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AI CHIPS
US Stock Market: Arm Holdings tops Q2 forecasts on AI demand, shares fall on royalty growth concernsArm Holdings beat quarterly revenue and earnings estimates and issued a stronger-than-expected revenue forecast, supported by robust demand...- Global chip rout: How should investors play India's AI trade that gave up to 400% returns this year?Global AI stocks face a sharp selloff, impacting Indian investor strategies. Indian markets focus on infrastructure like data centers and p...
- Japan's Nikkei rises on sharp Advantest gainsJapan's Nikkei share average saw gains on Thursday, boosted by Advantest. Advantest's shares surged after it raised its annual profit forec...
- Qualcomm wins BMW chip supply deal for future vehicle platformsQualcomm will supply chips for BMW's future digital cockpits and driver-assistance systems. This long-term agreement extends through the ne...
- US to award GlobalFoundries $300 million to develop faster AI chip linksThe award is part of President Donald Trump's effort to direct CHIPS Act research funding toward critical semiconductor technologies as W...
- Nvidia partner ChipAgents raises $60 million to accelerate chip design with AI agentsChip design startup ChipAgents has secured a significant $60 million funding round. This investment will accelerate their plans to speed up...
- AI race redraws Asian air cargo, replacing ecommerce as growth engineGlobal air cargo networks are shifting towards AI chip manufacturing hubs. Cross-border ecommerce shipments are declining due to new import...
- SK Hynix's record profit misses forecasts; shares slump 10% despite robust AI chip demandThe Nvidia supplier's quarterly operating profit soared more than sixfold to a record high, but it said delays in shipments of some advance...
- Explained: The $400 million ASML 'printers' key for the AI chip boomAdvances in AI and a global buildout of data centres have led chipmakers to expand capacity rapidly. ASML supplies tools to TSMC, which mak...
- US Stocks: Nasdaq falls as AI worries mount ahead of pivotal earningThe Nasdaq opened lower on Tuesday, reflecting global market caution. AI chip stocks faced concerns over corporate spending and Chinese com...
- Global Market: Samsung, SK Hynix plunge up to 11% as investors reassess AI chip boomSouth Korean chip stocks experienced sharp declines on Tuesday. Major companies like Samsung Electronics and SK Hynix saw significant drops...
- Cadence raises annual forecasts as demand booms for AI chip designCadence now expects 2026 revenue to be between $6.26 billion and $6.34 billion, up from its prior projection of $6.13 billion to $6.23 bil...
- Nvidia in talks with OpenAI to guarantee $250 billion financing for data centre: WSJThe power for the project is controlled by the US government and funded separately by Japan under a recent trade deal, with US Commerce S...
- Samsung Electronics wins $200 billion Broadcom AI chip partnership, boosting foundry pushThe tie-up comes as global technology companies increasingly develop their own custom AI accelerators, rather than relying solely on gener...
- South Korea's SK Hynix, Samsung Electronics sign $950 billion partnership with US big techThe partnership includes the long-term supply of $750 billion in memory chips to US companies by SK Hynix and $200 billion in chips by Sams...
- AMD says its newest AI server is in full production, will ship in monthsThe Helios servers will contain AMD's latest MI455X AI accelerator with its new Venice central processor, both of which are made by Taiwan ...
- Intel forecast crushes estimates as AI boom boosts chip demand; shares jumpIntel expects third-quarter revenue between $15.8 billion and $16.8 billion, compared with analysts' average estimate of $15.1 billion, acc...
- AI chip startup Etched raises $300 million at $10.3 billion valuationEtched secured three hundred million dollars in a Series C funding round. This investment values the artificial intelligence chip company a...
- AMD to invest up to $5 billion in Anthropic; AI startup to buy up to 2 GW of chipsAMD has been seeking to expand its foothold in the fast-growing AI chip market as developers look to diversify beyond Nvidia, while Anthrop...
- AMD to invest up to $5 billion in Anthropic; AI startup to buy up to 2 GW of chipsAMD plans to invest up to $5 billion in Anthropic, alongside a major AI chip supply deal starting 2027. The move strengthens AMD’s position...
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