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AI chips
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AI chip startup Etched has raised $300 million in Series C funding, bringing its valuation to $10.3 billion
Svmuu News: AI chip startup Etched announced the completion of a $300 million Series C funding round, bringing the company’s valuation to $10.3 billion. This funding round was led by Sequoia Capital,
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AMD Will Invest $5 Billion in Anthropic; The Two Companies Have Reached an AI Chip Partnership Agreement
Svmuu News: Advanced Micro Devices (AMD) has reached an agreement with Anthropic under which AMD will invest up to $5 billion in Anthropic and sign a partnership for the procurement of AI servers wort
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The U.S. stock market's computing power leasing and AI chip sectors continued to rise, with AMD and Intel. both gaining more than 5%.
Svmuu News: According to data from MSX.COM, the AI chip sector on the U.S. stock market rose, with AMD and Intel. up more than 5%; Broadcom, Google, and Broadcom. up nearly 3%; TSMC. up 2.6%; and NVID
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Google Announces the Launch of R&D for a Dedicated AI Server Chip for "Frozen v2"
Svmuu News: Sources familiar with the matter reveal that Google is developing a new server chip, codenamed “Frozen v2.” The chip will directly integrate the architectural design of the Gemini AI model
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TSMC Plans call for an additional $100 billion in investment in the United States, bringing the total investment to as much as $265 billion
Svmuu News TSMC plans to make an additional $100 billion in U.S. investments to meet growing demand for AI chips and counter competitive pressure from Intel and Musk’s Terafab, among others.This addit
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ASML's Q2 Results Exceeded Expectations Across the Board; AI Chip Demand Was the Main Driver
Svmuu News: ASML (ASML.O), the world’s largest supplier of computer chip manufacturing equipment, reported second-quarter revenue and profits that exceeded market expectations on Wednesday, as demand
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SK Hynix’s U.S. ADRs Trade at a Premium of Over 30%; Valuation Discrepancy Emerges Between “Korean Hynix” and “Global Hynix”
Svmuu News: According to monitoring by on-chain analyst Ai, there is currently a significant price disparity between SK Hynix’s domestic shares in South Korea and its U.S.-listed ADRs. The price of SK
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South Korean Media: Samsung Foundry Has Secured a Foundry Order from Anthropic
Svmuu News: According to South Korean media reports, Samsung Foundry has secured Anthropic as a foundry client. Industry sources close to Samsung Electronics say that Samsung’s foundry division has ag
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Google Launching the "Ground War" for AI Chips: Courting New Cloud Providers to Break Free from Dependence on NVIDIA
Svmuu News Google is launching a competitive offensive against NVIDIA in the AI chip market, attempting to challenge NVIDIA’s long-standing dominance in the AI computing power market by expanding the
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Citrini Analyst: The release of the NVIDIA-Rubin architecture may be delayed again
Svmuu News: Citrini analyst Jukan posted on X, stating that, according to information from an expert conference call, the launch of NVIDIA’s next-generation Rubin architecture products may be delayed
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Pre-Market Highlights for U.S. Stocks: Meta Plans to Begin Producing AI Chips in September and Double Its Computing Power to 14 gigawatts Next Year; Microns to Invest $3 Billion to Strengthen Its Chip Supply Chain
Svmuu News: Here are the key pre-market highlights for U.S. stocks: 1. Futures for the three major U.S. stock indices are all trading higher. Dow Jones futures are up 0.13%, S&P 500 futures are up 0.3
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Meta plans to begin mass production of its in-house AI chip, Iris, in September to support a increase in computing power to 14 gigawatts next year.
Svmuu News: Meta plans to begin mass production of its in-house AI chip, codenamed Iris, in September to support the company’s goal of increasing its total computing power to 14 gigawatts (GW) by 2027
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Zhipu rose more than 10% following reports that it plans to develop its own AI chips
Svmuu News: According to market data, within the AI applications sector of the Hong Kong stock market, Zhipu (02513.HK) rose more than 10%, with trading volume exceeding 6 billion Hong Kong dollars. E
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DeepSeek Is Secretly Developing Its Own AI Inference Chip
Svmuu News: Sources familiar with the matter reveal that DeepSeek, a Chinese AI large-model company, is secretly developing an AI inference chip. The project was launched about a year ago and is prima
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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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Ares CEO Says Avoided AI Chip Funding Due to Complexity, Invested in Data Centers Instead
Ares CEO Says Avoided AI Chip Funding Due to Complexity, Invested in Data Centers Instead
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Multicoin Capital Partner Proposes AI Chips as Collateral for Crypto Lending, While GPU Financing Platform USD.AI Deploys Over $420M Against $26.5B in Financing Requests
Multicoin Capital Partner Shayon Sengupta proposed on Oct. 8 creating blockchain-based markets where AI companies could borrow stablecoins against GPUs and future computing revenue. Meanwhile, GPU fin
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WSJ Opinion: Anthropic's IPO will be a national security win for Taiwan, as reliance on the island for AI chip production puts it among America’s top foreign policy interests
WSJ Opinion: Anthropic's IPO will be a national security win for Taiwan, as reliance on the island for AI chip production puts it among America’s top foreign policy interests
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U.S. investigated alleged Chinese spy plot targeting Nvidia CEO
The U.S. investigated a Chinese spy plot aimed at Nvidia CEO Jensen Huang, with a top executive from Singapore AI cloud firm Megaspeed, Alice Huang, suspected of being a Chinese spy. Sources told The
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NVIDIA refutes The New York Times' report on alleged Chinese espionage by individuals close to CEO Jensen Huang, stating the accusations have been dismissed.
NVIDIA has refuted a report by The New York Times claiming that U.S. intelligence agencies monitored an individual close to NVIDIA CEO Jensen Huang, suspecting them of being a Chinese spy. An NVIDIA s
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Samsung Electronics' Q3 operating profit surged 780% to a record 107.4 trillion Korean won, but its stock price still fell over 5% due to the semiconductor division's weaker-than-expected performance.
Samsung Electronics' third-quarter operating profit surged 780% to 107.4 trillion Korean won (approximately $80.5 billion), marking the first time a tech company's quarterly operating profit has excee
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Samsung Electronics' Q3 operating profit aligns with estimates, driven by AI memory chip demand
The South Korean tech giant reported a 126.88% year-on-year revenue increase and a 783.11% surge in operating profit. Samsung Electronics and five affiliates also announced a combined $1 billion inves
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Google parent Alphabet's revenue jumps 25% as its in-house AI chips become a "meaningful contributor" to growth, challenging Nvidia's dominance
Google parent Alphabet's revenue jumps 25% as its in-house AI chips become a "meaningful contributor" to growth, challenging Nvidia's dominance
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OpenAI reportedly plans to purchase Google AI chips to reduce its reliance on NVIDIA.
OpenAI, one of NVIDIA's largest customers, is reportedly planning to purchase AI chips (TPUs) from Google in a move to reduce its reliance on NVIDIA hardware, according to sources cited by The Informa
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Google changes cloud strategy, allows external partners like Oracle to sell its AI chip TPU for the first time.
Google is changing its cloud strategy, allowing external partners like Oracle to sell its AI chips, TPUs, for the first time. This move aims to expand its AI chip business and compete with NVIDIA. Ora
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OpenAI plans to purchase AI chips from Google (GOOGL), according to The Information, citing sources familiar with the matter. The financial terms and scale of the potential deal have not yet been disclosed, and Reuters has not independently verified the report.
OpenAI plans to purchase AI chips from Google (GOOGL), according to The Information, citing sources familiar with the matter. The financial terms and scale of the potential deal have not yet been disc
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General Compute announced the completion of a $100 million Series A funding round, led by Blackbird Ventures and Abstract Ventures
General Compute announced the completion of a $100 million Series A funding round, led by Blackbird Ventures and Abstract Ventures, bringing the company's post-money valuation to $800 million. The com
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South Korea's Q3 economic growth reached 1.0%, driven by the AI chip boom. The AI-led tech product boom continues to propel economic development, but private consumption has declined.
South Korea's Q3 economic growth reached 1.0%, driven by the AI chip boom. The AI-led tech product boom continues to propel economic development, but private consumption has declined.
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SpaceX has secured $40 billion in financing to purchase AI chips for its data centers
SpaceX has secured $40 billion in financing to purchase AI chips for its data centers. Entities managed by Apollo Global Management will acquire these chips and provide them to SpaceX via a financing
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German chemical giant Henkel produces semiconductor adhesives, a critical yet often overlooked component in AI chips, at its plant in Songdo, South Korea. These materials help secure chips together, protect delicate connections, and dissipate heat effectively.
German chemical giant Henkel produces semiconductor adhesives, a critical yet often overlooked component in AI chips, at its plant in Songdo, South Korea. These materials help secure chips together, p
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Musk stated that SpaceX has completed a $40 billion debt financing round to purchase AI chips
Musk stated that SpaceX has completed a $40 billion debt financing round to purchase AI chips, with delivery expected in Q1 and Q2 2027. The company's Q3 revenue reached $7.56 billion, a ninefold year
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Elon Musk confirms SpaceX has secured $40 billion in debt financing to purchase AI chips
Elon Musk confirms SpaceX has secured $40 billion in debt financing to purchase AI chips, with deliveries expected in Q1 and Q2 2027; the company also reported Q3 revenue of $14.58 billion, up 161% ye
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Chinese AI chip manufacturer Cambricon's Q3 revenue increased by 104.47% year-on-year to 3.531 billion yuan, with net profit rising by 147.74% to 1.404 billion yuan.
Chinese AI chip manufacturer Cambricon disclosed its Q3 2026 report, achieving operating revenue of 3.531 billion yuan, a year-on-year increase of 104.47%; net profit attributable to shareholders of l
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Tesla and NVIDIA Invest KRW 3.7 Trillion in Samsung Electro-Mechanics, Securing AI Chip Substrate Production Capacity
According to a report by South Korean newspaper Maeil Business Newspaper on October 22, citing industry sources, Tesla and NVIDIA have jointly pledged to invest approximately 3.7 trillion Korean Won i
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NVIDIA Deepens Collaboration with South Korean Component Manufacturers in AI Chips and Robotics
NVIDIA is expanding its collaboration with South Korean component manufacturers, according to The Korea Herald. Samsung Electro-Mechanics announced on Wednesday that it has signed a multi-year agreeme
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NVIDIA invests over $4 billion to deepen cooperation with OSAT vendors, accelerating AI chip backend capacity and CPO deployment.
Bank of America Securities reported that NVIDIA confirmed the full-scale mass production of its Vera Rubin GPUs and CPUs at the GTC conference in Berlin on October 21. NVIDIA also announced deepened c
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Amazon's AWS launches TorchNeuron tool to simplify running PyTorch AI apps on its Trainium chips, directly challenging Nvidia's software advantage
Amazon Web Services (AWS) on Monday released TorchNeuron, a new development tool designed to enable AI startups to easily migrate their PyTorch-based AI applications to Amazon's custom AI chip, Traini
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AI chip startup Tenstorrent raises $1.5B at $6.2B valuation
Tenstorrent, an AI chip startup, has raised $1.5 billion at a $6.2 billion valuation to scale open-weight AI chips. This round comes after the company reportedly received acquisition interest from Int
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Chinese AI company DeepSeek is collaborating with Huawei to develop new AI chip designs, aiming to challenge NVIDIA.
Chinese AI company DeepSeek is collaborating with Huawei to develop new AI chip designs, aiming to challenge NVIDIA.
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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.
AI chips
24H Trending
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The 10-year U.S. Treasury yield is down approximately 8 basis points from its previous close, currently at 4.96%.
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Google and Microsoft's Q3 capital expenditure falls short of estimates, raising concerns about AI build-out costs and delays
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Report: Hedge Funds Exit Bitcoin ETF Arbitrage Trades, Sovereign Wealth Funds and Retail Investors Step In
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New ECB staff estimates show bond yield rise cutting 2027-28 growth by a cumulative 100 BPS and inflation by 90 BPS vs Sept baseline.
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Iranian President Pezeshkian stated that Iran is ready to expand cooperation with Turkey to serve common interests and enhance regional security.
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Event prediction platform Kalshi completes $1 billion funding round, reaching a valuation of $40 billion, with non-sports revenue run rate exceeding $1 billion.
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Israel continues its attacks on Gaza, with the Gaza Ministry of Health stating that dozens have died while awaiting permission to leave, renewing calls to open the Rafah crossing.
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DBS Hong Kong to launch DBS Vantage Card, Hong Kong's first Visa Infinite Privilege Card
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9
Unlimit founder backs Phase blockchain with $45M as mainnet launches
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onXRP Team to Launch New Trading Method on XRP Ledger Next Week
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