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AI CHIP MARKET NEWS
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...
- Google plans new chip to run Gemini models more efficiently: ReportThe Alphabet-owned company expects the new chip, informally dubbed "Frozen v2," to help address an AI computing capacity crunch that has f...
- AI memory shortage threatens to trigger geopolitical strain, warns SK Group chiefSK Group Chairman Chey Tae-won warned that the global shortage of artificial intelligence memory chips could escalate into a geopolitical i...
- 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...
- Bonds unsettled as oil and gas climb, earnings loom for AIThat sent U.S. yields higher, with the benchmark 10-year Treasury yield at 4.55%, while yields on 30-year Treasuries are back above the ps...
- Bonds unsettled as oil and gas climb, earnings loom for AIEscalating Gulf conflict pushed oil prices above ninety dollars a barrel on Monday. Higher energy costs revived inflation worries and impac...
- 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, ...
- 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...
- 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...
- TSMC projects mass production of advanced A14 chips by 2028Taiwan Semiconductor Manufacturing Co. (TSMC) announced that commercial production of its highly anticipated A14 process is slated to begin...
- 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 ...
- 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...
- 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 $...
- 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...
- Micron, Intel shares crash up to 8% as Samsung fails to calm concerns over AIGlobal semiconductor stocks fell sharply as Micron and Intel dropped up to 8%, tracking weakness in Asian peers despite strong Samsung earn...
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