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…
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 …