Tag: Semiconductors

Shares of Intel surged 10% in premarket activity, as Wall Street cheered the decision to name former board member Lip-Bu Tan as CEO, who left in August over differences about the chipmaker’s direction, after several years of market underperformance.

Facebook owner Meta is testing its first in-house chip for training artificial intelligence systems, a key milestone as it moves to design more of its own custom silicon and reduce reliance on external suppliers like Nvidia two sources told Reuters.

Taiwan’s Foxconn said on Monday it has launched its first large language model and plans to use the technology to improve manufacturing and supply chain management.

Taiwan Semiconductor Manufacturing Co on Monday reported a 43.1% jump in its February 2025 revenue amid robust demand for its chips used in artificial intelligence applications.

Broadcom Inc. shares were on track for their biggest gain in 12 weeks in early trading after the chip supplier for Apple Inc. and other big tech companies gave an upbeat forecast, reassuring investors that spending on artificial intelligence computing remains healthy.

Marvell Technology Inc shares nosedived over 15% in pre-market trading on Thursday, as investor sentiment was hit by concerns over weakening consumer demand and cautious guidance for Q1 fiscal 2026. 

Singapore has charged three men in a case suspected to involve Nvidia semiconductor sales that potentially breach US export controls, the government announced on Monday.

Chip designers Nvidia (NVDA.O), opens new tab and Broadcom (AVGO.O), are running manufacturing tests with Intel (INTC.O), two sources familiar with the matter told Reuters, demonstrating early confidence in the struggling company’s advanced production techniques.

Nvidia reported its fourth quarter earnings after the bell on Wednesday, beating analysts’ expectations on the top and bottom lines and issuing solid Q1 guidance.

U.S. President Donald Trump said on Tuesday he intends to impose auto tariffs “in the neighborhood of 25%” and similar duties on semiconductors and pharmaceutical imports, the latest in a series of measures threatening to upend international trade.

Taiwanese electronics companies are planning more investments in the U.S. state of Texas, with announcements possible in May to coincide with President Donald Trump’s first 100 days in office, the head of an industry body said on Tuesday.

Intel could be split up, with two of the chip maker’s biggest rivals eyeing separate parts of its business.

The chip designer, Arm, is reportedly competing with its own clients, which include major companies such as Qualcomm, to sell its own chips as it seeks to boost profits.

Apple will work with Chinese tech giant Alibaba to roll out AI services in the world’s biggest market for mobile phones, in a move that removes months of uncertainty for the Cupertino-based firm.

Vice President JD Vance on Tuesday said that the U.S. will safeguard American artificial intelligence and chips and block efforts to “weaponize” the critical technologies.

OpenAI is pushing ahead on its plan to reduce its reliance on Nvidia for its chip supply by developing its first generation of in-house artificial-intelligence silicon.

The head of Intel’s artificial-intelligence operations is leaving to take the top job at Nokia, just months after former Intel CEO Pat Gelsinger abruptly retired from the company.

Arm’s cautious full-year outlook caused a sharp decline in its share price, raising concerns about a slowdown in artificial intelligence (AI) chip demand.

Orders for legacy chips found in cars and industrial equipment have been subdued as companies stockpiled years ago

Advanced Micro Devices failed to impress investors waiting for the chipmaker to gain ground against AI heavyweight Nvidia even as its quarterly results and revenue outlook exceeded analyst estimates on Tuesday.