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Three Ways to Back AI Hardware: Arm, SK Hynix and AMD

Investors weigh Arm’s high-margin licensing against SK Hynix’s capital-heavy HBM production to assess exposure to growing data-center compute needs.

Samsung and SK Hynix Reject KEPCO’s 25 Trillion Won Prepayment Request

Micron Offers Record 35–68‑Month Bonuses for Taiwan Workers as Unions Hold Out

Marvell's Stock Jumps as CEO Ties AI Deals to Record Data‑Center Revenue

Intel CEO’s $10 Million Buy Now Trades Below His Entry After $23 Billion Equity Raise

Intel Completes Roughly $20 Billion Share Sale to Finance Foundry Build-Out

CXMT Overtakes Tencent as China’s Most Valuable Company

AMD Raises $4.75 Billion in Multi‑Tranche Bond Sale

Intel Prices $20 Billion Equity Offering to Fund Foundry Build‑Out

Anthropic Confirms Internal Chip Team to Build Custom Chips for Claude

TSMC Adds $100 Billion to Arizona Plan as Profits Reach Record Highs

Qualcomm Confirms Broad Two‑Digit Chip Price Hike

Silicon Motion Posts Q2 Beat, Projects $519M–$541M Revenue for September Quarter

Lee Travels to San Francisco to Press U.S. AI Firms on Korea’s Chip and AI Megaprojects

STMicroelectronics Shares Plunge After Q2 EBITDA Miss as Company Bets on AI and Satellite Growth

South Korea Raids Montage and Searches Renesas and Rambus in Price‑Fixing Probe

Cadence Launches AuraStack Super Agent to Automate PCB and Advanced Packaging Design

Intel Hits 18A Yield Milestone as ASML Confirms High‑NA Qualification

Apple Commits Over $30 Billion to Broadcom for U.S. Chip Production Through 2031

Apple Commits More Than $30 Billion to U.S. Chip Supply Deal With Broadcom