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Nvidia announced a $3.5 billion investment in MediaTek to deepen collaboration with the Taiwanese chipmaker. Meanwhile, broader markets faced pressure from rising bond yields, elevated oil prices due…
Nvidia announced a $3.5 billion investment in MediaTek to deepen their AI infrastructure and data-center partnership across a 10-year roadmap. Additionally, Melius Research boosted Nvidia's price tar…
AMD plans to raise up to $5B via bond sale to fund AI expansion, including Anthropic investment and debt repayment. Company projects strong server/data center growth, targeting share gains against Nv…
TSMC and Sony announced a $4.69B joint venture to produce next-gen image sensors in Japan, with production starting in 2029, boosting confidence in the global semiconductor supply chain.
Mexico's tech-driven export boom, fueled by AI capex and USMCA's tariff advantage over China, is reshaping nearshoring. New SpaceX and Inventec investments highlight growing semiconductor and AI supp…
GlobalFoundries secured a $300M US DOC letter of intent for silicon photonics R&D, boosting AI infrastructure optics development. The deal, part of CHIPS Act funding, grants the government ~1% equity…
TSMC posted strong Q2 earnings with 33.7% revenue growth and announced a $100B Arizona expansion. Analysts remain bullish with 'Strong Buy' consensus despite stock dipping on broader tech sell-off. 2…
TSMC pledged $265B for Arizona fabs and packaging plants, enabling US-made advanced chips for Nvidia and Apple. Despite record Q2 profit, TSMC stock fell on rising capex and margin dilution concerns,…
Tesla plans to launch a major chip fabrication project called Terafab to support its AI-driven ambitions, including robo-taxis and humanoid robots, addressing chip shortages and supply chain issues w…
Nvidia secured multiyear, multibillion-dollar agreements with Coherent and Lumentum for AI data-center optical components, alongside $2 billion investments, boosting optics capacity and R&D. Nvidia's…
Intel undertakes leadership changes and secures major investments to boost AI and chip production but faces margin pressure, trade challenges, and lagging innovation behind NVIDIA. Earnings estimates…