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AI chips
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Claude AI Adds Biotech Pharvaris (PHVS) and AI Chipmaker Micron Technology (MU) to Portfolio, Both Also Hedge Fund Favorites
Claude AI recently added Pharvaris NV (NASDAQ: PHVS) with a 4% position and Micron Technology Inc (NASDAQ: MU) with a 6% position to its simulated portfolio. Pharvaris, a biotech company, has a key dr
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AMD acquires AI chip startup Taalas to strengthen its AI model hardware integration capabilities
AMD announced on Thursday that it has reached an agreement to acquire Taalas, a Toronto-based startup. Taalas specializes in custom or hardwired accelerator chips for specific AI models, rather than g
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Analysis indicates that the market's reaction to AMD's earnings report highlights its challenges in catching up to NVIDIA in the AI chip sector.
Despite Advanced Micro Devices' (AMD) strong performance year-to-date, the market's reaction to its latest earnings report suggests the company still needs to catch up to industry leader NVIDIA in the
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Emerald Wealth Partners said Broadcom (AVGO) dominates the custom AI chip space, and OpenAI has chosen it to design custom inference chips, helping the company's stock price rise 22.3%.
Emerald Wealth Partners noted in its Q2 2026 investor letter that Broadcom dominates custom AI chip design, having long co-designed Tensor Processing Units (TPUs) with Google. As AI spending shifts fr
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Anthropic forms internal chip team to design custom AI processors for its Claude AI models.
Anthropic confirmed that the move is aimed at improving Claude's speed, efficiency, and scalability. The company will adopt a multi-chip strategy, co-designing hardware and AI models, while continuing
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TSMC Expands Outsourcing of AI Chip CoW Packaging to Ease Capacity Bottlenecks and Meet Surging AI Chip Demand
According to South Korean media outlet ETNews, TSMC has decided to significantly outsource the CoW (Chip on Wafer) process, a part of its CoWoS packaging technology, to OSAT (Outsourced Semiconductor
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Blackstone to Lead At Least $36 Billion Debt Financing to Help Anthropic Pay Google AI Chip Lease Fees
Blackstone Inc. has begun preliminary discussions with investors to lead a debt financing package of at least $36 billion, specifically earmarked to cover Anthropic's AI chip rental costs from Google,
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Analysis points out that NVIDIA's revenue advantage in AI chips is expanding, but AMD's stock price gain this year far exceeds NVIDIA's.
A Yahoo Finance analysis article points out that although NVIDIA continues to widen its lead over Advanced Micro Devices (AMD) in terms of revenue scale and growth trajectory in the artificial intelli
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Legendary Investor Stanley Druckenmiller Maintains Significant TSMC Stake After Q2 Earnings Beat, Citing Strong AI Chip Demand from Nvidia and AMD
Druckenmiller's Duquesne Family Office holds a $167 million stake in Taiwan Semiconductor Manufacturing (TSMC), making it his third-largest holding, despite trimming some shares in Q1 2026. TSMC repor
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Citadel Securities Predicts: By 2028, US AI Chip Procurement-Related Debt Financing to Exceed $500 Billion, an Unprecedented Scale
Jeff Eason, head of investment grade credit research at Citadel Securities, warned that this scale is "unprecedented relative to the current market" and could reshape the entire investment grade credi
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Citadel Securities Forecasts Over $500 Billion in New Debt by 2028 to Finance AI Chips
Citadel Securities LLC is forecasting that public and private markets will see over $500 billion in new debt by 2028, specifically to bankroll the chips required for artificial intelligence campuses.
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The commentary noted that TSMC. announced an additional $100 billion investment in its Arizona plant, bringing the total investment to $265 billion; the CEO expects demand for AI chips to continue at least through 2029–2030.
A commentary piece on Yahoo Finance noted that TSMC (TSMC), the world’s leading chipmaker, announced in its second-quarter earnings report that it would invest an additional $100 billion in its manufa
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Eliyan, a provider of solutions for data transmission bottlenecks in AI chips, has raised $145 million in funding, reaching a valuation of $1 billion.
U.S. startup Eliyan announced Wednesday that it had raised $145 million in funding, bringing its valuation to $1 billion. The company is dedicated to developing technology to alleviate data transfer b
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The White House has accused the Chinese AI company Moonshot AI of deploying NVIDIA chips in Thailand, a move that could prompt the U.S. to expand its AI export controls.
Michael Kratsios, Director of the White House Office of Science and Technology Policy, has accused the Chinese AI startup Moonshot AI of purchasing NVIDIA GB300 processors and deploying them in Thaila
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Global semiconductor stocks plummeted on Tuesday as the sell-off in AI chips intensified
Global semiconductor stocks accelerated their decline on Tuesday, with the PHLX Semiconductor Index falling more than 5%. Among them, South Korea’s SK Hynix fell more than 14%, and Samsung Electronics
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Taiwan detains Nvidia employee in AI chip smuggling probe to China
Taiwanese prosecutors have detained an Nvidia employee as part of an ongoing investigation into the alleged smuggling of AI servers equipped with restricted Nvidia chips to China. This marks the third
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Samsung and SK Hynix are set to announce a large-scale AI chip deal with a U.S. tech giant
Svmuu News: According to Reuters, Samsung and SK Hynix are set to announce a large-scale AI chip deal with a U.S. tech giant.
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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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KeyBanc analysts raised their price target for Marvell Technology (MRVL) to $400, implying an 83% upside.
KeyBanc analysts raised their price target for Marvell Technology (MRVL) to $400, implying an 83% upside. Despite the stock falling 34% since June, the company's Q2 revenue grew 37% year-over-year, an
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ASML Eyes Over 110 EUV Tools in 2028, Driven by Accelerating AI Chip Demand
JPMorgan analysts, following a meeting with ASML CFO Roger Dassen, reported that the company is exploring ways to produce more than 110 EUV lithography systems in 2028. This target represents at least
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Meta announced it will deploy its third-generation self-developed AI chip, MTIA 450, in the first half of next year, and the fourth-generation MTIA 500 by the end of 2027, aiming to reduce costs and lessen its reliance on NVIDIA.
Yee Jiun Song, VP of Engineering at Meta, stated that the company's self-developed chips are more efficient when running AI models compared to NVIDIA's currently shipping products. The company plans t
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AMD's Q2 Data Center Revenue Surges 107% to $6.72B, Securing Multi-Gen AI Deals with OpenAI & Meta, While Intel's Foundry Posts $2.1B Loss
AMD's Data Center segment revenue reached $6.72 billion in Q2 2026, marking a 107% year-over-year increase, driven by strong demand for EPYC and Instinct products. The company also secured multi-gener
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MediaTek says its new AI phone chip, Dimensity 9600 Pro, reduces memory use amid supply crunch
MediaTek is working with customers to optimize the computing performance of its mobile chips in response to a memory chip supply crunch that is driving up the cost of components.
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Samsung co-leads $231 million funding round for Dutch AI chip startup Euclyd, a rival to Nvidia's GPUs
Dutch startup Euclyd, founded in 2024, is developing an AI chip system with a different architecture from GPUs, specifically for inference workloads. The funding round was co-led by Samsung, Somerset
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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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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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