Semiconductors

Huawei is gaining an edge over Nvidia in China despite the latter’s stunning stock market rally.

The chipmaking equipment producer looks ‘four generations ahead’ in bolstering the supply chain.

The Chinese tech company is spending billions, snapping up talent in its battle against the US crackdown.

Tighter export controls imposed by the US and China have pushed chipmakers to other countries for production support, with Malaysia and India among the key winners.

The US chipmaker is looking for opportunities in ‘sovereign AI’ in Asia.

The new collaborations highlight the cost-effectiveness of Qualcomm’s chips as a key differentiator amid escalating competition from Nvidia and Horizon Robotics, among others.

Analysts predict faster profit growth for Nvidia than Apple’s during the iPhone boom.

Inventories are shrinking, but consumer demand lags behind.