Chips, GPUs, processors, and the physical infrastructure powering the digital world.
60 articles
A deal would land amid a consolidation wave sweeping semiconductors as chipmakers position for the AI revolution, the FT reports.
Chipmakers rebound at the end of a difficult month for the sector, helped by a Wall Street rally and a softer-than-feared memory outlook, the FT reports.
Apple beat Q3 estimates but its stock fell 7.35% after guidance missed on margins, which the company blamed on a historic rise in memory costs as AI data centers absorb DRAM capacity.
Amazon has raised its 2026 AI infrastructure spending to $220 billion. Here is the physical shape of that spend - and what it means for the rest of the AI economy.
The company told supply-chain partners that its N2 process is now producing usable die at rates last seen two quarters ahead of schedule. Apple is the anchor customer, with Qualcomm and MediaTek close behind.
NXP Semiconductors is in talks to buy Ambarella, the low-power AI chip designer, according to the Financial Times, sending Ambarella shares up as much as 21%.
The Taiwanese chip designer's board approved a $5 billion budget for its push into custom AI accelerators for cloud providers, raising its 2027 addressable-market estimate to $80 billion and targeting 15-20% share.
Built on TSMC's N2 process and shipping to hyperscalers this quarter, AMD's flagship Instinct accelerator is the first credible challenge to Nvidia's Rubin generation.
Samsung Electronics warned that Q2 inventory accumulation exceeded expectations, with weakness in both AI server memory orders and consumer NAND, dragging the Kospi down 3.4% and wiping roughly $40 billion in combined market cap from the two memory giants in a single session.
Microsoft will release its FY26 Q4 earnings after the close on July 29, 2026, under the theme 'Building an AI Future Responsibly.' The stock was around $389.10 pre-earnings, with a market cap of about $2.89 trillion. The market is focused on the cadence of AI capex and whether Azure growth can continue.
Following Samsung's Q2 earnings warning, Asia's tech sector slid in unison, with TSMC, Tokyo Electron, and memory supply chains beyond SK Hynix all selling off. The FT reports that the market is repricing the possibility that the AI cycle has peaked.
This week's (7-27 to 8-2) financial calendar is packed: NBS January-June industrial profit data, CXMT's IPO, the Fed's July rate decision, and earnings reports from Japanese and Korean memory giants and U.S. tech heavyweights are all due in succession.
At the AMD Advancing AI 2026 conference, AMD officially launched the MI455X (flagship AI factory) and MI430X (scientific computing), built on CDNA 5 architecture and TSMC N2 2nm process, equipped with 432GB HBM4, with adoption commitments from OpenAI and Meta.
Samsung's Q2 warning triggered a $40 billion selloff. Is the AI memory order weakness a channel inventory adjustment or real demand saturation? This article gives an in-depth judgment along three dimensions: historical cycles, the divergence path of HBM4 and DDR5, and Q3-Q4 recovery possibilities.
Early engineering samples of AMD's next-gen Radeon architecture reportedly close the ray-tracing gap with NVIDIA, with up to 2.3x the throughput of RDNA 3 at the same power envelope.
NVIDIA's latest data center GPU delivers 4x the AI performance of its predecessor, but the eye-watering price tag raises questions about who can afford to participate in the AI race.
Leaked Geekbench scores suggest Apple's next-generation chip delivers desktop-class performance in a laptop form factor, with the neural engine getting a 3x boost for on-device AI.
The three semiconductor giants are in a fierce competition to manufacture the world's first 2-nanometer processors. The winner could reshape the global chip industry for a decade.