Benzinga.com2d
Days After Key Nvidia Supplier Warned Of AI Spending Slowdown, Another NVDA Partner Considers Accelerating Expansion To Meet Growing Demand
Amid a surge in demand for AI chip package substrates, Ibiden Co., a significant supplier for Nvidia Corp. NVDA, is evaluating the possibility of hastening its production capacity expansion.
Markets Insider on MSN5d
Slower AI spending could ignite a 'vicious' downturn for chipmakers, Nvidia supplier says
Semiconductor companies will suffer if Big Tech's spending on data centers slows, the head of the largest provider of ...
Networking Companies Ride the AI Wave. It Isn’t Just Nvidia.
The most powerful artificial-intelligence systems need a network to work their wonders. That’s a plus for Broadcom, Marvell, ...
Key Nvidia Supplier Warns AI Spending Slowdown May Trigger 'Vicious' Downturn For Chipmakers
Conversely, Lefever noted that demand for AI-enabled smartphones is currently sluggish but could surge if a breakthrough ...
Nvidia: Supplier-Led Blackwell Delays Can Push Out Production Timelines
NVDA stock valuations have gotten cheaper whilst earnings expectations have remained stable; a good sign for bullish ...
Business Times2d
Nvidia supplier Ibiden weighs faster expansion to meet AI demand
IBIDEN, the dominant supplier of chip package substrates used in Nvidia’s cutting-edge semiconductors, may need to dial up the pace of production capacity increases to keep up with demand, ...
What Ibiden’s AI Struggles Reveal About Nvidia (NVDA) And Co’s Future
Ibiden, a Japanese firm that supplies AI-use substrates to US companies, has announced something strange: Companies are ...
Cryptopolitan on MSN2d
Two major AI chip giants prepare for the worse ahead of Trump’s tariffs
Nvidia and AMD are strategizing ahead of Trump's tariffs against trade partners, including China, Mexico, and Canada, pushing ...