Wall Street steg på fredagen med Dow Jones upp 1,0 procent och S&P 500 samt Nasdaq upp 0,4 procent, vilket mildrade veckans nedgång där S&P 500 föll 1,5 procent sedan måndag. AI-bolag som Marvell, Int…
AMD and Intel shares each fell nearly 4% on August 19, 2026, while Nvidia held roughly flat, as rising long-term Treasury yields and dilution concerns weighed on the AI chip trade. The 30-year Treasur…
Investors rotated out of semiconductor and AI hardware stocks into beaten-down software names on Monday, with the iShares Semiconductor ETF (SOXX) down about 5.4% while the iShares Expanded Tech-Softw…
Optics stocks fell sharply on July 28, with Lumentum dropping roughly 10%, Corning sliding around 12%, and AXT falling approximately 12%, after Corning's forward guidance and Anthropic-related news ra…
Swedish fintech Klarna AB plunged about 20% on the Nasdaq after its Q2 report showed revenue beat and an unexpected profit but cut full-year forecasts, while Swedish electric truck maker Einride AB su…
PCIe 6.0 SSDs have arrived, but today's buyers are AI data centers, with Micron's 9650 entering mass production on February 12, 2026, and Samsung's PM1763 announced on July 8, both enterprise drives o…
Marvell introduced the Bravera SC6 PCIe 6.0 SSD controller, doubling the speed of its predecessor, and new memory infrastructure technologies at FMS 2026 to help hyperscalers scale memory independentl…
Marvell introduced the Bravera SC6 SSD controller, a PCIe 6.0 device targeting hyperscale AI inference workloads by offloading KV cache from GPU memory to NAND flash, claiming multigigabyte-per-second…
At Flash Memory Summit 2026, Nvidia announced it is open sourcing its cuFile APIs and the vertical storage software stack, enabling GPUs to directly read from and write to storage, and introduced Stor…
At the Flash Memory Summit on August 4-6, 2024, DDN and Nvidia announced a collaboration to advance GPU-initiated data access using Nvidia's SCADA architecture with DDN's Infinia platform, aiming to r…
MediaTek is lining up $5 billion in financing to expand into AI datacenter silicon, targeting a slice of a market it expects to be worth up to $80 billion next year. The Taiwanese chipmaker aims to ca…
Xsight Labs, an Israeli fabless chipmaker building networking silicon for AI data centers, raised over $300 million in a funding round led by Fidelity Investments and Atreides Management at a post-mon…
South Korea's KOSPI dropped more than 10% on Tuesday, on track for its worst month in over 30 years, as investors dumped shares of Samsung and SK Hynix, dragging down US chip stocks. The sell-off has …
Nasdaq fell 0.5% on Tuesday as AI-related stocks declined, with Micron dropping 6.7%, Marvell 5.8%, and AMD 5.7%, after reports that China began producing an advanced deep ultraviolet (DUV) lithograph…
Micron Technology shares fell 8% to around $903.50 on July 15 as Chinese memory chip rival ChangXin Memory Technologies (CXMT) captured 8% of the global DRAM market in Q1 2026, up from 3% a year earli…
Gartner named Nvidia the 'company to beat' in AI network fabric, citing its AI accelerator dominance and broad data center networking portfolio, but warned that a shift from training to inference and …
Halvledarbolag lyfter Wall Street, med S&P 500 upp 0,9 procent och Nasdaq upp 1,2 procent. Micron rusar 12,9 procent, medan AMD, Marvell och Intel stiger 7,5–7,9 procent. Nvidia klättrar 1,5 procent. …
Marvell Technology announced its Teralynx T100 switch ASIC, a monolithic 100.4 Tb/sec chip built on TSMC's 3nm process with 512 200 Gb/sec SerDes, offering 25% lower power consumption than chiplet-bas…
Nokia unveiled the industry's first commercial AI-native RAN platform on July 15, with pilot deployments planned by the end of 2026 and commercial availability scheduled for 2027. The platform combine…
TYL Semi has raised $43 million in seed funding to launch a fabless chiplet business model that de-risks AI infrastructure builders' large chiplet-based designs by handling surrounding chiplets, packa…