Arjun Kharpal
@arjunkharpal.cnbc.com
Senior technology correspondent at CNBC. Co-host of the Beyond the Valley podcast. Posting about everything tech.
#BREAKING: Trump says new semiconductor tariff plan coming as soon as next week www.cnbc.com/2025/08/05/t...
Trump says new semiconductor tariff plan coming as soon as next week
Trump's announcement on CNBC's "Squawk Box" came on the heels of him unveiling new tariff rates on numerous countries, with some facing steep hikes.
www.cnbc.com
August 5, 2025 at 12:47 PM
#BREAKING: Trump says new semiconductor tariff plan coming as soon as next week www.cnbc.com/2025/08/05/t...
1/
TSMC — the world’s leading chipmaker — just revealed a potential trade secret leak. This isn’t just a company problem; it’s a big deal for global tech and geopolitics. Let me break down why. 👇
TSMC — the world’s leading chipmaker — just revealed a potential trade secret leak. This isn’t just a company problem; it’s a big deal for global tech and geopolitics. Let me break down why. 👇
August 5, 2025 at 8:15 AM
1/
TSMC — the world’s leading chipmaker — just revealed a potential trade secret leak. This isn’t just a company problem; it’s a big deal for global tech and geopolitics. Let me break down why. 👇
TSMC — the world’s leading chipmaker — just revealed a potential trade secret leak. This isn’t just a company problem; it’s a big deal for global tech and geopolitics. Let me break down why. 👇
1/ 🚀 Big move today:
Samsung has joined a $150–200M fundraising round backing South Korea’s AI‑chip upstart Rebellions ahead of its IPO plans.
Details:
- Rebellions speaking to current investors and global investors for more funding
- This is a series C
- Valuation could go north of $1 billion
Samsung has joined a $150–200M fundraising round backing South Korea’s AI‑chip upstart Rebellions ahead of its IPO plans.
Details:
- Rebellions speaking to current investors and global investors for more funding
- This is a series C
- Valuation could go north of $1 billion
July 29, 2025 at 12:03 PM
1/ 🚀 Big move today:
Samsung has joined a $150–200M fundraising round backing South Korea’s AI‑chip upstart Rebellions ahead of its IPO plans.
Details:
- Rebellions speaking to current investors and global investors for more funding
- This is a series C
- Valuation could go north of $1 billion
Samsung has joined a $150–200M fundraising round backing South Korea’s AI‑chip upstart Rebellions ahead of its IPO plans.
Details:
- Rebellions speaking to current investors and global investors for more funding
- This is a series C
- Valuation could go north of $1 billion
Chinese tech giant Alibaba is planning to launch a pair of AI-powered smart glasses this year. It'll be a potential rival to Meta's Ray-Bans. Alibaba promises navigation via mapping and payments via Alipay www.cnbc.com/2025/07/28/a...
Alibaba to launch AI-powered glasses creating a Chinese rival to Meta
Alibaba's Quark AI Glasses will be powered by Alibaba's Qwen large language model and its advanced AI assistant called Quark.
www.cnbc.com
July 28, 2025 at 8:42 AM
Chinese tech giant Alibaba is planning to launch a pair of AI-powered smart glasses this year. It'll be a potential rival to Meta's Ray-Bans. Alibaba promises navigation via mapping and payments via Alipay www.cnbc.com/2025/07/28/a...
Samsung Electronics has entered into a $16.5 billion contract for supplying semiconductors to Tesla. This is a big deal for Samsung and also a win for Amercia's reshoring efforts. Here's why🧵
July 28, 2025 at 5:56 AM
Samsung Electronics has entered into a $16.5 billion contract for supplying semiconductors to Tesla. This is a big deal for Samsung and also a win for Amercia's reshoring efforts. Here's why🧵
Tesla's Europe sales continue to plunge. One of its biggest issue is the brand damage caused by Elon Musk's involvement in politics. But also Tesla has an ageing lineup and needs a new car www.cnbc.com/2025/05/27/t...
Tesla's Europe sales plunge 49% on brand damage, rising competition
Tesla has faced brand damage over the past few months amid CEO Elon Musk's political involvement with U.S. President Donald Trump.
www.cnbc.com
May 27, 2025 at 8:03 AM
Tesla's Europe sales continue to plunge. One of its biggest issue is the brand damage caused by Elon Musk's involvement in politics. But also Tesla has an ageing lineup and needs a new car www.cnbc.com/2025/05/27/t...
Trump says he doesn’t want Apple building products in India: ‘I had a little problem with Tim Cook’ www.cnbc.com/2025/05/15/t...
Trump says he doesn't want Apple building products in India: 'I had a little problem with Tim Cook'
Apple has been ramping up production in India with the aim of making around 25% of global iPhones in the country in the next few years.
www.cnbc.com
May 15, 2025 at 12:31 PM
Trump says he doesn’t want Apple building products in India: ‘I had a little problem with Tim Cook’ www.cnbc.com/2025/05/15/t...
Nintendo expects to sell 15 million units of the Switch 2, in its first forecast for the console. It's a pretty strong start and this company has been a master of keeping users hooked into its franchises and characters like Mario, Zelda and Pokemon. Here's my analysis
May 8, 2025 at 10:52 AM
Nintendo expects to sell 15 million units of the Switch 2, in its first forecast for the console. It's a pretty strong start and this company has been a master of keeping users hooked into its franchises and characters like Mario, Zelda and Pokemon. Here's my analysis
Here's some of the key tech stories to catch up on this morning:
1) #Nintendo forecasts sales of 15 million Switch 2 but warns that tariffs could have an impact. #NintendoSwitch2 is looking strong out the gates www.cnbc.com/2025/05/08/n...
1) #Nintendo forecasts sales of 15 million Switch 2 but warns that tariffs could have an impact. #NintendoSwitch2 is looking strong out the gates www.cnbc.com/2025/05/08/n...
Nintendo forecasts sales of 15 million Switch 2 consoles as it gears up for launch
Nintendo said it expects to sell 15 million units of its new Switch 2 console in the fiscal year ending March 2026.
www.cnbc.com
May 8, 2025 at 10:13 AM
Here's some of the key tech stories to catch up on this morning:
1) #Nintendo forecasts sales of 15 million Switch 2 but warns that tariffs could have an impact. #NintendoSwitch2 is looking strong out the gates www.cnbc.com/2025/05/08/n...
1) #Nintendo forecasts sales of 15 million Switch 2 but warns that tariffs could have an impact. #NintendoSwitch2 is looking strong out the gates www.cnbc.com/2025/05/08/n...
#Apple stock down nearly 7% in pre-market. If losses hold at the close, it will be the worst one-day drop since 2020. All of this is over Trump's tariffs which will impact all of Apple's manufacturing hubs. I'll try and break it down $AAPL
April 3, 2025 at 8:54 AM
#Apple stock down nearly 7% in pre-market. If losses hold at the close, it will be the worst one-day drop since 2020. All of this is over Trump's tariffs which will impact all of Apple's manufacturing hubs. I'll try and break it down $AAPL
Huawei launches the Mate XT trifold phone outside of China as it charts and international comeback www.cnbc.com/2025/02/18/h...
Huawei launches $3,660 trifold phone outside of China as it charts international comeback
Huawei has made a comeback in China and is hoping to bring that momentum to overseas markets where its business has been badly hurt.
www.cnbc.com
February 18, 2025 at 8:19 AM
Huawei launches the Mate XT trifold phone outside of China as it charts and international comeback www.cnbc.com/2025/02/18/h...
Xi Jinping and China’s tech billionaires: A short story on where we are now and why investors are getting excited again.
Context: I reported from China between October 2018 and December 2021 while Beijing was tightening its grip on the tech sector.
Context: I reported from China between October 2018 and December 2021 while Beijing was tightening its grip on the tech sector.
February 17, 2025 at 9:12 AM
Xi Jinping and China’s tech billionaires: A short story on where we are now and why investors are getting excited again.
Context: I reported from China between October 2018 and December 2021 while Beijing was tightening its grip on the tech sector.
Context: I reported from China between October 2018 and December 2021 while Beijing was tightening its grip on the tech sector.
This feels important from DeepSeek. They're saying that the models can get better and the limitation is "hardware" - presuming this means chips more broadly. So isn't this counter to the panic hitting AI infrastructure stocks today? It seems spending will have to continue
January 27, 2025 at 3:04 PM
This feels important from DeepSeek. They're saying that the models can get better and the limitation is "hardware" - presuming this means chips more broadly. So isn't this counter to the panic hitting AI infrastructure stocks today? It seems spending will have to continue
Reposted by Arjun Kharpal
Watch the full discussion btw @thomwolf.bsky.social and @arjunkharpal.bsky.social at Davos: www.youtube.com/watch?v=8qUT...
Hugging Face co-founder: The next step in AI will be applications
YouTube video by CNBC International Live
www.youtube.com
January 23, 2025 at 4:52 PM
Watch the full discussion btw @thomwolf.bsky.social and @arjunkharpal.bsky.social at Davos: www.youtube.com/watch?v=8qUT...
I'm at #Davos and will be in The Sanctuary. Speaking to CEOs of Circle, Binance, Qualcomm and Volvo Cars. Plus AI firms Cohere, Hugging Face, SambaNova and Databricks. AGI with Max Tegmark and Yoshua Bengio. Plus Bertrand Piccard's big mission. Agenda: www.cnbcevents.com/wef2025/
World Economic Forum 2025
As business and political leaders gather for the 2024 World Economic Forum in Davos, CNBC has curated an insightful agenda of fireside chats and panels to address this year’s theme of ‘Rebuilding Trus...
www.cnbcevents.com
January 20, 2025 at 12:39 PM
I'm at #Davos and will be in The Sanctuary. Speaking to CEOs of Circle, Binance, Qualcomm and Volvo Cars. Plus AI firms Cohere, Hugging Face, SambaNova and Databricks. AGI with Max Tegmark and Yoshua Bengio. Plus Bertrand Piccard's big mission. Agenda: www.cnbcevents.com/wef2025/
TSMC, the world's biggest chipmaker, posted record profit in Q4. Here's some of the biggest takeaways and what the results potentially signal about Apple, Samsung, memory demand and AI:
January 16, 2025 at 8:52 AM
TSMC, the world's biggest chipmaker, posted record profit in Q4. Here's some of the biggest takeaways and what the results potentially signal about Apple, Samsung, memory demand and AI:
TSMC, the world's biggest chipmaker, posted record revenue for 2024. The company is benefitting from the continued AI boom from customers like Nvidia www.cnbc.com/2025/01/10/t...
World's biggest chipmaker TSMC posts record 2024 revenue as AI boost continues
TSMC manufacturers semiconductors for some of the world's biggest companies from Apple to Nvidia.
www.cnbc.com
January 10, 2025 at 10:38 AM
TSMC, the world's biggest chipmaker, posted record revenue for 2024. The company is benefitting from the continued AI boom from customers like Nvidia www.cnbc.com/2025/01/10/t...
The Biden admin to date has set rules around export of AI chips and tech based on their capabilities. This would go a step further and be a lot more widesweeping if the ruels come into place. But there's also a bigger play here - the US setting AI "standards"... www.bloomberg.com/news/article...
Biden to Further Limit Nvidia AI Chip Exports in Final Push
President Joe Biden’s administration plans one additional round of restrictions on the export of artificial intelligence chips from the likes of Nvidia Corp. just days before leaving office, a final p...
www.bloomberg.com
January 9, 2025 at 8:12 PM
The Biden admin to date has set rules around export of AI chips and tech based on their capabilities. This would go a step further and be a lot more widesweeping if the ruels come into place. But there's also a bigger play here - the US setting AI "standards"... www.bloomberg.com/news/article...
When #Nvidia CEO Jensen Huang speaks, the market listens.
- He said Samsung needs to redesign its high-bandwith memory but he has "confidence" that Samsung will achieve this. Samsung shares rise
- Huang says Quantum Computing 20 years off. Quantum stocks fall
Any other CEO with that power?
- He said Samsung needs to redesign its high-bandwith memory but he has "confidence" that Samsung will achieve this. Samsung shares rise
- Huang says Quantum Computing 20 years off. Quantum stocks fall
Any other CEO with that power?
January 8, 2025 at 11:39 AM
When #Nvidia CEO Jensen Huang speaks, the market listens.
- He said Samsung needs to redesign its high-bandwith memory but he has "confidence" that Samsung will achieve this. Samsung shares rise
- Huang says Quantum Computing 20 years off. Quantum stocks fall
Any other CEO with that power?
- He said Samsung needs to redesign its high-bandwith memory but he has "confidence" that Samsung will achieve this. Samsung shares rise
- Huang says Quantum Computing 20 years off. Quantum stocks fall
Any other CEO with that power?
“Tesla has to discount aggressively to keep pace with the ongoing price war in the market"
Tesla posted record sales in China in 2024. This year might be a bit tougher www.cnbc.com/2025/01/06/t...
Tesla posted record sales in China in 2024. This year might be a bit tougher www.cnbc.com/2025/01/06/t...
Tesla posted record China sales in 2024. But this year is going to be rough as competition heats up
Tesla faces fresh threats as Chinese automakers double down on domestic market in the face of hefty export tariffs in the U.S. and European Union.
www.cnbc.com
January 6, 2025 at 8:15 AM
“Tesla has to discount aggressively to keep pace with the ongoing price war in the market"
Tesla posted record sales in China in 2024. This year might be a bit tougher www.cnbc.com/2025/01/06/t...
Tesla posted record sales in China in 2024. This year might be a bit tougher www.cnbc.com/2025/01/06/t...
Shipments of foreign mobile phone brands in China fell 47.4% year-on-year in November. Apple accounts for the majority of foreign phone sales. This is further pressure on Apple which is mainly coming from domestic players like Huawei. Plus, Apple Intelligene is not out yet $AAPL
January 3, 2025 at 11:30 AM
Shipments of foreign mobile phone brands in China fell 47.4% year-on-year in November. Apple accounts for the majority of foreign phone sales. This is further pressure on Apple which is mainly coming from domestic players like Huawei. Plus, Apple Intelligene is not out yet $AAPL
#Tesla is one of the most divisive stocks on Wall Street. What is its 122 times forward P/E valuation based on? A lot of things. At one time, car deliveries were everything. Then it was AI/robotaxis/autonomy. Then it was Trump. Right now, I’d argue Trump is driving it the most $TSLA
January 3, 2025 at 8:39 AM
#Tesla is one of the most divisive stocks on Wall Street. What is its 122 times forward P/E valuation based on? A lot of things. At one time, car deliveries were everything. Then it was AI/robotaxis/autonomy. Then it was Trump. Right now, I’d argue Trump is driving it the most $TSLA
Happy new year all! Will start to post here as well in 2025. Expect tech analysis - lots of stuff on chips, crypto, Big Tech, AI, China and Asia - and everything in between. Looking forward to engaging with you all
January 3, 2025 at 8:22 AM
Happy new year all! Will start to post here as well in 2025. Expect tech analysis - lots of stuff on chips, crypto, Big Tech, AI, China and Asia - and everything in between. Looking forward to engaging with you all