AI infrastructure startup Tensordyne has taped out its first commercial accelerator, Napier, on TSMC's 3nm process, claiming up to 17x more tokens per watt and 13x higher throughput than Nvidia's Blac…
Amazon Web Services is in early talks to sell its Trainium AI chips to other companies, directly challenging Nvidia's dominance in the AI chip market. CEO Andy Jassy indicated the chips could generate…
President Donald Trump claimed Apple has agreed to work with Intel to design and manufacture chips in the U.S., but neither company has confirmed the deal. The Wall Street Journal reported a prelimina…
ASML CEO Christophe Fouquet warned that Europe is 'quite behind' in the AI race, with the US purchasing 80% of advanced AI chips and Europe accounting for only 1-2% of ASML's high-end lithography syst…
Tower Semiconductor has shipped over 5 million coherent photonic integrated circuits to Marvell Technology for AI data center interconnect networks, marking a milestone in silicon photonics production…
South Korea's Kospi and Japan's Nikkei 225 hit record highs on June 18, 2026, driven by surging AI chip demand. SK Hynix joined the trillion-dollar club, while Samsung and Tokyo Electron led gains, wi…
TSMC's leading-edge capacity is fully booked by NVIDIA, Apple, and Broadcom through 2028, forcing customers like AMD, Google, Tesla, and BYD to explore Samsung Foundry for future chips. AMD is in talk…
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…