#Semiconductors
50 articles with this tag
SK Hynix's $720B AI Memory Bet: Inside Korea's Chipmaking Giant
CNBC goes inside SK Hynix's massive Korean HBM chipmaking facilities and interviews Chairman Chey Tae-won about the company's $720 billion bet on AI.
Anthropic in $6B Talks to Acquire AI Startup Decart
Anthropic is reportedly in talks to acquire Israeli AI startup Decart for $6 billion, a move that would bolster its AI capabilities and infrastructure ahead of a potential IPO.
Dan Ives on AI's 'Fourth Industrial Revolution'
Tech analyst Dan Ives discusses his move to Yorkville Ives, the AI revolution as the 'fourth industrial revolution,' and the risks and opportunities ahead.
Microsoft Boosts AI Chips, Apple Faces Hardware Hurdles
Anurag Rana of Bloomberg Intelligence discusses Microsoft's AI chip production boost and contrasts it with Apple's hardware challenges, including potential foldable phone developments.
AMD Buys Taalas for AI Inference
AMD acquires AI inference silicon startup Taalas to boost performance and efficiency in its AI hardware roadmap.
Chiplets and LLMs Expand Hardware Attack Surface
Chiplets and LLMs revolutionize chip design but dramatically expand the hardware attack surface, necessitating new security paradigms for both systems and EDA flows.
AI Selloff Ignores Data, Investor Says
An investor argues that AI stock selloffs ignore accelerating fundamentals, with data showing strong demand and revenue growth.
CoreWeave Dominates AI Inference Benchmarks
CoreWeave leads AI inference benchmarks for Moonshot AI's Kimi K2.6 model, showcasing superior speed and cost-efficiency through full-stack optimization.
Mizuho's Jordan Klein on Amazon's $25B Custom Silicon Run Rate
Mizuho's Jordan Klein breaks down Amazon's $25B custom chip run rate, AWS growth, and why investors are shifting capital from Apple into Amazon.
Qualcomm CEO on AI, Automotive, and Smartphone Slump
Qualcomm CEO Cristiano Amon discusses the company's diversification into automotive and data centers amidst smartphone market pressures, and the strategic importance of its AI platform.
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's $750 Billion AI Deals Face 'Circular' Scrutiny
Nvidia's massive AI deals, the tech industry's scrutiny of capex, Meta's internal struggles, and the tin can industry's tariff woes were discussed on the Bloomberg Intelligence Podcast.
Nvidia's $750B Deals Spark Circular AI Financing Debate
Nvidia's massive $750B in deals, particularly with SK Hynix, are raising questions about the transparency and nature of AI financing.
Nvidia-OpenAI Deal, AT&T Bonds, and Biotech M&A
Nvidia's potential $250B OpenAI deal, Argenics' $2.2B Forte Biosciences acquisition, AT&T's bond offering, and AstraZeneca's earnings.
Nvidia's Huang: AI Will Require 10x Chip Industry Growth
Nvidia CEO Jensen Huang anticipates a tenfold increase in the semiconductor industry to meet AI demands and details a $500B investment with SK Group.
Nvidia CEO Jensen Huang on AI, Korea, and Open Models
Nvidia CEO Jensen Huang discusses major AI investments in South Korea, HBM supply chain challenges, the future of computing, and the critical role of both open and closed AI models.
Open-Weight AI Debate: Tech Giants Urge Washington
Tech leaders rally for open-weight AI, while Intel, AMD, and Cerebras make strategic moves in the AI hardware race.
Tech Giants Back Open AI Models for US Leadership
Big Tech leaders, including Nvidia and Microsoft CEOs, are advocating for open-weight AI models to boost US competitiveness and national security.
AI Revolution 'In The Third Inning,' Says Analyst Dan Ives
Analyst Dan Ives states the AI revolution is in its early stages, emphasizing the critical role of hyperscalers and companies like Intel in driving AI adoption and investment.
Semiconductor Multiples Are Unremarkable
Semiconductor stocks are trading at average multiples despite record AI-driven growth, reflecting investor concerns about industry cyclicality and future supply gluts.
Intel Surges on AI Data Center Demand, Asia Eyes Nuclear Renaissance
Intel's strong revenue forecast, driven by AI demand, contrasts with market concerns over AI investment returns and inflation. Asia's nuclear power push is also highlighted as a response to AI's energy needs.
AI Supercharges Medical Scans
AI is revolutionizing medical imaging diagnostics, with edge acceleration powered by companies like Micron and Axelera AI enabling faster, more accurate diagnoses.
Intel Surges on Strong Earnings Beat, AI Demand Fuels Growth
Intel reported a strong earnings beat and raised its outlook, driven by surging demand in its data center segment, largely fueled by AI growth.
AMD and Cerebras Team on AI Inference
AMD and Cerebras unveil a new AI inference solution combining AMD Helios GPUs with Cerebras' Wafer-Scale Engine for ultra-low latency and high throughput.
AMD & Anthropic Ink 2GW GPU Deal
AMD and Anthropic partner for massive AI hardware deployment, integrating AMD GPUs and AI optimization.
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.
Nvidia's AI Chip Rollout & China's AI Race
Nvidia's new AI chips, TSMC's price hikes, and U.S.-China AI talks dominate this Bloomberg Tech episode.
AI Chip Stocks: Opportunity Amidst Volatility, Says JoAnne Feeney
Capital management advisor JoAnne Feeney sees opportunity in AI stock pullbacks, favoring infrastructure providers like Nvidia over memory companies like Micron.
AI Capex Slowdown Risks and China Tech Rebound
Thomas Thornton discusses record outflows from Korean equities, potential AI capex cuts, and the bright outlook for Chinese tech stocks.
Market Turmoil: Mideast Tensions Hit Stocks, Google Unveils AI Chip
Middle East tensions rattled markets, causing stocks to fall as oil prices surged. Meanwhile, Google unveiled plans for a new AI chip, and the U.S. offered aluminum tariff relief.
Moonshot AI's Chip-Defying AI Models
Anthony Stephens discusses Moonshot AI's Kimi K3 model, highlighting China's software innovation in overcoming hardware constraints and its market impact.
Google's AI Chip, Jersey Mike's IPO, and Home Cooking Tech
Google is developing a custom AI chip, Jersey Mike's is set for an IPO, and home cooking is getting a high-tech upgrade.
Nvidia Stabilizes, Prologis Sweetens Segro Bid
Bloomberg's Luis Moon discusses Nvidia's stabilizing chip stock, Prologis's new bid for Segro, Domino's sales slowdown, and Urban Outfitters' stock surge.
Invesco's Fiona Yang on AI, Korea & Asia's Markets
Invesco Fund Manager Fiona Yang discusses the AI market, the volatility in Korea, competition from Chinese LLMs, and investment opportunities in Asia.
Moonshot AI Eyes IPO Amid China's AI Race & Oil Tensions
Moonshot AI eyes an IPO amidst China's AI surge, as its Kimi K3 model challenges US AI leaders. Analysts discuss geopolitical impacts and market trends.
Big Tech Earnings: AI Spend, China, and Chip Stocks in Focus
Nathan Hager and Bailey Lipshultz discuss upcoming Big Tech earnings from Alphabet, IBM, Intel, and Tesla, focusing on AI spending, US-China competition, and market trends.
China's Moonshot AI Model Challenges US Dominance
Chinese AI startup Moonshot AI's new Kimi K3 model is shaking up the tech world, raising concerns for US companies and sparking debate over AI development practices.
China Startup Threatens AI Leadership, Markets Dip
Bloomberg News covers the market impact of a Chinese AI startup's competitive tactics, Apple's antitrust settlement talks, and SpaceX's stock performance.
Chip Stocks Tumble on AI Spending Worries, Netflix Earnings Miss
Chip stocks tumbled amid AI spending worries while Netflix reported a revenue miss and cautious guidance, impacting major indices on a day of broad market declines.
AI Rally Faces Scrutiny Amid Shifting Market Factors
Cameron Dawson of NewEdge Wealth discusses soaring semiconductor margins, the sustainability of the AI rally, and a potential shift towards fundamentally driven markets.
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.
Kalshi CEO: AI Compute Market Needs Price Discovery
Kalshi's Chief Risk Officer, Udesh Jha, discusses the launch of AI compute power markets, drawing parallels to the early days of derivatives trading and highlighting the platform's unique approach to price discovery.
AI Stock Rally Falters Amid SK Hynix Selloff, Apple-OpenAI Lawsuit
SK Hynix shares tumble, Apple sues OpenAI, and FCC Chair Carr discusses space tech and AI on Bloomberg Tech.
Meta Introduces Paid AI Models, Bernanke Joins Anthropic Trust
Meta introduces paid access for its AI models, former Fed Chair Ben Bernanke joins Anthropic's AI trust, and Micron invests $3 billion in US semiconductor supply chains.
SK Chairman: AI Demand Fuels SK Hynix US Plans
SK Group Chairman Chey Tae-won discusses SK Hynix's US expansion plans, driven by soaring AI demand and the critical role of high-bandwidth memory (HBM).
Micron Surges on AI Chip Report, Meta and AstraZeneca Dip
Micron's stock rises on AI chip production news, while AstraZeneca dips due to drug trial results and Meta falls on AI pricing reports.
Micron, SK Hynix Expand Amid AI Boom; Meta Monetizes AI
Micron plans $250B US plant investment, SK Hynix launches record US share sale, and Meta monetizes AI with paid model tiers.
AMD Sets Q2 2026 Earnings Date
AMD has scheduled its Q2 2026 earnings release for August 4, 2026, with a post-market conference call.
Nvidia's $1 Trillion Slide: AI Boom Valuation Tested
Nvidia's market valuation has fallen by roughly $1 trillion, returning to pre-AI boom levels amidst growing competition from hyperscalers developing their own AI chips.
AI Rally: Has it Gone Too Far, Too Fast?
Fiona Yang of Invesco discusses the AI rally, suggesting it's becoming more selective as the market shifts focus to monetization and ROI, with companies diversifying chip supplies.