Tag: Semiconductors

Marvell Technology’s stock has been one of the S&P 500’s top performers in 2026, and the company just hinted that its good times could last for years.

AMD plans to substantially increase chip supply in 2027 as the US chipmaker races to meet booming demand from artificial intelligence, CEO Lisa Su said on Tuesday.

A US AI start-up backed by Nvidia and the Trump administration has unveiled its first open-weight model, boosting American ambitions to compete with Chinese groups that dominate the market for public, customisable AI products. 

Shares of chip company Intel slipped on Monday, while rival Taiwan Semiconductor Manufacturing Co.’s rose, after Elon Musk confirmed the Taiwanese company could take part in his massive semiconductor manufacturing project. 

Cerebras Systems shares were gaining in premarket trading Monday after a slump last week. OpenAI CEO Sam Altman has good news about his company’s work with the chip maker.

Amazon’s cloud computing division said on Friday it would invest more than $1 billion over the next five ​years in US communities where it has data centers and ‌vowed to tackle their impacts on electricity and water usage.

ON Semiconductor will acquire Synaptics for cash rather than stock in a downsized deal, according to an amended agreement between the two companies.

Micron reported better-than-expected quarterly results on Wednesday as the memory maker continues to benefit from soaring demand for AI infrastructure. The stock rose slightly in extended trading.

Anthropic’s IPO ​prospectus documents extensive partnerships with a handful of big tech firms. One stands out: chip maker Broadcom.

Advanced Micro Devices said Monday that it’s agreed to acquire World Labs, the San Francisco-based AI lab founded by industry pioneer Fei-Fei Li, for $8.2 billion. The chipmaker, which previously invested in World Labs, said it’s paying for the startup in stock.

Solidigm, a U.S. subsidiary of South Korean chip maker SK Hynix, is weighing an initial public offering as early as next year, Reuters reported Friday, citing people familiar with the matter.

Nvidia was gaining early Monday after the chip maker said it would launch the largest-ever U.S. stock buyback.

The release on Monday of Nvidia’s Open Agent Safety Platform comes after companies including OpenAI, Anthropic, Meta, and Google disclosed recent incidents in which their artificial intelligence models escaped their sandboxes and attempted to hack other companies and access their computer systems.

Qualcomm shares ticked up 0.2% today after the chipmaker announced a renewed global patent licensing agreement with Apple, taking effect April 1, 2027. 

Chinese authorities are examining the use of Broadcom’s hardware in state-backed data centres as ​part of a drive to boost domestic producers ‌and reduce reliance on foreign AI infrastructure.

Alibaba Group said on Tuesday it was developing an AI model up to ​four times larger than the company’s flagship model and unveiled a next-generation AI chip it called China’s ‌most powerful, sending shares up 5%.

Nvidia Corp will double its chip sales next year compared to this year, CEO Jensen Huang said Thursday at a summit with the U.K.’s King Charles III in Scotland.

Nvidia’s chief executive Jensen Huang has said no new US laws or regulations are needed to control AI development, as he rejected a united push by leading labs to co-ordinate a slowdown in research in the name of safety.

SK Hynix is in talks with Intel to manufacture its memory chips in the U.S. for the first time, Reuters reported Wednesday, sending shares of both companies higher in premarket trading.

Taiwan’s MediaTek unveiled on Tuesday a new smartphone chip made using ‌TSMC’s most advanced manufacturing technology, as it targets the premium handset market with semiconductors capable of running more AI features directly on the device.