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INCREASING CHIP SUPPLY DEMAND
- US stocks: S&P 500, Nasdaq reach record closing highs as focus pivots to earningsThe US stock market finished on a high note, buoyed by stabilizing crude prices and easing Treasury yields, offering much-needed relief to ...
Why US stocks are rising today: S&P 500, Nasdaq hit records as easing yields and oil fuel AI rallyOn Tuesday, the S&P 500 and Nasdaq hit all-time highs, buoyed by falling Treasury yields and easing oil prices. Investors are optimistic as...- Global Market: AMD to increase AI chip supply substantially in 2027 to meet rising demandAMD plans to substantially increase chip supplies in 2027 as demand for AI processors accelerates. CEO Lisa Su is working with key supplier...
- AMD plans to substantially increase supply in 2027, CEO saysAMD, Nvidia's closest rival in AI graphics processors, has been rapidly expanding its AI chip business, with its market value recently topp...
- Nvidia, Broadcom shielded as AI power crunch hits chip supply chain, says Morgan StanleyThe brokerage estimated last month that US data-center developers face a 34% net power shortfall through 2028, equivalent to 32 GW, after a...
- The only billionaires making money this year are in techThe roughly 100 technology fortunes among the world’s 500 richest people gained a combined $845 billion through Sept. 30, the most ever for...
- Qualcomm and Arm head to trial again, potential for huge damages in focusQualcomm also alleges that Arm leaked to the media its 2024 threat to terminate a vital license agreement in a way that damaged discussions...
- Memory, not processors, remains Europe's supercomputing weakness, Bull CEO saysBull, a French supercomputer maker, reports an increase in local sourcing of its components to 70%. Despite the progress in sourcing, memor...
- Synopsys shares jump on robust growth outlook, OpenAI and AWS dealsSynopsys shares jumped 10% on Thursday after the chip-design software maker forecast fiscal 2027 revenue and profit above analysts' estimat...
- India power demand jumps 11% in September to record 269 GW peak amid deficit monsoonIndia’s power consumption rose 11.3% year-on-year to 162 billion units in September, driven by cooling and irrigation demand amid a deficit...
- Global memory deficit set to prolong Korean chip supercycle through 2028The projection gained ground after US-based Micron Technology reported that over 75 per cent of its planned production for fiscal 2027 stoo...
- Volantis raises $88 million for tech to connect AI, memory chipsThe fundamental limit for AI chips from both Nvidia and rivals like Advanced Micro Devices is how well the computing parts of a chip can ta...
- Global Market: Japan’s Nikkei hits six-week high as chip stocks rally on AI optimismJapan's Nikkei share average soared to a six-week peak, buoyed by chip sector stocks after favorable earnings guidance from Micron Technolo...
- Huawei unveils Mate 90 phones, leans on homegrown chip design to offset US curbsHuawei has showcased its Mate 90 smartphone series, enhancing performance with new chip technology and HarmonyOS 7. The latest models featu...
- IndiaAI Mission likely to rewire after GPU glitchThe IndiaAI Mission currently has access to about 30,000 GPUs against a total commitment of 45,000. Several firms that had committed capaci...
- Chip startup Efficient Computer raises $100 million at $650 million valuationData-flow chips have bounced around academic literature for decades without commercial traction, largely because they are difficult for sof...
- Ecommerce's festive push; Vertex's AI betsHappy Wednesday! Ahead of the festive sales, ecommerce giants are building out their supply chains. This and more in today’s ETtech Morning...
- Electronics demand, global supply shifts, policy support driving India's semiconductor play: BCG top execIndia is well placed to build a deeper semiconductor ecosystem as domestic electronics demand rises, government incentives expand and globa...
- Sovereignty means controlling a substantial part of the chip supply chain: Mindgrove CEO Shashwath TRShashwath said the concerns go beyond where a chip is designed; companies also need to know what software is placed on it and who can verif...
- India needs to move beyond chip manufacturing, use Indian chips in products designed and made locally: ReportIndia’s next phase of semiconductor growth should focus beyond manufacturing capacity on building a domestic ecosystem where chips designed...
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