The Biden administration's new 'Pax Silica' policy forces East Asian allies to choose between American and Chinese AI ecosystems, threatening Japanese conglomerates like SoftBank and NEC that rely on …
Altimeter Capital Management added a new position in Cerebras Systems worth approximately $2 billion and cut its Meta Platforms stake by 31%, shedding around 20,000 shares in early 2026, according to …
Semiconductor stocks are on pace for their best August since 2003, with the PHLX Semiconductor Sector Index up more than 10% in August 2026 after a 20%-plus decline in July, according to semiconsociet…
Nvidia may redesign components of its Feynman AI platform, targeting a 2028 release, due to manufacturing constraints at TSMC, whose A16 1.6 nm wafer capacity is fully booked through 2028. The platfor…
NEC, Hitachi, and Fujitsu have rushed to secure partnerships with Anthropic in early 2026, completing deals in as little as three weeks to access the Claude Mythos Preview model, in a coordinated defe…
SMIC, China's largest chipmaker, reported second-quarter net profit of $479.2 million, more than triple the year-earlier figure, and revenue rose 36% to $3.01 billion, driven by AI demand for power an…
Applied Materials reported fiscal Q3 2026 revenue of approximately $9 billion, up 25% year-over-year, and raised its revenue and profit forecasts for 2026 and 2027, citing surging AI chip demand. The …
Google's Tensor G6 chip, debuting in the Pixel 11, will use TSMC's 3nm process, not the 2nm process as previously rumored, according to Google VP of Hardware Peng Yu-chun. The chip still offers upgrad…
Semiconductor Manufacturing International Corporation (SMIC) reported Q2 2026 net profit attributable to shareholders of $479.2 million, more than tripling year-over-year and nearly doubling analyst e…
SpaceXAI has deployed Grok 4.6 directly into developer tools like Cursor, claiming parity with OpenAI's GPT-5.6 Sol Max by scoring 61 on the Artificial Analysis Intelligence Index. The move targets Ea…
Taiwan Semiconductor Manufacturing Co. (TSMC) and Sony Group Corp. announced a partnership to build a new chip plant in Japan, a move that strengthens the global semiconductor supply chain. Meanwhile,…
Apple Inc. will build a Mac mini manufacturing plant in Houston, Texas, as part of a $600 billion US investment commitment, with production expected to begin in 2026. The expansion will double the cam…
Cisco Systems Inc. CEO Chuck Robbins announced five new hyperscaler design wins for its Silicon One chips and Acacia optics, with hyperscaler AI infrastructure orders on track to hit a $9 billion run-…
AMD's Instinct MI455X accelerator, unveiled at the 2026 Advancing AI event, introduces the CDNA 5 architecture, delivering 4x peak FP4/FP8 matrix performance and 2x other compute versus the MI355X, bu…
In an 8-hour run, AI agents from OpenAI, Anthropic, and Kimi computationally discovered dynamically stable materials with promising properties, a task that would normally take a PhD student two weeks.…
Google's Gemini chatbot reached 1 billion users faster than any other Google product, according to a company announcement. NVIDIA is aiming for 1 trillion parameters with its Nemotron 4 model, and TSM…
NVIDIA is developing Nemotron 4, a large language model with 1 trillion parameters, according to a report. The model's massive size raises concerns about practicality, as deployment would require enor…
TSMC reported a 45% year-over-year surge in sales, driven by demand for advanced packaging and 3nm/2nm nodes, yet the market remains hesitant due to concentration risk, capex fatigue, and geopolitical…
Taiwan Semiconductor Manufacturing Co. (TSMC) reported July sales of NT$14.52 billion, up 45% year over year and nearly 6% from June, driven by strong demand for AI chips, but the company's stock wave…
Microsoft's second-generation Maia 200 AI chip delivers operational costs 30% to 40% lower than comparable Nvidia hardware for certain models, according to Microsoft. The chip, unveiled on January 26,…