Musk confirms early Terafab talks with TSMC, dealing a setback to Intel's foundry comeback
Intel had been the only named chip partner for Musk's Terafab venture, so TSMC's potential involvement undermines Intel's foundry narrative and sent its shares
TIKR.com · +15 outlets
Nvidia hits all-time high as market cap approaches $6 trillion
Nvidia's first record close in months reflects continued AI demand, with options traders watching for the $6 trillion milestone.
Yahoo Finance · +14 outlets
Qualcomm licenses Huawei's LogicFolding chip patents in multi-year deal, first Huawei payment from Qualcomm
The agreement marks the first time Qualcomm pays into Huawei's patent portfolio and supports Qualcomm's push for non-handset revenue beyond smartphones.
TechJuice · +14 outlets
Broadcom jumps on reported $42 billion financing deal with Anthropic
The reported financing arrangement ties Broadcom's custom accelerator business more tightly to Anthropic, though analysts flag new concentration risk.
TIKR.com · +14 outlets
Qualcomm and Arm begin new trial over chip testing tools, with huge damages at stake
The licensing dispute between Qualcomm and Arm returns to court, with potential damages and design-tool rights central to the case.
Yahoo Finance · +13 outlets
US arrests executive over alleged $300 million Nvidia GPU diversion to China
The DOJ case against Greg Lui is possibly linked to a Supermicro indictment and highlights tightening enforcement on AI chip exports.
Cybernews · +13 outlets
China stockpiled 343 immersion DUV tools, spending over $13 billion in 2024-25
A report says about 270 ASML scanners can produce 7nm chips without sanctioned EUV tools, prompting calls to tighten export bans further.
Tom's Hardware · +3 outlets
Nvidia and AMD hit record highs, Nvidia stock up 28% in 2026
Both chipmakers reached records on AI demand even as analysts debate whether the rally is overextended.
Yahoo Finance · +14 outlets
AMD Q3 preview points to potential beat-and-raise earnings amid AI optimism
Analysts raise AMD price targets on AI demand and note the dilutive impact of up to 320 million discounted shares promised to OpenAI and Meta.
Benzinga · +9 outlets
AMD previews Gorgon Halo benchmarks ahead of expected RTX Spark launch, says it shipped over 500,000 agentic PCs
AMD positions its Ryzen AI Max+ Pro 495 flagship against Nvidia's coming RTX Spark launch with early benchmark claims.
Tom's Hardware · +2 outlets
Tencent rents 100,000 offshore AI chips from Oracle for about $7 billion
The five-year deal in Southeast Asia cites rental costs estimated 43% below standard H100 rates.
Tom's Hardware · +13 outlets
Micron slides below $910 as China's CXMT plans an $8.5 billion IPO
The planned listing raises questions about whether the DRAM upcycle is cracking as Chinese memory supply grows.
TradingKey
South Korean chip exports surge 263% as semiconductor price hikes spread
The export jump reflects a broad memory and chip price increase, with Hong Kong chip stocks rebounding.
Moomoo · +3 outlets
Morgan Stanley says Nvidia and Broadcom are shielded as AI power crunch hits the chip supply chain
The bank flags electricity constraints as a broader risk to semiconductor supply chain expansion.
Yahoo! Finance Canada · +8 outlets
Amazon warns $68 billion in blocked data centers threatens US AI lead, pledges $1 billion to host towns
AWS defends its buildouts against water, power, and pollution concerns while ending secret data center pacts.
Tom's Hardware · +3 outlets
Samsung builds large semiconductor test fab in Vietnam
The test facility expands Samsung's back-end footprint in Southeast Asia as chip packaging demand grows.
SammyGuru · +13 outlets
Synopsys partners with OpenAI on agentic AI for IC design
The collaboration augments frontier models with EDA tools in a bet on AI-native chip design.
Eetimes · +1 outlets
US Senate blocks Ratepayer Protection Act in 57-43 vote on data center power costs
The bill would have pushed regulators to make data centers pay incremental grid costs from their electricity demand.
Tom's Hardware