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AI CHIP SUPPLY
'No ordinary CEO': Why the AI race cannot do without Nvidia's Jensen HuangThe star power that 63-year-old Huang draws as the gatekeeper to Nvidia's chips shows how badly the AI industry is leaning on him for the g...- 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...
- Banks, investors grow wary of AI debt, spooked by market selloffSome banks, which just a few weeks ago were lining up to fund AI deals, are now telling market participants they would be reluctant to fina...
- Alice in Nvidia CEO's secret world: Jensen Huang's personal affair matters far beyond than what meets the eyeConcerns about national security have emerged regarding Nvidia CEO Jensen Huang and a Chinese businesswoman, Alice Huang. US intelligence s...
- 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...
- Singapore confirms a probe into Megaspeed but denies investigating Alice Huang over spy claims; how is Nvidia CEO Jensen Huang linked to the controversy?US media reports have alleged that Nvidia CEO Jensen Huang developed a 'close relationship' with an alleged Chinese spy. US intelligence be...
- 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...
- Planning to buy smartphone? Prices to rise 30% soon, says Jefferies reportSmartphone prices could rise by nearly 30%, particularly in the budget segment, as surging demand for memory chips from AI companies pushes...
- Qualcomm's smartphone chip sales miss estimates, shares fallDemand for lucrative high-bandwidth storage for AI servers has pushed up memory chip prices, raising the cost of consumer electronics and s...
- 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 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...
- 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...
- Elon Musk vs Sam Altman: After OpenAI CEO questions people's RAM usage at home, Musk defends ordinary users with a memeElon Musk has taken a dig at OpenAI CEO Sam Altman after the latter questioned why people keep large amounts of RAM in their personal compu...
- Asia chip firms see strong AI demand; market jitters continueAsian chip-supply-chain companies report a strong ongoing demand for AI-related products despite investor concerns. Foxconn Chairman Young ...
- Samsung keeps shattering profit records as AI boom lifts chip demandRevenue for the July-September period rose to an all-time high at 195.3 trillion won (USD 146 billion), marking the company's fourth straig...
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