Intel shares plunge over 20% as weak Q4 guidance, PC slump and supply constraints dent turnaround
Intel beat Q3 estimates but forecast weaker fourth-quarter sales, citing PC demand weakness, chip supply limits and heavy cash burn, triggering its worst one-da
WSJ · +14 outlets
Report: Jensen Huang was target of suspected Chinese spy plot, Trump told of concerns a year ago
A Bloomberg report says an executive at an Nvidia cloud partner under investigation for chip smuggling was suspected of passing information to Beijing, and that
Tom's Hardware · +13 outlets
AI boom and soaring memory prices lift Japan chip exports 41%; South Korea exports post fastest growth in decades
AI-driven demand for memory and semiconductors is driving export surges across Japan and South Korea, though the Bank of Korea flagged won volatility and analys
Nikkei Asia · +5 outlets
Malaysia seizes 30 servers with $12 million of advanced AI chips in suspected smuggling case
Malaysian customs intercepted the servers at Kuala Lumpur airport, alleging a smuggling network used the country as a transit hub for chips subject to export co
Tom's Hardware · +13 outlets
Samsung posts $80B quarterly operating profit on AI memory demand as mobile unit swings to loss
Samsung's record AI memory profit was offset by an operating loss in mobile caused by rising component prices.
Eetimes · +9 outlets
SK hynix reports record Q3 results on AI memory surge, plans $45B US flash plant via Solidigm
Long-term customer contracts and rising memory prices are reshaping how memory makers plan multi-year capacity, while SK hynix's Solidigm unit weighs a large US
Eetimes · +9 outlets
Intel confirms Nova Lake CPUs will use 18A-P node, shifts Panther Lake capacity to Granite Rapids
CEO Lip-Bu Tan detailed the roadmap on the Q3 call, with Nova Lake set to be the first client product on the enhanced 18A-P process and more details promised at
Tom's Hardware · +4 outlets
DOJ reportedly probes Nvidia's $13 billion Hugging Face acquisition over competition concerns
Regulators are examining whether the deal for the AI platform would harm competition in the AI market and pressure Nvidia customers.
Tom's Hardware · +3 outlets
AI demand drives massive PCB shortage with order books full to 2030 and lead times hitting 30 months
AI data center buildouts are consuming manufacturing capacity once dedicated to PCs and gadgets, pushing material costs up sharply.
Tom's Hardware · +2 outlets
Nvidia Vera CPUs go generally available on Oracle Cloud in multi-gigawatt AI deployment
Oracle's OCI Superclusters are bringing standalone Vera CPU instances online, extending Nvidia beyond its NVL72 rack systems at a major hyperscaler.
Tom's Hardware · +12 outlets
Anthropic S-1 shows most compute goes to R&D, with $800B in disclosed TPU and GPU contracts
The filing details a $8.9 billion first-half compute bill and names model distillation and chip export controls as key risk factors, with multiple chipmakers co
Tom's Hardware · +4 outlets
South Korea October export growth accelerates to fastest in more than 50 years on AI chip demand
Semiconductor demand is driving an unusually broad export surge for Asia's fourth-largest economy.
BusinessToday Malaysia · +14 outlets
Intel says it is selling every affordable laptop chip it can make as memory prices bite
Intel executives said PC demand will eventually recover after outlasting elevated memory prices, even as shortages constrain supply.
The Verge · +14 outlets
Sierra Club: US data center buildouts could emit as much CO2 as all of Mexico by 2030
The environmental group estimates the AI-driven buildout could erase 15 years of US greenhouse gas progress.
Tom's Hardware · +6 outlets
Nvidia's AI investment web and China ties draw bubble and antitrust scrutiny as stock slips
A wave of analyst commentary is debating whether Nvidia's sprawling AI investments and China exposure justify its valuation, with the stock down nearly 6% in a
Yahoo Finance UK · +5 outlets
Infineon's OktoberTech spotlights edge AI, software-defined vehicles and the shift to 800 VDC data centers
The event highlighted GaN power and higher-voltage DC architectures as data center and automotive power demands rise.
Eetimes · +2 outlets
Southeast Asia pushes to position itself as an all-in-one semiconductor hub
Countries in the region are pitching combined front-end and back-end capabilities as multinationals diversify beyond China and Taiwan.
Fortune · +1 outlets
Report: most Chinese AI chip demand still depends on Nvidia, fueling smuggling and overseas cloud use
Even as local chipmakers accelerate localization, supply shortfalls keep Chinese firms reliant on Nvidia hardware obtained through grey channels or offshore clo
https://economy.ac/ · +1 outlets