Donald Trump announced that Apple and Intel have agreed to collaborate on designing and manufacturing chips within the United States, a move aimed at bolstering domestic semiconductor production. The …
A Seeking Alpha contributor upgraded Applied Materials to a "Buy" on June 18, 2026, citing record Q2 results and strong AI-driven wafer fab equipment demand. The company's strategic moves, including t…
The US Department of Commerce awarded a $500 million CHIPS Act grant to SandboxAQ, an Alphabet spinoff backed by Nvidia, to discover new materials for semiconductor manufacturing. The funding aims to …
Tensordyne, a Sunnyvale startup, announced its Napier (TDN) AI inference processor on June 15, claiming its TDN72 rack system delivers 13 times higher throughput and 17 times more tokens per watt than…
ASML CEO Christophe Fouquet warned that surging AI demand will keep the semiconductor market supply-limited for years, with Elon Musk's $119 billion TeraFab factory in Texas adding further pressure on…
Singapore's non-oil domestic exports surged 38.4% year-on-year in May 2026, driven by a record 94.8% jump in electronics shipments fueled by global AI infrastructure demand. Integrated circuits rose 8…
Japan's exports rose 17% in May, the fastest growth since November 2022, driven by a 41.6% surge in semiconductor-related shipments amid AI-driven demand. The ninth straight month of export growth bea…
Intel expanded its partnership with Cadence Design Systems to optimize its upcoming 14A manufacturing process using AI-driven design tools, aiming to attract external customers and turn around its fou…
Semianalysis identified server rack bottlenecks as a new constraint in AI infrastructure, driving Supermicro's stock higher. The research highlights that GPU advances are outpacing CPU resources, with…
Apple is reportedly planning to launch camera-equipped AirPods in late 2027, according to Bloomberg's Mark Gurman, with the earbuds featuring stem-mounted cameras and lights to provide visual context …
Gavin Baker, managing partner and CIO of Atreides Management, says the AI bottleneck trade is losing its edge as supply constraints ease, forcing investors to rethink what has lasting value in AI infr…
Nvidia's Vera Rubin NVL72, announced at CES and detailed at GTC, promises up to 10x lower cost per token than Blackwell, but the headline figure depends on ideal conditions: mixture-of-experts models,…
Six months after mapping the AI value chain, the compute supply chain and operational infrastructure layers show strong revenue growth and stability, but the intelligence layer faces uncertainty as en…
At TSMC's European Technology Symposium, Kevin Zhang, TSMC's senior vice president, stated that wafer-level packaging technologies like CoWoS currently offer superior interconnection density for the l…
Goldman Sachs raised its price target for Taiwan Semiconductor Manufacturing Co. (TSMC) by 35% to NT$2,330, citing surging AI chip demand. The bank expects TSMC to achieve 30% revenue growth in 2026 a…
Tensordyne announced Napier, a 3nm AI processor and rack-scale inference platform using logarithmic math to reduce multiplier area and improve inference economics. The company claims its TDN72 rack ca…
Top 10 foundries saw 3.7% QoQ revenue growth in Q1 2026, driven by AI and consumer electronics, according to TrendForce. TSMC's market share grows on advanced AI chips, while SMIC gains from consumer …
Politicians in Korea's southwest region hint that Samsung Electronics and SK hynix may invest in semiconductor packaging there, driven by the AI memory boom, but both companies deny knowledge of such …
Asian tech stocks surged on Monday after the United States and Iran announced a peace agreement, with AI and semiconductor companies posting the largest gains. SoftBank rose 10%, SK Hynix climbed 6.42…
AI chip startup Tensordyne has taped out its data center inference chip, claiming an order-of-magnitude improvement in power efficiency over Nvidia GPUs. The company's 72-chip Napier server, built on …