Chips and silicon
Chips and silicon coverage across hardware.
AMD Adds Tech Veteran Tim Ryan to Board
AMD appoints Tim Ryan, former PwC U.S. Chair and Citi tech lead, to its board to bolster AI and HPC strategy.
Marvell & Google Deepen AI Chip Partnership
Marvell Technology and Google are expanding their chip development partnership, with Google gaining rights to buy up to $12B in Marvell stock, focusing on AI accelerators.
Cerebras CS-4: AI Speed Leap
Cerebras launches CS-4 AI accelerator, claiming up to 30x faster inference than GPUs with new wafer-scale engine and rack design.
AMD Buys Taalas for AI Inference
AMD acquires AI inference silicon startup Taalas to boost performance and efficiency in its AI hardware roadmap.
SK Hynix Profit Misses AI Expectations Amidst Chinese Chip Surge
SK Hynix's profit miss and CXMT's IPO highlight the dynamic semiconductor market, with China's advancements challenging established players.
Nvidia: Rubin AI Chips Shipping Amidst Production Scrutiny
Nvidia confirms its new Vera Rubin AI chips are shipping, addressing production concerns and highlighting rapid deployment capabilities.
AMD Elevates AI Chip Architect With Corporate Fellow Honor
AMD promotes Alan Smith to Corporate Fellow, recognizing his pivotal role in advancing GPU architecture and driving the company's AI computing initiatives.
AMD Sets Q2 2026 Earnings Date
AMD has scheduled its Q2 2026 earnings release for August 4, 2026, with a post-market conference call.
AI Chip Selloff Hits Global Markets
Markets are witnessing an AI chip selloff, with Samsung's record profits failing to impress and Amazon raising $25B for AI infrastructure.
Chip Stocks Rally as AI Trade Revival Continues
Chip stocks are rallying, signaling a revival in the AI trade after a period of decline, with a renewed focus on the underlying technologies driving artificial intelligence.
AI Memory Chip Costs Spark Asian Tech Stock Sell-off
Asian tech stocks face pressure as AI memory chip costs surge, driven by high demand for HBM. Apple's price hikes reflect this trend.
Micron, Qualcomm Show Strong AI Demand
Micron and Qualcomm report strong AI demand, with Micron forecasting record revenue and Qualcomm highlighting custom silicon growth. Apple faces rising component costs, leading to hardware price increases.
Micron, Qualcomm Rally on AI Boom, Businessweek Reports
Micron and Qualcomm stocks are surging as AI demand drives forecasts for memory and data center chips, according to Bloomberg Businessweek Daily.
Micron Shares Surge on AI Demand, Apple Hikes Prices
Bloomberg Money Minute reports Micron shares surging due to AI demand, while Apple raises Mac and iPad prices citing AI-driven memory chip shortages.
OpenAI's Custom AI Chip Plans Revealed
OpenAI unveils its first custom AI chip, Raptor, developed with Broadcom, aiming for 50% cost reduction in AI inference.
OpenAI's Custom AI Chip with Broadcom
OpenAI unveils its first custom AI chip, 'Jalapeno', co-developed with Broadcom, aiming for 50% cost savings and enhanced AI inference performance.
Lip Bu Tan on Re-engineering Intel's Semiconductor Supply Chain
Intel CEO Lip Bu Tan discusses re-engineering the semiconductor supply chain, the impact of AI, and Intel's strategic focus on innovation and customer needs.
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.
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.
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.
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.
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.
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.