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Nvidia is investing $3.5 billion in MediaTek through convertible bonds to collaborate on AI infrastructure, local AI computing, and platforms for AI-powered vehicles. This strategic partnership expan…
Broadcom approaches its fiscal third-quarter results with high expectations for its AI semiconductor segment, projected to reach $16 billion in sales. Despite recent share price pressure due to valua…
Intel's CEO Lip-Bu Tan bought $10 million in stock at $95, but shares now trade at $93.05. While Intel's AI and Data Center revenue surged, the foundry segment still shows significant losses. The pur…
Taiwan Semiconductor (TSM) announced a massive $100 billion expansion of its U.S. chip production facilities in Arizona, signaling strong long-term growth in semiconductor demand driven by AI. Despit…
Chinese DRAM maker CXMT's massive IPO debut creates divergent implications for Apple and Micron. While CXMT offers Apple potential supply chain flexibility, it poses a credible long-term pricing thre…
Intel faces a massive capital spending risk as it invests heavily in foundry capacity well before significant external revenue materializes, pressuring margins despite strong demand. The stock has al…
Sandisk (SNDK) stock plunged 31% over three days due to fears of Chinese competition from CXMT's massive IPO and concerns over potential AI sector spending cuts, impacting its memory chip margins.