Intel stock suffers worst day since 1974, worst month since at least 1980, after weak Q4 guidance
Intel's Q4 outlook spooked chip investors, wiping tens of billions from the stock and drawing scrutiny of the U.S. government's equity stake and foundry plans.
Barchart.com · +15 outlets
Marvell to acquire photonics chipmaker Lumentum in $115 billion AI connectivity deal
The deal aims to create a category leader in AI connectivity by co-designing network processors and lasers for optical transceivers, with Nvidia's Huang reporte
Eetimes · +7 outlets
Smugglers exploit export loophole to ship South Korean HBM to China for Huawei, Taiwan moves to criminalize Nvidia chip smuggling
Customs checks on server processors let smugglers pair high-end HBM with low-end chips to legalize exports, feeding Huawei's AI ambitions while Taiwan tightens
Tom's Hardware · +12 outlets
Nvidia tells data center clients to cap China business at 49% exposure
The directive, reported by the FT, marks Nvidia's latest move to reduce geopolitical risk as U.S. chip curbs and China tensions persist.
Bloomberg · +8 outlets
Samsung to make chip parts for AMD, Nvidia at its Texas plant, report says
The reported customers would join Tesla at Samsung's Texas fab, giving AMD and Nvidia another U.S. source for HBM and related parts.
Seeking Alpha · +14 outlets
South Korea chip exports surge 259% as memory prices climb, pushing Korea toward $1 trillion in annual exports
October semiconductor exports rose 259.4% on surging memory prices, lifting the KOSPI and putting Korea on track for a record export year even as AI-fear sellin
Vietnam.vn · +12 outlets
AMD reports Q3 earnings with Helios ramp-up and $74 billion data center forecast in focus
AMD faces a high bar after Intel's disappointing outlook, with investors watching its data center growth forecast and Cathie Wood's pre-earnings AMD sales.
Yahoo Finance · +14 outlets
Semiconductor selloff returns: TSMC ADR falls below $400 as Taiwan stocks plunge 700 points
AI-fear selling hit chip shares broadly, with TSMC down sharply despite expectations its 2nm ramp will revive the stock.
BigGo Finance · +6 outlets
Google unveils Gemini 4 Carbon AI model, claiming narrow benchmark lead over Claude Opus 5.5
Google says its latest frontier model tops intelligence rankings and is the least likely to hallucinate, intensifying competition with Anthropic and OpenAI.
Tom's Hardware · +14 outlets
Nvidia reclaims market-cap crown from Apple after just 4 days
Apple briefly overtook Nvidia as the most valuable company before Nvidia regained the top spot amid a broader tech rotation.
Barron's · +14 outlets
Huawei tells customers to source their own AI chip memory, pushing procurement to black market
The guidance effectively outsources memory procurement to gray channels as U.S. controls squeeze HBM supply.
The Decoder · +9 outlets
Qualcomm earnings preview: can AI data centers offset the Apple cliff?
Analysts debate whether Qualcomm's AI data center push can cushion the loss of Apple modem revenue as the company joins a $700 million AI assistant funding roun
tastylive · +10 outlets
Taiwan lawmakers push to criminalize Nvidia AI chip smuggling to China
Proposed penalties and loophole closures aim to tighten Taiwan's chip export controls amid rising AI chip diversion to China.
Asia Times · +9 outlets
US loses $35.1 billion on its Intel stake as stock collapses
The paper losses on the government's equity stake renew debate over state ownership of chipmakers.
Investor's Business Daily · +1 outlets
Tachyum, developer of the long-delayed Prodigy processor, files for bankruptcy
A Bratislava court has initiated bankruptcy proceedings, leaving the future of the Prodigy IP unknown.
Tom's Hardware · +2 outlets
Nvidia investigating Brev breach that may have exposed SSH keys to customer VMs
Unauthorized activity spanned 16 days on Nvidia's Brev cloud development platform, with no evidence of misuse so far.
Tom's Hardware · +4 outlets
Broadcom rated cheap to ignore as supply bottlenecks, not demand, hold back the stock
Analysts upgrade Broadcom on the view that supply constraints offer a buying discount despite AI demand strength.
Yahoo Finance
OpenAI weighs rebranding data centers as 'AI compute campuses' amid growing backlash
OpenAI expects AI to become a 2028 election issue and is preparing a policy push, while a database shows over 90% of public comments on data centers are negativ
Tom's Hardware · +1 outlets