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AI chips
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UBS has raised its CoWoS industry capacity forecast, expecting it to reach 270,000 wafers per month by the end of 2027, a significant 69% increase from 2026, driven by strong ASIC and CPU demand.
UBS noted in its latest research report that the demand for cloud AI chips continues to exceed expectations, driving the advanced packaging industry into a new expansion cycle. The report raised its f
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Chinese AI chipmaker Hygon Information expands business from data centers to robotics.
According to Chinese media reports and company information, Hygon Information plans to release a new chip on Tuesday for physical world applications such as robots, marking the company's expansion fro
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JPMorgan Chase expects custom AI chip shipments to surpass GPUs by 2027, with Broadcom's TPU orders showing strong certainty.
JPMorgan Chase noted in its latest report that AI hashrate demand is driving the chip industry's parallel expansion into GPUs and custom chips. The bank expects ASICs/XPUs to account for 54% of AI acc
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BofA Securities: The AI chip industry is focusing on the "memory wall" problem, with manufacturers generally agreeing that hierarchical decoupling is the consensus technical path.
Bank of America Securities research team reported that at the 2026 AI Infrastructure Summit, major manufacturers and cloud computing giants including Micron, Samsung, SK Hynix, Broadcom, Marvell, Inte
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Huawei to launch next-gen AI chip Ascend 960DT in Q1 2027, nine months ahead of schedule, with doubled performance
Huawei Technologies announced on Thursday that its next-generation artificial intelligence chip, the Ascend 960DT, designed for model training with doubled performance, will be ready in the first quar
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Chinese tech giant Huawei on Thursday unveiled 11 AI-related chips, aiming to challenge the market dominance of NVIDIA, Intel, and AMD.
Huawei's latest chip release includes next-generation AI accelerators, CPUs, and high-speed interconnect chips, aiming to compete with NVIDIA in the artificial intelligence computing infrastructure se
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China's MetaX AI chip stock faces "significant selling pressure" as 14 million shares unlock on Thursday
Analysts expect MetaX Integrated Circuits to face "significant selling pressure" when the restricted shares are released for trading, following a similar lock-up expiry for fellow AI chip firm Moore T
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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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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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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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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
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