Advanced Micro Devices stock fell 6.5% to 10% on July 6, 2026, after Samsung Electronics' disappointing earnings triggered a broad semiconductor selloff. The decline affected peers Intel and Marvell, …
Samsung's record earnings report triggered a sell-off in the US chip sector on Tuesday, as investors worried about overspending on AI infrastructure and lofty expectations. Shares of Intel, Marvell, a…
Ethernet switch sales surged 39.8% to $15.36 billion in Q1 2026, outpacing the overall server market's 30.4% growth, driven by AI infrastructure demand. Datacenter Ethernet switch revenue rose 61% to …
Semiconductor stocks lost 12% in two sessions while the Dow hit a record, as investors rotated from AI chip makers to enterprise software companies. A weak jobs report crushed rate-hike odds.…
Intel, TSMC, SK Hynix, Samsung, Micron, Marvell, Lightmatter, and Microsoft disclosed advanced packaging technologies at ECTC 2026, including Intel's EMIB-T with 36/35 µm bump pitch and plans for 25 µ…
AI startup Oxmiq raised $35 million to develop chip architecture and software that combines graphics chips, central processors, and tensor engines into a single design, aiming to lower the cost of bui…
Micron Technology reported $41.5 billion in fiscal Q3 2026 revenue, quadruple the year-ago figure, while SK Hynix posted $35.53 billion in Q1 revenue, up 198% year-over-year. The semiconductor layer i…
US technology stocks fell sharply, with the Nasdaq dropping 2.2% and the S&P 500 declining 1.4%, as investors questioned whether massive spending on artificial intelligence will ever yield returns. Th…
Micron Technology reported fiscal Q3 earnings that crushed expectations, with earnings per share of $25.11 versus $20.47 expected and revenue of $41.46 billion versus $34.7 billion expected. The stock…
Co-packaged optics (CPO) are set to become the main driver of bandwidth increases in AI scale-up networking by the latter part of this decade, as copper-based links face range and scaling limitations.…
Google has partnered with MediaTek to develop an enhanced version of its next-generation TPU v9 chip, codenamed Triggerfish, featuring up to three times the SRAM capacity and HBM4E memory. The deal, c…
Architect Labs, a Palo Alto startup, emerged from stealth with a $24 million seed round to develop an AI system that designs and verifies custom chips end-to-end. The company aims to democratize chip …
Broadcom reported $22.19 billion in revenue for its fiscal second quarter, a 47.9 percent increase year over year, driven by surging demand for its custom AI chip design and networking components. The…
Bending Spoons filed for an IPO, positioning itself as an anti-AI play in a market where tech stocks fell on Friday due to a strong labor report raising interest rate concerns. Meanwhile, OpenAI is ex…
Major stock indexes fell sharply Friday after a strong jobs report raised expectations for a Federal Reserve interest rate hike, with the Nasdaq 100 tumbling more than 3% as AI-related tech stocks led…
Nvidia has committed at least $6.5 billion to photonics companies since March 2026, including investments in Coherent, Lumentum, Marvell, and Ayar Labs, as AI data-center builds expose the physical li…
Broadcom lost over $250 billion in market value after its third-quarter fiscal 2026 revenue forecast of approximately $29.4 billion, an 84% year-over-year increase, fell short of Wall Street's elevate…
Marvell has been selected to design a custom networking chip for Google's TPUv8e accelerators, with production expected on Intel's 18A or 18AP process and volume manufacturing slated for the end of 20…
Marvell Technology is positioning itself as a potential trillion-dollar company through its custom chip designs and networking technology tailored for the AI data center boom. The company's success hi…
AI agents are now capable of manipulating organizational systems, posing a new security threat that requires proactive policy management. The rise of these autonomous agents with "hands-on" capabiliti…