Tag: Semiconductors

Taiwan Semiconductor Manufacturing (TSM) reported a sharp rise in quarterly profit as it rides the wave of demand for artificial-intelligence chips. 

Meta and Broadcom on Tuesday announced a sweeping deal that extends an existing partnership between the two companies for the design of Meta’s custom in-house AI accelerators through 2029.

ASML Holding (ASML) lifted its guidance after reporting quarterly results that beat expectations.

Taiwan Semiconductor Manufacturing Co. on Friday posted another quarter of record revenue driven by demand for AI chips.

Specs, the Snap smart glasses unit formed early this year, will use Qualcomm ​chips for its upcoming devices under a ‌multi-year deal announced on Friday, marking its first major move.

Shares of Lumentum Holdings Inc rose in premarket U.S. trading on Friday, after the group reportedly said demand from the artificial intelligence industry for its optical components was on track to fill its order book through 2028.

OpenAI’s Stargate project in the U.K. is being paused, with the company pointing towards the cost of energy and the country’s regulatory environment.

Super Micro Computer (SMCI) stock was gaining early Wednesday. The server maker has outlined how it will investigate the alleged chip smuggling scandal that has engulfed the company.

ASML shares fell on Tuesday after U.S. lawmakers last week proposed further measures that would restrict China from additional chipmaking tools and potentially impact the Dutch chip giant’s already fragile sales to the country.

Samsung Electronics (5930) expects to report a huge profit surge in the first quarter. It’s good news for its peer Micron Technology (MU), with both companies set to ride a wave of demand for memory chips.

Broadcom said Monday that it’s agreed to produce future versions of artificial intelligence chips for Google, and signed an expanded deal with Anthropic that will give the AI startup access to about 3.5 gigawatts worth of computing capacity drawing on Google’s AI processors.

Baidu’s Apollo Go robotaxis reportedly stopped mid-traffic, trapping passengers and resulting in highway collisions on the streets of the Chinese city of Wuhan on Tuesday, according to videos shared on social media.

Shares of Marvell Technology surged more than 11% after Nvidia announced plans to invest $2 billion in the semiconductor company.

Orbital compute infrastructure startup Starcloud has raised $170 million at a $1.1 billion ‌valuation, as companies including Elon Musk’s SpaceX and Jeff Bezos’ Blue Origin race to move power-hungry AI data centers off-planet.

Mistral AI said it had raised $830 million from a consortium of banks in its first debt-financing operation, securing financial backing to run a new data center that will be powered by Nvidia chips.

Apple announced a significant expansion of its American Manufacturing Program on Thursday, bringing four new partners — Bosch, Cirrus Logic, TDK, and Qnity Electronics — into its domestic supply chain.

Google’s latest research which claims to make AI models more efficient is putting pressure on memory stocks, with investors concerned the breakthrough could see a slowdown in chip demand.

Arm jumped in early market trading Wednesday after the company said its newly released in-house chip would generate $15 billion in revenue alone by 2031.

South Korean chipmaker SK Hynix plans a confidential ​filing to list shares in the U.S. in the second half of 2026, the company said on Tuesday, which a source said could raise as ‌much as $14 billion.

Chip designer Broadcom (AVGO.O), says it is seeing supply chain constraints across the technology sector, including ​capacity limits at its manufacturing partner TSMC (2330.TW), as soaring demand for AI chips ‌strains production.