Nvidia is a monster chip stock, but it's not capturing the insatiable demand for custom AI accelerators. Broadcom expects demand for its custom AI chips to accelerate through 2026. Taiwan Semiconductor shares offer solid value relative to the company's earnings growth prospects.

U.S. export controls on Nvidia have incentivized China to develop alternatives, while also making it more difficult for domestic firms to do so, experts say.

HWT.UL] is capable of producing no more than 200,000 advanced artificial intelligence chips in 2025, a top U.S. exports controls official told lawmakers on Thursday, warning that though the number is below the company's demand,

In the largest single foreign investment in US history, Taiwan Semiconductor Manufacturing Company (TSMC), the world’s “most powerful company” according to US President Donald Trump, unveiled a $100 billion investment,

Broadcom has become one of the leading players in the artificial intelligence (AI) semiconductor market thanks to its expertise in application-specific integrated circuits (ASICs), which are custom processors designed for performing specific tasks.

AI chip smuggling has likely been occurring at a scale that significantly undermines U.S. attempts to restrict the People’s Republic of China

With Qualcomm’s plan to acquire UK chipmaker Alphawave, the company is trying to expand its AI and data center capabilities and reduce reliance on smartphones.

XPeng has unveiled the G7, its first all-new model of 2025—an AI-centric SUV that represents both a technological milestone and a strategic pillar in the company's product roadmap. Positioned as one of XPeng's most competitive offerings to date,

Taiwan Semiconductor Manufacturing Co., the world's largest contract chipmaker, reported May revenue surged nearly 40% year-over-year as demand remained elevated for its AI chips.

The U.S. has tightened the noose around the sale of high-end AI chips and other technology to China. Yet Chinese companies have made advances using workarounds. In some cases, AI developers carry data to countries where Nvidia chips are available,