Japanese Prime Minister Sanae Takaichi unveiled a ¥370 trillion ($2.3 trillion) growth strategy targeting 17 strategic sectors by 2040, with major investments in AI and semiconductors. The plan aims t…
South Korean chip startup FuriosaAI has activated its RNGD AI accelerators at Equinix's Lisbon datacentre, offering European enterprises a cooler, cheaper alternative to Nvidia chips. The 180-watt acc…
Samsung Electronics reported a 19-fold year-over-year jump in preliminary April-June operating profit to about $58 billion, but AI-linked chip stocks sold off on July 7, 2026, with Samsung shares fall…
AC Limited, the family office of Abu Dhabi ruler Sheikh Mohamed bin Zayed Al Nahyan, has built a multi-billion-dollar portfolio including stakes in Nvidia, Apple, Microsoft, Amazon, and TSMC, and inve…
SK Hynix, a South Korean memory-chip maker and key Nvidia supplier, is set to begin trading on the Nasdaq this Friday, aiming to raise approximately $28 billion in what could be one of the largest tec…
Samsung Electronics reported a record operating profit of $58 billion for the second quarter of 2026, nearly 20 times higher than the same period last year, driven by surging demand for memory chips u…
Silicon Motion demonstrated its enterprise SM8388 and SM8008 SSD controllers at Computex 2026, targeting nearline storage and boot drives respectively. The SM8388 achieved up to 14.6GB/s sequential re…
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…