LG Electronics Inc. shares advanced in Seoul after a local media report that the company is developing cutting-edge tools for making the memory chips that work alongside AI processors designed by Nvidia Corp.

Nvidia: H20 export reinstated, bolstering the $200 by this year-end bull case and reviving the China growth story.

Other AI chipmakers, including AMD and China’s Huawei, are reporting strong financial results. Nearly every major chipmaker is now centering its strategy on AI. One reason for AI’s slowing performance might be that models have already consumed most available digital data,

Nvidia is the dominant player in AI infrastructure, but its size could limit some of its upside. AMD and Broadcom, meanwhile, have huge opportunities. Given their smaller sizes, the stocks have the potential to outperform Nvidia in the coming years.

In a positive turn of events, Nvidia CEO Jensen Huang announced that the technology giant has received approval from US President Donald Trump to sell its advanced H20 computer chips.

Ferguson: This is a big part of what’s driving consolidation within the EDA industry. You see Siemens and Mentor and Altair coming together. You see Synopsys and Ansys coming together. It’s because we have these divergent knowledge sets that we need to bring closer together, and that’s what’s driving this forward.

Innovations in assistive AI and, ultimately, increased autonomy with agentic AI will redefine what engineers can achieve within the chip design cycle.

Data center operators in China, which use Nvidia’s H20 chips to crunch data for various AI services, have been struggling to find a local alternative that is as good as the U.S. company’s chips.

Cognichip’s approach is to develop a physics-informed foundation model that achieves more parallelism than is available in existing development flows so that some of the margin can be removed from designs. “We’re very happy using today’s abstractions, but we need to manipulate them at a much higher bandwidth,” Diamantidis said.

Broadcom’s chip division rolled out a new networking processor on Tuesday, designed to turbocharge artificial intelligence workloads that demand tight coordination among hundreds of compute units. The announcement marks another salvo in its tussle with AI chip-making leader,