While semiconductors are exempt from tariffs, most will face indirect demand pressure, Bloomberg Intelligence analysis shows.

Nvidia said it is planning to build AI servers worth as much as $500 billion in the U.S. over the next four years with help ...

The move to onshore chip manufacturing started long before the latest round of tariffs, but uncertainty around trade makes it ...

Importantly, President Trump also recently cleared Nvidia to sell its H20 AI chips to China. The processors are less powerful ...

Explore how Trump's trade policies and Nvidia's $500B AI investment are reshaping manufacturing while TSMC navigates risks.

Nvidia Corp. faces challenges, with new U.S. licensing rules cutting $5.5B from quarterly sales and China's demand declining.

The broader semiconductor sector was in focus on Tuesday as KeyBanc Capital Markets discussed several themes relevant to the space, including artificial intelligence, tariffs and China after a recent ...

The engines of the world’s AI infrastructure are being built in the United States for the first time,” company founder and ...

As AI adoption deepens and demand for Nvidia’s chips remains high ... disruptive technologies and increased competition could impact this rosy outlook. Still, with the right execution, Nvidia ...

“Adding American manufacturing helps us better meet the incredible and growing demand for AI chips and supercomputers, strengthens our supply chain and boosts our resiliency.” NVIDIA plans to ...

One thing contributing to the drop is the 2024 election which brought Donald Trump back to the Oval Office. Trump's 145% ...

US stocks fell after Nvidia revealed costly new curbs on chip exports to China, and investors grappled with uncertainty over ...