The return of Nvidia's H20 chip is set to increase foreign chip imports in China, where Huawei has been gaining ground, analysts say.

Beijing’s rare earth curbs turned chips into leverage – paving the way for concessions that could reset ties, analysts say.

The US has given chipmakers like Nvidia and AMD the opportunity to sell their chips to China again. Derrick Irwin, portfolio manager at Allspring Global Investments, says the US may have retain some ...

In the past week, antitrust has come into sharper focus as Gail Slater, the DOJ’s competition chief, has become more vocal about enforcement.

Advanced Micro Devices, Inc. gains momentum with China expansion, AI adoption, and OpenAI ties. Click for my updated look at ...

Nvidia CEO Jensen Huang downplayed his role in convincing the US government to lift the ban on selling H20 chips to China. Despite meeting President Trump, Huang stated that the lifting depended on ...

The federal government’s past restrictions on AI chip sales inside China were easily the biggest threat to American ...

However, as evidenced by the presence of AMD CEO Lisa Su at the aforementioned visit of President Trump to Saudi Arabia, it is also clear that AMD (NASDAQ: AMD) will play an important role in building ...

Ben Reitzes, Melius Research managing director, joins CNBC's 'Squawk on the Street' to discuss expectations for Nvidia following the company's clearance to resume sales in China, the implications for ...

Advanced Micro Devices (AMD) announced on Tuesday that it would resume shipments of its MI308 artificial intelligence (AI) chips to China, after the US Commerce Department said that it would resume ...

ASML Holding NV Chief Financial Officer Roger Dassen said it will be positive for chip demand if Washington lifts restrictions on the sale of some artificial intelligence processors to China.

Evercore sees potential upside to 2025 estimates for AMD (AMD) after the company said it will resume shipments of its MI308X ...