Semiconductors

Founders and venture capitalists anticipate smaller investment checks and compressed valuations as Nvidia transitions from Jensen Huang's leadership.

Nvidia has erased $657 billion in market value this week during a six-week losing streak, its longest sustained downturn in 14 years.

MIT Technology Review examines why technology leaders misread midterm political shifts while Nvidia advances semiconductor tracking initiatives.

Congressional Democrats have launched a second inquiry into Nvidia, scrutinized over its China semiconductor sales and CEO Jensen Huang's dealings with Trump.

Nvidia representatives told Rep. Bill Foster that chip-tracking measures in the Chip Security Act are technically feasible, despite public industry pushback.

President Donald Trump suggests on Truth Social that Apple Chairman Tim Cook is the sole executive qualified to succeed Jensen Huang at Nvidia.

As counterintelligence reviews intersect with strict semiconductor export controls, Nvidia’s new independent board moves to safeguard the Blackwell deployment and upcoming Rubin roadmap.

The co-founder and central architect of the modern artificial intelligence hardware boom steps down immediately following board governance reviews, elevating CFO Colette Kress to interim chief executive.

Singapore-based Megaspeed releases its initial public response Thursday as scrutiny intensifies around the ongoing corporate controversy involving Nvidia.

Scrutiny surrounding Chief Executive Jensen Huang highlights governance vulnerabilities at Nvidia, which currently operates without a formal succession plan.

An Evercore equity research note cited by MarketWatch indicates structural changes in the memory sector could drive Sandisk shares to more than double.

Industry analysts warn that widespread tolerance of aggressive executive conduct in the hardware sector poses governance risks for institutional investors.