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AI DRIVEN CHIP SUPERCYCLE
Marvell shares jump 8% after chipmaker hands Google option to buy $12.2 billion stakeMarvell shares surged 8% after securing a Google agreement to develop custom AI chips and related technologies. Google received a warrant f...19 Aug, 2026, 07.49 PM IST- Marvell gives Google option to buy $12.2 billion stake in custom chip dealMarvell said it would develop AI inference accelerators, storage, networking and memory interface controllers and near-memory computing tec...19 Aug, 2026, 06.20 PM IST
- Cadence AI cuts chip timelinesSan Jose-headquartered Cadence Design Systems provides electronic design automation (EDA) software, hardware and intellectual property (IP)...19 Aug, 2026, 06.12 PM IST
- Samsung hikes chipmaking prices by up to 15% on demand spikeDemand from Chinese customers has been particularly strong, but Samsung has been unable to meet all orders because it must serve US custome...19 Aug, 2026, 02.28 PM IST
- AI chip startup Etched doubles valuation to $21 billion in under a monthThe San Jose, California-based company raised $700 million, with trading firm Jane Street continuing its backing by leading the round, jo...19 Aug, 2026, 01.19 PM IST
- Chip designer Velaura AI valued at more than $1 billion in funding roundThe funding round was led by Seligman Ventures, with participation from new investor Capricorn Investment Group. Existing investors Samsu...19 Aug, 2026, 12.31 PM IST
- Nvidia H200 chips reach China in small shipments: FTByteDance and Tencent have each received about 10,000 H200 processors in recent weeks, while a few other Chinese technology firms could soo...19 Aug, 2026, 12.28 PM IST
- Cerebras launches new server chip and system designed to speed AI chatbotsCerebras makes AI hardware and chips that compete with Nvidia and targets the portion of AI called inference, the computing process of gene...19 Aug, 2026, 10.56 AM IST
- Sridhar Vembu explains why phones and laptops are getting expensive in 2026Zoho founder Sridhar Vembu has warned that the massive AI investment boom is pushing up the cost of memory and other technology components,...19 Aug, 2026, 10.17 AM IST
- Nvidia to provide up to $105 billion guarantee for OpenAI's Ohio data centreThe new deal is the latest example of Nvidia financing the infrastructure built around its chips, a strategy that helps drive demand but ha...18 Aug, 2026, 12.04 AM IST
- Nvidia’s $500 billion plan envelops Wall Street in its AI frenzyNvidia has unveiled a major financing initiative aimed at supporting artificial intelligence chip acquisitions. By collaborating with promi...14 Aug, 2026, 11.41 PM IST
- Chinese chipmaker SMIC increases prices on strong AI demandCo-CEO Zhao Haijun said on an earnings call that SMIC raised prices following negotiations with customers in the first quarter, and that it...14 Aug, 2026, 08.47 AM IST
- AMD looks to raise $4 billion to $5 billion in debt offering, source saysAdvanced Micro Devices is looking to raise between $4 billion and $5 billion in a debt offering, a source familiar with the matter said...13 Aug, 2026, 10.40 PM IST
- US stocks: Cerebras slumps 12% as mixed quarterly results test AI growth narrativeCerebras Systems experienced a notable drop in its shares after falling short of key financial projections. Although its cloud revenue saw ...13 Aug, 2026, 07.43 PM IST
- DeepSeek releases official V4 Pro model as it steps up expansionDeepSeek said the V4-Pro-0813 greatly enhances agent capabilities and is available through the API, APP and Web channels. The company also ...13 Aug, 2026, 07.20 PM IST
- Korean stocks rise 22% in 10 days as chip rally regains steamThe benchmark Kospi gained as much as 4.8% on Thursday, extending its gain from a July 30 low to around 22%. Heavyweight memory chipmakers ...13 Aug, 2026, 07.49 AM IST
- CXMT's 466% listing pop makes it China's most valuable firmCXMT Corp shares surged 466 percent on their Shanghai trading debut. This IPO became Asia's largest this year, boosting the chipmaker's val...28 Jul, 2026, 06.27 AM IST
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