semiconductors

AI memory chip shortage set to push car prices toward $60,000

The insatiable appetite of artificial intelligence has created what the tech world now calls "RAMageddon" — a global memory chip shortage that is pushing up prices on everything from laptops and gaming consoles to automobiles and television panels, with no…

DDR5 memory prices surge nearly fivefold as AI demand strains global supply

Standard DDR5 memory kits in Germany now cost 4.9 times what they did a year ago, a 486% increase since July 2025, according to research from German price comparison platform Geizhals. Between July and August 2026 alone, memory prices rose…

Apple stock rises as iPhone 18 Pro price hike reports build

Apple shares climbed on Wednesday, gaining as much as 2.8% as investors moved back into mega-cap technology stocks following a selloff the prior session. The rally came amid growing attention to reports that the company's upcoming iPhone 18 Pro lineup…

Fractile seeks $6.5B valuation after Anthropic chip deal

British AI chip startup Fractile is in advanced talks to raise approximately $600 million at a pre-money valuation of $6.5 billion, according to Bloomberg, representing a more than sixfold increase from the roughly $1 billion valuation it secured just three…

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Asian markets tumble as global AI stock selloff deepens

Wall Street slid further from its all-time high on Tuesday as artificial-intelligence stocks resumed their decline, dragging the major indexes lower for a third straight session. The S&P 500 fell 0.7%, closing at 7,691.76, after setting its record last Thursday.…

Intel and TSMC split on ASML’s $400M High-NA machines

ASML Holding finds itself at the center of a widening strategic divide among the world's largest chipmakers, as its next-generation High-NA EUV lithography machines — priced at roughly $400 million each — push Intel and TSMC Taiwan Semiconductor Manufacturing Company…

Marvell gives Google right to buy $12.2B stake in AI chip pact

Marvell Technology disclosed Wednesday that it has issued Alphabet's Google a warrant to purchase up to 58,970,907 shares of common stock at $206.58 per share — a stake worth approximately $12.18 billion — as part of a binding agreement to…

TSMC’s packaging crunch pushes AI chip orders to Intel’s Malaysia plants

TSMC's Taiwan Semiconductor Manufacturing Company Limited advanced packaging capacity remains fully booked through 2027, and the sustained crunch is now reshaping competitive dynamics in the semiconductor supply chain. According to a report from Taiwan's Economic Daily News, cited by TrendForce,…

SK Hynix announces record $29B share buyback after stock loses half its value

SK Hynix announced on Wednesday that it will buy back and cancel 40 trillion won ($29 billion) worth of its own shares over the next three months — the largest share cancellation program ever by a listed South Korean company.…

Samsung raises chipmaking prices up to 15% as AI demand tightens capacity

Samsung Electronics has raised prices for some advanced contract chipmaking services by up to 15% for new orders, as surging demand for AI chips tightens foundry capacity across the industry, Reuters reported on Wednesday.

Nikkei plunges over 2,100 points as Trump denies Iran talks

Japan's Nikkei 225 plunged more than 2,100 points at one stage on Wednesday, August 19, as a global risk-off wave gathered force after President Donald Trump denied any ongoing or planned talks with Iran and rising bond yields made high-valued…

Nvidia H200 chips reach China despite Beijing push to limit imports, FT reports

Small batches of Nvidia's H200 chips, among the company's most powerful AI processors, have entered mainland China, the Financial Times reported on Tuesday, citing two people with knowledge of the matter.

Asian stocks slide as chip selloff deepens amid bond, oil fears

Asian equity markets fell broadly on Wednesday, August 19, as a semiconductor selloff that began on Wall Street rippled across the region, dragging major chip stocks lower while elevated bond yields and geopolitical tensions kept investors in a defensive posture.

Cerebras unveils CS-4, claims 30x speed edge over GPUs

Cerebras Systems unveiled the CS-4, its next-generation rack-scale AI accelerator, at the company's Supernova event in San Francisco on Tuesday, claiming the system delivers up to 30 times faster inference than GPU-based solutions. The announcement marks the chipmaker's most aggressive…

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ASML falls sharply on China chip-equipment fears

ASML Holding shares dropped as much as 5.5% on Tuesday, August 18, 2026, as renewed concerns over China's progress in developing domestic DUV lithography equipment rattled investors in the semiconductor equipment sector.

Norway’s wealth fund warns AI stock bubble could erase years of gains

The head of the world's largest sovereign wealth fund warned last week that soaring AI-chip stock valuations pose a serious risk of a sharp correction, even as the same technology bets drove the fund to record profits. The warning from…

US customers now account for over 75% of TSMC revenue

Taiwan Semiconductor Manufacturing Company has become commercially American in all but name. In the first half of 2026, customers headquartered in the United States accounted for 75.64% of the chipmaker's consolidated revenue, according to TSMC's financial statements. Taiwan-based customers contributed…

BofA survey shows fund managers at peak bullishness since 2021

Global fund managers have pushed their stock allocations to the highest level in nearly five years, even as Bank of America's contrarian sell signal remains firmly in place, according to the bank's August Global Fund Manager Survey released Tuesday.

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Trump scales back Korea military drills over stalled $350B investment pledge

President Donald Trump's order to scale back joint military exercises with South Korea reflects not only his desire to re-engage North Korea diplomatically but also a broader administration frustration with Seoul's failure to deliver on a $350 billion investment commitment…

Arm CFO says company is pursuing deals as it shifts from licensing to making chips

Arm Holdings CFO Jason Child said Monday that the company is pursuing acquisitions as it navigates the transition from licensing chip designs to manufacturing and selling finished processors, telling The Information that "delivering silicon is definitely more complicated."

Global chip market forecast raised to $1.65T as AI spending soars

America's largest technology companies are pouring money into artificial intelligence at a pace that is making the current boom the largest investment surge in history, even as questions mount over whether revenues can catch up.

Memory chip shortage fuels ‘chipflation’ across consumer electronics worldwide

A global memory chip shortage fueled by voracious AI data center demand is pushing up prices for consumer electronics from smartphones to gaming consoles, in a phenomenon the industry has dubbed "chipflation." The crisis shows no sign of easing, with…

European chip stocks surge after Anthropic’s 14-fold revenue jump

European semiconductor stocks rallied on Monday as investors digested Anthropic's blockbuster second-quarter results, which showed revenue exceeding $11.5 billion — at least 14 times higher than a year earlier — reinforcing confidence in the AI-driven demand cycle powering the chip…

Anthropic’s 14-fold revenue surge powers global tech rally

Anthropic told prospective investors that its second-quarter revenue jumped at least 14-fold from a year earlier to more than $11.5 billion, according to documents seen by Bloomberg News. The Claude chatbot maker's preliminary Q2 figure compared with $787 million in…

TSMC’s Arizona fabs become its most profitable overseas unit

TSMC's Taiwan Semiconductor Manufacturing Company Limited Arizona operations have emerged as the company's most profitable overseas subsidiary, generating NT$36.066 billion (approximately $1.13 billion) in profit during the first half of 2026 — a 662.8% increase from the same period a…

Google launches Pixel 11 with on-device Gemini AI and $100 price hike

Google Alphabet Inc. officially unveiled its Pixel 11 smartphone lineup at its Made by Google event in New York on August 12, introducing four new devices built around deeper integration of its Gemini AI assistant and a new in-house processor,…

Google reportedly taps AMD to co-develop next-gen TPU chip

Google Alphabet Inc. has reportedly enlisted AMD Advanced Micro Devices, Inc. to help develop one of its 10th-generation Tensor Processing Units, a collaboration that would mark AMD's first major involvement in a custom AI accelerator project and signal a shift…

AMD shares surge after record $4.75 billion bond sale

Advanced Micro Devices priced the largest bond offering in its history last week — a $4.75 billion package of senior unsecured notes — sending its shares up 6.5% on Friday to close at $514.39. The deal, which is expected to…

AI memory chip shortage drives up electronics prices, stokes global tensions

A worldwide shortage of memory chips, fueled by insatiable demand from artificial intelligence data centers, is rippling through consumer electronics markets — raising smartphone prices in India, threatening to accelerate inflation in the United Kingdom, and intensifying geopolitical tensions between…

ASML lifts 2026 outlook again as top customers defer its priciest machines

ASML Holding lifted its full-year 2026 revenue outlook to €43 billion to €45 billion, the second upward revision this year, driven by surging demand for lithography equipment from chipmakers racing to expand AI-related capacity. Yet the Dutch company faces a…