AMD, Arm, and Intel are competing to power autonomous AI agents, shifting semiconductor demand from GPUs back to CPUs. Agentic AI workloads could increase CPU core requirements by 4x per gigawatt, wit…
Japan's Nikkei 225 plunged 4% into correction territory on Friday, as a Wall Street sell-off in AI and semiconductor stocks spread across Asia. SoftBank, Kioxia, Tokyo Electron, and Advantest each fel…
Global markets fell on Friday as US-Iran tensions and a sell-off in semiconductor stocks drove investors away from risk assets. Chip stocks remained under pressure amid doubts about returns on AI inve…
Arm Holdings CEO Rene Haas stated that the US would face difficulty in banning exports of AI CPU chips to China, highlighting the challenges of enforcing such restrictions. The remarks underscore ongo…
Positron AI is in talks to raise $750 million across two funding rounds to challenge Nvidia's dominance in AI inference chips. The Reno-based startup claims its Atlas system delivers 3.5x better perfo…
The Philadelphia Semiconductor Index surged over 80% in Q2 as AI demand expanded beyond GPUs to CPUs and memory, with Micron up 239%, Lam Research up 92%, and AMD up 165%. Nvidia rose only 12%, making…
SoftBank Group is in talks to invest in Tokyo Electric Power Company Holdings (TEPCO), Japan's largest utility, to secure stable electricity for its AI data center expansion. The conglomerate, which h…
Bank of America raised its global server CPU market forecast to over $170 billion by 2030, citing agentic AI as the primary demand driver. The revision triggered a semiconductor rally on June 11, with…
Amazon Web Services has begun shipping its Graviton5 Arm server CPU in new M9g and M9gd instances, featuring 192 Neoverse V3 cores across four chiplets linked by die-to-die interconnects. The chip del…
Arm Holdings' stock surged nearly 100% in weeks, pushing its market capitalization to approximately $218 billion as demand for AI chips drives investor enthusiasm. The SoftBank-owned chip architecture…
Arm Holdings CEO Rene Haas stated that the United States would face significant challenges in banning exports of AI CPU chips to China, citing the complexity of enforcing such restrictions across glob…