Tag: Computer Hardware

The New Star on the Political Scene: The Chip Industry
Technology

The New Star on the Political Scene: The Chip Industry

Updated Dec. 29, 2023 12:06 am ETSemiconductors have played the starring role in state visits. Nvidia’s chief executive was feted by heads of state like a visiting dignitary. Government delegations have shuttled around the globe hobnobbing with chip makers. For an industry that suddenly finds itself as a geopolitical showpiece, the attention is a mixed bag.Copyright ©2023 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8
The New Star on the Political Scene: The Chip Industry
World

The New Star on the Political Scene: The Chip Industry

Updated Dec. 29, 2023 12:06 am ETSemiconductors have played the starring role in state visits. Nvidia’s chief executive was feted by heads of state like a visiting dignitary. Government delegations have shuttled around the globe hobnobbing with chip makers. For an industry that suddenly finds itself as a geopolitical showpiece, the attention is a mixed bag.Copyright ©2023 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8
It’s the Magnificent Seven’s Market. The Other Stocks Are Just Living in It.
Money

It’s the Magnificent Seven’s Market. The Other Stocks Are Just Living in It.

Listen to article(2 minutes)Big tech stocks reclaimed their position as the market’s leaders this year. Just how far ahead of the pack have they run? Collectively, the stocks known as the Magnificent Seven—Apple, Microsoft, Alphabet, Amazon.com, Nvidia, Tesla and Meta Platforms—have jumped 75% in 2023, leaving the other 493 companies in the S&P 500 in their dust. (Those have risen a more modest 12%, while the index as a whole is up 23%.)Copyright ©2023 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8
New York Joins IBM, Micron in $10 Billion Chip Research Complex
World

New York Joins IBM, Micron in $10 Billion Chip Research Complex

Updated Dec. 11, 2023 12:26 pm ETNew York state is joining chip companies to invest $10 billion in a semiconductor research facility near the University at Albany that is set to bring advanced chip-making equipment to the state.NY Creates, a nonprofit that oversees the Albany NanoTech Complex where the facility is to be built, will coordinate its construction. It will also use state funds to acquire chip-making equipment from ASML Holding, a Dutch company whose machines can cost hundreds of millions of dollars and are key to making the most advanced chips possible.Copyright ©2023 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8
Broadcom’s Software Makeover Doesn’t Fully Mask Chip Swings
Money

Broadcom’s Software Makeover Doesn’t Fully Mask Chip Swings

Broadcom Chief Executive Hock Tan isn’t someone who finds blowing money appetizing. But that $40,000 dinner seems to have gone down well. That was the reported cost for Tan to sit at the table of Chinese President Xi Jinping during a dinner at last month’s Asia-Pacific Economic Cooperation conference in San Francisco. It is a notable sum for an executive known for running one of the most tightfisted chip companies in the business. Broadcom spends just 4% of its annual revenue on sales and marketing—compared with 11% on average by companies on the PHLX Semiconductor Index.  Copyright ©2023 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8
Nvidia’s CEO Still Plans to Sell High-End Chips in China
World

Nvidia’s CEO Still Plans to Sell High-End Chips in China

SINGAPORE—Nvidia’s CEO said he still hopes to supply high-end processors to China, days after U.S. Commerce Secretary Gina Raimondo warned U.S. companies against sales of AI-enabling chips to the country in the name of national security. “Our plan now is to continue to work with the U.S. government to come up with a new set of products to comply with the new regulations,” Jensen Huang told reporters in Singapore Wednesday. “The new regulations have additional limits. We have to come up with new products to comply with those regulations.”Copyright ©2023 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8
Nvidia’s Rivals Prepare Their AI Assault
Money

Nvidia’s Rivals Prepare Their AI Assault

Nvidia was never going to have the artificial intelligence market all to itself. The past year has certainly made it seem that way, though. Nvidia’s sales have more than doubled—and its market value more than tripled—as major tech companies snapped up the company’s chips to capitalize on the explosive interest in generative AI sparked by the launch of the ChatGPT online chatbot a year ago. Intel and Advanced Micro Devices, two of Nvidia’s largest competitors, have seen their data-center sales shrink lately as the tech giants operating those networks have redirected their spending toward Nvidia’s specialized chip platforms. Copyright ©2023 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8
Nvidia’s Rivals Prepare Their AI Assault
World

Nvidia’s Rivals Prepare Their AI Assault

Nvidia was never going to have the artificial intelligence market all to itself. The past year has certainly made it seem that way, though. Nvidia’s sales have more than doubled—and its market value more than tripled—as major tech companies snapped up the company’s chips to capitalize on the explosive interest in generative AI sparked by the launch of the ChatGPT online chatbot a year ago. Intel and Advanced Micro Devices, two of Nvidia’s largest competitors, have seen their data-center sales shrink lately as the tech giants operating those networks have redirected their spending toward Nvidia’s specialized chip platforms. Copyright ©2023 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8