Philips once owned 50% of ASML and 27.5% of TSMC, stakes that would now be worth trillions, but sold them to focus on healthcare, missing the AI boom. ASML and TSMC now control the chip supply chain e…
Largan Precision, the Taiwanese optical component maker known for iPhone lenses, has partnered with TSMC to develop co-packaged optics (CPO) technology for AI data centers, targeting bandwidth bottlen…
At Hot Chips 2026, startup d-Matrix unveiled Raptor, claiming it is the first 3D-DRAM accelerator for generative AI inference, delivering up to 10 times the memory bandwidth and energy efficiency of H…
AMD announced on May 21, 2026, that it will invest over $10 billion (NT$315.58 billion) in Taiwan's semiconductor ecosystem, focusing on advanced chip packaging technology developed with TSMC. The mul…
Amkor Technology shares plunged 22.9% on July 28, 2026, after the chip packaging giant guided third-quarter revenue to $1.95 billion to $2.05 billion, below the roughly $2.12 billion analysts expected…
NVIDIA Corp. trades at $215.17, and 24/7 Wall St. sets a price target of $270.26, implying 25.27% upside, with a buy recommendation at 90% confidence. The company's Q1 FY27 revenue hit $82 billion, up…
Google's Pixel 11 series, featuring the Tensor G6 processor, is official, but Android Authority advises Pixel 10 owners not to upgrade, citing a $500 cost for modest performance and camera gains. The …
Alphabet's robotaxi subsidiary Waymo has developed a custom chip for its self-driving taxis, reducing its reliance on Nvidia and AMD. The chip, manufactured by TSMC on a 5-nanometer process, delivers …
Terafab, backed by Tesla, SpaceX, and xAI with a reported $16.8 billion first phase, is testing a vertically integrated semiconductor fab model that combines logic, memory, and advanced packaging unde…
Google has committed $12 billion to Marvell Technology for development of its next-generation Tensor Processing Units (TPUs), according to The Wall Street Journal. The multi-year agreement covers seve…
Nvidia paid $20 billion in late 2025 to license Groq's technology and hire its founder and top engineers, AMD announced on August 6 it is acquiring Taalas, and Cerebras went public in May at a $66 bil…
AMD announced on August 6 its acquisition of Taalas, a Toronto-based startup whose HC1 accelerator delivers inference at 16,000 tokens per second per user, roughly 45 times faster than optimized Nvidi…
Cerebras unveiled the CS-4 at its Supernova 2026 event in San Francisco on August 18, claiming it delivers up to 30 times faster inference than GPU systems on frontier models. The system uses three wa…
PINE64 has paused production of its open-source hardware lineup, including the Quartz64, PineNote, and PinePhone Pro, due to an AI-driven shortage of advanced semiconductor manufacturing capacity. The…
The U.S. Commodities Futures Trading Commission (CFTC) announced Wednesday it is seeking public comment on AI compute derivatives contracts, a move that kick-starts the regulatory process for a formal…
Nvidia Corp.'s aggressive share buyback program is yielding a negative spread of five percentage points against its 8.5% weighted average cost of capital, with the implied earnings yield at roughly 3.…
NVIDIA (NASDAQ:NVDA) has become the load-bearing wall of the AI buildout, with OpenAI's 10GW commitment and hyperscalers like Anthropic, Meta, and AWS queuing for its Blackwell and Vera Rubin silicon.…
Google secured a warrant to buy up to 58,970,907 Marvell Technology shares at $206.58 each, worth about $12.18 billion, tied to a commercial agreement covering Google's tensor processing unit (TPU) pr…
Cerebras Systems introduced the WSE-3 Turbo processor, doubling the performance of its predecessor to 250 PFLOPS sparse FP16, and the new CS-4 rack-scale system that enables multiple WSEs to work toge…
Samsung Foundry is raising chip manufacturing prices by up to 15% for new customers, targeting its 4nm, 5nm, and select 8nm nodes, as its division achieved monthly profitability for the first time in …