Tag: Semiconductors

Taiwan Semiconductor Manufacturing Co (TSMC) said on Friday its December sales fell from the previous month but grew annually, capping off a positive year as AI-fueled chip demand remained strong.

Intel stock rose 2.7% in after-hours trading on Thursday following positive comments from President Donald Trump on social media. Trump highlighted a recent meeting with Intel CEO Lip-Bu Tan, praising the company’s launch of “the first SUB 2 NANOMETER CPU PROCESSOR designed, built, and packaged right here in the U.S.A.”

Samsung Electronics (005930) forecast a record quarterly profit on the back of surging memory-chip prices. The figures bode well for U.S. rival Micron Technology (MU)

Advanced Micro Devices CEO Lisa Su believes the computer artificial-intelligence revolution is in the early innings.

Shares of Microchip Technology rose Tuesday after the chip maker lifted its sales guidance for the quarter ended Dec. 31, 2025.

Nvidia CEO Jensen Huang said on Monday that the company’s next generation of chips is in “full production,” saying they can deliver five times the artificial-intelligence computing of the company’s previous chips when serving up chatbots and other AI apps.

Samsung Electronics plans to double this year the number of its mobile devices with “Galaxy AI” features largely powered by Google’s Gemini, its co-CEO said, which would give the U.S. firm an edge over rivals as the global race in artificial intelligence heats up.

Foxconn, a major partner for Nvidia, has reported a 22% surge in revenues in the final quarter of 2025, as tech firms continue to ramp up spending on AI infrastructure.

Chinese tech giant Baidu plans to spin off its artificial intelligence chip subsidiary, Kunlunxin, and list it in Hong Kong, as more domestic chipmakers seek funds amid Beijing’s push for semiconductor self-sufficiency.

Nvidia is scrambling to meet strong demand for its H200 artificial intelligence chips from Chinese technology companies and has approached contract manufacturer Taiwan Semiconductor Manufacturing Co to ramp up production, sources said.

The U.S. government has granted an annual licence to Samsung Electronics (005930.KS) and SK Hynix (000660.KS) bring in chip manufacturing equipment to their facilities in China for 2026, two people familiar with the matter said on Tuesday.

Nvidia (NVDA) has purchased Intel shares worth $5 billion, the American semiconductor firm (INTC) said in a filing on Monday, carrying out a transaction announced in September.

Samsung Electronics (KS:005930) shares jumped 5.3% in Seoul trading today after reports emerged that the tech giant will begin mass production of next-generation HBM4 memory chips in February at its Pyeongtaek campus in South Korea.

Nvidia has agreed to buy assets from Groq, a designer of high-performance artificial intelligence accelerator chips, for $20 billion in cash, according to Alex Davis, CEO of Disruptive, which led the startup’s latest financing round in September.

China’s fast-growing artificial intelligence sector may be readying for major purchases of U.S. chips, creating opportunities—and competition—for the likes of Nvidia and Advanced Micro Devices.

Nvidia (NVDA) has told Chinese clients it aims to start shipping its second-most powerful AI chips to China before the Lunar New Year holiday in mid-February, three people familiar with the matter told Reuters.

US President Donald Trump’s administration has launched a review that could result in the first shipments to China of Nvidia’s (NVDA) second-most powerful AI chips, five sources said, making good on his pledge to allow the ​controversial sales.

Micron Technology reported better-than-expected earnings results Wednesday afternoon. Its stock was up sharply in the Thursday premarket.

China is considering a package of incentives worth as much as $70 billion to bankroll and support its chipmaking industry, pouring more state money into a sector it deems pivotal to its technological conflict with the US.

Broadcom (AVGO), shares fell nearly 5% before the market open on Friday after the chipmaker said its margins would fall due to a higher mix of AI revenue, adding to worries about the payout from AI.