Racks Semis

AMD's $17B Q4 guidance would exceed Intel's projections, marking a symbolic shift in the x86 market.

US export license delays are complicating SK Hynix's planned New York investment, with the company saying its chip equipment license remains valid.

Customs checks on processor specs let traders pair high-end memory with low-end chips and ship them legally, underscoring gaps in US export controls.

The reported policy caps Chinese buyers at under half of a cloud provider's Nvidia-based capacity, tightening China's access to AI compute.

Supply constraints are choking deliveries of export-friendly RTX Pro 5500 cards despite huge Chinese demand.

Most of the 45 local data center measures on midterm ballots failed, signaling growing local opposition to AI infrastructure.

The canceled deal highlights how regulatory friction is blocking cross-border AI compute arrangements.

The deal aims to combine network processors and lasers for optical transceivers to lead in AI connectivity.

Nvidia's bounce came as it was set to surpass Apple in market value again and ahead of its mid-November AI earnings test.

AI data center demand is tightening conventional DRAM supply, adding billions to device makers' bills and pressuring PC and smartphone markets.

Broadcom's landmark 2nm custom AI accelerator shipped without moving the stock.

Qualcomm's smartphone exposure and data center ambitions are under scrutiny as its streak of beats failed to lift shares.

Intel shares recovered after a historic October decline, with analysts debating whether the selloff created an entry point.

The charge reflects the cost of warrant deals underpinning AMD's AI chip partnerships with the two hyperscalers.

The PDK milestone moves Intel's next-gen node closer to 1.0 in 2027 as it seeks foundry customers.

Nvidia's influence over its customer base and regulators is a key lever as export rules tighten.

Google claims its latest frontier model tops intelligence rankings and is least likely to hallucinate.

North Korean attackers spent months compromising systems with poisoned developer software before reaching internal wallets.

Strong semiconductor exports are powering Korea's trade figures even as AI jitters hit Samsung and SK Hynix shares.

Taiwan legislative pressure adds to the web of export restrictions facing chipmakers shipping to China.

An OEM sold criminal access to a botnet used for ad fraud and residential proxying.

The Georgia test applies load shedding to data centers to ease grid strain.

A small maintainer team knew of the flaw before disclosure as the chained exploit hit servers.

The installation raises emissions and health concerns as AI operators seek new power sources.

The deployment aims for higher conversion efficiency in a smaller footprint to meet AI power demand.

The gap between commercial expectations and delivery underscores quantum's long road to scale.

Accelerating production and steady new orders drove the October expansion in US manufacturing.

Disgruntled developers launched an AI-powered open-source effort to undercut pricy SaaS vendors.

Finer-grained processes cut resource usage in Cloudflare's DNS build pipeline.

The commentator pointed to non-mega-cap tech names gaining leadership as the Magnificent Seven stall.

Tung Tzu-hsien called TSMC's valuation honest and predicted nomadic foreign capital would eventually return.

The prototype driver runs at 2 to 3 Hz and targets 30 Hz performance.

The crypto exchange expands into Taiwanese equities starting with popular chip names.

Small OSATs can start with $16-21M but survival hinges on anchor customers and qualified staff.

Fund flows into NVDA and AVGO reflect continued passive exposure to AI chip leaders.

Trade coverage explores the design and packaging challenges of chiplets, 3D-ICs and AI-era semiconductor manufacturing.