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…
Micron Technology reported $41.5 billion in fiscal Q3 2026 revenue, quadruple the year-ago figure, while SK Hynix posted $35.53 billion in Q1 revenue, up 198% year-over-year. The semiconductor layer i…
OpenAI and Broadcom unveiled Jalapeño, OpenAI's first custom AI inference chip, on June 24, achieving a nine-month design-to-tape-out cycle accelerated by AI-assisted design. This breakthrough compres…
Samsung Electronics and SK Hynix are in talks with the South Korean government to build two new semiconductor fabrication sites in the Honam region, aiming to meet surging AI demand. The second chip c…
Asian markets were mixed on Monday as selling of AI-related shares pulled Japan's Nikkei 225 down 1% and South Korea's Kospi down 2%, while Hong Kong's Hang Seng gained 2.1%. The declines followed a W…
TSMC and Winbond are collaborating to build a localized DRAM supply chain in Taiwan using 3D wafer-on-wafer stacking technology, targeting edge AI workloads. The partnership leverages Winbond's CUBE a…
Samsung Electronics may consider an American depositary receipt (ADR) listing to attract U.S. investors and boost its valuation, following rivals like TSMC and SK hynix in the AI memory chip race. Ana…
Mirae Asset Securities research chief Park Yeon-ju said the dominance of Samsung Electronics and SK hynix in South Korea's Kospi index is justified by their outsized earnings contributions, with the t…
OpenAI unveiled its first custom AI chip, Jalapeño, built with Broadcom on TSMC's 3nm process, claiming 50% lower cost per inference token than current Nvidia GPUs. The inference ASIC, designed for LL…
Fondförvaltaren Kristofer Barrett viktar ned techjättar som Apple, Amazon och Microsoft i sin portfölj på grund av stigande kostnader för minneschip och halvledare, vilket pressar tekniksektorn. Han s…
Apple warned that memory chip shortages are forcing it to hike product prices, triggering a sharp sell-off in Asian tech stocks. South Korea's Kospi fell 6.9%, Japan's Nikkei 225 dropped 4.3%, and Tai…
Apple raised prices on Mac, iPad, and home devices on June 25, citing unsustainable memory chip costs driven by AI demand, triggering a selloff in Asian technology stocks. Apple shares dropped up to 6…
Taiwan's retail margin debt hit a record NT$600 billion ($19 billion) on June 18, 2026, surpassing the dot-com era peak, driven by AI mania and a market that doubled in the past year. Trade defaults b…
Qualcomm unveiled the Dragonfly platform, a China-specific data center chip designed to comply with US export restrictions while serving a market that generates 46% of its revenue. The platform includ…