Semiconductors

Taiwan Considers AI Chip Export Curbs Amid China's AI Push

Taiwan may impose stricter export controls on AI chips to China amid Beijing's growing AI ambitions and US-led tech restrictions.

D-Matrix Claims 10x AI Speed Advantage Over GPUs

D-Matrix unveils its new 'Corsair' AI chip, claiming a 10x speed advantage over GPUs for AI inference by integrating SRAM directly onto the chip.

AMD Invests £2B in UK AI

AMD announces a £2 billion investment over five years to boost UK AI innovation, research, and computing infrastructure through new partnerships.

Broadcom CEO on AI Chip Bets and Competition

Broadcom CEO Hock Tan discusses the company's AI chip strategy, competition, and the importance of custom silicon and partnerships in the rapidly evolving AI market.

Arm CEO Haas on Agentic AI and Taiwan's Ecosystem

Arm CEO Rene Haas discusses Agentic AI's rapid growth and Taiwan's vital role in the AI hardware ecosystem.

Nvidia Targets PC Market with New AI Chip

Nvidia is challenging Intel and AMD with its new AI chip for PCs, aiming to bring advanced AI capabilities directly to personal computers and expand its footprint in the vast PC market.

AMD EPYC Venice Hits TSMC 2nm

AMD Invests $10B in Taiwan for AI

AMD pledges over $10 billion to Taiwan's tech sector, aiming to accelerate AI infrastructure development through advanced packaging and strategic partnerships.

Nvidia CEO: China Market to Open for AI Chips

Nvidia CEO Jensen Huang believes China's market will open to US AI chips amid high global demand, while Dell Technologies highlights the importance of scalable infrastructure for AI.

Dell Scales Up AI Supply Chain Amidst Demand Surge

Dell Technologies is scaling its AI supply chain to meet soaring demand, with CEO Michael Dell highlighting the need for robust infrastructure and workflow transformation.

Cerebras Eyes $4.8B IPO Amid AI Chip Demand

AI chipmaker Cerebras is looking to raise $4.8 billion in an upsized IPO, signaling strong investor demand for AI infrastructure.

AMD 2026 Shareholder Meeting Details

AMD announces its 2026 Annual Meeting of Stockholders will be a virtual event on May 13th, covering key voting matters and future outlook.

Arm CEO Sees AI Demand Outpacing Smartphone Slump

Arm CEO Rene Haas discusses the company's surge in AI chip demand, projecting $2 billion in orders for its ARM AGI CPU, while the smartphone business faces a slowdown.

AI Designs Its Own Chips with Ricursive

Ricursive Intelligence's Anna Goldie and Azalia Mirhoseini discuss how AI is revolutionizing chip design, enabling faster and more efficient creation of specialized silicon.

AMD's AI Demand Fuels Blockbuster Forecast

Bloomberg Intelligence Senior Semiconductor Analyst Kunjian Sobhani discusses AMD's stock rally, driven by AI demand and the company's strategic investments in data center GPUs and supply chain components.

Corning & Nvidia AI Fiber Deal Powers Data Centers

Corning and Nvidia are partnering on a massive deal to supply advanced fiber optics for AI data centers, aiming to boost speed and efficiency.

AMD's AI Push Fuels Strong Q1 2026 Results

AMD reports a strong Q1 2026 with $10.3B revenue, driven by AI infrastructure demand, and sees accelerating growth prospects for its MI450 Series.

Claude's Corner: Inviscid AI, Real-Time CFD for Data Centers Is Suddenly Plausible

Inviscid AI (YC W2026) builds physics-informed neural networks for real-time CFD on data centers and buildings. 240x faster than traditional CFD, 40% airflow improvement. The technical bet on PINNs, the moats, and what could kill them.

Intel and AMD power AI chip rally on Q1 blow-out, SOXX +2.6%

$INTC ripped +12.1% on a Q1 2026 blow-out (EPS $0.29 vs $0.01 expected, revenue $13.58B vs $12.42B). $AMD +4.3% on DA Davidson upgrade. $NVDA -1.8% into May 20 print. SOXX +2.6% as semis decouple from flat S&P.

New on StartupHub: AI stocks daily, Nvidia, Broadcom, AMD recap every market close

StartupHub.ai now publishes a daily AI-stocks recap, automatically generated 30 minutes after every NYSE close. 25 tickers, end-of-day data, named-source context, TradingView embeds.

AMD Plans Major AI Event for 2026

AMD announces its flagship "Advancing AI 2026" global conference for July 23, 2026, focusing on AI solutions and ecosystem development.

Intel's AI Push: Analysts Weigh in on Growth and Challenges

Intel's stock surged on strong earnings, driven by AI demand. Analysts discuss Intel's competitive position and the challenges of meeting the booming AI chip market.

Intel's AI Chip Push: Betting on 14th Gen CPUs

Intel CEO Pat Gelsinger discusses the company's strategy to capitalize on the AI boom with its 14th Gen CPUs and integrated AI solutions.

Intel's AI Chip Demand: A Boon for Semiconductor Stocks?

Intel CEO Pat Gelsinger discusses the surging demand for Intel CPUs in AI inference and the company's strategy to leverage its integrated hardware offerings and partnerships for growth.

Intel CEO: AI Demand is Driving PC Market Recovery

Intel CEO Pat Gelsinger discusses the company's strong performance, driven by surging AI demand, and how it's outperforming competitors like Nvidia.

Intel's AI Push: Focus on Efficiency and Market Share

Intel CEO Pat Gelsinger discusses the company's strategy to capture AI market share with efficient processors like Gaudi 3 and integrated PC AI.

Intel's AI Push: What's Driving the Chip Giant's Turnaround?

Intel is making a strong push into the AI market, leveraging its manufacturing capabilities and foundry services to compete with industry leaders. Analysts discuss the company's strategy and its potential for growth.

Intel's AI Push: Demand Surge and Future Challenges

Intel CEO Pat Gelsinger discusses surging demand for AI accelerators and server CPUs, the PC market's AI-driven outlook, and the company's strategic positioning.

Google's AI Chip Race: Rapprochement with Nvidia?

Google Cloud is reportedly developing its next-generation AI chips, codenamed Trillium, to compete with Nvidia. The move signals a continued push for specialized, cost-effective AI hardware.

Google Bets on Custom AI Chips to Challenge Nvidia

Bloomberg News reporter Dina Bass discusses Google's strategy to develop and deploy custom AI chips, aiming to challenge Nvidia's market dominance in AI hardware.

ASML Raises 2026 Sales Forecast Amid Strong Demand

Tammy Qiu of Berenberg discusses ASML's raised 2026 sales forecast, driven by AI and memory demand, and the company's capacity to meet global chip manufacturing needs.

Arm CEO on AI Chip Demand and Market Shift

Arm CEO Rene Haas discusses the company's strategic shift towards AI data centers, the massive growth in AI chip demand, and the future potential of the market.

AI Chips & Global Tech: Inside the AI Arms Race

A deep dive into the global race for AI chips, exploring the US-China competition, hardware innovations, and the broader impact on technology and geopolitics.

Arm CEO Rene Haas on AI, Chip Dominance, and the Future

Arm CEO Rene Haas discusses the company's strategic shift towards AI, its ambitions in the chip-making space, and the future of semiconductors.

AMD Sets Q1 2026 Earnings Date

AMD will report its Q1 2026 earnings on May 5, 2026, with CFO Jean Hu presenting at Bank of America conference on June 2.

AI Chip Bottleneck: Advanced Packaging Demands Accelerate

The race for AI supremacy hinges on advanced packaging, a critical bottleneck TSMC, Intel, and Samsung are addressing with new technologies and expanded capacity.

AI's Next Frontier: Nvidia's Huang on Future Chips

Nvidia CEO Jensen Huang discusses the future of AI chip design, hinting at specialized hardware beyond current GPU architectures.

Arm's AI Chip Ambitions Take Center Stage

CNBC gets an inside look at Arm's new AI chip, the Neoverse V2, and its potential to disrupt the data center market, with Meta as a key partner.

Nvidia's AI Chip Dominance and Future Growth

Nvidia projects massive growth in AI chip revenue, reaching $20 billion in FY25 and $200 billion by 2027, fueled by its Blackwell platform and expanding software ecosystem.

Nvidia's $1 Trillion AI Chip Forecast Raises Questions

Nvidia forecasts $1 trillion in AI chip revenue through 2027, signaling strong demand and highlighting the company's dominant position in the AI hardware market.

US Mulls Permits for Global AI Chip Sales

The US Department of Commerce is considering new regulations requiring permits for global AI chip sales, potentially impacting companies like Nvidia and AMD.

US AI Chip Export Rules: A Tightening Grip

The US Dept. of Commerce is drafting new rules to restrict advanced AI chip exports, targeting performance levels to limit access for certain nations.

Broadcom CEO: AI Chip Sales to Surpass $100 Billion in 2027

Broadcom CEO Hock Tan forecasts AI chip sales to exceed $100 billion by 2027, driven by strong demand and custom silicon solutions for cloud providers.

Nvidia AI Chip Sales Hit $100B Target

Nvidia CEO Jensen Huang anticipates $100 billion in AI chip sales next year, driven by a strong integrated ecosystem and broad industry adoption.

AMD Ryzen AI 400 Series Unveiled

AMD unveils its Ryzen AI 400 Series processors for consumers and businesses, bringing Copilot+ PC support and enhanced on-device AI capabilities.

AMD, Nutanix Partner on Agentic AI

AMD and Nutanix have announced a strategic partnership and up to $250 million investment to build an open, full-stack platform for enterprise agentic AI applications.

Meta Taps AMD for 6GW AI Buildout

Meta has committed to deploying up to six gigawatts of AMD Instinct GPUs and EPYC CPUs in a multi-year, multi-generation partnership for its AI infrastructure.