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AI chips
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Nikkei Asia: China's AI chip shortage intensifies, with Alibaba, ByteDance, and Tencent's capital expenditures expected to double to $104 billion this year.
Nikkei Asia reports that China's domestic AI chip production has doubled this year but still cannot meet surging demand. Total demand is expected to far exceed 5 million units this year, while domesti
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TSMC's Q3 Profit Hits Record High, Up 68.7% YoY, Surpassing Expectations for Sixth Consecutive Quarter, Driven by AI Chip Demand
TSMC reported record-high net profit in the third quarter on Thursday, up 68.7% year-on-year, beating market expectations for the sixth consecutive quarter, mainly driven by strong global demand for A
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Global chip stocks plummet, AI investment logic shifts from growth pursuit to return scrutiny.
On Tuesday, October 13, the global sell-off in AI chip stocks continued to spread, with the KOSPI index closing down 5.5% and Japanese memory chip manufacturer Kioxia falling over 10%. During U.S. tra
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UK Media: Chinese Tech Companies Scramble for Non-AI NVIDIA Chips to Meet Computing Demand
Chinese tech giants are reportedly snapping up NVIDIA products not specifically designed for advanced AI to meet their growing computing needs, according to the Financial Times. The report notes that
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Broadcom is seeking to raise over $50 billion from investors including Blackstone, while Intel raised approximately $20 billion in August.
Broadcom is seeking to raise over $50 billion from investors such as Apollo Global Management and Blackstone for custom AI chips for OpenAI, while warning of capital bottlenecks in the AI industry. In
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Microsoft announced it will deploy its self-developed AI chip, Maia 300, next year, with an anticipated 40% improvement in inference efficiency.
Microsoft announced on Monday that its next-generation Maia 300 chip, designed for AI inference tasks, will begin deployment in data centers next year, Bloomberg reported. Microsoft expects Maia 300 t
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Microsoft to Rely More on Homegrown AI Chips, Reducing Dependence on Nvidia
Microsoft announced it will increasingly use its own AI chips, starting with the third-generation Maia AI accelerator (Maia 300) unveiled on Monday, to handle incoming requests. This move aims to expa
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AI chip shipment forecasts face challenges due to data center power shortages and construction delays, analysis suggests.
According to Bloomberg columnist Chris Bryant, the AI infrastructure investment boom is facing a supply-demand mismatch crisis. Morgan Stanley analysts warn that data center construction is severely l
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TSMC September sales hit record NT$511.86 billion ($16.03 billion), up 54.6% YoY, driven by AI chip demand
Taiwan Semiconductor Manufacturing Co. (TSMC) reported record revenue of NT$511.86 billion ($16.03 billion) for September, marking a 54.6% increase year-over-year. This growth extends the company's st
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Broadcom is raising over $50 billion for OpenAI's AI chip business.
Broadcom is reportedly raising over $50 billion for OpenAI's AI chip business, according to The Wall Street Journal. This follows previous efforts by Broadcom, Oracle, and SpaceX to secure debt financ
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Oracle, Broadcom, and SpaceX are seeking debt deals for AI chips, according to WSJ
Oracle, Broadcom, and SpaceX are seeking debt deals for AI chips, according to WSJ
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The venture capital firm behind AI chip startup Groq plans to raise a $10 billion mega-fund.
This Dallas-based, previously little-known venture capital firm is joining a select group of companies raising massive funds, thanks to successful investments in popular AI startups, The Wall Street J
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AMD CEO Lisa Su seeks AI chip partnerships in South Korea
AMD Chair and CEO Lisa Su met with South Korean Second Vice Science Minister Ryu Je-myung and executives from 13 local AI companies in Seoul on Wednesday to explore partnerships. The discussions focus
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Google AI Infrastructure Head: Power is the most fundamental bottleneck for AI infrastructure expansion; TPU inference and training chips have been split for the first time.
Amin Vahdat, head of AI infrastructure at Google, stated in a recent interview that electricity is the most fundamental bottleneck for AI infrastructure expansion, not chips or manufacturing capacity;
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Taiwanese display makers AUO and Innolux are betting on glass as the next-generation material for AI chips
The companies believe glass-core substrates offer superior warp resistance, enabling larger and more powerful circuit boards. AUO showcased its glass-core substrate at the Semicon Taiwan industry conf
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$60 billion in AI chip financing begins distribution, with $42 billion in senior debt backed by Broadcom's credit and $18 billion in junior debt betting on an Anthropic IPO.
On Monday, October 5, Eastern Time, media outlets cited sources familiar with the matter, stating that the $60 billion AI chip financing, led by Bank of America, Citi, and Morgan Stanley, has entered
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NVIDIA's $20 billion Groq deal faces lawsuit, accused of undervaluing shareholder worth and evading a vote.
NVIDIA's $20 billion acquisition of AI chip design company Groq's assets is facing a lawsuit. Former Groq engineers Joshua Rubin and Benjamin Serebrin filed a lawsuit in the Delaware Court of Chancery
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Cerebras's pre-market stock rose 6% after OpenAI CEO Altman called Cerebras a "close partner."
OpenAI CEO Sam Altman posted on social media platform X that AI chip manufacturer Cerebras is a "close partner" and that the two companies have a deep collaboration in pushing the frontiers of speed.
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Musk announced that Tesla's AI5/AI6 chip storage specifications would be halved or reduced by one-third to make way for Optimus mass production.
Tesla CEO Elon Musk recently announced that to ensure mass production of the Optimus humanoid robot, the memory capacity of the AI5 chip will be halved to 72GB LP5, and the AI6 chip's memory capacity
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China sets five-year goal to expand AI compute capacity by over fourfold
China aims to increase its intelligent computing capacity by more than fourfold compared to the level at the end of June this year, as part of a five-year plan to drive artificial intelligence develop
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U.S. Trade Representative Greer: AI chips were not discussed in this meeting.
U.S. Trade Representative Greer: AI chips were not discussed in this meeting.
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Google will launch its first AI chip satellite next week via SpaceX, equipped with its self-developed Trillium TPU chip, but it will require a 15-minute shutdown for cooling after each 15-minute operation.
Google plans to launch an experimental satellite next week via SpaceX's Transporter-18 mission, developed in collaboration with Planet, to send its self-developed AI chips into low Earth orbit for the
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Ahead of Chinese President Xi Jinping's visit to the United States, Huawei and Alibaba preemptively released their AI chips and models, aiming to send a message to the U.S. that they "cannot be stifled."
Huawei has advanced the launch of its Ascent 960DT AI chip by three quarters, with shipments expected in Q1 2027, coinciding with Chinese President Xi Jinping's first state visit to the United States
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Japanese semiconductor startup EdgeCortix plans to partner with SpaceX to develop chips for space data centers.
EdgeCortix, a Japanese government-backed semiconductor startup, unveiled its latest physical AI chip design at the AI Infra Summit held from September 15-17. The chip is intended for deployment in fac
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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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Samsung Electronics is down 4.44% from its previous close, now trading at ₩231,250.
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Samsung Electronics fell 5.99% from its previous close, now trading at ₩227,500.
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Nikkei Asia: Iranian separatists intensify attacks and seize territory in response to a potential full-scale US assault.
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What is FLOW? An Analysis of the Flow Blockchain Ecosystem and Its Current Status
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China's tech stocks lose luster as STAR 50 Index plunges over 40% from July peak, CATL falls 37% YTD amid AI profit doubts
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LS Cable subsidiary Gaon Cable secures W120b ($90m) US AI data center cable deal
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Report: Hedge Funds Exit Bitcoin ETF Arbitrage Trades, Sovereign Wealth Funds and Retail Investors Step In
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Obama criticizes Trump's Iran war, citing US vulnerability and rising oil prices
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Thailand's Kasikornbank taps AI to expand wealth management customer base
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Iran's Islamic Revolutionary Guard Corps claims to have shot down a US-made MQ-1 drone near the Strait of Hormuz.
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