Technology ❯ Semiconductors

Chip Manufacturing

Nvidia Intel Market Trends AI Chips Artificial Intelligence TSMC Market Competition AI Technology Intel Corporation Foundry Services

Nvidia Posts $96.2 Billion Quarter and Forecasts Roughly 70% Growth

Investor re-pricing followed Nvidia’s bullish outlook with the company warning that supply shortages will limit how fast orders can be filled

Nvidia Pauses Some GPU Revenue‑Share Deals With AI Cloud Providers

Tepper Sells Entire SanDisk Stake and Shifts Appaloosa Into AI Infrastructure

Samsung Raises Foundry Prices Up to 15% as AI Demand Strengthens Its Leverage

Reports Say TSMC Has Validated an Angstrom‑Class 1.6nm (A16) Process

Groq Raises $350 Million at $3.5 Billion Valuation

AMD Raises $4.75 Billion in Multi‑Tranche Bond Sale

Google Confirms Tensor G6 Is Built on TSMC 3nm, Not 2nm

Applied Materials Beats Q3 Estimates and Raises 2026 Equipment Growth Above 30% as Shares Slip

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

Intel Launches $15 Billion Stock Sale to Fund AI Factory Buildout

DRAM Shortage Forces Apple to Trim 2026 Shipments as $1 Billion Stranded‑Wafers Claim Is Disputed

Core Scientific Lands 530 MW AI Colocation Deal With AMD

Caterpillar Posts Record Quarter as Data‑Center Demand Swells Backlog

SK Hynix Board Approves $38 Billion Fab Spend as Micron Shares Tick Higher

AMD Posts Record Data‑Center Quarter, Investors Flag CapEx and Cash‑Flow Risks

Netlist and Samsung Forge Five‑Year Alliance to End Longrunning Patent Fight

Fundsmith Flagged H1 Weakness and Adds New Positions as It Shifts Tactics

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

Qualcomm Stock Slides After Guidance Miss