A report that OpenAI's revenue is far below internal projections hit AI-linked chip and cloud names including Nvidia, Broadcom, Oracle and CoreWeave, reviving d

The foundry's record quarter and a 54.6% jump in September revenue underscore sustained AI accelerator demand, though the stock slipped as investors questioned

Samsung's memory-driven earnings surge reflects tight DRAM and high-bandwidth memory supply amid the AI buildout.

Broadcom is structuring roughly $50 billion of debt to fund OpenAI's purchases of its custom accelerators, deepening the vendor-financing tie between the two co

The agreement adds US-based advanced packaging capacity to TSMC's CoWoS supply chain and lifts GlobalFoundries shares to a multi-week high.

The case tests the terms of Arm's licensing model and could reshape how chip designers pay for instruction-set architecture rights.

The prospective raise would fund roughly 5,000 NVL72 racks of Nvidia's next-generation AI hardware, an unusually large single-buyer order.

The raid adds to scrutiny of server makers' role in moving advanced AI hardware into restricted markets.

Prosecutors say Texas Instruments and Analog Devices parts were routed to Chinese missile and radar programs using forged Taiwan defense institute orders.

Samsung reportedly wants to tie advanced memory supply to foundry orders for logic chips, an opening for its contract manufacturing business.

Huawei's domestic share gain reflects both export restrictions on US chips and state support for local accelerators.

The company is funding academic research programs as it tries to broaden the ecosystem around its AI and quantum efforts.

The funding targets GaN epitaxy and radiation-hardened SiC and GaN technologies for national security applications.

Rising HBM costs are feeding through to domestic accelerator pricing, squeezing Chinese AI chip suppliers.

The disclosure of presidential holdings in Nvidia and other companies drew conflict-of-interest questions on the day Huang received a medal.

Reports that the Terafab AI chip complex could partner with TSMC rather than Intel undercut expectations for a major foundry win.

The plaintiffs allege the board kept billions from shareholders by handing Nvidia the LPU technology and the team behind it.

Analysts argue hybrid bonding fears are overdone and that HBM adoption matters more for the equipment supplier's outlook.