Intel plunges 29% on weak Q4 guidance, worst day since 1974, triggering global chip rout
Intel's weak PC-market outlook and rising memory costs wiped nearly 30% off its shares and roughly $140 billion in market value, dragging semiconductor peers an
Tom's Hardware · +15 outlets
Wall Street posts worst day since June as AI cash-burn fears spark tech selloff
Amazon and Intel results rekindled concerns about the scale of AI capital spending, sending major indexes sharply lower.
Reuters · +13 outlets
Intel's rout wipes $12B off the US government's equity stake in the chipmaker
The plunge in Intel shares cut the value of the government's stake by about $12 billion, spotlighting the risk of Washington's direct equity holding.
TechCrunch · +6 outlets
US tech stocks slide as AI spending nears $1 trillion, weighing on megacap chipmakers
Rising AI infrastructure commitments and underwhelming Big Tech earnings reignited doubts about returns on the spending.
BBC · +14 outlets
Nvidia CEO Jensen Huang defends ties to executive at firm under US spying probe
Huang said Nvidia's dealings with cloud partner Megaspeed were normal and all GPUs were accounted for, after reports alleged a suspected Chinese intelligence as
Tom's Hardware · +14 outlets
AMD shares slide about 10% as Intel results flag PC slump and server supply squeeze
Intel's downbeat PC outlook and component constraints weighed on AMD ahead of its own revenue test.
Quartz · +10 outlets
Nvidia shares drop as chip stocks sell off broadly
Nvidia fell in the sector-wide slide even though Intel's problem was seen as company-specific rather than a warning for AI chip demand.
Trefis · +14 outlets
Broadcom falls even as DA Davidson upgrades on Anthropic and OpenAI IPO hopes
Analysts pointed to Broadcom's AI chip growth and its large Anthropic deal, but the stock slid with the wider semiconductor selloff.
24/7 Wall St. · +12 outlets
Qualcomm drops 12% amid broad tech selloff; Anduril laptop tie-up seen as immaterial
Qualcomm fell with chip peers, while analysts said its partnership with Anduril to build US-made laptops is unlikely to move the stock.
Seeking Alpha · +3 outlets
Taiwan moves to criminalize AI chip smuggling to China
Taipei is tightening enforcement as US and Taiwanese authorities scrutinize diversion of advanced AI chips to China.
Startup Fortune · +11 outlets
Intel Fab 28 explosion causes two-week shutdown, $600M cost and six-month server chip disruption
The Israeli fab outage is expected to stall 10nm Xeon shipments for two quarters amid an existing memory shortage.
Tom's Hardware · +1 outlets
China's CXMT to start limited HBM3E AI memory production despite low yields
The move marks an early step by a Chinese memory maker into high-bandwidth memory used in AI accelerators, an area long dominated by South Korean suppliers.
TechGig · +14 outlets
Intel confirms Nova Lake CPUs will use 18A-P node, shifts Panther Lake capacity to Granite Rapids
The disclosures came on Intel's Q3 earnings call as the company prioritizes data center CPU output.
Tom's Hardware · +11 outlets
TSMC weighs rare-earth-free motors amid China's export controls in supply chain diversification
China's rare-earth restrictions are pushing chipmakers to rework tooling and component supply chains.
아시아경제 · +1 outlets
Samsung posts $80B quarterly operating profit on AI memory demand
Rising component prices caused an operating loss in Samsung's mobile business even as memory demand surged.
Eetimes · +9 outlets
AI demand triggers PCB shortage for PC makers, order books full to 2030
Lead times stretch to 30 months as AI infrastructure consumes manufacturing capacity once used for PCs.
Tom's Hardware · +3 outlets
Intel and SanDisk offer divergent views on memory chip market conditions
The split underscores how memory cost inflation is squeezing PC makers while lifting memory suppliers.
Yahoo Finance · +1 outlets
Taiwan Q3 GDP grows 14.36%, beating forecasts on AI chip demand
Taiwan's export-driven economy is expanding rapidly on the back of AI server and chip demand.
BigGo Finance · +5 outlets