Tag: Semiconductors

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.

TSMC, the world’s largest contract chipmaker, reported on Thursday third-quarter revenue rose 30% year-on-year, beating the market forecast, as demand for the company’s products leapt on surging interest in artificial intelligence applications.

The U.S. has approved several billion dollars worth of NVIDIA Corporation (NASDAQ:NVDA) chip sales to the United Arab Emirates, ending months of uncertainty over an investment deal with the Gulf federation would proceed.

Nvidia stock rose in the premarket. The leading AI chip maker was on track to snap a three-day losing streak after a report that it could invest in Elon Musk’s xAI.

OpenAI and Advanced Micro Devices have reached a deal that could see Sam Altman’s company take a 10% stake in the chipmaker.

Applied Materials Inc., the largest US maker of machinery used to manufacture semiconductors, said an expansion of rules that restrict the export of its products to China will take another chunk out of its revenue.

Taiwan will not agree to a deal with the United States for half of all semiconductor production to take place in the country, the island’s top tariff negotiator said on Wednesday after returning home.

Intel(INTC) was rising early Thursday as the market bet investment from the likes of Apple(AAPL) could boost the chip company.

Micron reported better-than-expected earnings and revenue on Tuesday as well as a robust forecast for the current quarter.