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Chip toolmaker ASML expected to shine light on capacity and China challenges
Reuters38d agoneutral
Chip toolmaker ASML expected to shine light on capacity and China challenges

ASML, the biggest supplier of equipment used to manufacture AI chips, reports quarterly earnings on Wednesday looking to justify its chunky valuation and demonstrate how it will contend with U.S. moves to block ‌exports to China. Clouding the outlook, however, is a proposed U.S. law requiring U.S. allies to align with export controls to curb China's ability to make advanced chips, with ASML named in the legislation. The company has denied selling its most advanced EUV tools to China, which is forecast to account for up to 20% of ASML's sales this year through legal purchases of ‌less-advanced DUV tools to make chips for automotive, ⁠industrial and electronic products.

Nvidia halves Asia AI chip customer list, FT reports
Reuters38d agobullish
Nvidia halves Asia AI chip customer list, FT reports

Nvidia has more than halved the number of Asian customers ‌authorized to buy its AI chips ‌after creating a new "white list" of companies that have ​passed tougher compliance checks aimed at preventing the products from reaching China, the Financial Times reported on Monday. Nvidia did ​not immediately respond ​to a Reuters ​request for comment outside ‌regular business hours. Under a renewed review, over half of Nvidia's previous customers, especially neo-cloud providers, were excluded, the report said, adding that companies that failed the initial review could ‌make changes and reapply.

TSMC seen riding AI boom to fifth straight quarter of record profit
Reuters38d agoneutral
TSMC seen riding AI boom to fifth straight quarter of record profit

TSMC, the world's largest manufacturer of advanced AI chips, will likely notch a fifth consecutive quarter of record earnings, driven ‌by booming AI infrastructure spending. Analysts say demand for Taiwan Semiconductor Manufacturing Co's (TSMC) 3-nanometre and 2-nanometre ‌process technologies for AI chips, as well as for its advanced chip packaging technology, CoWoS, remains strong. Its market capitalisation is now nearly double that of South Korean rival Samsung Electronics at around $1.97 trillion.

Super Micro Computer (SMCI) Launches Vera Rubin NVL4 Blueprint For AI Infrastructure
Simply Wall St.38d agoneutral
Super Micro Computer (SMCI) Launches Vera Rubin NVL4 Blueprint For AI Infrastructure

Super Micro Computer launched its Data Center Building Block Solutions blueprint around the NVIDIA Vera Rubin NVL4 platform. The new offering targets high performance computing and AI infrastructure, with a focus on liquid-cooled, modular systems. This launch extends Super Micro Computer's reach further into large-scale scientific research and AI workloads beyond edge deployments. Super Micro Computer (NasdaqGS:SMCI), trading at $27.66, is adding a new pillar to its AI infrastructure lineup...

The whole chip trade is waiting on one report
TheStreet38d agoneutral
The whole chip trade is waiting on one report

Almost every advanced AI chip on the planet is built in one place. Nvidia's Blackwell processors, Apple's silicon, custom accelerators for Meta and AMD — they all run through the same foundry in Taiwan. That foundry is Taiwan Semiconductor Manufacturing Company (TSM). TSMC is set to ...