Navitas Semiconductor's valuation is examined following its partnership with NVIDIA in AI and its manufacturing expansion. Key factors influencing the stock's potential and risks are analyzed, including market trends an…
OpenAI is reportedly committing billions to acquire custom AI chips from Broadcom, diversifying its supply chain and reducing reliance on Nvidia. This strategic investment aims to enhance OpenAI's control over AI model …
OpenAI's partnership with Broadcom to develop custom AI chips signals a strategic move towards internalizing hardware development and reducing reliance on Nvidia and AMD. This collaboration could reshape the AI chip mar…
The Dutch government's recent intervention in Nexperia, a Dutch chipmaker owned by a Chinese entity, highlights increasing anxieties surrounding semiconductor supply chain security. This move reflects a broader trend of…