Goldman Sachs Upgrades SMIC Target Amid AI Demand Surge
Goldman Sachs raises SMIC's target price to HKD135, driven by AI trends and ongoing capacity expansion, with a bullish outlook for 2026.
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Cerebras IPO Sets Stage for Rivalry with NVIDIA in AI Chip Market
Cerebras Systems Inc. debuted on Nasdaq at $185 per share, positioning itself against NVIDIA in the AI chip…
Nvidia Faces Regulatory Headwinds Despite Strong Q1 Earnings Forecast
Nvidia's anticipated earnings report is overshadowed by a $50 billion market in China stalled by regulatory delays, raising…
Nvidia’s Earnings Report Looms Amid Market Volatility
Nvidia's quarterly earnings report is set against a backdrop of market declines, highlighting the company’s pivotal role in…
Nvidia CEO Foresees Opening of China’s AI Chip Market
Nvidia's Jensen Huang predicts that China will eventually allow the import of US-made AI chips, forecasting a significant…
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Nvidia Set to Exceed Revenue Expectations Amid AI Surge
GPUBeat Desk · 1 min
Shanghai Huahong Grace Semiconductor Reports Surging Demand Amid AI Boom
GPUBeat Desk · 2 min
India’s First 300-mm Semiconductor Fab Gains Momentum with ASML-Tata Deal
GPUBeat Desk · 2 min
Cerebras Challenges Nvidia’s Dominance with $100 Billion IPO
GPUBeat Desk · 3 min
ASML Partners with Tata Electronics for India’s $11B Chip Fab Project
GPUBeat Desk · 2 min