Tag: Semiconductors

Advanced Micro Devices reported second-quarter earnings on Tuesday that beat expectations, but the stock slumped in extended trading after rising during regular trading hours.

Qualcomm reported fiscal third-quarter earnings on Wednesday that were in line with analyst expectations, but it provided light guidance for current-quarter earnings on in-line revenue, blaming the ongoing supply crunch for computer parts, especially memory. Shares fell in extended trading.

ASML’s stock fell Tuesday after a report that China is mass-producing a critical tool that the Dutch tech giant has long held a monopoly over.

Nvidia is in talks to provide a roughly $250 billion financial guarantee for OpenAI as part of a massive data center project in Ohio, in a deal that would rank among the largest financing arrangements in the artificial intelligence industry, the Wall Street Journal reported on Monday.

Shares of chipmaker Changxin Technology Group soared nearly 466% Monday in their debut on Shanghai’s tech-heavy STAR Market, making CXMT the most valuable China-listed company.

Intel reported better-than-expected second-quarter results on Thursday, notching its fastest revenue growth rate for any quarter since 2011 and issuing guidance that topped expectations. The stock rose about 4% in extended trading.

South Korea’s Samsung is in talks to invest hundreds of millions ​of euros in the AI start-up Mistral, as part ‌of a fundraising round that could value the group at roughly €20 billion ($22.81 billion), the Financial Times reported on Wednesday, citing sources.

Taiwan Semiconductor Manufacturing plans to hike prices for both advanced and mature chip production services by up to 10% starting in 2027, Nikkei Asia reported Tuesday, citing multiple sources.

Nebius stock surged on Tuesday after Nvidia disclosed a 9.3% stake in the neocloud.

After a decade-long comeback, chip giant Advanced Micro Devices is preparing to ship its first rack-scale system for artificial intelligence, called Helios, to a growing list of customers that now includes Microsoft.

Taiwan-based TSMC reported earnings of $4.31 per share for the April-June quarter, beating analysts’ expectations.

Samsung Electronics denied on Tuesday a report that it ‌was in the early stages ‌of exploring a potential U.S. offering of American ​Depositary Receipts (ADRs).

Meta (META.O) said on Monday its data center in Richland Parish, Louisiana, will expand to 5 ​gigawatts of compute capacity, with investment in the project increasing ‌to more than $50 billion.

Intel has begun a €5 billion ($5.7 billion) capital investment to upgrade its Irish campus and expand its ‌European output to meet growing global demand for AI and high-performance computing, ‌the U.S. chipmaker said on Monday. Intel said the move would upgrade and maximize capacity at its 

TSMC, the world’s largest contract chipmaker, reported on Monday second-quarter revenue that rose 36% from a year ​earlier to a record high on surging interest in artificial ‌intelligence applications.

As global chip giant SK Hynix makes its Nasdaq debut Friday, the listing will test whether the stock will be able shed its long-standing “Korea discount.”

Micron Technology is accelerating its US investment plans, now targeting more than US$250b through 2035.

US-based artificial intelligence chip maker Cerebras said on Thursday that it plans to bring its first European data centre capacity online by the end of 2026, followed by a rapid expansion across France and the Nordics, boosting its AI computing capacity in Europe.

Apple said it’s expanding its partnership with chipmaker Broadcom in a multi-year deal expected to exceed $30 billion, marking the iPhone maker’s largest U.S. manufacturing commitment to date.

Chinese companies are ditching Nvidia Corp.’s advanced accelerators in favor of domestic silicon, underscoring how tensions with the US are reshaping the AI infrastructure buildout and propelling Beijing’s ambitions to substitute American technology.