Arm Holdings, a SoftBank subsidiary, announced at its 'Arm Everywhere' event in San Francisco its first production silicon, the AGI CPU, a 136-core Neoverse V3 chip for AI data centers, breaking a 35-…
Arm Holdings' market capitalization surpassed $300 billion in May 2026, peaking at $317 billion on May 21 before settling around $298 billion by mid-August, boosting its acquisition potential in the A…
SoftBank Group Corp., led by Masayoshi Son, faces mounting pressure as its $100+ billion AI investment strategy, spanning Arm Holdings, OpenAI, and data center commitments, is scrutinized ahead of fis…
Arm Holdings is advancing its neural graphics portfolio, including Neural Super Sampling (NSS), Neural Frame Rate Upscaling (NFRU), and Neural Super Sampling and Denoising (NSSD), to enhance mobile ga…
Arm Holdings reports that 99% of smartphones run on Arm, about 50% of Arm-based compute ships to leading hyperscalers, and over 350 billion Arm-based chips have shipped, urging developers to optimize …
Arm Holdings forecast second-quarter revenue of $1.38 billion, above Wall Street's $1.34 billion estimate, driven by surging demand for its chip blueprints in AI data centers. The British chip designe…
AMD, Arm Holdings, and Intel are competing to dominate the CPU market for autonomous AI agent workloads, a shift that could reshape semiconductor competition away from GPUs. AMD's x86 server CPU reven…
Japan's Nikkei 225 plunged 4% to 64,141 on Friday, entering correction territory more than 10% below its June 25 peak, as a Wall Street sell-off in AI and semiconductor stocks spread across Asian mark…
Global markets weakened on Friday as US-Iran tensions and a sell-off in semiconductor stocks drove investors away from risk assets, according to Anadolu Agency. Chip stocks remained under pressure as …
Arm Holdings plc CEO Rene Haas said the US would have difficulty banning exports of AI CPU chips to China, citing the complexity of enforcing such restrictions across global supply chains. The stateme…
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…