Nvidia CEO Jensen Huang reports that demand for AI chips continues to exceed supply, with orders arriving daily despite broader market concerns about industry spending.
Nvidia is set to maintain a 12-layer HBM4 configuration for its Rubin AI chips, while market analysts forecast a 121% surge in HBM prices by 2027 due to technological shifts.
TSMC expects fourth-quarter revenue to grow by up to 61% following a record third quarter with $23.59 billion in net income.
Marvell Technology aims to grow its custom silicon revenue to $30 billion by fiscal year 2031, supported by a major deal with Google and expansion in AI hardware.
Nvidia's share of China's AI chip market dropped to 34% in the first half of 2026 as Huawei expanded its presence to 28% amid shifting trade policies.
Cerebras Systems shares have fallen to a record low, trading 21% below their IPO price as insider selling and competition with Nvidia impact the company's market valuation.
Microsoft has introduced the Maia 300, a new multichiplet AI inference accelerator that will serve as the company's primary infrastructure for large-scale model processing starting next year.
Microsoft is scaling up the use of its proprietary Maia AI chips to reduce dependency on Nvidia, with the third-generation model set for mass production in 2027.
Microsoft has announced the Maia 300, a 2nm chiplet-based AI accelerator set to launch in 2027 to power the company's internal AI infrastructure and reduce reliance on external GPU providers.
Microsoft has announced the Maia 300 AI chip, featuring 288GB of HBM4 memory and a 2-nanometer manufacturing process, with deployment scheduled for 2027.
Microsoft has unveiled its third-generation AI chip, Maia 300, aiming to optimize cloud inference efficiency and support advanced reasoning models starting in 2027.
Microsoft has announced its third-generation custom AI chip, the Maia 300, which is set for production deployment in 2027 to power AI inference tasks and improve energy efficiency.
Microsoft has introduced its third-generation AI chip, the Maia 300, targeting higher energy efficiency and a production volume of over 300,000 units by 2027.
Microsoft is launching its third-generation Maia 300 AI chip, aiming to transition to in-house infrastructure for its cloud services and AI models by 2027.
TSMC reported third-quarter 2026 revenue of NT 1.49 trillion, exceeding guidance and setting the stage for a sixth consecutive quarter of record profits driven by AI chip demand.
Shares of AI chipmaker Cerebras Systems have fallen below their $185 IPO price, trading at approximately $165 following the expiration of the company's lockup period.
A co-conspirator has pleaded guilty to smuggling Nvidia AI chips to China via Super Micro servers, as legal pressure mounts on the company and its executives.
Nvidia's revenue per employee has surged to approximately $7.2 million, marking a 5.8-fold increase over the past three years.
A former Supermicro contractor has pleaded guilty to charges involving the illegal diversion of Nvidia-powered AI servers to China in violation of US export controls.
GlobalFoundries has secured a $2 billion, five-year deal with TSMC to manufacture silicon interposers for advanced AI chip packaging in New York.
