semiconductors

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…

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U.S. warns allies to pick sides in AI race with China

The United States is preparing to deliver an ultimatum to dozens of countries: align with Washington's artificial intelligence coalition or risk exclusion from its technology ecosystem. A draft State Department letter, reviewed by Reuters, warns 35 signatories of a U.S.…

AI rally lifts emerging market stocks to best week since June

Emerging market stocks surged to their strongest weekly performance since June as renewed enthusiasm for artificial intelligence and cooler U.S. inflation data drew investors back into tech-heavy markets across Asia, even as the broader interest rate outlook remains uncertain.

Nvidia’s market cap now exceeds Apple’s by $1 trillion

Nvidia now holds a market capitalization roughly $1 trillion larger than Apple's, a gap that has opened with striking speed over the past two weeks as investors pour capital into AI infrastructure while punishing Apple for supply-chain headwinds.

Nvidia enlists Wall Street giants for $500B AI chip financing push

Nvidia went public this week with a sweeping plan to enlist six of the largest firms on Wall Street to arrange more than $500 billion in debt financing for customers of its AI chips — an effort to turn graphics…

SK Group chief warns 2027 will be worst year for AI memory shortage

SK Group Chairman Chey Tae-won has warned that the global semiconductor industry faces a severe supply-demand imbalance in 2027, describing the race to secure artificial intelligence memory as "like a war" in a wide-ranging CNBC interview broadcast on August 13.

Taiwan raises GDP forecast to 11%, fastest pace since 1987

Taiwan on Friday raised its full-year economic growth forecast to 11.05%, a pace that would mark the island's fastest expansion in nearly four decades, as relentless global demand for artificial intelligence technology continues to supercharge its chip-making economy.

TSMC ramps 2nm capacity as Nvidia targets 2028 Feynman launch

Nvidia is accelerating development of its next-generation Feynman AI chip platform, targeted for mass production in the second half of 2028, forcing TSMC Taiwan Semiconductor Manufacturing Company Limited to fast-track expansion of its most advanced fabrication and packaging facilities.

Nikkei tops 69,000 as cooling U.S. inflation lifts Asia

Japan's Nikkei 225 extended its rally on Friday, climbing more than 500 points at the open to trade above 69,000 as a record-setting session on Wall Street and cooler-than-expected U.S. inflation data fueled buying in AI and semiconductor stocks across…

Cerebras launches ultrafast mode for OpenAI’s GPT-5.6 Sol

Cerebras Systems announced Thursday that it is powering a new "Ultrafast" service tier in the OpenAI API for GPT-5.6 Sol, delivering up to 750 output tokens per second — up to 14 times faster than Standard processing with no loss…

Nvidia’s China AI chip share set to plunge as Huawei gains ground

Jensen Huang's warning about the consequences of losing China's AI market to domestic hardware is drawing renewed attention as fresh data shows American chipmakers rapidly losing ground in the world's second-largest AI economy.

SMIC profit more than triples as AI chip demand surges

Semiconductor Manufacturing International Corp, China's largest contract chipmaker, reported on Thursday that second-quarter profit more than tripled from a year earlier, handily beating analyst expectations as demand for AI-related chips continued to surge.

CXMT overtakes Tencent as China’s most valuable company

Chinese memory chipmaker CXMT Corp. surpassed Tencent Holdings on Thursday to become the world's most valuable Chinese company, a milestone that crystallizes the market's bet on semiconductor hardware over internet platforms in the age of artificial intelligence.

Sony and TSMC form $4.69B image sensor venture in Japan

Sony Semiconductor Solutions and Taiwan Semiconductor Manufacturing Company announced Tuesday a legally binding agreement to establish Advanced Vision Semiconductor Manufacturing Corporation, a joint venture valued at 747 billion yen ($4.69 billion) that will develop and manufacture next-generation image sensors for…

Google unveils Pixel 11 with higher prices, less RAM

Google Alphabet Inc. unveiled its Pixel 11 lineup on Wednesday, August 12, confirming price increases and reduced RAM configurations across multiple models as the global memory chip shortage continues to reshape smartphone economics.

China’s CXMT expands into mobile DRAM, narrows yield gap with Samsung

China's largest DRAM maker, Changxin Memory Technologies (CXMT), is broadening its competitive front against Samsung Electronics and SK hynix, moving beyond PC memory into the mobile DRAM market while reportedly achieving manufacturing yields that approach those of the global leader.

Asian stocks rally as soft U.S. inflation dents Fed hike bets

Asian equities climbed broadly on Thursday after U.S. consumer prices rose in line with expectations in July, easing concerns about an imminent Federal Reserve rate hike and sending South Korea's Kospi surging nearly 5% in a rally led by semiconductor…

Apple eyes $100 iPhone price hike amid DRAM shortage

Apple is scaling back its 2026 hardware shipment plans as a worsening global DRAM shortage squeezes production across its lineup, while mounting evidence points to price increases on the iPhone for the first time since the memory crisis began.

China’s YMTC becomes third-largest NAND supplier, passing Micron

China's Yangtze Memory Technologies Co. has risen to become the third-largest NAND flash supplier in the world, overtaking Micron, Kioxia, and Sandisk in shipment volume during the second quarter of 2026, according to data from Counterpoint Research published this week.

European stocks and bonds draw strongest inflows in a decade

European markets are defying expectations in 2026, drawing a wave of capital from global investors seeking alternatives to the United States as geopolitical uncertainty reshapes portfolio allocations.

CoreWeave, Super Micro earnings spark global tech rally

Strong quarterly results from CoreWeave and Super Micro Computer ignited a broad rally across global equity markets on Wednesday, with Asian technology stocks leading gains as investors interpreted the numbers as confirmation that artificial intelligence infrastructure spending remains firmly intact.