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Intel Rally Surges After CEO Says Company Can Fill Only Half of CPU Demand

Investor optimism rests on stronger data‑center AI sales with foundry success still unproven.

TSMC Moves to Copy Intel’s EMIB as Packaging Bottleneck Chokes AI Chip Supply

Jensen Huang Declares Marvell a Candidate for Trillion-Dollar Valuation as Shares Surge

Cerebras Beats Q1 Estimates but Lowers 2026 Margins to Rent Systems for OpenAI Rollout

Alphabet’s Transformation to an AI and Cloud Powerhouse Fuels a Yearlong Stock Surge

Arm Reports Record Sales as AI Orders Top $2 Billion but Supply Falls Short

Nvidia to Supply About 1 Million GPUs to AWS Through 2027

Intel Confirms AI Data-Center GPU Plan, Names Eric Demmers Chief Architect

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

Nvidia Backs Baseten With $150 Million as AI Inference Becomes the Next Battleground

Tesla Revives Dojo 3 as Musk Says AI5 Design Nears Finish, Sets Nine‑Month Chip Cadence

Micron Breaks Ground on $100 Billion New York Chip Campus as Lawsuit Seeks to Halt Approvals

Alibaba’s Qwen Models Top 700 Million Downloads as Developer Adoption Surges

Nvidia Targets February H200 Shipments to China Under New U.S. Licensing Regime

Samsung’s ‘Heat Pass Block’ Puts a Built-In Heatsink on Exynos 2600, With External Licensing on the Table

SK hynix Confirms ADR Listing Review as Korea Exchange Issues Investment Warning

Moore Threads Soars Fivefold in Shanghai Debut After $1.1 Billion IPO

Baidu Unveils M100 and M300 AI Chips With 2026–27 Timelines

Nexperia Clash Escalates as China Unit Rejects HQ Orders and Company Rebukes Ousted CEO

Netherlands Tightens Control of Nexperia as Court Details Misconduct and China Blocks Exports