Asa Fitch
Wall Street Journal
United Arab Emirates
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Past articles by Asa:
The Next Challengers Joining Nvidia in the AI Chip Revolution
The company has emerged as the hardware victor during the early days of the artificial-intelligence revolution. Who else in the chip world can cash in, too? → Read More
U.S. Considers New Curbs on AI Chip Exports to China
Restrictions come amid concerns that China could use AI chips from Nvidia and others for weapon development and hacking. → Read More
Nvidia Joins $1 Trillion Club, Fueled by AI’s Rise
The chip company ended trading Tuesday with a valuation of more than $1 trillion, becoming the seventh U.S. company to reach that status. → Read More
Hollywood Studios Make Peace With Directors in Tentative Labor Deal
The pact, which requires approval by the board of the Directors Guild of America, comes in the second month of the writers’ strike. → Read More
Nvidia Poised for Record Sales as AI Demand Kicks In
The graphics-chip giant forecast a strong revenue bounce back for the current quarter, driven by growing appetite for generative AI technology. → Read More
Micron Outlines $3.6 Billion Investment in Chip Plant With Japan’s Backing
The U.S. chip maker’s deal with Tokyo comes at a time of rising tension between Washington and Beijing over chip technology. → Read More
Chip Investment Decisions Await Congressional Action on $52 Billion Funding Bill
Political wrangling has slowed progress on what began as a bipartisan effort to restore America’s semiconductor production prowess. → Read More
Chip Boom Loses Steam on Slowing PC Sales, Crypto Rout
Intel and Nvidia are among the semiconductor makers warning of rockier times ahead after two years of surging demand across their product lineups, pointing to a chillier consumer climate. → Read More
Micron Issues Muted Sales Forecast On Demand Weakness
Memory-chip maker feels the pinch from consumer-spending weakness after two red-hot years. → Read More
Intel Delays Groundbreaking Ceremony for Ohio Plant Amid Uncertainty Over Chips Legislation
The chip maker still plans to build the manufacturing facility, but expressed frustration with the lack of congressional action on support for the U.S. semiconductor industry → Read More
Supply Crunch Looms for World’s Most Cutting-Edge Chips
Problems such as production hitches and a shortage of manufacturing equipment have raised concerns over the ability of TSMC and Samsung to meet delivery promises to customers. → Read More
Broadcom’s $61 Billion VMware Buy Is a Bet on Unsexy Software
The cash-and-stock deal marks the biggest bet yet that the boom in enterprise software demand will endure despite the economic tumult. → Read More
Nvidia Posts Record Sales, Warns of Russia, China Hit
The chip maker’s data-center sales surpass its gaming sales for only the second time. → Read More
Global chip shortage’s latest worry: Too few chips for chip-making
Intel and TSMC are looking to boost chip output amid supercharged demand, but getting the equipment to do so requires increasing patience → Read More
Intel CEO Sees Chip Shortage Lasting Into 2024
The semiconductor giant’s chief executive, Pat Gelsinger, said the shortage will last longer than expected as the company reported a decrease in quarterly sales. → Read More
Inside Intel’s Strategy to Compete With Nvidia in the AI-Chip Market
Nvidia has dominated the growing artificial-intelligence business. Intel wants to change that. → Read More
AMD Returns to Deal Making with $1.9 Billion Purchase of Chip Specialist Pensando
Advanced Micro Devices plans to buy chip and software startup Pensando Systems for $1.9 billion, returning to the acquisition playbook shortly after closing its biggest-ever transaction. → Read More
Nvidia Targets Auto Growth Amid Chip Shortage
The biggest U.S. chip company by market value said its pipeline of deals with auto customers has jumped by more than a third within a year to $11 billion. → Read More
Intel Plans $36 Billion in European Chip Plant Investments
The U.S. semiconductor giant will begin building a new factory in Germany starting next year and is adding other capacity in Europe. → Read More
Chip Makers Stockpiled Key Materials Ahead of Russian Invasion of Ukraine
Production of raw materials vital to the semiconductor industry is concentrated in Russia and Ukraine—but after two years of shocks to their supply chain, chip makers were ready for turmoil. → Read More