Tag: Semiconductors

Shares of Marvell Technology surged more than 11% after Nvidia announced plans to invest $2 billion in the semiconductor company.

Orbital compute infrastructure startup Starcloud has raised $170 million at a $1.1 billion ‌valuation, as companies including Elon Musk’s SpaceX and Jeff Bezos’ Blue Origin race to move power-hungry AI data centers off-planet.

Mistral AI said it had raised $830 million from a consortium of banks in its first debt-financing operation, securing financial backing to run a new data center that will be powered by Nvidia chips.

Apple announced a significant expansion of its American Manufacturing Program on Thursday, bringing four new partners — Bosch, Cirrus Logic, TDK, and Qnity Electronics — into its domestic supply chain.

Google’s latest research which claims to make AI models more efficient is putting pressure on memory stocks, with investors concerned the breakthrough could see a slowdown in chip demand.

Arm jumped in early market trading Wednesday after the company said its newly released in-house chip would generate $15 billion in revenue alone by 2031.

South Korean chipmaker SK Hynix plans a confidential ​filing to list shares in the U.S. in the second half of 2026, the company said on Tuesday, which a source said could raise as ‌much as $14 billion.

Chip designer Broadcom (AVGO.O), says it is seeing supply chain constraints across the technology sector, including ​capacity limits at its manufacturing partner TSMC (2330.TW), as soaring demand for AI chips ‌strains production.

The U.S. Attorney’s Office for the Southern District of New York has charged associates of an unidentified U.S. server maker with illegally diverting billions of dollars in Nvidia-powered servers to China.

Tesla (TSLA) is looking to buy equipment worth $2.9 billion for manufacturing solar panels and cells from Chinese suppliers including Suzhou Maxwell Technologies (300751) two people familiar with the matter said, ​as CEO Elon Musk aims to add 100 gigawatts of solar capacity in the United States.

Micron’s revenue almost tripled in the latest quarter as results topped analysts’ estimates and guidance sailed past expectations. The stock, which is up more than 350% in the past year, slipped in extended trading.

Samsung Electronics (5930), opens new tab and Advanced Micro Devices (AMD), signed a memorandum of understanding to expand their strategic partnership on memory chip ​supplies for artificial intelligence infrastructure, the companies said on Wednesday.

Nvidia (NVDA) has won Beijing’s approval to sell its second-most powerful ​artificial intelligence chips to China and is also preparing a version of the Groq AI chip that can be sold to the ‌Chinese market, sources familiar with the matter said.

At Nvidia’s annual developer conference on Monday, CEO Jensen Huang took the stage to a packed house and said he expects purchase orders between Blackwell and Vera Rubin to reach $1 trillion through 2027.

Shares of Samsung Electronics (5930) rose as much ​as 5% on Tuesday after Nvidia (NVDA) CEO Jensen Huang said ‌the South Korean company was producing Nvidia’s new artificial intelligence chips.

Micron Technology (MU) is adding memory-chip manufacturing capacity as fast as it can. Don’t expect that to significantly ease the shortages which are roiling the smartphone and personal-computer markets and boosting the company’s earnings.

Nvidia (NVDA)  CEO Jensen Huang is set to detail the company’s hardware and software ‌plans to a large crowd in San Jose, California, at the company’s annual developer conference on Monday.

Shares of Nebius Group popped 10% on Wednesday after Nvidia announced it will invest $2 billion in the artificial intelligence cloud company.

Taiwan Semiconductor Manufacturing Co.’s sales rose 30% in the first two months of the year, buoyed by the robust pace of AI infrastructure construction prior to the outbreak of conflict in the Middle East.

AI data center startup Nscale has raised $2 billion at a $14.6 billion valuation, the company announced on Monday, as the AI infrastructure boom continues.