The multi-year renewal extends Qualcomm's QTL licensing revenue stream with Apple and reverses an initial selloff, giving the chipmaker a durable royalty base w

AMD's crossing of the $1 trillion valuation marks it as the second semiconductor firm to reach the milestone after Nvidia, on optimism over AI CPU and accelerat

SpaceX's Colossus 2 data center is set to receive large tranches of Nvidia GB300 GPUs alongside a 1.2-gigawatt power plant, underscoring the scale of private AI

Alibaba's new accelerator packs 216GB of memory and targets 10-trillion-parameter models, advancing China's domestic AI silicon push.

Bank of America and other analysts raised AMD targets citing agentic AI CPU demand and the Anthropic-Akamai deal, though some analysts warn the stock offers lit

Nvidia, Apple, Tesla and OpenAI executives attended the White House dinner, but a US official said AI chip export issues were not on the agenda as a November ta

Intel's foundry chief claims the 14A node will land close to TSMC's A14, a forecast that clashes with prior promises of a frequency lead and 20% gains.

The capital commitment reflects sustained foundry demand as chipmakers race to add advanced-node capacity.

The Kirin 9050 Pro uses a new architecture aimed at bypassing EUV lithography limits, a notable step in China's post-EUV chip strategy.

Jensen Huang called current calls for regulation a distraction and said frontier labs with unsafe models should be shut, a stance that weighed on the stock.

A leading semiconductor analyst claims export-controlled RFSoC silicon quoted at $36,000 surfaced at $1,000 in a Chinese crowdfunding project; AMD denies direct

Schenker's XMG brand says SO-DIMM prices have jumped sixfold alongside rising PCB, CPU and GPU costs, forcing laptop price hikes of up to $342.

Micron is ending production of lower-density GDDR7 aimed at gaming GPUs in favor of higher-margin 3GB silicon for AI and professional cards.

The indictment linked to Nvidia chip export matters adds legal and compliance risk for the server maker.

Advanced packaging capacity, a bottleneck for AI accelerators, is being pushed deeper into TSMC's supplier network.

The Netherlands signals progress on aligning with Washington over ASML's China export restrictions.

New Jersey hit the DataOne site with a record fine and a 45-day shutdown deadline over 62 unpermitted power generators and noise complaints.

Analysis argues Nvidia would need to add roughly a whole Broadcom's worth of value to reach a $7 trillion market cap, raising questions about its growth runway.