SK Hynix and Samsung Electronics have signed long-term memory chip supply deals with Nvidia and Broadcom totaling $950 billion, with SK Hynix supplying $750 billion primarily to Nvidia and Samsung con…
South Korean and US technology giants agreed to pursue $950 billion in semiconductor supply and manufacturing partnerships over the next five years, announced during President Lee Jae Myung's visit to…
South Korean President Lee Jae Myung will host an AI summit in San Francisco on July 25 with CEOs from Nvidia, OpenAI, Anthropic, and Broadcom, aiming to position South Korea as a cornerstone of the g…
South Korean President Lee Jae Myung hosted a dinner Friday at The Ramp restaurant in San Francisco with Nvidia CEO Jensen Huang, Broadcom CEO Hock Tan, and Microsoft's Lani Borkar, alongside top Sout…
South Korean President Lee Jae Myung met with Nvidia CEO Jensen Huang, OpenAI CEO Sam Altman, Anthropic CEO Dario Amodei, and Broadcom CEO Hock Tan in San Francisco on Friday, calling for their greate…
President Lee Jae-myung unveiled the San Francisco AI Declaration on Friday, outlining a plan to make South Korea an indispensable global hub for building, supplying, and responsibly deploying AI. Spe…
South Korean President Lee Jae Myung convened an AI summit in San Francisco on Friday with CEOs from Nvidia, OpenAI, Anthropic, and Broadcom, unveiling the "San Francisco AI Declaration" to position S…
Samsung Electronics and SK Hynix are preparing to announce long-term memory supply agreements with major U.S. technology companies during South Korean President Lee Jae-myung's trip to San Francisco, …
Intel and Micron shares fell more than 7% after Broadcom's AI chip forecast missed Wall Street expectations, triggering a semiconductor selloff that erased roughly $1.3 trillion in sector market value…
South Korean President Lee Jae Myung will embark on an 11-day trip Friday to San Francisco and three South American countries, starting with meetings with OpenAI CEO Sam Altman, Nvidia CEO Jensen Huan…
Broadcom's Tomahawk 6 switch family is shipping in production volume, while its Davisson co-packaged-optics variant is available to early customers, though Broadcom has not publicly quantified CPO pro…
Alphabet's contracted future spending commitments hit $811 billion at the end of Q2 2026, up nearly $500 billion from Q1, driven by AI infrastructure supply agreements covering chips, data centers, el…
Blackstone CEO Stephen Schwarzman said the firm is 'mindful' of 'excessive exuberance' in AI as the company reported Q2 distributable earnings of $2 billion, or $1.52 per share, up 26% from a year ear…
Andreessen Horowitz argues that AI inference is becoming the largest workload in computing history, with demand for inference tokens surging 300x in two years at Google to 3.2 quadrillion tokens per m…
AMD confirmed a sweeping deal with Anthropic on July 22, 2026, involving up to $5 billion in equity investment from AMD in exchange for Anthropic deploying up to 2 gigawatts of AMD Instinct MI450 Seri…
South Korea's Science Minister Bae Kyung-hoon will travel to Silicon Valley on Thursday to promote investments from U.S. big tech firms, including Broadcom, OpenAI, Anthropic and Nvidia, with discussi…
Texas Instruments beat every estimate on July 22, with revenue up 23% year-over-year to $5.46 billion and EPS of $2.14, yet TXN shares dropped roughly 4% in after-hours trading, signaling that investo…
The PHLX Semiconductor Index (SOXX) lost roughly 10% in a single day in June and July 2026, with implied volatility on the VanEck Semiconductor ETF (SMH) surging above 46%—more than double the S&P 500…
Arista Networks launched Edge Threat Management (ETM) for VeloCloud SD-WAN, an AI-infused security solution that packages zero trust branch office security with software-defined connectivity. The offe…
President Lee Jae Myung will meet Nvidia CEO Jensen Huang, OpenAI CEO Sam Altman, Anthropic CEO Dario Amodei and Broadcom CEO Hock Tan in San Francisco during his five-nation trip starting Friday, his…