Tag: Semiconductor device manufacturing
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TSMC, Samsung commit to ASML’s newest chipmaking tools as AI drives demand
TSMC and Samsung will adopt ASML’s High NA EUV tools for advanced chipmaking as AI drives demand for smaller, more complex semiconductors.
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Qualcomm rival MediaTek jumps 10% after $3.5 billion Nvidia AI chip deal
The two companies will work on integrating Nvidia technology with MediaTek’s custom AI chip business as well as other areas such as PCs and cars.
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U.S. considers fresh round of tariffs on semiconductors, report says
As tech giants race to beat China in the AI infrastructure buildout, the U.S. is reportedly considering enforcing tariffs on semiconductors.
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World’s biggest chipmaker TSMC’s sales surge 45% amid buoyant AI demand
TSMC makes chips for Big Tech customers like Nvidia and Google, so the firm’s financial figures are closely watched as a sign of AI semiconductor demand.
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SK Hynix to invest $38 billion building new memory chip plants as demand soars
Memory prices have surged because of short supply and huge demand with investors watching closely for any changes to the supply-demand imbalance.
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China’s reported chip breakthrough comes with some big caveats
China is reportedly producing a key chip tool in a market dominated by ASML. But analysts questioned China’s ability to compete with the Dutch giant.
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‘Almost unlimited’: Execs says AI demand remains strong even as enterprises move to ‘valuemaxxing’
AI-related chip stocks have been volatile amid a debate over AI demand and spending.
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SambaNova hits $11 billion valuation as investors back Nvidia chip challengers
SambaNova is valued at $11 billion after fresh financing led by General Atlantic, as AI chip startups look to challenge Nvidia.
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Nvidia’s big dividend hike could pave the way for higher payouts — who may be next
Some on Wall Street believe there will be more dividend increases from tech companies following Nvidia’s recent move.
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