Faster global financial news!
AI chips
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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.
-
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
-
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
-
Broadcom's Q3 revenue surged 86% year-over-year to $29.591 billion, exceeding expectations, with AI chip revenue up 221% to $16.7 billion. The company projects AI semiconductor revenue to reach $230 billion by fiscal year 2028. Its stock price fluctuated after hours, initially falling before rising.
Broadcom's Q3 revenue surged 86% year-over-year to $29.591 billion, exceeding expectations, with AI chip revenue up 221% to $16.7 billion. The company projects AI semiconductor revenue to reach $230 b
-
Samsung and LG Electronics are expanding their data center cooling businesses to address the heat dissipation bottleneck caused by AI chips like NVIDIA B200, which consume over 1000 watts of power.
Samsung and LG Electronics are expanding their data center cooling businesses to address the heat dissipation bottleneck caused by AI chips like NVIDIA B200, which consume over 1000 watts of power.
-
Tencent-backed Chinese chipmaker Enflame Tech seeks IPO, targets $911M in funding
Tencent-backed Chinese chipmaker Enflame Technology Co. is seeking to raise about 6.12 billion yuan ($911 million) through an initial public offering (IPO). The company is the last of China's "four li
-
Motley Fool analysis suggests Broadcom's stock price could surge after its Q3 FY2026 earnings report on September 2.
Analysts project Broadcom's third-quarter revenue to reach $29.4 billion, an 84% year-over-year increase. Analysts anticipate its earnings per share to grow by 92% to $3.24. The article suggests that
-
Following Samsung, TSMC is expected to fully raise its foundry prices for all processes by 10% to 15% in response to strong demand for AI chips.
Market expectations suggest that TSMC will fully follow Samsung Electronics' lead, planning to implement a 10% to 15% price hike across all its process nodes. Previously, TSMC had already raised price
-
Samsung Electronics and SK Hynix's combined corporate tax payments for the first half of the year totaled 11.21 trillion Korean won (approximately $7.99 billion), a 167% increase year-over-year, driven by strong demand for AI chips.
Samsung Electronics and SK Hynix's combined corporate tax payments for the first half of the year totaled 11.21 trillion Korean won (approximately $7.99 billion), a 167% increase year-over-year, drive
-
Anthropic was in talks to acquire AI chip startup MatX for $7 billion but has abandoned the acquisition and is now exploring partnerships, while also engaging with multiple startups to accelerate its chip self-sufficiency.
According to the latest Reuters report, Anthropic was in advanced talks with AI chip startup MatX for an acquisition price of approximately $7 billion, but the acquisition plan was ultimately abandone
-
AI chip company Netlist's stock price has quintupled this year, with Q2 revenue up 163% YoY to $109.8 million, and a patent licensing agreement reached with Samsung.
Netlist's stock price has surged over fivefold year-to-date, with Q2 revenue reaching $109.8 million, a 163% increase year-over-year. The company turned a profit of $1.4 million, compared to a $6.1 mi
-
Taiwan's Powertech Technology plans to invest US$2.2 billion to build the world's first AI chip panel-level packaging factory, with production expected to begin as early as early 2027, potentially putting it ahead of TSMC.
Taiwan's Powertech Technology (PTI) announced plans to invest US$2.2 billion to establish the world's first AI chip panel-level packaging factory in Hsinchu, Taiwan, with production slated to begin as
-
Analysis Predicts TSMC (TSM) Shares Could Reach $650 by 2027, Citing Valuation Gap with AI Chip Customers
The analysis suggests that Taiwan Semiconductor Manufacturing (TSM), currently trading around $410, is undervalued compared to its AI chip customers like Nvidia and AMD. Achieving the $650 target by 2
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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.
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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.
-
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
-
1
What is FLOW? An Analysis of the Flow Blockchain Ecosystem and Its Current Status
-
2
Google and Microsoft's Q3 capital expenditure falls short of estimates, raising concerns about AI build-out costs and delays
-
3
Iranian President Pezeshkian stated that Iran is ready to expand cooperation with Turkey to serve common interests and enhance regional security.
-
4
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.
-
5
LS Cable subsidiary Gaon Cable secures W120b ($90m) US AI data center cable deal
-
6
Event prediction platform Kalshi completes $1 billion funding round, reaching a valuation of $40 billion, with non-sports revenue run rate exceeding $1 billion.
-
7
Report: Hedge Funds Exit Bitcoin ETF Arbitrage Trades, Sovereign Wealth Funds and Retail Investors Step In
-
8
Unlimit founder backs Phase blockchain with $45M as mainnet launches
-
9
Global Business Forum Urges Business Leaders to Embrace AI and Rethink Strategies
-
10
onXRP Team to Launch New Trading Method on XRP Ledger Next Week
Markets Today
Recommended Reading
Hot Topics
Svmuu focuses on blockchain industry trends and cutting-edge cryptocurrency news, while also covering real-time market data and in-depth analysis of the Hong Kong, U.S., and foreign exchange markets. Here, you can not only access professional 24/7 news updates and accurate market data, but also utilize practical investment tools to help you capitalize on opportunities in both digital assets and traditional financial markets. Whether you are a blockchain enthusiast or an investor in Hong Kong, U.S., or foreign exchange markets, we provide efficient and timely information services to empower your investment decisions.
- User Agreement
- Privacy Policy
- Contact Us
- Business Partnerships
- Disclaimer
- Content Statement
- About Us
- Sitemap
Coming Soon!
