Intel reports strongest revenue growth in 15 years driven by AI chip demand, beats earnings estimates, and raises Q3 guidance, triggering broad market reassessm

South Korea's economy outperforms expectations in second quarter driven by exceptional surge in semiconductor exports amid global AI infrastructure buildout.

Nvidia announces major partnership with packaging supplier Amkor Technology for advanced semiconductor packaging, boosting Amkor shares sharply.

AMD unveils new Helios rack-scale architecture and MI455X GPU accelerator, along with Cerebras partnership, to directly compete with Nvidia's data center domina

Taiwan's leading chip manufacturer confirms accelerating AI-driven growth benefiting its major customers Nvidia and Broadcom in the data center market.

Applied Materials, ASML, KLA, and Larcenous rise as Intel signals significant capital spending increase to boost manufacturing capacity.

Nvida-backed cloud infrastructure provider Nebius draws investor interest as artificial intelligence demand drives infrastructure buildout.

Cerebras and AMD collaborate on low-latency AI inference combining Cerebras wafer-scale processors with AMD Helios infrastructure.

Nvidia's shares underperform broad market year-to-date even as the chipmaker posts record results, raising questions about valuation multiples.

Qualcomm announces computing power agreements with leading cloud providers for custom AI chips, but shares retreat amid broader market volatility.

AI chip startup Etched secures significant funding and customer commitments for specialized semiconductor solutions targeting inference workloads.

America launches initial funding for AI infrastructure mission while China accelerates much larger chip investment push, widening stakes in technological compet

AMD shares advance after analyst upgrades and reports of expanding customer base following Intel's strong earnings.

Lithography equipment leader ASML recovers from recent weakness as AI capex surge provides long-term demand catalyst.

Advanced Micro Devices details new high-core-count server processors with Zen 6 architecture claiming significant performance advantages over Intel competition.

AMD expands Strix Halo processors into embedded AI for robotics with new X100 system-on-module targeting edge computing workloads.

Intel chips its foundry services strategy with initial customer win from network security firm Fortinet on Intel 4 process node.

Advanced Micro Devices commits substantial investment and GPU supply to AI research firm Anthropic, deepening relationship with major AI customer.