When AI models go into widespread use in applications for consumers and businesses, demand may change
Companies such as Cerebras, d-Matrix and Groq are focusing on cheaper, more specialised products
Withholding tech puts more impetus on the targeted country to develop its own
Western customers say restrictions on supply could hit production of advanced microprocessors and optical products
What happens when governments try to reorganise an international market
Revenue expected to double but investors will be watching for any fallout from the delay of latest Blackwell line
Memory products maker could achieve $10bn valuation as investors pile into AI and chip stocks
California group hopes acquisition of ZT Systems will accelerate adoption of its data centre chips
Son hopes to put Japanese group at centre of artificial intelligence boom but talks with US chipmaker failed to progress
A human worker shortage may turn out to be the biggest obstacle to the AI industry
Complications have affected TSMC-manufactured Blackwell processors
Company raises $640mn from investors including BlackRock and brings in Meta AI scientist Yann LeCun as adviser
US chipmaker says it will also reduce capital spending as turnaround strategy hits another setback
Hedge fund tells clients many supposed applications of the technology are ‘never going to actually work’
Production issues and strategic mis-steps allowed rivals to charge ahead
A cornerstone of the bull market suddenly looks wobbly
Chipmaking stocks become increasingly sensitive to investment plans of a handful of Big Tech groups
Chipmaker has lost about $750bn in market value over the past six weeks
Security hawks in Washington worry that infrastructure deals risk the future of AI
US tracks Europe and Asia lower as investors punish companies for missing earnings targets
ChatGPT maker seeks ways to expand capacity as it aims to stay ahead of its rivals
Rising political risks for the contract chipmaker and other companies operating in Taiwan cannot be ignored
Taiwanese chipmaker lifts full-year forecast and shrugs off hostile comments by Donald Trump
Markets also fret over report that US is looking to impose tougher semiconductor trade restrictions on China
It is not just high-end equipment manufacturers such as ASML that will be hurt by US-China trade tensions
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