Updates on Semiconductor Industry

Every AI story we track on Semiconductor Industry: 76 stories so far, each summarized in our own words and linked to the publisher that reported it.

Pulled from 125 sources

This week

Protesters heckle Huang in Berlin over Nvidia chips in Russian drones

The Next Web
Chips & Compute4 min read

ByteDance, Alibaba and Tencent order $35bn of Nvidia chips, Reuters reports

The Next Web

Chip Startup Tenstorrent Raises Funds at $6.2 Billion Value

Covered by 3 sources
Politics4 min read

OpenAI pulls back from China chip controls, Politico reports

The Next Web

Tech Stocks Pull S&P 500 Higher as Opportunistic Buyers Step In

Bloomberg

This month

Nvidia’s Huang and Broadcom’s Tan See the AI Boom From Slightly Different Places

Bloomberg
Finance3 min read

Tech market sell-off deepens amid fears over US inflation and AI debt

The Guardian

Top Korea Tech Fund Favors Non-Memory Stocks in AI Value Chain

Bloomberg
Chips & Compute3 min read

Jensen Huang says he hit the Yellow Pages phone book in a bid to connect with TSMC's founder

Business Insider

ByteDance in Talks to Secure MediaTek AI Chips for Data Centers

Bloomberg
Finance3 min read

BOK chief stresses need to curb inflation amid AI boom, Mideast crisis

Yonhap News Agency
Finance3 min read

Jim Cramer isn't giving up on semiconductor stocks despite the sell off. Here's why

CNBC
Chips & Compute4 min read

Intel, Broadcom CEOs flag AI industry challenges at financial event

SiliconANGLE

SpaceX in Talks to Borrow $40 Billion to Buy Nvidia Chips

Covered by 3 sources

TSMC’s Quarterly Revenue Jumps 51% After AI Demand Holds Up

Bloomberg

Oracle, Broadcom and SpaceX Seek Blockbuster Debt Deals to Pay for AI Chips

The Wall Street Journal

US Agrees to Loan for Chipmaker That Went Bankrupt Last Year

Bloomberg
Chips & Compute1 min read

TSMC September revenue jumps 54.6% as AI chip demand fuels growth

Anadolu Agency English

AMD’s Su to Meet Samsung’s Chip Head as Memory Crunch Persists

Bloomberg
Chips & Compute3 min read

AMD’s chief says demand is outrunning supply, and that AI should police itself

The Next Web

Nvidia Soars Near $6 Trillion Market Cap With Stock Back at High

Bloomberg
Finance2 min read

Nikkei ends above 70,000 for 1st time since July on AI, tech share gains

Kyodo News

AMD Chief Sees Very High Demand, Urges AI Firms to Cooperate

Bloomberg
Chips & Compute3 min read

Nvidia's $20 billion Groq deal faces lawsuit alleging startup's stockholders were shortchanged

CNBC

Nvidia enfrenta preguntas sobre contrabando de chips de IA en China

Bloomberg
Chips & Compute3 min read

Cerebras stock hits post-IPO low, tumbling 20% for the week on Nvidia pressure and lockup expiration

CNBC

Chinese State-Backed Firm Disclosed Nvidia Blackwell Chips Deal

Bloomberg

Amazon to Move $8 Billion of Chips Off Its Books, FT Says

Bloomberg
Finance1 min read

You think Nvidia's $235 billion buyback is big? Just wait and see what Micron might do

CNBC
Finance1 min read

Micron drops despite 'a great quarter.' Why Cramer is sticking with the stock

CNBC
Finance1 min read

We're raising our Micron price target after an incredible quarter and robust guidance

CNBC
Finance1 min read

Nvidia is approaching a breakout level. Plus, what we want to see from Micron

CNBC

Nvidia (NVDA) Boosts Stock Buyback Authorization by $150 Billion

Covered by 5 sources

OpenAI sparked Hugging Face bids with early investment offer ahead of Nvidia's $13 billion deal

CNBC

China May Let Alibaba Buy Nvidia RTX Chips, Information Says

Covered by 3 sources
Chips & Compute3 min read

AMD briefly joined the $1 trillion club. Cramer says its monster run isn’t over

CNBC

Micron Technology Stock Is Up Over 260%. Where It May Be Heading Next

Forbes

Meta-Fueled AI Rally Loses Steam as Caution Returns to Markets

Bloomberg

Global chip market projected to exceed $1.6 tln this year despite AI slowdown concerns: report

Yonhap News Agency

Talent, not design software, is the biggest bill for chip startups: Cadence's Jayashankar Narayanankutty

ET AI (The Economic Times)

SoftBank Adds $21 Billion to AI Firepower in New Debt Deals

Bloomberg
Chips & Compute5 min read

The AI Race Is Becoming A Silicon Race

Forbes

Huawei Accelerates Launch of New AI Chip to Take On Nvidia

Covered by 2 sources

Nvidia’s Huang Expects to Sell Twice as Many Chips Next Year

Covered by 2 sources

Huawei’s Plan to Become China’s Nvidia

The Wall Street Journal
Finance12 min read

Wednesday briefing: Why tech companies might be only too happy for us to believe AI will ‘kill us all’

Covered by 6 sources
Chips & Compute1 min read

Intel-Backed Chipmaker Altera Files Confidentially for IPO

Bloomberg
Chips & Compute1 min read

Chip Startup Euclyd, Backed By Ex-ASML CEO, Raises More Than €200 Million

Bloomberg
Chips & Compute1 min read

AI Chip Darling Biren Said to Mull $1 Billion Share Sale

Bloomberg
Chips & Compute1 min read

TSMC Co-COO Says Cautious With AI a ‘Three-Year-Old Superman’

Bloomberg
Chips & Compute3 min read

Broadcom CEO addresses Anthropic's slowdown push, says AI revenue targets haven't changed

CNBC

Tencent-Backed Chipmaker Enflame Jumps 179% in Shanghai Debut

Covered by 3 sources

Intel-Backed Altera Seeking IPO as Soon as 2026, Reuters Says

Bloomberg

DOJ Probes Nvidia’s Tie-Up With Groq on Antitrust Concerns

Covered by 2 sources

Positron Valued at $5 Billion in New Funding as Demand for AI Chips Surges

The Wall Street Journal

Nvidia-Backed MediaTek’s Sales Soar 44% With AI Chip Momentum

Bloomberg

Analog Devices to Acquire Alif Semiconductor for $1.35 Billion

Covered by 3 sources

Kioxia Dismisses SK Hynix Tie-Up, Vows to Ease Chip Price Rises

Bloomberg

Japan says progress made on $550B pact, with AI and chips weighing heavily on the next round

The Next Web
Showing the 60 most recent of 76 stories on Semiconductor Industry