Intel completed a $19.7bn to $20bn common stock offering priced at $95, upsized from an initial $15bn, attracting $100bn in demand; the proceeds bolster Intel's

Nvidia teamed with six investment firms to establish a $500bn AI infrastructure financing program, giving customers long-term funding at attractive rates to bui

AI chip stocks rallied as CoreWeave and other Nvidia partners reported strong earnings, signaling sustained demand for AI computing and boosting sentiment acros

South Korean chip stocks surged on record early-August export data (up 45.3% YoY) and strong AI memory demand, with Samsung and SK Hynix leading gains and the K

CoreWeave reported $2.58bn in quarterly revenue (up 112% YoY) and signed A100 GPU contracts extending to 2029, proving Nvidia's 2020-era silicon can still gener

Nvidia's CEO addressed concerns about AI-related debt financing, helping push NVDA stock up nearly 3% intraday amid reports it is developing a top-tier open-sou

Biden-era chip export controls face renewed scrutiny as lawmakers push for tougher enforcement to close loopholes, while China accelerates local chip purchases

TSMC reported a 45% year-over-year revenue increase for July, though its stock remains 13% below its all-time high amid geopolitical concerns over Taiwan.

Micron's market capitalization returned above $1 trillion as a tightening memory supply environment lifted pricing and investor sentiment.

ASML stock rose after TSMC's strong revenue report signaled continued tool demand and Intel's $20bn capital raise suggested future equipment purchases.

TSMC partnered with Sony in a $4.69bn venture to strengthen smartphone image sensor production, aimed at thwarting Samsung's growing presence, particularly for

China's push for domestic AI chip alternatives, accelerated by US sanctions, could reduce Nvidia and AMD's share of the Chinese market to as low as 10%.

An Nvidia-backed cloud company reported earnings that beat expectations, sending its stock soaring and further validating the AI infrastructure investment thesi

The FCC is drafting a proposal to ban imports of Chinese-made optical transceivers under the Secure Networks Act, targeting a market where China holds 56% globa

Samsung Foundry pushed its 1.4nm process node to 2029, making SF2 one of its longest-lived nodes, and plans high-NA EUV lithography for 1nm-class chips in 2030.

Qualcomm disclosed specs for its Snapdragon C processor, an 8-core chip aimed at $300 laptops, claiming 67% better performance on battery versus Intel's N250.

YMTC broke into the top three NAND makers for the first time with 14% share, as AI server demand drives a surge in flash memory consumption.

Nvidia's cumulative $70bn investments in AI labs such as OpenAI and Anthropic could generate substantial returns for shareholders as those companies scale.