Broadcom in early talks to arrange financing for OpenAI custom AI chips, shares rise 5.8%
Broadcom is exploring financing structures for chips it would build for OpenAI, extending the custom-silicon deals that have driven its AI narrative.
Bloomberg.com · +14 outlets
Elon Musk says Intel stays in Terafab and TSMC will not take it over, floating a cleanroom sublease
Musk clarified roles at the Terafab AI chip venture, keeping Intel on the 14A node while asking TSMC to sublease part of the facility, which lifted Intel shares
Tom's Hardware · +13 outlets
SpaceX seeks about $40 billion in debt to buy Nvidia AI chips, Musk doubles down on the plan
SpaceX is reported to be pursuing large-scale debt financing to buy Nvidia chips for AI compute, a bet that ties its Starship business to the AI hardware cycle.
Quartz · +13 outlets
Nvidia's Huang says demand visibility now lets Nvidia forecast a full year ahead for the first time
Nvidia's unprecedented full-year guidance and continued stock strength have revived debate over whether its premium valuation is justified.
The Motley Fool · +14 outlets
Qualcomm to license patents behind Huawei's LogicFolding chip architecture despite US export curbs
The reported licensing deal would give Qualcomm royalties on Huawei chip designs even as Huawei remains on the US entity list, and it follows pressure on Qualco
Tom's Hardware · +11 outlets
AMD's Lisa Su visits South Korea to discuss AI collaboration with Samsung and SK Hynix
The trip highlights AMD's push to lock in memory and foundry partners in Korea as it scales AI accelerator supply against Nvidia.
Stocktwits · +12 outlets
HPE hits record high after adding four AMD-powered servers for enterprise AI
HPE's expanded AMD server lineup is being read as evidence that non-Nvidia AI infrastructure is gaining enterprise traction.
Yahoo Finance · +11 outlets
Korea posts near-record current account surplus as chip exports surge
Surging semiconductor exports drove Korea's current account surplus to near-record levels and pushed the won to an 18-year high against the yen.
Chosunbiz · +13 outlets
Taiwan indicts 10 people over alleged diversion of US chips to China
The case is the latest enforcement action against alleged smuggling of restricted US semiconductors into China.
The Straits Times · +14 outlets
TSMC stock hits a record as analysts see further gains
TSMC's shares reached an all-time high on continued AI-driven foundry demand.
Yahoo Finance · +14 outlets
Report warns US and allied AI chip edge could erode in 5 to 10 years on DUV tool access
The analysis argues that continued Chinese access to immersion DUV lithography could narrow the West's semiconductor lead.
디지털투데이 · +3 outlets
Global banks lift Korea growth outlook to 3.5% on the chip boom
Upgraded forecasts reflect how strongly semiconductor demand is feeding into Korean macro data.
The Korea Herald · +9 outlets
US and China extend rare earth truce by two months to January
The short extension leaves uncertainty over critical materials supply for chipmakers and hardware manufacturers.
Startup Fortune · +14 outlets
Seagate and Toshiba vie for TDK's HDD head business as shortages intensify
A multi-billion dollar deal for TDK's magnetic head unit would reshape the supply chain for a critical hard drive component amid tight storage supply.
Tom's Hardware · +1 outlets
Microsoft and Nvidia open pre-orders for Surface Laptop Ultra and other RTX Spark laptops, from $2,599
The RTX Spark launch pairs new Nvidia laptop silicon with Windows 11 agentic AI features across Microsoft, HP, Lenovo, Asus and Dell systems.
Tom's Hardware · +14 outlets
AMD CPU share hits 30.7% as Intel slips to a 1995 low
AMD's rising x86 share underscores the competitive pressure on Intel's core CPU franchise.
shattered.io · +3 outlets
ASML and Carl Zeiss researchers detail Hyper-NA EUV lithography with numerical aperture of at least 0.75
The technical paper sketches the next extension beyond High-NA EUV, a roadmap signal for future leading-edge chipmaking.
Semiengineering
Nvidia's Mark Stevens tops AI insider sellers in Q3 2026
Insider sales by Nvidia directors led AI-related stock disposals in the quarter, drawing attention to valuation and insider sentiment.
Quartz