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AI CHIPS MARKET
Apple and Nvidia tango at the topAmidst a fierce battle for market supremacy, Apple and Nvidia are vying for the top spot, each showcasing unique strengths. Apple remains 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...
- Moonshot is creating new winners and losers in the AI tradeThe Chinese startup unveiled Kimi K3 on Friday, a model that it says delivers performance that rivals top-tier offerings from OpenAI and An...
- Global Market: ASML's AI-fuelled rally raises prospects of becoming Europe's first trillion-dollar companyThe artificial intelligence boom has propelled Dutch chip equipment maker ASML to become Europe's most valuable listed technology company, ...
- Global Market: China stocks rebound as state support boosts sentiment, tech shares remain under pressureChinese equities rebounded after steep losses last week as signs of government-backed support lifted investor confidence and sparked buying...
- Could AI chip boom make ASML Europe's first trillion-dollar firm?After blowout second quarter earnings, investors and analysts are asking a once far-fetched question: could ASML become Europe's first ever...
- TSMC expects 'strong, multi-year' demand for AI chips as it ramps up Arizona investmentSpeaking after blockbuster second-quarter results on Thursday, Chief Financial Officer Wendell Huang said the company is "very happy" with ...
- China's DeepSeek to raise fresh capital at $74 billion valuation ahead of onshore IPOThe plan comes just weeks after the Hangzhou-based company, which drew global attention with its low-cost AI models in 2025, raised about $...
- Chipmakers and other high-flying stocks slide as AI trade wobblesAs July commenced, global tech stocks faced a notable decline, predominantly driven by chip shares. This drop indicates investor profit-tak...
- Global Market: China stocks face steep weekly losses as CXMT IPO sparks liquidity crunch fearsChinese and Hong Kong equities fell sharply as CXMT’s $8.6 billion IPO and a pipeline of large listings raised concerns that liquidity woul...
- Global Market: China stocks face steep weekly losses as CXMT IPO sparks liquidity crunch fearsChinese and Hong Kong stocks slid sharply on Friday, with mainland benchmarks headed for their steepest weekly losses in over two years. In...
- Global Market: TSMC to invest additional $100 billion in Arizona, raises capex on booming AI demandTSMC will invest an additional one hundred billion dollars in Arizona facilities. This expansion underscores strong confidence in future ar...
- TSMC to invest another $100 billion in US as Q2 profit blows past forecastsTSMC will invest an additional $100 billion in Arizona, expecting robust AI demand. The company raised its capital spending forecast signif...
- TSMC posts 77% profit jump for Q2, surging past market expectationsTaiwan Semiconductor Manufacturing Company reported a record profit surge. This growth was fueled by strong demand for advanced artificial ...
- Global Market: TSMC likely to post record Q2 profit as AI chip demand powers growthTaiwan Semiconductor Manufacturing Co. is expected to report another record quarterly profit. Robust global demand for artificial intellige...
- TSMC's second-quarter profit seen hitting record on AI boomAnalysts said demand for Taiwan Semiconductor Manufacturing Co's (TSMC) 3-nanometre and 2-nanometre process technologies for AI chips, as...
- Cadence rolls out AI agent to speed circuit board, chip packaging designThe tool, called AuraStack, lets engineers describe their goals in plain language, then plans and carries out the work using Cadence's exi...
- Chipmaker CXMT eyes $9.8 bn in blockbuster China IPOChina's leading memory chipmaker ChangXin Memory Technologies is seeking billions in an IPO. This move aims to bolster the nation's artific...
- US-China tech rivalry explained: Why the AI and chip war mattersThe US and China are engaged in a significant technology competition. Artificial intelligence and semiconductor chips are central to this o...
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