AMD Q3 revenue jumps 45% to $13.4B, data center nearly doubles, Q4 guide of $17B tops estimates
AMD's results and strong Q4 outlook signal AI accelerator demand is broadening beyond Nvidia, though analysts flagged inventory and free cash flow trends.
Yahoo Finance · +15 outlets
SK Hynix's New York chip expansion hits snag over US restrictions on China, sources say
Delays in US export licensing could complicate SK Hynix's plans to build advanced packaging capacity in the US for AI memory.
The Economic Times · +14 outlets
Smugglers exploit server packaging loophole to move South Korean HBM to China's AI labs
Reports detail how high-end HBM is paired with unsanctioned processors to clear customs, undermining US export controls on AI memory.
Tom's Hardware · +12 outlets
Intel shares post worst day since 1974 despite Q3 beat as cash flow and guidance concerns mount
Intel's data center sales rose 78% but investors focused on weak guidance, heavy capital spending, and cash burn, hitting confidence in its turnaround.
Yahoo Finance · +14 outlets
Nvidia tells data center customers to cut China exposure under new global restrictions
The reported policy would cap Chinese customers' share of cloud services using Nvidia data center products, further tightening AI access.
Tom's Hardware · +13 outlets
Marvell's $115B Lumentum acquisition threatens Broadcom's AI optics lead, TrendForce says
Marvell's move to combine network processors with photonics aims to create a leader in AI data center connectivity.
Eetimes · +2 outlets
Nvidia overtakes Apple to become world's most valuable company again
Nvidia reclaimed the top spot after briefly ceding it to Apple, underscoring AI hardware's dominance in market value.
Forbes · +14 outlets
AMD stock jumps on reported Samsung chip manufacturing breakthrough
A reported foundry process advance at Samsung could reshape advanced node supply options for AMD's chip roadmap.
GuruFocus · +9 outlets
Apple faces unprecedented memory cost increases as RAM prices surge, manufacturing bill climbs $33B
AI data center demand is tightening conventional DRAM supply and threatening electronics margins into 2027.
Tom's Hardware · +14 outlets
Qualcomm's Q4 revenue seen declining amid smartphone slowdown and custom chip ramp
Qualcomm's earnings arrive as analysts weigh weaker handset demand against its growing data center and custom silicon ambitions.
Moomoo · +3 outlets
Broadcom rises as Anthropic lease disclosures reveal $161.2B payment scale
Disclosures tied to Anthropic's compute commitments highlight the scale of AI infrastructure spending flowing to chip suppliers.
TradingView · +4 outlets
Taiwan lawmakers and regulators move to criminalize Nvidia AI chip smuggling to China
Taiwan is tightening enforcement on illicit chip flows as US and allied export controls face repeated circumvention.
Asia Times · +6 outlets
South Korea's chip-led exports near $115B, memory boom lifts annual total toward $1 trillion
Surging memory demand is driving Korean export records even as AI jitters weigh on Samsung and SK Hynix shares.
Vietnam.vn · +5 outlets
US market mixed as Nvidia and Big Tech gains offset Apple and Amazon declines
AI-linked megacaps carried indexes while disappointing Amazon and Intel results stoked broader AI-trade selling.
The Tribune-Democrat · +7 outlets
Intel 14A process nears production as PDK 0.9 becomes available
The production milestone comes as Intel seeks to win external foundry customers for its next-generation node.
Tom's Hardware · +9 outlets
Huawei tells customers to source their own AI chip memory, pushing procurement to gray markets
The guidance highlights how severely export controls are constraining Huawei's AI accelerator supply chain.
The Decoder · +7 outlets
Nvidia's Brev cloud platform breach may have exposed SSH keys for customer VMs
Nvidia is investigating unauthorized activity spanning 16 days with no evidence of misuse so far.
Tom's Hardware · +1 outlets
OpenAI weighs rebranding data centers as 'AI compute campuses' amid backlash
OpenAI is preparing a policy and PR push, expecting AI to become a 2028 election issue.
Tom's Hardware · +1 outlets