Intel's record one-day drop followed weak Q4 guidance and fueled a broader selloff across semiconductor names, with the US government's stake reportedly down bi

Korea's chip-driven export surge puts the country on track to top $1 trillion in annual shipments, underscoring AI memory demand.

The costly all-stock-style deal would expand Marvell's AI networking and optics footprint amid surging data center demand.

Taiwan is adding penalties and closing loopholes as US-aligned restrictions on advanced AI chip flows to China tighten.

AMD's results will test whether it is gaining ground on Nvidia in AI accelerators and whether its data-center forecast holds up.

Qualcomm faces scrutiny on whether AI data-center growth can offset the anticipated Apple modem cliff and soft handset demand.

The objections highlight corporate pushback against tokenized equity offerings that could bypass traditional market structures.

Nvidia's valuation took a hit in the broad tech selloff, with investors watching its Nov. 17 earnings for direction.

The meeting underscores intensifying competition for HBM and DRAM capacity as AI data center buildouts accelerate.

Analysts argue supply constraints rather than demand weakness keep Broadcom shares discounted as custom AI silicon orders build.

Falling shares and factory setbacks raise questions about Intel's foundry strategy and job security for its Israel operations.

OpenAI expects AI to become a 2028 election issue and is preparing a policy and PR push after the midterms.

The move relieves a supply crunch that had disrupted automotive chip availability.

The findings quantify growing local opposition to data center buildouts, with water use the top concern.

The downgrade reflects waning confidence in Intel's turnaround after weak guidance and a record share decline.

A judge ruled the gas turbines powering xAI's data center are not exempt from Clean Air Act permits.

Unauthorized activity spanned 16 days on Nvidia's Brev development platform, though no misuse has been confirmed.

The 200-acre project advances after Google scaled it down and dropped an $80 million tax break request.