S&P Global Ratings revised its outlook on TSMC's AA- long-term issuer credit rating to Positive on June 23, citing stronger leadership in advanced high-performance computing chips. S&P estimated AI pr…
Over $610 billion in AI hardware capital expenditure was committed globally in a single week, including South Korea's $550B memory fab investment, Japan's $6B for AI model development, and Qualcomm's …
NVIDIA and its partners announced a $500 billion commitment to build AI infrastructure across the United States, with semiconductor production underway at TSMC's Arizona facility and new AI systems fa…
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…
The semiconductor industry is shifting from traditional chip scaling to heterogeneous large-scale integration (HLSI) to meet AI demands, according to imec. This new approach combines specialized techn…
Etched exited stealth on June 30, 2026, revealing a working AI inference chip built on TSMC's N4P process that already runs models like DeepSeek and Llama. The San Jose startup has raised $800 million…
NVIDIA and its partners are investing in American manufacturing, supply chains, and energy grids to produce AI infrastructure, including advanced chips and systems, aiming to reinvigorate U.S. industr…
Taiwanese investors are taking on heavy debt to amplify stock market gains amid an AI-fueled rally, while margin debt levels reach risky heights. The trend is driven by FOMO and leveraged bets on comp…
Apple's upcoming A20 Pro chip, expected to power the iPhone 18 Pro and iPhone Ultra, will be the company's first 2nm processor, offering higher transistor density and improved performance and power ef…
AI hardware startup Etched unveiled its Sohu chip and rack-scale inference system on June 30, designed specifically for transformer-based large language model inference. The company claims over $1 bil…
South Korea's approval of single-stock leveraged ETFs on Samsung and SK Hynix triggered a $6 billion forced selling event on June 23, wiping nearly 10% off the Kospi and sending Nasdaq futures tumblin…
AI chip startup Etched emerged from stealth with $800 million in funding and $1 billion in forward sales contracts, claiming its Sohu ASIC can replace up to 160 Nvidia H100 GPUs for transformer infere…
Etched, a Cupertino-based chip startup founded by Harvard dropouts, emerged from stealth with a working transformer-specialized chip called Sohu, $800 million raised, and over $1 billion in signed cus…
AI chip startup Etched announced it has booked $1 billion in contract orders and raised $800 million to date, including a $500 million round at a $5 billion valuation, as it emerges from stealth with …
Etched emerged from stealth with a working chip, $800 million raised, and over $1 billion in signed customer contracts, pivoting from a transformer-specialized ASIC to a full-stack inference systems c…
OpenAI unveiled Jalapeño, a custom inference ASIC co-designed with Broadcom and manufactured by TSMC, aiming for 50% lower inference cost per token than Nvidia GPUs. Production is planned for 2027, wi…
AI chip startup Etched raised $800 million from investors including Jane Street and a TSMC-linked fund, with $1 billion in sales contracts secured. The company plans to ship its Sohu inference chip th…
Global Unichip Corp. (GUC) hit an all-time high of NT$5,950, surging over 240% in the past year, as demand for custom CPUs from hyperscalers like Google and Microsoft boosts revenue estimates. The TSM…
AI chip startup Etched disclosed that quantitative trading firm Jane Street and a TSMC-linked venture firm are among its backers, signaling confidence in its transformer-specific chip. The company, wh…
The AI buildout is being slowed by grid interconnection bottlenecks, not a lack of electricity. Projects like OpenAI and Softbank's Stargate in Texas require up to 1.2 gigawatts, but median interconne…