AI Chips

Samsung is pushing its 1.4nm node to 2029 and doubling down on 2nm refinement to compete for AI chip orders while adopting High-NA EUV for 1nm production by 2030.

CFO Jason Child says demand for Arm's new data center chips could exceed $2 billion in fiscal 2027-2028, but TSMC capacity and memory availability are the real bottleneck

CFO Jason Child says Arm expects more than $2 billion in customer demand for its AI chips across fiscal 2027 and 2028, as the company races to secure fabrication capacity.

Taiwanese chip designer Alchip Technologies posted record NT$7.43 billion in July revenue, driven by mass production of custom AI chips built on TSMC's N3P process.

The South Korean chip designer plans a 2026 domestic listing at a reported KRW 1 trillion valuation, backed by $103 million across four private rounds.

Institutional volume exceeds 100 million shares daily as cloud providers deploy accelerators to challenge Nvidia's data center dominance

Wall Street analyst cites enterprise and sovereign AI infrastructure spending as key drivers for the chipmaker's continued dominance

Private AI chipmaker's rising profile underscores sector demand, but Nvidia offers investors direct exposure to accelerating infrastructure buildout

Investors bought deeply out-of-the-money calls on Micron Technology and Taiwan Semiconductor Manufacturing, pointing to expectations for sustained growth in AI-driven chip demand

Advanced Micro Devices' strong annual performance and MI300X accelerator wins challenge Nvidia's market leadership in AI chips

Ride-sharing giant Uber is moving significant AI workloads to Amazon's custom-designed Graviton and Trainium chips, signaling a strategic shift to optimize cloud infrastructure costs and enhance operational efficiency amidst intense competition.