#Semiconductors
50 articles with this tag
Alphabet Gains $2T as AI Infrastructure Faces Headwinds
Alphabet gains $2T as AI infrastructure faces headwinds. Meta sees stock dip on compute sale plans, while American Eagle affirms guidance.
Asia's AI Stock Frenzy: A Warning for Global Markets
Asia's AI stock frenzy is a warning for global markets, with retail investors using leverage and driving up semiconductor stock prices.
Hardware-Software Co-Design: AI's 100x Multiplier
Dylan Patel of SemiAnalysis explains how hardware-software co-design is the key to unlocking 100x performance gains in AI, optimizing data flow and reducing costs.
Qualcomm and Superhuman both bought AI software companies this week. VCs mostly sat out.
While VCs slowed to $900M deployed, hardware incumbents wrote $6B in acquisition checks. The inference software layer just got priced.
OpenAI IPO Hopes Dim, Banks and Retail Stocks Dip
Banks slide as OpenAI's IPO timeline is questioned. Onsemi and Darden Restaurants also see stock declines on mixed earnings and missed expectations.
AI Cost Reality Check Hits Tech Stocks
Bloomberg Intelligence discusses the "AI cost reality check" impacting tech stocks, driven by Apple's price hikes and surging demand for AI components.
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.
OpenAI IPO Delay, Apple Price Hikes, Italy Growth
OpenAI's IPO faces delays, Apple hikes prices amid chip costs, Italy sees regional growth, and royal tax figures are revealed.
AI Boom: Toto & Ajinomoto Unexpected Beneficiaries
Asian companies like Toto and Ajinomoto are emerging as unexpected AI beneficiaries, driven by their advanced materials and manufacturing expertise, while supply chain bottlenecks persist.
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 Soars on AI Demand, Surpasses Expectations
Micron Technology's stock surged after its AI-driven forecast beat expectations, highlighting strong demand for its memory solutions in the booming AI sector.
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.
Business Warns UK, Europe Faces NATO Pitch
UK businesses warn of a breaking point, NATO pushes for increased defense spending, and Micron forecasts strong AI chip demand.
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.
AI's Impact on Memory Demand: A Less Cyclical Future
Celine Woo of Lazard Asset Management discusses how AI is making memory demand less cyclical, creating sustained growth opportunities for tech companies.
Micron's AI-Driven Earnings Ambitions Face Market Scrutiny
Micron's upcoming earnings are crucial as the market scrutinizes AI's impact on the semiconductor sector.
OpenAI Unveils Custom AI Chip
OpenAI and Broadcom unveil Jalapeño, a custom LLM inference chip designed for higher performance and efficiency, marking a key step in OpenAI's full-stack strategy.
US Chip Stocks Plunge as AI Selloff Hits Asia
US chip stocks plunged as the AI selloff originating from Asia impacted global markets, with the Nasdaq 100 seeing a 3% drop.
US Chip Stocks Plunge Amid AI Selloff
US chip stocks are plummeting as a significant AI selloff, originating in Asia, impacts the tech sector. This trend highlights the market's reaction to the AI boom and its implications for semiconductor companies.
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.
AI Compute Futures: The Next Big Market?
CME Group and Silicon Data are launching the first futures market for AI compute, aiming to bring price stability to the volatile GPU market.
AI Hardware Boom Needs Factories
The US manufacturing sector is experiencing an AI-driven boom, but lacks the factories and machinery to truly reindustrialize.
Super Micro Falls on $7B AI Offering
Super Micro Computer's stock dipped after announcing a $7 billion offering to fund its AI server expansion, despite surging demand.
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.
Taiwan Eyes China AI Chip Sales Curbs; OpenAI IPO Looms
Taiwan considers AI chip export curbs to China, while OpenAI reportedly files for IPO, signaling major shifts in the AI landscape.
Cerebras Sets Q1 2026 Earnings Date
Cerebras Systems will report its Q1 2026 financial results after market close on June 23, 2026, followed by an investor call.
Taiwan Eyes China AI Chip Sales Curbs; OpenAI IPO Plans
Taiwan eyes curbs on AI chip sales to China, while OpenAI files for an IPO, signaling a major shift in the AI race.
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.
Apple's AI Push & Soaring Chip Stocks
Apple announces a major AI revamp as chip stocks soar, signaling a significant shift in the tech landscape.
Broadcom's AI Outlook Dims, Sparking Tech Stock Sell-Off
Broadcom's cautious AI outlook has sent shockwaves through the tech sector, triggering a broad stock sell-off as investors digest the implications for AI hardware demand.
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.
Asia Equities Dip as AI Enthusiasm Cools
Asian equity markets declined as the AI stock rally cooled, prompting a rotation into other sectors.
Broadcom's AI Outlook Sparks Sell-off
Broadcom Inc. shares plunged 13% after its AI revenue outlook disappointed investors, while CrowdStrike and Petco also saw declines.
Broadcom Stock Drops on Disappointing AI Chip Outlook
Broadcom Inc. stock dropped significantly after the company issued a disappointing outlook for its AI chip business, missing market expectations for future demand.
Broadcom's AI Outlook Miss Hits Stock
Broadcom's stock dropped significantly after its AI outlook missed market expectations, raising questions about its competitive edge in the booming AI hardware sector.
Broadcom, CrowdStrike, Petco Stocks Move on Earnings
Broadcom shares tumbled on a disappointing AI outlook, while CrowdStrike and Petco also saw significant stock declines following their respective earnings reports.
Marvell Soars, Toilet Maker Powers AI
Marvell Technology stock soars 33% with Nvidia's $2B stake, while toilet maker Toto finds AI demand in chip manufacturing.
Samsung's AI Bonus Fight Sparks South Korean Tech Wealth Debate
Samsung Electronics averted a major labor strike by agreeing to significant AI-driven bonuses for chip workers, but the deal has sparked internal debate over fairness and profit sharing.
South Korea's AI Wealth Fight: Samsung Bonuses Ignite Tech Wealth Debate
Samsung Electronics workers in the chip division will receive significant AI bonuses, sparking debate over fair profit sharing across the company.
HPE CEO: AI Demand Fuels Record Stock Surge
HPE CEO Antonio Neri discusses record stock surge driven by massive AI demand, highlighting volume growth and strategic investments.
Westmag Motors Aims for US Motor Dominance
Westmag Motors launches to build a scalable, domestic supply of critical motors and actuators for the US drone and robotics industries, aiming for millions of units annually.
Dell Soars on AI Server Demand, Boosted by Outlook
Dell's stock reaches a two-year high, driven by robust demand for its AI servers and a strong fiscal 2025 outlook projected at $60 billion.
AI IPO Race Heats Up as Anthropic Files, Nvidia Surges
AI firm Anthropic files confidentially for an IPO, intensifying the AI race, while Nvidia's stock surges on high demand for its AI chips.
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.
AI Powers Stock Records, Europe Rushes to Re-arm
AI's market dominance continues as stocks hit records, while Europe accelerates re-armament amid geopolitical shifts and stalled Iran talks.
Legacy Tech Stocks Surge on AI Pivot
Legacy tech stocks are surging as companies like Dell and Snowflake pivot to AI, driving demand for hardware and software solutions.
AI's Future: 'A Lot More To Come,' Says JP Morgan Strategist
Stephanie Aliaga of JP Morgan Asset Management discusses the surging demand for AI, the shift towards inference computing, and the varying productivity gains companies are seeing.
Retail Traders Amp Up Risk
Retail investors are driving stock market activity with record volume and substantial leverage, particularly in options and leveraged ETFs.