Intel jumps 10% on Trump's confirmation of Apple chip manufacturing deal
Trump announced Apple will manufacture chips with Intel in the US, boosting Intel stock and signaling major domestic chip production expansion.
Benzinga · +14 outlets
South Korea's exports surge 60% in early June on AI chip boom
South Korea reported exports up 50-86% in June's first 20 days, driven by semiconductor demand from the AI boom.
The Korea Times · +8 outlets
US warns ASML that advanced EUV chip tool may have reached China
US officials expressed concerns that an advanced ASML EUV lithography machine may have been exported to China, threatening semiconductor export controls.
MSN · +14 outlets
Nvidia issues $25 billion in bonds, first debt offering in 5 years
Nvidia raised $25 billion through bond issuance to fund AI infrastructure investments amid concerns about leverage in the AI boom.
Stocktwits · +14 outlets
Qualcomm surges 6% on reports of Tenstorrent acquisition and AI roadmap progress
Qualcomm stock rallied on reports of potential Tenstorrent acquisition and renewed optimism around its AI data center and smartphone chip ambitions.
Stocktwits · +4 outlets
SK Hynix rally tests record exports as HBM4E demand surges
SK Hynix saw record chip exports and strong HBM4E shipments, supporting a 300% rally despite upcoming data-heavy earnings week.
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Japan chip equipment sales to China fall 10% as export restrictions bite
Japanese chipmaking equipment suppliers reported a 10% drop in China sales as US export controls on chip technology take effect.
Global Times · +8 outlets
Broadcom rebounds as AI chip debate remains active despite recent pullback
Broadcom stock recovered after a 20%+ decline from recent highs, with analysts still seeing buying opportunities in the AI infrastructure space despite recent v
TechStock² · +5 outlets
China tightens indium export controls, threatening AI chip supply chains
China increased scrutiny over indium exports, a critical material for AI data center chips, threatening global supply chains.
NewsBytes · +14 outlets
AMD CFO reaffirms $120B market opportunity as agentic AI drives CPU demand
AMD's CFO highlighted how agentic AI is creating strong demand for CPUs and reaffirmed the company's $120 billion market opportunity.
Stocktwits · +2 outlets
Nvidia stock down 10% from YTD high despite analyst 46% upside prediction
Nvidia shares have slipped from their 2026 highs, though Wall Street analysts project significant upside potential over the next year.
Benzinga · +4 outlets
Intel advances 18A-P chip to risk production, signaling foundry progress
Intel moved its next-generation 18A-P process to risk production, a milestone in its foundry ambitions and response to market competition.
Barchart.com · +14 outlets
Power and optical networking emerge as key AI infrastructure bottlenecks
As Nvidia dominates AI chips, power supply and optical networking infrastructure are becoming the next critical constraints in AI deployment.
TechStock² · +14 outlets
TSMC gains 6.9% as chip rally continues ahead of Nvidia earnings
TSMC stock surged 6.9% as semiconductor sector momentum builds heading into key earnings announcements.
TradingKey · +4 outlets
Intel and AMD introduce ACE CPU extensions for efficient AI workloads
Intel and AMD jointly introduced ACE CPU extensions optimized for AI matrix multiplication, bringing efficiency gains to x86 processors.
Latest from Tom's Hardware · +7 outlets
Nvidia, Oracle, SpaceX borrowing billions amid AI boom raises leverage concerns
Major AI and infrastructure companies are heavily borrowing to fund AI and infrastructure investments, raising questions about debt-fueled bubbles.
The Motley Fool · +3 outlets
China's chip supply chain integrates Southeast Asia as US curbs tighten
China is building semiconductor supply chain connections through Southeast Asia to circumvent US export restrictions.
East Asia Forum · +11 outlets
China announces space-based AI data center project to rival SpaceX capabilities
Beijing announced a forced alliance of chip and satellite companies to develop grid-free orbiting satellite AI data centers, challenging Musk's SpaceX.
Latest from Tom's Hardware · +14 outlets