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AI chips
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Cerebras Systems raised its full-year core revenue and gross margin guidance, expecting core revenue to reach $880 million to $890 million.
AI chipmaker Cerebras Systems (NASDAQ: CBRS) raised its full-year core revenue and gross margin guidance after its second-quarter revenue grew 74% to $180.1 million. The company now expects full-year
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Samsung Electronics has raised the prices for some of its advanced process chip foundry services, with increases of up to 15%, in response to the surging demand for AI chips.
Samsung raised its foundry prices for 4-nanometer and 5-nanometer process chips by 10% to 15% in July, and 8-nanometer process prices by nearly 10%, primarily for customers in mainland China and the U
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Analysis suggests that Broadcom (Broadcom) is expected to surpass a market capitalization of $3 trillion within the next two years, joining the ranks of Microsoft, thanks to the strong growth of its AI chip business.
Article analysis indicates that Broadcom currently has a market capitalization of $1.9 trillion, with its stock price increasing by 28% over the past year, while Microsoft's stock price decreased by 7
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Chip designer Velaura AI valued at over $1 billion after raising $110 million in Series A funding
The funding round was led by Seligman Ventures, with participation from Capricorn Investment Group, 三星 Catalyst Fund, StepStone Group, and Maverick Silicon. Velaura AI develops low-power chips and sof
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AI chip financing creates $70 billion in off-balance-sheet implicit liabilities from "residual value guarantees," raising concerns among bond investors and rating agencies.
According to Bloomberg on August 15, a new type of off-balance-sheet guarantee structure called "Residual Value Guarantee" (RVG) has emerged in the AI chip financing boom, reaching a scale of $70 bill
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Analysis indicates that TSMC is expected to be the biggest winner in the AI chip boom, with the company's July revenue increasing by 45% year-on-year, and plans to raise AI chip prices by 25% next year.
Yahoo Finance analysis indicates that TSMC (TSM) is performing strongly amidst the AI chip boom and is poised to surpass NVIDIA and AMD as the biggest winner. The company's July revenue increased by 4
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NVIDIA disclosed holding a $21 billion stake in SpaceX as of the end of Q2, and stated that SpaceX will exclusively use NVIDIA AI chips.
NVIDIA's stake in Elon Musk's space exploration company SpaceX was valued at approximately $21 billion at the end of the second quarter, according to a filing submitted to the U.S. Securities and Exch
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Tiger Global's Q2 Major Adjustment to US Stock Holdings: Reduced AI Leaders like Google and Broadcom, Initiated New Positions in Cerebras and AMD, and Increased Holdings in Intel
Tiger Global Management, a well-known growth hedge fund on Wall Street, filed its 13F report, showing that as of June 30, its total U.S. stock holdings were valued at approximately $23.982 billion, co
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SK Hynix has, over the past month, conducted on-site surveys for front-end memory wafer fab locations in the United States and other regions, in response to urgent demands and pressure from its U.S. AI chip customers for supply chain localization.
This move signifies SK Hynix's plan to build a factory in the US, officially progressing from an early "not ruling out" intention to the substantive preliminary site selection phase. This strategic sh
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ECARX Outlines Global Expansion Strategy at JPMorgan Chase Conference, Q2 Revenue Up Over 40% YoY to $225 Million
ECARX executives detailed their global expansion strategy, product portfolio, and financial targets at a JPMorgan Chase conference. The company's Q2 revenue was approximately $225 million, representin
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SK Hynix will hold a groundbreaking ceremony for its $3.87 billion advanced chip packaging plant in Indiana on August 27, aiming to expand its AI chip production in the United States.
SK Hynix will hold a groundbreaking ceremony for its $3.87 billion advanced chip packaging plant in Indiana on August 27, aiming to expand its AI chip production in the United States.
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ASML key supplier Zeiss says it can meet AI chip demand, easing investor concerns about supply bottlenecks
Germany's Carl Zeiss, the optical manufacturer for ASML Holding N.V. (ASML), stated this week that it is capable of handling the surge in AI-driven demand, alleviating investor concerns about AI suppl
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Synopsys (SNPS) unveils agentic AI chip design tools developed with Microsoft, being evaluated by AMD
Synopsys introduced two autonomous AI workflows at the DAC Chips to Systems Conference on July 27, built with Microsoft and available for evaluation on Microsoft Discovery. These tools aim to reduce t
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Broadcom (AVGO) announced new features for VMware vDefend and Avi Load Balancer to combat AI-driven cyberattacks, and expects its AI chip business revenue to exceed $100 billion by 2027.
Broadcom announced new features for VMware vDefend and Avi Load Balancer on August 6, including native API protection, local malware sandboxing, and comprehensive air-gap support, designed to combat A
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NVIDIA's Market Cap Sees Largest Weekly Gain in Over a Year, Musk Calls Its Vera Rubin Chip Architecture "The Best"
NVIDIA (Nvidia) shares rose on Friday, notching their best weekly performance in over a year, following significant endorsement for its AI chips and continued strong hyperscale data center spending. S
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Amazon's AI chip Trainium 2 faces replacement just 20 months after its launch, raising concerns about the return on its $220 billion AI investment
According to Business Insider, Amazon plans to replace its Trainium 2 systems with Trainium 3 servers at its data center in Indiana, even though Trainium 2 chips only became fully available in Decembe
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Microsoft CEO Nadella: Own AI Chips Drive Up to 40% Efficiency Gains, Boosting Cloud Business
Microsoft CEO Satya Nadella stated that running MAI models on the company's custom AI chips yields up to 40% better performance per watt. This efficiency gain is expected to lead to lower operating co
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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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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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