SpaceX and Tesla announced plans for a joint semiconductor factory in Grimes County, Texas, spanning over 100 million square feet, with an initial investment of $16.8 billion and potential full buildo…
Taiwan Semiconductor Manufacturing Co. (TSMC) remains confident about its AI-driven growth despite concerns over AI spending affecting other chip stocks, according to a recent analysis. The company's …
AMD reported $6.7 billion in data center revenue for Q2 2026, up 107% year-over-year, and projects data center sales will exceed $13 billion in Q3 2026, with CEO Lisa Su forecasting the segment will m…
Google's Made by Google event on August 12, 2026, at 6 PM ET is expected to unveil the Pixel 11, Pixel 11 Pro, Pixel 11 Pro XL, and Pixel 11 Pro Fold, alongside the Pixel Watch 5 and possibly the Pixe…
Microsoft plans to unveil its next-generation Maia 300 AI chip as soon as September, according to a report by The Information, as the company seeks to reduce dependence on Nvidia's GPUs. The chip foll…
ByteDance's Seed AI division is pre-training a model with approximately 10 trillion parameters, a scale that could rival Anthropic's Claude Mythos 5, currently the largest frontier model in production…
Microsoft has ordered over 300,000 of its Maia 300 AI chips from TSMC for 2027, according to The Information, as the company revises its AI chip roadmap amid delays. The latest-generation chip, intern…
Taiwan Semiconductor Manufacturing Company (TSMC) reported record July revenue of NT$467.58 billion ($14.49 billion), a 5.6% increase from June's $13.75 billion and a 44.7% year-over-year jump, driven…
Google's Pixel 11, launching August 12, features the Tensor G6 with a 50 TOPS Santafe TPU for on-device AI, and serves as the reference device for Gemini Nano v3, which adds on-device function calling…
Microsoft plans to unveil its Maia 300 AI chip as soon as September, according to a report from The Information, marking an escalation in its effort to reduce dependence on Nvidia GPUs. The company ha…
Goldman Sachs estimates that memory components account for roughly 62% of the total material costs for Nvidia's upcoming Vera Rubin superchip, up from about 53% on the previous-generation GB300 system…
House Select Committee on China Chairman John Moolenaar urged the Bureau of Industry and Security (BIS) to clarify that the Foundry Due Diligence Rule remains in effect, citing loopholes that allowed …
Microsoft plans to unveil its Maia 300 artificial intelligence chip as soon as September, according to The Information, citing people with direct knowledge. The company has talked with Taiwan Semicond…
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 its stock wavered as inv…
Taiwan Semiconductor Manufacturing Co. (TSMC) reported July revenue of NT$467.6 billion, up 44.7% year over year and 5.6% month over month, according to CNBC. The chipmaker's strong sales reflect sust…
Microsoft is in talks with TSMC to manufacture its custom-designed Maia AI accelerators, including the Maia 200 with over 140 billion transistors and 10 petaFLOPS of FP4 performance, as part of a broa…
Microsoft's custom AI chip program is back on track, with the Maia 200 inference chip now deploying in data centers in Iowa and Arizona and the Maia 300 already in design. The Maia 200, built on TSMC'…
ASML Holding (ASML) is positioned as a critical enabler for AI chip production due to its monopoly on extreme ultraviolet (EUV) lithography systems, which are essential for manufacturing advanced semi…
Discovered Materials, a San Francisco startup from Y Combinator's Spring 2026 batch, raised $9 million to deploy AI agents that discover semiconductor materials in months instead of decades. Co-founde…
TSMC reported July 2026 consolidated revenue of NT$467.58 billion, a 44.7% year-over-year increase and a 5.6% increase from June, according to the company's monthly revenue disclosure. The result foll…