Tag: Semiconductors

Nvidia is in discussions to invest up to $30 billion in OpenAI as part of a funding round that could value the artificial intelligence startup at a $730 billion pre-money valuation, CNBC has confirmed.

Meta Platforms (META) is expanding its business with Nvidia (NVDA) in a chips-and-networking deal likely to be worth tens of billions of dollars. It’s a reminder the chip maker is still the leading player in artificial-intelligence processors.

New York-listed shares of British semiconductor firm Arm ticked 1.4% higher in premarket trading on Wednesday, after documents showed Nvidia sold its stake in the company it once wanted to buy.

Shares of Analog Devices (ADI) rose Wednesday after the chip maker reported better-than-expected fiscal first-quarter earnings and issued strong guidance for the current second quarter.

Applied Materials (AMAT) rose sharply following its earnings report. It’s another sign that chipmaking equipment companies are some of the big beneficiaries from the artificial-intelligence boom.

Samsung Electronics (5930) said Thursday that it has become the first company to ship a new type of memory-chip crucial for artificial-intelligence processors. But Micron Technology (MU) is hot on its heels.

GlobalFoundries (GFS) forecast first-quarter revenue above Wall Street expectations on Wednesday, bolstered by strong demand for its chips, and announced a $500 million share buyback program, sending its shares up over 7% in premarket trading.

Taiwan Semiconductor Manufacturing Co.’s January sales grew at their fastest clip in months, a sign of sustained global AI spending even as concerns persist about an industry bubble.

It would be “impossible” to move 40% of Taiwan’s semiconductor capacity to the U.S., the island’s top tariff negotiator said, pushing back against recent comments by American officials who called for a major production shift.

Samsung Electronics (5930) stock gained on Monday following a report that it will start large-scale production of the next generation of high-bandwidth memory chips as soon as this month. That lays down a challenge to American rival Micron Technology (MU).

Qualcomm shares plunged 8% after the chipmaker issued disappointing guidance as skyrocketing demand for artificial intelligence data centers eats away at memory chip supply for consumer electronics.

Global semiconductor sales are expected to hit $1 trillion this year, the Semiconductor ​Industry Association said on Friday.

TSMC has unveiled plans to produce 3-nanometre semiconductors in Japan, as the world’s largest chip manufacturer diversifies production of its cutting-edge chips.

Investors were pleasantly surprised on Tuesday by Super Micro’s Computer’s second-quarter earnings, as the maker of computer hardware topped Wall Street’s expectations and provided proof that some delayed orders from last year finally materialized.

Nvidia’s stock fell in premarket trading Monday after reports emerged that the chipmaker’s plans to invest $100 billion into OpenAI were stalled.

Samsung Electronics reported an over threefold surge in fourth-quarter profits on Thursday, hitting a new record and beating analysts’ estimates, as a memory chip shortage and strong demand for artificial intelligence servers lifted earnings.

Lam Research (LRCX) was surging Thursday after the chip-manufacturing tool maker topped Wall Street’s quarterly earnings estimates and issued strong guidance, stoking hopes that it can extend a recent rally.

South Korea’s SK Hynix on Wednesday reported record full-year profit for 2025, more than doubling its operating earnings as shortages of AI-related memory chips pushed prices higher and helped it beat market expectations.

China has given the green light to three of its largest tech companies to buy Nvidia’s (NVDA), opens new tab H200 artificial intelligence chips, four people familiar with the matter told Reuters, marking a shift in position as Beijing seeks to balance its AI needs against spurring domestic development.

ASML has forecast bumper sales of its chip manufacturing equipment this year on the back of the AI boom, building on a blockbuster fourth quarter and sparking a rally across the tech sector on Wednesday.