Tim Cook's final Apple earnings call on Thursday revealed a $4.9 trillion company that has spent 15 years silencing dissent, bending to Beijing, and offshoring manufacturing, according to a critical a…
AMD shares surged more than 13% to near $500 after Microsoft Corp. reported Azure crossed $100 billion in annual revenue, providing evidence that AI infrastructure spending is generating real returns.…
In the last two weeks, AI capabilities have surged while economic and political support has weakened, with Alphabet's free cash flow turning negative for the first time, Meta's stock plunging nearly 1…
Microsoft, Micron, and Nvidia each gained over $100 billion in market cap today, driven by strong demand in AI and semiconductor industries. Microsoft's market cap surged by nearly $450 billion follow…
Former OpenAI researcher Andrew Ho, who left the company Wednesday to start a high-end reinforcement learning dataset firm, said he holds about $700,000 in OpenAI equity that he cannot sell until afte…
Investors sold off $1.3 trillion from the 20 most valuable chip stocks over the past week, led by Nvidia's $238 billion loss, according to CNBC analysis. Morningstar Chief Equity Strategist Michael Fi…
Samsung Electronics forecast during its Q2 2026 earnings call on July 30 that the global memory chip shortage will worsen in 2027 and persist into 2028, driven by AI demand for high-bandwidth memory. …
ChipAgents closed a $60 million Series A2 round on July 29, bringing its total Series A to $134 million, with chipmakers Micron and MediaTek among the backers. The company's multi-agent platform compr…
Leopold Aschenbrenner's hedge fund Situational Awareness has been forced to sell its entire public stock portfolio after steep losses on leveraged AI bets, with Citadel buying the book. The fund, whic…
Kioxia has launched the CM10 PCIe gen 6 SSD for AI inferencing and KV caching, offering up to 28.4 GBps sequential reads and 6.29 million random read IOPS, and a UFS 5.0 fingernail drive for edge AI w…
Samsung executives said the RAM shortage is expected to continue through 2028, with unmet demand from 2026 carrying over into 2027 and further constraining supply. Samsung's semiconductor division rep…
Samsung's semiconductor arm posted an operating profit of 89.2 trillion won ($62 billion) in the June quarter, a more than 250-fold jump driven entirely by the AI memory crunch, Bloomberg reported. Th…
ChangXin Memory Technologies (CXMT) became mainland China's most valuable listed company after its shares surged over 500% on its Shanghai debut on Jul 29, pushing its market capitalization to 3.3 tri…
Eliyan, a Santa Clara semiconductor startup founded by serial entrepreneur Ramin Farjadrad, has raised $145 million at a $1 billion valuation to ease data bottlenecks in AI chips, Reuters reported on …
Micron's new 256GB SOCAMM, built on its 1-gamma DRAM process, targets AI inference workloads by offering three times the power efficiency of standard DDR5 RDIMMs, according to Praveen Vaidyanathan, VP…
ChipAgents, the AI semiconductor design startup founded by University of California, Santa Barbara professor William Wang, has raised $60 million in new financing, Reuters reported on July 29th, follo…
SK Hynix reported second-quarter 2026 revenues of ₩79.32 trillion ($54.54 billion), up 257% year-over-year, but missed revenue expectations, causing its stock to slump 9.6%. The company's operating pr…
ChipAgents has secured an additional $60 million in Series A2 financing, expanding its Series A round to $134 million, as the company's AI agents for semiconductor design are deployed at over 120 chip…
More than $1 trillion in market capitalization was erased from global semiconductor and AI-hardware stocks between July 24 and July 29, with Nvidia, SK Hynix, Samsung Electronics and Micron accounting…
ChipAgents, a startup building AI agents that design and test semiconductors and a partner of Nvidia, has raised $60 million, bringing its total funding to roughly $134 million in under a year. The co…