Tag: Semiconductors

Nvidia shares fell on Tuesday after The Information reported that Meta is considering using chips designed by Google.

Foxconn (2317.TW), said on Friday that a $1.4 billion supercomputing centre it is building with Nvidia (NVDA.O), will be ready by the first half of 2026, and when complete will be Taiwan’s largest advanced GPU cluster.

Shares in AI darling Nvidia popped in premarket trade after the U.S. firm beat expectations in third-quarter results after the closing bell on Wednesday. Shares were last trading 5.5% higher at 4:15 a.m. ET.

Applied Materials said on Thursday it expects spending on chipmaking equipment in China to fall in 2026 as tighter U.S. export controls limit its market access,​ with overall revenue projected to be stronger in the second half of the year.

Foxconn, the world’s largest contract electronics maker, said Wednesday that its third-quarter profit jumped 17% from a year earlier, driven by growth in its artificial intelligence server business.

Advanced Micro Devices CEO Lisa Su is getting more optimistic about the long-term market opportunity for semiconductors.

SoftBank said Tuesday it has sold its entire stake in U.S. chipmaker Nvidia for $5.83 billion as the Japanese giant looks to capitalize on its “all in” bet on ChatGPT maker OpenAI.

Taiwan Semiconductor Manufacturing just reported its slowest rate of monthly sales growth in more than 18 months. But that doesn’t mean the artificial-intelligence trade is coming to an end.

Marvell Technology was climbing early on Thursday following a report that Japan’s SoftBank Group explored a potential takeover of the chip company several months ago.

Solstice Advanced Materials, a maker of refrigerants, electronic materials, and even uranium hexafluoride, important for nuclear reactors, became a stand-alone company only days ago. It’s already reporting quarterly earnings.

The company reported adjusted earnings of $3.00 a share in its fiscal fourth quarter, versus Wall Street estimates for $2.87. Revenue came in at $11.27 billion, surpassing the $10.77 billion consensus estimate, according to FactSet.

Chip technology provider Arm Holdings (O9Ty.F), gave a fiscal third-quarter forecast on Wednesday that topped Wall Street’s expectations, boosted by the boom in artificial intelligence computing.

The Chinese government has issued guidance requiring new data centre projects that have received any state funds to only use domestically-made artificial intelligence chips, two sources familiar with the matter told Reuters.

Microsoft said Monday it has secured export licenses to ship Nvidia chips to the United Arab Emirates in a move that could accelerate the Gulf’s lofty AI ambitions.

Korean semiconductor giant Samsung said Thursday that it plans to buy and deploy a cluster of 50,000 Nvidia graphics processing units to improve its chip manufacturing for mobile devices and robots.

On Tuesday, 28 October 2025, NVIDIA Corporation (NASDAQ:NVDA) presented its strategic vision at the GTC October 2025 Keynote.

Intel (INTC.O), shares surged nearly 9% in premarket trading on Friday as investors rallied behind CEO Lip-Bu Tan’s aggressive cost-cutting measures that helped the chipmaker surpass quarterly profit estimates and regain stability amid a flurry of high-stakes bets on future growth.

Micron plans to stop supplying server chips to data centers in China after the business failed to recover from a 2023 government ban on its products in critical Chinese infrastructure, two people briefed on the decision said.

Taiwan Semiconductor Manufacturing Co. clocked a record-high third-quarter profit on Thursday as the world’s biggest contract chipmaker continued to see outsized demand for artificial intelligence infrastructure.

Qualcomm shares fell on Friday after Chinese regulators said it would investigate the American tech giant’s acquisition of chip firm Autotalks, ramping up tensions between the U.S. and China ahead of key meetings between the country’s leaders this month.