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AI Chips

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AMD’s Lisa Su to Visit Samsung Chip Plant for Talks on Foundry and AI Memory

Securing AMD would mark a major foundry win for Samsung in a market led by TSMC.

Marvell Lifts Multi‑Year Outlook as AI Data‑Center Sales Hit Records

Intel Backs SambaNova With $350 Million Round and Planned Multi-Year Inference Partnership as SN50 Debuts

Broadcom’s Custom AI Chip Boom Draws Big Bets and Caution Ahead of March 4 Earnings

AMD to Backstop $300 Million Goldman Loan for Crusoe AI Chips, Report Says

Applied Materials Heads Into Q1 Earnings With $6.85 Billion Revenue Guide

Reports Point to Exynos 2700 Mass Production in H2 2026, Bigger Role in Galaxy S27

Arm Stock Rebounds After Post-Earnings Slide as Licensing Miss Tempers Record Royalties

Nvidia Reportedly Halts 2026 GeForce Launches as DRAM Shortage Forces Production Cuts

Infineon Lifts Capex After AI Demand Drives Modest Q1 Gain

UAE Royal’s Vehicle Bought 49% of Trump Family Crypto Firm for $500 Million Days Before Inauguration

Kospi Closes Above 5,200 as Chip Giants’ Blowout Earnings Power Fresh Record

Cramer Backs Intel’s Lip‑Bu Tan After 17% Selloff on CPU Shortage Warning

China Signals Opening for Nvidia H200 Orders as Jensen Huang Plans Beijing Trip

Tesla Revives Dojo3 After AI5 Chip Progress, With Musk Targeting Space-Based Compute

Analysts Lift Broadcom Outlook as Wells Fargo Upgrades After Stock Pullback

China Customs Hold Leaves Nvidia H200 Shipments in Limbo After U.S. Clearance

Apple Scrambles to Secure Scarce Glass Cloth as AI Demand Squeezes Supply

U.S.–Taiwan Tariff Deal Nears as TSMC Secures Arizona Land for Potential Expansion

Qualcomm Confirms Talks With Samsung to Build 2nm Snapdragon Chips