Micron Announces Billions in U.S. Chip Investments
Micron announced billions in new U.S. chipmaking investments to boost the domestic semiconductor supply chain, and its shares rose 7%.
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Micron announced billions in new U.S. chipmaking investments to boost the domestic semiconductor supply chain, and its shares rose 7%.
China is allowing select AI companies including Alibaba, ByteDance, and DeepSeek to buy Nvidia's H200 chips after a year-long ban, as a stopgap to ease training bottlenecks while domestic chipmakers like Huawei and Cambr…
Best Buy is selling LG's 2026 gram Book 16-inch laptop with a 120Hz touchscreen and AMD Ryzen AI 7 445 processor for $849.99, the lowest price tracked. The laptop originally launched at $1,100 and dropped to $900 during …
Micron stock surged up to 9% after the memory-chip maker announced an additional $50 billion in US chipmaking spending, bringing its total planned investment through 2035 to $250 billion. The move, praised by the Trump a…
OpenAI and Broadcom unveiled Jalapeño, OpenAI's first custom inference chip, on June 24, targeting 50% lower cost per token than Nvidia GPUs. The ASIC, built in nine months at TSMC's 3nm node, will not reach production u…
Token pricing for AI models faces a supply crunch and instability, with analysts debating whether foundation models will achieve sustainable pricing power or become low-margin commodity infrastructure. The market is driv…
Cerebras Systems announced plans to bring its first European data center capacity online by the end of 2026 and expand to 200 MW of AI compute capacity by the end of 2027 across France and the Nordics. Part of the capaci…
Meta has reportedly taken a major step toward developing its own AI chip, though the company's stock is falling amid the news.
Apple's $30 billion chip deal with Broadcom will create only "hundreds" of jobs, according to the companies' own accounting. The bulk of the commitment is a purchasing agreement, not capital expenditure on factories or w…
Micron Technology announced it is accelerating U.S. fab investments to over $250 billion through 2035, driven by AI demand for memory, and poured first concrete at its New York fab ahead of schedule.
NVIDIA launched a program offering revenue sharing and credit support to help AI cloud providers procure its infrastructure, naming Sharon AI and Firmus Technologies as inaugural partners. Sharon AI will deploy up to 40,…
South Korean chipmaker SK Hynix is listing on the Nasdaq with a $1 trillion valuation, targeting $28 billion in one of the largest foreign equity raises ever. The company's high-bandwidth memory chips are essential for A…
China is allowing select AI firms, including Alibaba and ByteDance, to buy limited numbers of Nvidia's H200 chips, temporarily easing a training bottleneck while maintaining a focus on tech self-sufficiency, analysts say…
AMD's Ryzen AI Max+ 395 processor powers several new desktop and workstation systems, including the Framework Desktop and GMKtec EVO-X2, offering 128GB unified memory and 256 GB/s bandwidth for local AI workloads. The ch…
5C and AMD announced a strategic collaboration on July 9, 2026, to build next-generation gigascale AI campuses, combining AMD's AI technology with 5C's infrastructure design and operations expertise. The partnership sign…
Micron Technology, Sandisk, and Marvell stocks jumped on Thursday, leading a broader chip sector rally driven by AI memory demand. The gains followed reports that SK Hynix's US IPO is oversubscribed, signaling institutio…
Micron Technology committed $200 billion to US memory chip manufacturing and R&D through 2035, a $30 billion increase from prior pledges, aiming to produce 40% of its DRAM domestically. The expansion, supported by up to …
SK Hynix priced its US listing at $149 per ADR, targeting approximately $28 billion in proceeds for its Nasdaq debut, in what could be one of the largest foreign offerings ever. The South Korean memory chip giant's offer…
XAI, Meta, and Anthropic are expanding beyond their core AI businesses: xAI signed a $40-45 billion deal to provide Anthropic with cloud computing, Meta launched enterprise AI agents at $200 per month, and Anthropic is d…
Micron Technology stock surged nearly 200% in 2026, driven by soaring demand for AI memory chips and the launch of tokenized versions of its stock on Ethereum and Solana. UBS analyst Timothy Arcuri raised his price targe…