Robust demand for artificial-intelligence chips makes for attractive buying opportunities in several semiconductor stocks headed into earnings season, according to J.P. Morgan.

Congress has approved billions to incentivize the Taiwan-based company to build factories in the U.S.

The U.S. is reportedly holding up the deal due to concerns that AI chips could be smuggled to China from the UAE.

In the decade since the discovery of Rowhammer, GPUhammer is the first variant to flip bits inside discrete GPUs and the first to attack GDDR6 GPU memory modules. All attacks prior to GPUhammer targeted CPU memory chips such as DDR3/4 or LPDDR3/4.

In April 2025, the U.S. expanded restrictions to include the Nvidia H20 chip, a China-specific version designed to comply with earlier export rules.

Nvidia said overnight that it had been given assurances that it could sell its H20 artificial-intelligence chips in China again.

BEIJING (Reuters) -Nvidia CEO Jensen Huang will hold a media briefing in Beijing on July 16, an official from the company said on Sunday, marking his second visit to the country after a trip in April where he stressed the importance of the Chinese market.