Tech / Semiconductors

Hangzhou's $3.7B AI GPU Deal: A Multi-Vendor Chip Strategy

Hangzhou is making a significant push to become China's leading AI hub. A recent AI development summit resulted in US$3.7 billion in investments towards local AI computing infrastructure, signaling a move towards a multi-vendor chip strateg...

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Mar 06, 2026 09:31 Hangzhou signs US$3.7b AI GPU deal: China's multi-vendor chip strategy

Tech / Semiconductors

Broadcom Q1 2026 Earnings: AI Revenue Doubles, Driving Growth

Mar 04, 2026 21:31 Broadcom set to report earnings after the bell

Tech / Semiconductors

Broadcom Expands Connectivity Portfolio with BroadPeak

Feb 26, 2026 17:01 Broadcom Inc. (AVGO) Launches BroadPeak, Here’s What You Should Know

Tech / Semiconductors

AMD Stock Falls Amid AI Chip Competition: Key Takeaways

Feb 09, 2026 05:31 AMD falls 17%, posts worst day since 2017 as Lisa Su addresses guidance concerns

Tech / Semiconductors

Micron Technology Poised for Growth Amid AI-Driven Memory Demand

Jan 28, 2026 16:01 Micron Stock: Why I'm Still Buying More And You Should, Too (NASDAQ:MU)

Tech / Semiconductors

ASML Reports Record Orders Amid AI Boom: What It Means for Chip Manufacturing

Jan 28, 2026 07:31 Chip giant ASML posts record orders and upbeat 2026 guidance as AI boom continues

Tech / Semiconductors

Intel Stock Surges on AI Optimism and Foundry Progress: What's Next?

Jan 22, 2026 21:30 Intel (INTC) Gives Weak Forecast After Supply Shortages Hamper Sales

Tech / Semiconductors

TSMC Profit Jumps as AI Chip Demand Soars

Jan 15, 2026 06:30 TSMC fourth-quarter profit beats estimates, soaring 35%, as AI chip demand stays strong

Tech / Semiconductors

SK Hynix Eyes U.S. Listing Amid AI Boom

Dec 11, 2025 12:04 Nvidia supplier SK Hynix eyes U.S. listing as it expands on the AI boom

Tech / Semiconductors

Marvell Acquires Celestial AI to Boost Networking Capabilities

Dec 02, 2025 22:06 Marvell to buy chip startup Celestial AI for $3.25 billion to boost networking portfolio

Tech / Semiconductors

Intel Stock Soars on Apple Deal Rumors: A Potential Foundry Partnership

Dec 01, 2025 15:33 Intel stock holds 10% rise after analyst predicts major Apple deal

Tech / Semiconductors

Intel and Apple Rumored to Partner on Mac Chips Again

Nov 28, 2025 16:03 Intel jumps as analyst says prospects of Apple deal have improved 'significantly' (INTC:NASDAQ)

Tech / Semiconductors

GlobalFoundries and Navitas Semiconductor Partner to Advance GaN Technology

Nov 22, 2025 07:01 GlobalFoundries and Navitas Semiconductor Partner to Accelerate U.S. GaN Technology and Manufacturing for AI Datacenters and Critical Power Applications

Tech / Semiconductors

AMD's Data Center Revenue Poised for Growth Driven by AI Demand

Nov 12, 2025 13:34 AMD says its data center revenue will jump 60% over the next 3 to 5 years

Tech / Semiconductors

Taiwan Semi Revenue and Growth Analysis

Nov 10, 2025 09:34 TSMC Monthly Sales Growth Slows as AI Demand Moderates

Tech / Semiconductors

Qualcomm Exceeds Expectations with Strong Q4 2025 Earnings and Optimistic Forecast

Nov 05, 2025 21:31 Qualcomm reports earnings, revenue beat and issues strong forecast

Tech / Semiconductors

Lam Research Stock Analysis: AI Chip Demand Fuels Surge in 2025

Nov 03, 2025 15:32 This Artificial Intelligence (AI) Chip Stock Has Crushed Nvidia and Broadcom This Year. It Can Still Soar Higher.

Tech / Semiconductors

Nexperia Halts Chip Supplies to China, Threatening Global Car Production

Nov 01, 2025 08:01 US to announce Nexperia's China facilities will resume shipments, source says

Tech / Semiconductors

Intel Q3 2025 Earnings: Government Stake & Nvidia Partnership Boost Optimism

Oct 23, 2025 20:31 Intel beats on sales in first earnings report since U.S. government became top shareholder

Tech / Semiconductors

Credo: Riding the AI Infrastructure Wave with High-Speed Connectivity

Oct 19, 2025 09:02 $500 purple cables put this little-known company in the middle of the AI boom