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South Korea's KOSPI index faces a sharp contraction as investors pull back from semiconductor stocks, citing growing skepticism over the sustainability of massive AI-related expenditures.

Jensen Huang concludes his Japan tour with new AI infrastructure deals, aiming to boost local semiconductor capabilities through Nvidia's Blackwell technology.

A deep-dive analysis of Nvidia’s Vera whitepaper reveals potential math errors in memory throughput claims, raising questions about the accuracy of the company’s latest architecture documentation.

Synopsys is moving toward fundamental physics modeling to solve chip design errors at sub-nanometer scales, yet computational demands remain a high hurdle for industry adoption.

Broadcom shares plunged 12% after software sales missed targets and leadership signaled no increase to AI chip forecasts, heightening concerns about the sustainability of current semiconductor growth.

Marvell Technology stock surged 30% after Nvidia's CEO pointed to the chipmaker as a potential trillion-dollar player, fueling debate over the next phase of the AI infrastructure boom.