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16.01.26 - 05:06
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Huawei matches Nvidia in China′s AI chip market, 2026 power shift in play (Digitimes)
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Soaring demand for high-end computing power, combined with geopolitical pressure and supply-chain constraints, is reshaping China's AI chip market at a structural level. Bernstein estimates that Huawei's share of China's AI chip market rose from about one-third of Nvidia's level in 2024 to reach parity with Nvidia in 2025. The shift marks a new phase in which domestic suppliers are taking the lead....
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15.01.26 - 22:48
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5 AI Chip Stocks Most Exposed to Trump’s New 25% Tariff (24/7 Wall St.)
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Trump's 25% tariff on AI chips landed the same day Taiwan Semiconductor Manufacturing Company (TSMC) posted blowout earnings and dismissed AI bubble fears. TSMC's stock surged 8% Thursday, pulling AMD up 12% and NVIDIA 3% in sympathy. Now investors face a critical question: which chip stocks are most exposed when the tariff hits? The policy ... 5 AI Chip Stocks Most Exposed to Trump's New 25% Tariff
The post 5 AI Chip Stocks Most Exposed to Trump's New 25% Tariff appeared first on 24/7 Wall St.....
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