Tag: Semiconductors

A KKR-led group on Thursday launched a new company with more than $10 billion in committed capital to finance ​the build-out of AI infrastructure, the latest effort ‌by an alternative asset manager to capitalize on growing demand for AI services.

Taiwan Semiconductor Manufacturing Co. reported Wednesday that its consolidated net revenue for May 2026 reached NT$416.98 billion, up 1.5% from April 2026 and 30.1% higher than May 2025.

SK Hynix plans to list its shares in ‌the U.S. as soon as August, said two sources familiar with the matter, as the South Korean memory chipmaker seeks to capitalise on strong appetite for AI-linked stocks and broaden ​its investor base.

The United States on Monday added Chinese e-commerce giant Alibaba internet search provider Baidu, and automakers ​BYD and NIO to a list of companies it believes are aiding Beijing’s military, in a move that could inflame tensions between the countries.

OpenAI has confidentially filed for an IPO with the Securities and Exchange Commission, joining the party a week after Anthropic did the same and days before Elon Musk’s SpaceX is set to hit the public market.

 Nvidia on Monday announced a series of deals in South Korea with tech giants including SK Hynix ‌and Naver, as it looks to secure crucial memory chips to power its AI ambitions and entice new customers.

Marvell Technology was up almost 9% in premarket trading on Monday after it was announced that the AI chipmaker would be joining the benchmark S&P 500 index.

Intel is teaming up with Apple supplier Foxconn to develop artificial-intelligence infrastructure—but that wasn’t enough to stop the chip manufacturer’s stock from sliding on Thursday.

SK Hynix told ​investors this week it received “tremendously positive” feedback on its proposed U.S. listing as the chipmaker ‌benefits from strong demand for advanced memory semiconductors needed to run AI data centers, a source familiar with the matter said on Thursday.

Broadcom (AVGO) stock declined 12% in premarket trading on Thursday after the custom chip designer’s AI sales outlook missed estimates.

Nvidia’s CEO Jensen Huang hailed this chip designer as the next trillion-dollar firm, sending its shares up sharply in premarket trading Tuesday.

Nvidia has emerged as the world’s most valuable company by dominating the market for AI chips in the data center. Now the company is expanding its prowess to chips that will serve as the main processor for personal computers, entering an arena that’s long been ruled by Intel, Advanced Micro Devices, Qualcomm and Apple

Shares of Samsung Electronics surged as much as 6.51% after the company said it had begun shipping samples of its latest high-bandwidth memory chip to its customers globally.

SK Hynix topped $1 trillion in market value for the first time on Wednesday, joining its memory chip rivals Samsung Electronics and Micron Technology in reaching the milestone on an AI-driven rally.

Nvidia’s, chief executive said on Wednesday the ​chip company plans to invest around $150 billion a year in Taiwan, terming it the “epicentre” of the AI revolution ‌and predicting it will be the world’s tech manufacturing hub for a long time.

Chinese tech giant Huawei on Monday touted a new approach to developing advanced semiconductors despite U.S. sanctions, as Nvidia struggles to sell its high-end chips in China.

AMD on Thursday said it will invest more than $10 billion across Taiwan’s semiconductor and AI ecosystem to advance chip production and performance.

Shares hit record high as major strike averted, union makes concessions
Samsung giving less compensation per person than SK Hynix

Alibaba unveils Zhenwu M890 AI chip
Chip is three times faster than previous generation
Multi-year roadmap includes V900, J900 chips

Union plans to go ahead with 18-day strike from Thursday
Government has warned of emergency arbitration order to delay strike