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AI chips
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SemiAnalysis: SPHBM4 Shifts the Complex Engineering Burden of AI Chips to the Substrate Layer
Svmuu News: SemiAnalysis posted on X stating that the SPHBM4 shifts the complex engineering burden of AI chips. Chip manufacturers will no longer purchase extremely expensive proprietary “silicon inte
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Serenity: NVIDIA is the dominant player in the ASIC market, while manufacturers such as Maiwei continue to chip away at Broadcom's market share.
Svmuu News: Serenity has published an exclusive analysis of the AI ASIC market on the X platform, putting forward the core argument that “NVIDIA” is the “kingmaker” of the ASIC market. It presents a s
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Market News: Meta is considering partnering with Samsung to produce custom AI chips worth 10 trillion won
Svmuu News: Market Report: Meta is considering partnering with Samsung to produce custom AI chips worth 10 trillion won. (Jin Shi)
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Anthropic is in talks with Samsung Electronics to develop a custom AI chip
Svmuu News: According to multiple sources familiar with the matter, Anthropic has begun early-stage R&D on custom AI chips and has approached Samsung Electronics to explore the possibility of a manufa
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AI chip startup Etched raises $800 million in funding, backed by venture capital firms affiliated with Jane Street and TSMC
Svmuu News: AI chip startup Etched has raised approximately $800 million,with investors including quantitative trading giant Jane Street and a venture capital firm affiliated with Taiwan Semiconductor
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ByteDance’s in-house next-generation CPU is set to be designed by early next year, with mass production and deployment scheduled for the second half of 2027.
Svmuu News: According to three sources familiar with the matter, ByteDance has established a clear timeline for its in-house next-generation server CPU project. The overall design is set to be complet
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Serenity: OpenAI will deploy its cutting-edge models on Cerebras chips and has taken its first position in Cerebras
Svmuu News: “The White-Haired Stock Guru” Serenity posted on X that OpenAI will deploy its cutting-edge model with 56 billion parameters on Cerebras chips, achieving an inference speed of 750 tokens p
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U.S. AI chip stocks fell across the board in premarket trading, with AMD down nearly 3%
Svmuu News: According to data from MSX.COM, AI chip stocks on the U.S. market fell across the board in premarket trading, with Intel, Lattice Semiconductor, and AMD down nearly 3%, and NXP, Qualcomm,
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Apple Will Skip the High-End M6 Mac Chip and Focus on Developing the AI-Centric M7 Series
Svmuu News: Apple is undertaking one of the largest overhauls in its history to its Mac chip strategy, preparing to skip directly to a new generation of chips focused on AI capabilities for its next-g
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TSMC Expectations of price hikes for advanced processes are growing, and TSM prices rebounded after hitting the on-chain bulls' cost moving average.
Svmuu News: According to Hyperinsight, TSMC. is reportedly set to raise prices for advanced-process foundry services by 5% to 10% during a large-scale capacity expansion and will disclose the latest p
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Google Is Following Nvidia's Model to Build a Competitive AI Chip Business
Svmuu News: Citrini analyst jukan posted on X, stating that Google is following Nvidia’s model to build an AI chip business to compete with it.
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SK Hynix Eliminates Educational Requirements to Recruit Technical Talent and Drive the Development of AI Chips in South Korea
Svmuu News: SK Hynix announced on the 17th that it will eliminate all academic degree requirements and launch a rolling recruitment process for entry-level positions. As competition in the AI semicond
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Apollo and Blackstone raised $35 billion in financing for the Anthropic chip project
Svmuu reports that Apollo and Blackstone have raised $35 billion in financing for the Anthropic chip project. (FT)
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Analysis: Intel Only Handles Packaging for Google’s TPU; Logic Chips Still Produced by TSMC
Svmuu reported that Citrini analyst Jukan posted on X platform, stating he cannot understand why related research reports describe Intel as “manufacturing” Google’s TPU v9. According to his knowledge,
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“New Stock God” Serenity Surpasses Musk to Top X Platform Subscriber Rankings
Svmuu reported that "new stock god" Serenity posted on X platform, stating that its number of X platform subscribers exceeded 47,000, surpassing Musk to claim the top spot. Serenity is a highly influe
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US stock market opened with AI chip sector broadly lower, Broadcom plunges 14%
According to data from MSX.COM, the three major US stock indexes opened mixed. The Dow Jones Industrial Average rose 0.97%, the S&P 500 fell 0.37%, and the Nasdaq Composite fell 1.10%. Due to Broadcom
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U.S. stock index futures collectively declined, with chip stocks selling off before the market open; Micron Technology and ARM fell over 6%
According to data from MSX.COM, chip giant Broadcom dropped 14% in pre-market trading. While its overall revenue and earnings per share for the second fiscal quarter slightly exceeded expectations, it
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Broadcom (AVGO) shares fell more than 14.4% in after-hours trading as its AI chip revenue forecast fell short of expectations.
Svmuu reports that Broadcom (AVGO) shares dropped over 13% in after-hours trading after the company released its AI chip revenue forecast, which fell below market expectations. The company stated that
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Arm CEO: AI Chip Revenue Target of $15 Billion May Be Achieved Ahead of Schedule
Svmuu reported that Arm CEO stated the company may reach its $15 billion AI chip revenue target ahead of schedule. (Jin Shi)
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NVIDIA Launches Vera, a CPU Built for the Era of Intelligent Agents
Svmuu reported that NVIDIA has launched Vera, a CPU designed specifically for the era of intelligent agents. Vera is 80% faster than x86 CPUs at completing agentic tasks. It is engineered to power the
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CoreWeave CEO stated that demand for NVIDIA's high-end chips remains strong, and the company is working to meet it.
CoreWeave CEO Michael Intrator stated at a recent tech conference that the company is "working every day to meet demand," calling it a "unique moment" for their business. He noted that demand for lead
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Motley Fool Analysis: Three Key Metrics Show NVIDIA Remains the More Attractive AI Chip Stock After NVIDIA and Broadcom Release Latest Earnings Reports
NVIDIA's latest quarterly adjusted revenue increased by 106% year-over-year, with diluted EPS up 120%. The company projects revenue of $108 billion for the current quarter, exceeding analysts' expecta
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NVIDIA's customer concentration reportedly continues to rise, with three clients contributing 44% of revenue in the first half of the year, and accounts receivable surging 64% to $63 billion.
According to The Information on September 13, three NVIDIA customers each contributed over 10% of total revenue in the first half of the current fiscal year, which ended in July, with their combined s
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Fujitsu will begin exporting AI chips based on its "Fugaku" supercomputer technology to the US and Asia as early as next year.
Fujitsu will begin exporting AI chips developed using technology from its "Fugaku" supercomputer to meet the growing demand for CPUs for inference and expand its share in the global semiconductor mark
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24/7 Wall St. analysis sets TSMC (TSM) target price at $492, implying 15% upside.
Analysts at 24/7 Wall St. have set a price target of $492 for TSMC (TSM), representing an upside of approximately 15% from its current share price of $428, and issued a "Buy" rating. The firm noted th
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Analysis suggests Broadcom is NVIDIA's biggest competitor, with its AI semiconductor revenue projected to reach $230 billion by 2028.
Yahoo Finance published an article stating that NVIDIA's true competitor is not AMD, but Broadcom, due to its rapid growth in custom AI chips. The article notes that while NVIDIA's data center divisio
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OpenAI has chosen Broadcom as its partner for its first custom AI chip. Broadcom anticipates its AI revenue will reach $230 billion in fiscal year 2028.
OpenAI has selected Broadcom (NASDAQ:AVGO) as its partner for its first custom AI inference chip, Jalapeno. Broadcom is currently designing OpenAI's third-generation XPU. Broadcom CEO Hock Tan anticip
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Huawei Reportedly Hikes Price of Ascend 950DT AI Chip by 60% to $37,300 Amid Surging Demand and HBM Shortages
Huawei Reportedly Hikes Price of Ascend 950DT AI Chip by 60% to $37,300 Amid Surging Demand and HBM Shortages
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TSMC, the world's largest contract chipmaker, saw its August revenue surge by 53.3% to a record NT$514.8 billion, driven by strong demand for AI chips.
TSMC, the world's largest contract chipmaker, saw its August revenue surge by 53.3% to a record NT$514.8 billion, driven by strong demand for AI chips.
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Analysts Debate AI Chip Cycle: Ben Bajarin Sees Tight Supply Until 2028, Jay Goldberg Warns of Potential Price Collapse Due to Oversupply
On September 9, tech analysts Ben Bajarin and Jay Goldberg debated the AI chip cycle on an industry podcast. Ben Bajarin believes that 2027 will be the most extreme "bottleneck" for industry-wide supp
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AMD CFO raises AI chip market forecast to $3 trillion, AMD stock rises 3%; Intel sees slight gain
AMD CFO Jean Hu stated that the potential market size for AI chips could reach $2 trillion to $3 trillion by 2030, an increase from the previous estimate of $2 trillion. Boosted by this news, AMD's st
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OpenAI executives state "most significant progress" has been made with Samsung in joint production and research for next-generation AI chips. Analysts believe this collaboration could extend from HBM to foundry services.
Harrison Kim, General Manager of OpenAI Korea, stated at a press conference in Seoul on September 9th that this is OpenAI's clearest public statement to date regarding their chip collaboration. Analys
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OpenAI CBO: Internal Model Solves Navier-Stokes Problem, In-house Chip Jalapeño to Enter Production This Year
OpenAI Chief Business Officer Sarah Friar stated in her latest article that GPT-6 Astra is the most intelligent and aligned model to date, and the company currently has over 1 billion weekly active us
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Qualcomm and Amazon have established a multi-generational custom AI chip collaboration, jointly developing optical interconnect solutions with speeds of 1.6T and higher. Qualcomm also plans to issue up to 25 million shares of stock warrants to Amazon, targeting next-generation AI data centers.
Qualcomm and Amazon have established a multi-generational custom AI chip collaboration, jointly developing optical interconnect solutions with speeds of 1.6T and higher. Qualcomm also plans to issue u
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Samsung Electronics and ASML Deepen Collaboration to Advance High-NA EUV Technology for Advanced AI Chip Production
South Korean chip giant Samsung Electronics and Dutch chip equipment manufacturer ASML announced on Tuesday that they will expand their long-term collaboration on next-generation lithography technolog
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Broadcom's AI chip business sees strong growth, with Q3 AI revenue reaching $16.7 billion, a 221% year-over-year increase; Marvell Technology secures Google warrants, deepening custom chip collaboration.
Broadcom (NASDAQ: AVGO) reported fiscal third-quarter revenue of $29.59 billion, with AI chip revenue soaring 221% to $16.7 billion. The company projects fourth-quarter AI revenue to reach $21.7 billi
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Yahoo Finance Analysis: Broadcom's Custom Chip Business Poses a Structural Threat to AMD's General-Purpose GPU Strategy
AMD (Nasdaq: AMD) and Broadcom (Nasdaq: AVGO) are locked in fierce competition in the AI semiconductor sector. Yahoo Finance analysis indicates that Broadcom's custom chip business model poses a struc
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Yahoo Finance Analysis: NVIDIA's Market Cap Reaches $5.5 Trillion, $10,000 Investment Unlikely to Create Millionaires Anymore, But Still an Ideal Growth Stock for Diversified Portfolios
The article points out that a $10,000 investment in NVIDIA ten years ago would now be worth nearly $1.5 million. However, NVIDIA's current market capitalization has reached $5.5 trillion. To replicate
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TSMC is considered a safer semiconductor investment than ASML due to its more reasonable valuation and ongoing diversification of geopolitical risks, according to analysis.
Yahoo Finance analysis indicates that despite ASML's monopoly in extreme ultraviolet (EUV) lithography machines, TSMC (TSM) holds a "quasi-monopoly" advantage in wafer foundry capabilities, particular
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Analysts: NVIDIA's Valuation Cheaper Than Broadcom After Earnings, Making It a Better AI Chip Buy
Keithen Drury, an analyst at The Motley Fool, points out that despite the excellent recent earnings reports from both Broadcom and NVIDIA, NVIDIA's valuation is lower when looking at the earnings mult
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Marvell Technology (MRVL) shares rose 6%, while Qualcomm (QCOM) shares were little changed.
Marvell Technology shares rose 6% to $220.54 on Friday, rebounding from a 4% decline over the past month, a move seen as the unwinding of defensive positions in the AI chip sector. During the same per
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Samsung Electronics and Arm have officially launched a custom chip project for on-device AI, planning mass production using a 2-nanometer process, with OpenAI potentially becoming a key client.
Samsung Electronics and Arm have officially launched a custom chip project for on-device AI, planning mass production using a 2-nanometer process, with OpenAI potentially becoming a key client.
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Kraken Futures Launches AI Chip Supercycle Challenge with $20,000 USDG Prize Pool
Kraken Futures has launched the AI Chip Supercycle Challenge, a one-month trading competition running from September 4 to October 4, 2026. The competition features six new equity perpetual contracts c
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Broadcom CEO Hock Tan: Expects AI revenue to double consecutively over the next two years, reaching $230 billion in fiscal year 2028; custom chips to match GPU performance at half the cost.
After market close on Wednesday ET, Broadcom announced its net revenue for the third fiscal quarter of 2026 surged 86% year-over-year to $29.591 billion, with AI semiconductor revenue soaring 221% yea
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The Truth Behind TSMC's $35.9 Billion Revenue: AI Hashrate. Is a 30x P/E Ratio the Starting Point or the End?
TSMC reported a record-high revenue of $35.9 billion in the first quarter of 2026, primarily driven by strong demand for artificial intelligence (AI) chips, particularly the surging demand for advanced processes such as 3-nanometer and 5-nanometer. Currently, TSMC's price-to-earnings (P/E) ratio remains around 30x. The market is closely watching whether this valuation level marks the beginning of growth in the AI era or the potential end of overheating. Analysts generally have a positive outlook on its long-term prospects, but some voices also warn about the sustainability risks of capital expenditures by hyperscale cloud service providers.
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