Tag: Semiconductors

South Korea’s Samsung is in talks to invest hundreds of millions ​of euros in the AI start-up Mistral, as part ‌of a fundraising round that could value the group at roughly €20 billion ($22.81 billion), the Financial Times reported on Wednesday, citing sources.

Taiwan Semiconductor Manufacturing plans to hike prices for both advanced and mature chip production services by up to 10% starting in 2027, Nikkei Asia reported Tuesday, citing multiple sources.

Nebius stock surged on Tuesday after Nvidia disclosed a 9.3% stake in the neocloud.

After a decade-long comeback, chip giant Advanced Micro Devices is preparing to ship its first rack-scale system for artificial intelligence, called Helios, to a growing list of customers that now includes Microsoft.

Taiwan-based TSMC reported earnings of $4.31 per share for the April-June quarter, beating analysts’ expectations.

Samsung Electronics denied on Tuesday a report that it ‌was in the early stages ‌of exploring a potential U.S. offering of American ​Depositary Receipts (ADRs).

Meta (META.O) said on Monday its data center in Richland Parish, Louisiana, will expand to 5 ​gigawatts of compute capacity, with investment in the project increasing ‌to more than $50 billion.

Intel has begun a €5 billion ($5.7 billion) capital investment to upgrade its Irish campus and expand its ‌European output to meet growing global demand for AI and high-performance computing, ‌the U.S. chipmaker said on Monday. Intel said the move would upgrade and maximize capacity at its 

TSMC, the world’s largest contract chipmaker, reported on Monday second-quarter revenue that rose 36% from a year ​earlier to a record high on surging interest in artificial ‌intelligence applications.

As global chip giant SK Hynix makes its Nasdaq debut Friday, the listing will test whether the stock will be able shed its long-standing “Korea discount.”

Micron Technology is accelerating its US investment plans, now targeting more than US$250b through 2035.

US-based artificial intelligence chip maker Cerebras said on Thursday that it plans to bring its first European data centre capacity online by the end of 2026, followed by a rapid expansion across France and the Nordics, boosting its AI computing capacity in Europe.

Apple said it’s expanding its partnership with chipmaker Broadcom in a multi-year deal expected to exceed $30 billion, marking the iPhone maker’s largest U.S. manufacturing commitment to date.

Chinese companies are ditching Nvidia Corp.’s advanced accelerators in favor of domestic silicon, underscoring how tensions with the US are reshaping the AI infrastructure buildout and propelling Beijing’s ambitions to substitute American technology.

U.S. chip design giant Synopsys plans to ​stop offering a suite of manufacturing process control software used by global semiconductor makers, six sources briefed on the matter said, ‌as it seeks to divert resources to higher-margin offerings such as AI design.

Samsung Electronics shares fell as concerns about spending and demand overshadowed record second-quarter earnings.

Broadcom said on Monday it has agreed to expand ​its partnership with Apple (AAPL.O), opens new tab through 2031 to develop ‌and supply a range of custom chips, sending the shares of the chipmaker up nearly 4% in premarket ​trading.

Solstice Advanced Materials announced today it will acquire Element Solutions in a transaction valued at approximately $14.5 billion, including assumed net debt. The deal combines two advanced materials companies with combined 2025 net sales of approximately $6.8 billion.

South Korean chipmaker SK Hynix on Monday launched a U.S. share sale to raise 43 trillion won ($28.07 billion) and drew indications of interest for up to $7 billion from major investors, ​as it capitalises on the global AI boom with one of the world’s largest new share sales.

Kioxia on Friday held a ceremony at its fab in northern Japan as the chipmaker, whose shares have rocketed due to the AI investment boom, begins shipping samples of its next-generation memory.