ai chips

Andrew Feldman argues negative AI rhetoric obscures real potential and that poor community engagement by the data center industry fuels local opposition to infrastructure buildouts

Supply constraints, not demand, are driving profit expansion across AI chips, memory and storage—and consensus price targets don't reflect the earnings upside ahead.

Multi-year deal secures advanced packaging components for AI chip production as foundries race to scale CoWoS technology.

The Shanghai chipmaker taps markets for capital as its stock swings 50 percent from June highs, raising questions about valuation discipline in a crowded AI hardware race.

CEO Lisa Su confirmed substantial 2027 capacity increases and tens of billions in global investments to meet sustained AI hardware demand, extending supplier planning windows to three to five years.

Marvell Technology raised its fiscal 2028 revenue forecast to $20 billion on AI chip demand; Seaport initiated a Buy rating with a $270 price target, citing the company's unique full-stack competitive moat.

CEO Lisa Su is locking down advanced wafer capacity and memory supplies to meet surging demand, but TSMC's limited output remains the bottleneck

The AI chip startup is reviewing investment offers valuing it at $40 billion to $50 billion, just weeks after a $700 million Series B at $21 billion.

Advanced Packaging Fab 7 begins production of CoPoS technology, potentially undercutting rivals and easing AI chip cost pressures by 2028

The Dutch startup is building processor and memory architecture designed for AI inference, targeting 2028 deployment with a dual revenue model: hardware sales and IP licensing.

Custom silicon outperforms Nvidia Blackwell on efficiency metrics, but volume production delayed to 2027 as Nvidia's next architecture looms.

Jalapeño, built with Broadcom on TSMC's 3nm process, matches Nvidia Blackwell performance while addressing the economics of running models at scale

Taiwan's Keelung District Prosecutors Office charged nine people, including Nvidia and Super Micro employees, after 74 servers with advanced chips were illegally shipped to China.

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.