ASML posts mixed Q3, raises sales forecast for third time, says demand outruns supply through 2028
ASML's record orders and repeated guidance hikes signaled AI-driven lithography demand is not slowing, even as the stock fell on a revenue miss and soft 2026 ou
Eetimes · +15 outlets
Chip stocks slide broadly as AI trade worries deepen and hot inflation data hits sentiment
A selloff swept across Nvidia, AMD, Intel, Broadcom and memory names amid growing doubts about the scale and financing of AI infrastructure spending.
Yahoo Finance · +15 outlets
Nvidia's China AI chip market share falls to 34% as Huawei gains ground, IDC data shows
Huawei's domestic AI chips are eroding Nvidia's position in China, where US export controls continue to reshape the market.
The Economic Times · +14 outlets
China chip exports surge 136% to about $45B as AI demand lifts prices and September exports beat forecasts
China's chip export boom is offsetting US restrictions and driving a broader trade surplus, underscoring how AI demand is reshaping global semiconductor flows.
Sri Lanka Guardian · +9 outlets
TSMC faces high bar heading into results expected to show sixth straight record quarterly profit
TSMC's earnings are seen as a key test of whether AI chip demand can calm jitters across global semiconductor shares.
AOL.com · +2 outlets
AMD to pay $8.2 billion to acquire AI startup led by the 'Godmother of AI'
The deal marks one of AMD's largest acquisitions as it pushes to broaden its AI software and talent base against Nvidia.
Yahoo Finance · +14 outlets
Qualcomm wins Arm architecture breach verdict but is awarded just $2, leaving royalty fight unresolved
A federal jury split on key issues in the Arm v. Qualcomm licensing dispute, with the judge still able to suspend royalty terms.
Tom's Hardware · +13 outlets
Broadcom boss likens AI investing to a 'casino', adding to chip stock pressure
Broadcom shares fell as options sentiment turned bearish and the CEO's casino comparison fed concerns about speculative AI capital spending.
The Guardian · +10 outlets
Intel stock drops as Musk's Terafab talks reportedly shift toward TSMC; first ASML EUV tool due mid-2027
Intel's foundry ambitions took a hit as reports said Elon Musk's Terafab project is leaning toward TSMC, though ASML will supply an EUV scanner in 2027.
Tom's Hardware · +7 outlets
CoreWeave stock plunges amid mounting worries about AI-related debt
The Nvidia-backed cloud provider's selloff reflects investor concern that AI buildout financing could become a systemic stress point.
Investopedia · +12 outlets
Super Micro shares slide as Taiwan authorities raid offices in AI chip export probe
The raid adds to scrutiny of server makers over whether restricted AI chips reached customers barred by US export rules.
Stocktwits · +4 outlets
IMF warns a wipeout in the AI sector could become global financial contagion
The IMF report flags circular financing and leveraged loans in the AI buildout as potential amplifiers of any industry downturn.
Tom's Hardware · +13 outlets
Bank of Korea warns chip boom persists but country must brace for AI investment cuts and China's catch-up
Korean policymakers highlighted both the windfall from memory demand and the risks of over-dependence on semiconductors.
BigGo Finance · +5 outlets
Samsung's $7.7 billion profit windfall comes with warning on Korea's chip dependence
Samsung's outsized semiconductor earnings highlight how concentrated Korea's economy has become in the chip cycle.
bloomingbit
Nvidia doubles DLSS 5 performance and cuts 4K VRAM use by 20% in October model update
The software update trims DLSS 5's parameter footprint by 24%, a notable efficiency gain for GPU-bound gaming workloads.
Tom's Hardware · +14 outlets
SK hynix to embed custom tiny CPU cores in SSD controllers to offload Arm workloads
SK hynix detailed its H-TPU cores, which draw about 2.5% of a CPU core's power while handling routine I/O in next-gen enterprise SSDs.
Tom's Hardware · +3 outlets
CXMT says first 4F2 DRAM, a server DDR5 RDIMM, is due by year-end
The Chinese memory maker's advance to denser 4F2 cell designs underscores China's push into commodity and server memory.
Tom's Hardware · +2 outlets
Jensen Huang says AI doomers should quit and says chip cutoffs are real
The Nvidia CEO's remarks touch on internal culture debates and continued US restrictions on advanced chip sales.
Startup Fortune · +1 outlets