Samsung Electronics and Broadcom signed a $200 billion memorandum of understanding on July 24 in San Francisco covering HBM4 memory supply and 2nm foundry services through 2030, the largest bilateral …
Etched, a chip startup founded by three Harvard dropouts, closed a $300 million Series C at a $10.3 billion valuation on July 23, led by Sequoia, to produce its Sohu ASIC that hardwires transformer mo…
Samsung Electronics and Broadcom signed a memorandum of understanding worth more than $200 billion for AI memory, foundry and advanced packaging through 2030, announced at an AI summit in San Francisc…
Asia-focused hedge funds that rode the AI chip rally to gains of 60% to 120% in the first half of 2026 have given back 12% to 17% in July as a $137 billion foreign exodus from Asian equities and a 31%…
TSMC reported a fifth straight record gross margin of 67.7% in Q2 2026, but guided Q3 down to 66.0%, while gross profit rose to roughly $27.2 billion. Despite calling AI demand unbounded, TSMC is spen…
Intel and Lens Technology are in early discussions about a potential partnership focused on glass substrate packaging, a technology that could enable chip packages with up to 1 trillion transistors by…
AMD announced a server CPU roadmap extending to 2030, with Zen 7-based EPYC processors codenamed Florence, Ferrara, and Fidenza targeting 2028, followed by Zen 8-based Ravenna CPUs in 2030. The compan…
All 21 APEC member economies, including the US and China, agreed on a joint statement at the 2026 APEC Digital and AI Ministerial Meeting in Chengdu on July 23 endorsing trusted open-source AI approac…
Shanghai-based GPU designer MetaX has confidentially filed for a Hong Kong IPO with Huatai International, targeting a listing by end of 2026, as Beijing escalates pressure on domestic AI firms to aban…
Intel shares rose 6% in premarket trading after the company issued third-quarter revenue guidance above Wall Street expectations and raised its annual capital expenditure forecast to $20 billion from …
Nvidia has agreed to give Amkor Technology a $1.5 billion prepayment to expand advanced semiconductor packaging and testing in the United States, tightening a supply relationship that already sits beh…
Intel CEO Lip-Bu Tan acknowledged the company must catch up to rivals AMD and Arm, aiming to 'leapfrog' them in CPU architecture, during Intel's Q2 earnings call where it reported $16.1 billion revenu…
Intel Foundry could capture AI chip packaging demand as TSMC's CoWoS capacity constraints persist, according to I/O Fund lead tech analyst Beth Kindig. TSMC held 73% of pure foundry market share in Q1…
TSMC's 3nm chip capacity could become the AI industry's primary bottleneck in 2026 and 2027, according to a report from a semiconductor analyst. The foundry's advanced node production may struggle to …
Intel posted its strongest revenue growth in more than 15 years, with second-quarter revenue of $16.1 billion, up 25% year over year, and adjusted earnings of $0.42 per share, nearly double Wall Stree…
Elon Musk is building a domestic chip factory called Terafab in Texas through a joint venture between Tesla and SpaceX, aiming to break U.S. dependence on foreign semiconductor suppliers without gover…
Elon Musk told investors on Tesla's Q2 earnings call that the Optimus humanoid robot will be the hardest product Tesla has ever scaled, warning that it has no existing supply chain and every component…
Elon Musk thanked Samsung, TSMC, and Micron during Tesla's Q2 earnings call on Wednesday, highlighting the critical role of memory chips in the AI boom. The rapid construction of AI data centers has c…
AMD announced the Instinct MI455X, its first GPU designed for rack-scale AI deployments, based on the new CDNA5 architecture and featuring 256 Work Group Processors, 432 GB of HBM4 memory at 23.3 TB/s…
Meta and OpenAI each committed 6 gigawatts of AMD accelerator capacity at AMD's Advancing AI 2026 conference, marking the clearest evidence yet that hyperscalers are building a real alternative to Nvi…