Super Micro-linked contractor pleads guilty in $2.5B scheme to divert Nvidia AI chips to China
The guilty plea by broker Ting-Wei Sun underscores ongoing US export-control enforcement as Super Micro's co-founder denies related charges.
Tom's Hardware · +12 outlets
Nvidia in talks to acquire or raise investment in Reflection AI, FT reports
A deal for the startup would extend Nvidia's push into AI lab investment as competition for model talent and infrastructure intensifies.
Investing.com UK · +14 outlets
Nvidia reportedly halts GeForce RTX 5090 production to prioritize AI data center and pro GPUs
The reported shift would tighten consumer GPU supply and raise prices, with an RTX 5080 24GB rumored as the new gaming flagship.
Tom's Hardware · +13 outlets
Taiwan authorities raid Super Micro offices in AI chip export probe; four staff detained
Taiwan's investigation widens the export-control case that has already produced a guilty plea and hit Super Micro's stock.
Stocktwits · +14 outlets
TSMC posts NT$1.49T quarterly sales, brushing off a 0.6% dip
The results keep the foundry's revenue at record levels as AI accelerator demand offsets seasonal softness.
Techi
AI chip stocks wobble as Broadcom and Oracle face credit concerns while Nvidia holds up
Investors are differentiating between Nvidia and more leveraged AI names as credit fears grow.
MarketWatch · +1 outlets
Synopsys confirms OpenAI partnership for AI-driven chip design
The tie-up pairs the largest EDA vendor with a leading AI lab to accelerate chip design workflows.
Pluang · +8 outlets
Qualcomm faces return to jury trial in $440 million patent case with Arm
The retrial keeps licensing revenue at risk for Arm and prolongs uncertainty over Qualcomm's chip designs.
Simply Wall Street · +1 outlets
Korea chip boom widens gap between conglomerates and SMEs in output, exports and wages
Record semiconductor exports are concentrating gains in large conglomerates, deepening a three-way economic divide.
Chosunbiz · +2 outlets
PC shipments fall over 20% in Q3 2026 as memory chip shortages bite
Memory makers expect the shortage to persist into 2028 or 2029, pressuring PC vendors and electronics prices.
Tom's Hardware · +14 outlets
Broadcom leads a $50 billion AI chip debt push
Rising leverage tied to AI infrastructure raises questions about credit risk across the chip supply chain.
Simply Wall Street · +14 outlets
ASML set to report Q3 earnings on October 14
The results will gauge demand for lithography tools at the center of the AI-driven fab buildout.
Yahoo Finance · +14 outlets
SoftBank seeks $100 billion from Middle Eastern investors for AI projects
The fund would buy companies that lack AI and robotics, then apply the technologies to improve their operations and valuations.
Tom's Hardware · +13 outlets
US chip trade deficit hits $90.5B in 2026 as AI demand outpaces domestic manufacturing
The widening gap highlights reliance on imported chips despite federal efforts to reshore production.
IndexBox · +1 outlets
Nvidia-backed neoclouds IREN, CoreWeave and Nebius slide in a test of the AI trade
Weakness in GPU cloud providers raises doubts about the durability of AI infrastructure demand.
Benzinga · +2 outlets
AMD explores foundry partnership with a Korean tech giant as demand hits records
The potential tie-up would broaden AMD's manufacturing base beyond TSMC in a supply-constrained AI market.
Barchart.com · +3 outlets
Scrapped IPO of an Nvidia-backed company points to limits of the AI boom
The withdrawn listing and IPO fears add to signs that investor appetite for AI-linked offerings is cooling.
WSJ · +1 outlets
Chip exports lift Korea's current account surplus to $46.1 billion
Semiconductor demand is driving Korea's external balance to elevated levels amid the global AI buildout.
Seoul Economic Daily