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 …
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 …
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…
Morgan Stanley analysts led by Joseph Moore defended Broadcom's role in Google's TPU supply chain, projecting TPU shipments will reach 3.2 million units in 2026 and 5 million in 2027, with the partner…
Tower Semiconductor will spend roughly $3bn expanding its 300mm operations in Japan, net of about $1bn in grants from the Japanese government, to boost production of optical components for AI data cen…
SK Hynix suffered its biggest one-day share price fall on record, sliding more than 15% in Seoul and wiping billions from its market value, just one trading session after its Nasdaq debut. The decline…
Altera, the world's largest pure-play FPGA provider, returned to growth with roughly 20% annual revenue growth and more than doubled operating income, driven by demand for its programmable chips in AI…
The 10 best-performing Nasdaq-100 stocks from March to June, mostly AI hardware companies like Sandisk, Astera Labs, and Micron, have fallen about 12% since June 25, while the index has moved sideways…
A tech worker reflects on the rapid advancement of AI hardware, from childhood PCs to a modern multi-GPU system with 2.5TB of VRAM, while expressing deep skepticism about the AI industry's hype, ethic…
Micron Technology, Sandisk, and Marvell stocks jumped on Thursday, leading a broader chip sector rally driven by AI memory demand. The gains followed reports that SK Hynix's US IPO is oversubscribed, …
Meta released Muse Spark 1.1, a multimodal reasoning model for agentic work, alongside the public preview of the Meta Model API. INT21 tested the model in a Swarm research system with 29 agents proces…
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…