia CEO Jensen Huang unveiled plans for a new chip that will power personal computers. Investors piled into a range of computer-related names on the first ...

Shares in Arm Holdings are soaring today after Nvidia CEO Jensen Huang announced a fresh foray into the personal computer market with a new AI chip designed to power Windows PCs later this year.

SAN FRANCISCO, May 27 (Reuters) - Synopsys (SNPS.O), opens new tab raised its annual results forecast on ‌Wednesday, signaling steady demand for its chip design software from companies racing to ...

The plot thickens in the great AI chip race. Tingbo He, president of Huawei’s chip-design subsidiary HiSilicon, says her company’s engineers have developed a novel way to optimize semiconductors—and ...

Alibaba used the May 20–21 Alibaba Cloud Summit in Hangzhou, China, to launch not one product but three that together form what the company calls a complete "AI factory" stack: Qwen3.7-Max, its new ...

Alibaba unveiled an AI chip it said tripled performance over its earlier model. The launch underscored China’s push for domestic AI hardware alternatives. The chip could support Alibaba’s expanding ...

The 2026 tape has split in two. Semiconductor stocks have ripped higher on AI infrastructure demand, while software names that powered the last cycle have stalled or rolled over. NVIDIA (NASDAQ:NVDA | ...