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.
A Delaware jury ruled that Arm breached its license agreement with Qualcomm, awarding the chipmaker $2 in nominal damages while leaving a multi-billion dollar royalty dispute unresolved.
Vinci4D Inc. has raised $250 million in a Series B round at a $1.5 billion valuation to scale its physics-driven AI platform for faster hardware simulation.
TSMC exceeded third-quarter revenue expectations with $46.36 billion, yet shares slipped 2% as an industry-wide selloff hit AI-related chipmakers.
IBM and Siemens are collaborating to prepare engineers for 0.7 nm chip design using the new 3D Nanostack architecture, with a pilot design kit expected in early 2027.
Langdao Silex has unveiled a prototype EUV lithography light source, with the company estimating that commercial production remains 3–5 years away.
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.
An explosion at Intel's Fab 28 plant in Israel has resulted in casualties, raising concerns over production continuity for Core and Xeon processors.
An explosion at Intel's Fab 28 plant in Israel has resulted in two deaths, with the company yet to confirm the impact on chip production schedules.
GlobalFoundries will build two semiconductor plants in New York with $21 billion in funding from Japan as part of a broader U.S.-Japan industrial investment agreement.
ASML faces surging demand for semiconductor manufacturing equipment as major tech firms aggressively expand their AI infrastructure, leading to orders extending into 2030.
TSMC is in talks with Elon Musk regarding the Terafab project, though the companies remain at odds over who will operate the proposed semiconductor manufacturing facility.
Elon Musk has criticized Samsung and SK Hynix over memory chip pricing, while highlighting Micron’s strategy of securing long-term customer loyalty through strategic supply agreements.
TSMC confirmed ongoing talks with Elon Musk regarding the Terafab chip project in Texas, but insists on maintaining full operational control of the facility.
Russian chipmakers demonstrated new silicon designs, including RISC-V, Arm, and Elbrus-based hardware, at the ME26 exhibition in Sochi.
TSMC and Elon Musk are negotiating a partnership for the Terafab chip factory in Texas, but remain at odds over who will manage the facility's operations.
Elon Musk predicts China will significantly increase RAM production by 2028, potentially accelerating a global supply glut that threatens South Korea's chip-dependent economy.
JPMorgan analysts warn that the market conditions that fueled a summer recovery for AI infrastructure stocks are currently missing, signaling a cautious outlook for the sector.
TSMC reported record third-quarter profits and raised its 2026 growth forecast, driven by sustained demand for AI-related chip production.
Nvidia CEO Jensen Huang recounted how a personal call from TSMC founder Morris Chang in the late 1990s secured a 30-year manufacturing partnership for the company.
