Semiconductors
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DeepSeek is said to be shaping Huawei’s AI chips, a new test for Nvidia and U.S. export policy
A report that Huawei engineers are working inside China’s best-known AI start-up adds pressure on Santa Clara’s Nvidia, and on a Washington chip policy that has loosened this year, a…
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Chip stocks’ eight-day slide tests Silicon Valley, and California’s budget
A sell-off that has erased trillions of dollars in semiconductor market value has fallen hardest on the Bay Area’s largest chipmakers, renewing warnings about how closely Sacramento’s revenues track the…
