Semiconductors

Companies · 13 hours ago ASML Reports Minimal European Sales, Highlights Semiconductor Manufacturing Gap ASML, Europe's leading semiconductor equipment manufacturer, reveals that only 1.6% of its sales come from the continent, raising concerns about Europe's semiconductor production capabilities.

Companies · 23 hours ago Alibaba Launches Zhenwu M890 AI Chip Amid US Export Controls Alibaba has introduced the Zhenwu M890 AI chip, claiming it triples the performance of its predecessor, the Zhenwu 810E, as part of its strategy to enhance AI capabilities amid ongoing US export restrictions.

Macro · 5 days ago Qualcomm CEO Cristiano Amon to Attend State Dinner with Trump and Xi Jinping Qualcomm CEO Cristiano Amon will join President Trump and China's Xi Jinping at a state dinner, highlighting the importance of semiconductor policy in U.S.-China relations.

Adoption · 5 days ago GlobalFoundries and Marvell Expand Optical Connectivity Partnership for AI Data Centers GlobalFoundries and Marvell Technology are enhancing their collaboration to develop next-generation optical interconnects aimed at improving data transfer speeds in AI-centric data centers.

Funding · 6 days ago SK Hynix Denies Confirmed Plans for Intel's Ohio Chip Facility SK Hynix has clarified that it is not currently pursuing any confirmed plans to acquire or partner with Intel for its Ohio semiconductor facility, despite ongoing discussions.

Funding · 1 week ago Elon Musk Hints at Potential SpaceX-Tesla Merger Amid Upcoming Starship Launch Elon Musk has sparked speculation about a possible merger between SpaceX and Tesla, coinciding with SpaceX's plans for Starship's first orbital flight next week.

Funding · 1 week ago Altera Files Confidential IPO to Raise Over $2 Billion, Eyes Semiconductor Market Position Altera has confidentially filed for an IPO that could raise more than $2 billion, marking its return as a standalone entity after being acquired by Intel.

Derivatives · 1 week ago Nvidia Plans $10 Billion Investment in Anthropic's IPO Amid AI Safety Concerns Nvidia is reportedly in discussions to invest up to $10 billion in Anthropic's upcoming IPO, which aims for a valuation of $2 trillion. This news comes as concerns about AI safety are raised within the tech industry.

Spot & ETFs · 1 week ago MEXC Reports 130% Surge in Stock Futures Trading Volume for August 2026 MEXC has announced a significant increase in trading volume for its stock futures, rising 130% in August 2026, driven by heightened activity in U.S. and Korean memory and semiconductor sectors.

Companies · 2 weeks ago Huawei Targets 600,000 AI Chips by 2026 Amid Semiconductor Supply Chain Push Huawei aims to produce 600,000 Ascend 910C AI accelerator chips by 2026, doubling previous output levels as part of its broader semiconductor strategy.

Macro · 2 weeks ago China Achieves $119 Billion Trade Surplus in August Amid Strong Export Growth China's trade surplus reached $119 billion in August, marking the third consecutive month above $100 billion, driven by a surge in high-tech and automotive exports.

Companies · 2 weeks ago Coatue Management Invests Billions in Semiconductor Infrastructure and AI Chip Startup Coatue Management is making significant investments in semiconductor infrastructure and is exploring a joint venture with AI chip startup MatX to enhance chip production capabilities.

Opinion · 2 weeks ago US Trade Deficit Hits $88.6 Billion in July Amid Rising AI-Driven Imports The US trade deficit widened significantly to $88.6 billion in July, driven by increased imports, particularly in technology sectors, while exports fell.

Companies · 2 weeks ago Broadcom Reports Record Q3 FY2026 Earnings with AI Revenue Surging to $16.7 Billion Broadcom's Q3 FY2026 earnings reveal a significant leap in AI semiconductor revenue, projected to reach $230 billion by 2028, driven by major clients like Google and OpenAI.

Companies · 3 weeks ago Alkemya Metacore Raises $50M for Nickel Technology via Tokenised Equity Alkemya Metacore has secured $50 million in a pre-launch capital raise to advance its nickel wire technology, with plans to issue ALKN tokens on Bitfinex Securities.

Markets · 3 weeks ago South Korea Allocates 2.6T Won for Semiconductor Industry in 2027 Budget South Korea plans to invest 2.6 trillion won in its semiconductor sector as part of a record national budget for 2027, aiming to solidify long-term industrial growth.

Companies · 3 weeks ago Apple Invests $60 Billion in Texas Manufacturing Ahead of CEO Transition Apple has announced a significant $60 billion investment in Texas as part of a broader $600 billion domestic manufacturing initiative, coinciding with the upcoming leadership change from Tim Cook to John Ternus.

Compliance · 3 weeks ago Andreessen Horowitz Launches $1.1 Billion Fund for AI Hardware Infrastructure Andreessen Horowitz has launched the Machine Age Fund, a $1.1 billion initiative aimed at enhancing AI infrastructure through investments in hardware such as chips and data centers.

Macro · 3 weeks ago South Korea's National Pension Service Achieves 27% Return Amid AI Boom The National Pension Service of South Korea reported a remarkable 27.22% return in the first half of 2026, largely driven by a surge in domestic equities linked to the AI sector.

Companies · 3 weeks ago Nvidia Ends Revenue-Sharing Agreements with AI Cloud Providers Nvidia has announced the termination of its revenue-sharing agreements with AI cloud providers, potentially impacting smaller players in the AI infrastructure market.