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AI CHIP DEMAND
Global markets broadly rise on AI chip demand despite Wall Street's retreat on inflation dataGlobal equity markets witnessed an upward trend after unexpected US inflation data for October was released. Taiwan's markets surged notabl...- Google's expanding AI chip business opens new opportunities for Samsung, SK hynix beyond NvidiaGoogle's strategy to boost its tensor processing units is likely to create greater demand for high-bandwidth memory from Samsung and SK hyn...
- Nvidia stock crashes another 7%, down 32% in 24 trading days and wiping out $1.8 trillion: Is the Jensen Huang controversy creating a buying opportunity, or is Wall Street overlooking a bigger risk?Nvidia stock crash: Can NVDA recover after losing $1.8 trillion? Since the Chinese spy controversy began, Nvidia shares have come under fre...
- TSMC to invest up to $1 billion in Anthropic, OpenAITSMC is set to invest up to $1 billion in the AI landscape, directing $500 million each to Anthropic and OpenAI. As Anthropic prepares for ...
- TSMC to invest up to $1 billion in Anthropic, OpenAIThe company is positioning itself to benefit not only from supplying AI infrastructure, but also from owning stakes in some of the industry...
- AMD stock today surges 12% after Oppenheimer upgrades Advanced Micro Devices, while Nvidia slides amid board investigation reportAMD stock price today: AMD shares surged more than 12% on Monday after Oppenheimer upgraded the stock and set a $600 price target. A Google...
- US stock market stages massive rally today, adds $1.5 trillion: 5 reasons why Dow Jones, S&P 500 and Nasdaq surge as AMD and Tesla jump while Nvidia sinksUS stock market rally today: Wall Street added $1.5 trillion in market value on Monday as technology and semiconductor stocks recovered fro...
- French Ardian raises over $1 billion to invest in semiconductor makersChips are central to AI advances, with governments increasingly backing homegrown companies to secure sovereign technology. The platform, n...
- Samsung set to become first South Korean company with $147 billion in cash assetsSamsung Electronics' cash assets are estimated to exceed 200 trillion won with strong demand for AI semiconductors. The company's cash incr...
- TSM stock rallies as Nvidia reportedly turns to TSMC for advanced memory chips - can it challenge Samsung, Micron and SK Hynix?TSM stock today: TSMC stock climbed more than 6% in early trading Friday after a report said the chipmaker is considering manufacturing adv...
- Chip stocks bounce up to 8% as US stock futures recover after Thursday’s stock market crash - Jefferies says sell-off was ‘reactionary, not a reset’Chip stocks bounced back before Friday's market open after Thursday's brutal sell-off sent the Philadelphia Semiconductor Index down 12.2%....
- AI boom turns chip packaging into the next battleground for semiconductorsBillions of dollars are being invested in advanced chip packaging due to the demand for AI chips. This growing need is pushing companies to...
- Qualcomm shares slump 9% as weak smartphone chip sales overshadow data-center momentumQualcomm's shares dropped significantly in early trading following disappointing smartphone chip sales. The company's largest business segm...
- Nvidia chips pile up in Hong Kong as China withholds import approvalAbout 600,000 of Nvidia's advanced artificial intelligence chips are stored in Hong Kong awaiting shipment to mainland China, two people fa...
- AI boom draws chip supply from other end-markets, Siltronic CEO saysSiltronic, which makes silicon wafers used in semiconductors, raised its annual sales forecast for the second time this year on Wednesday, ...
- AMD forecasts quarterly revenue above estimates as data-center growth acceleratesThe company, which nearly doubled its data-center revenue in the third quarter, is benefiting as a shift in AI workloads toward running mod...
- AMD's OpenAI, Meta chip deals trigger $1 billion quarterly chargeAMD in February agreed to sell up to $60 billion worth of AI chips to Meta over five years, giving the Facebook owner warrants that could l...
- AMD forecasts fourth-quarter revenue above estimates on strong AI chip demandAdvanced Micro Devices estimates its fourth-quarter revenue will hit about $17 billion, driven primarily by robust demand for AI chips. Alt...
- AMD's OpenAI, Meta chip deals trigger $1 billion quarterly chargeAMD in February agreed to sell up to $60 billion worth of AI chips to Meta over five years, giving the Facebook owner warrants that could l...
- Marvell to buy Lumentum in $115 billion deal in AI data-center betMarvell Technology is poised to acquire Lumentum in a groundbreaking all-stock transaction worth $115 billion. This strategic acquisition i...
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