Semiconductors

Policy · 3 weeks ago Trump Praises Micron Technology Amid Stock Decline and Major Investments President Trump commended Micron Technology as a leading company, despite the stock's recent decline. The chipmaker announced significant investments aimed at bolstering U.S. manufacturing and AI research.

Companies · 3 weeks ago SK Hynix Breaks Ground on $4 Billion AI Memory Hub in Indiana SK Hynix has officially begun construction on a $4 billion semiconductor facility in Indiana, aimed at producing high-bandwidth memory chips for AI applications. This project marks the company's first manufacturing presence in the U.S. and is expecte

Companies · 3 weeks ago Nvidia Projects 70% Revenue Growth Amid AI Demand Surge Nvidia forecasts a remarkable 70% revenue growth for fiscal 2028, driven by strong demand for AI infrastructure, as the company reports a 106% increase in Q2 revenue.

Policy · 3 weeks ago G20 Innovation Ministerial to Focus on AI with Key Industry Leaders The G20 Innovation Ministerial in Chapel Hill will feature discussions on AI regulation with prominent figures like Sam Altman and Jensen Huang, aiming to shape global tech policies.

Funding · 4 weeks ago Nvidia Explores $30 Billion Licensing Agreement with Perplexity AI Nvidia is in talks with Perplexity AI regarding a licensing agreement that could value the AI startup at over $30 billion, a significant increase from its previous valuation.

Markets · 4 weeks ago Tungsten Supply Crisis Threatens AI Chip Production Amid Rising Demand The global tungsten supply is facing a critical shortage, impacting AI chip manufacturing as demand surges. Export restrictions from China and military needs exacerbate the situation.

Business · 1 month ago South Korea Establishes Future Response Fund to Invest in Youth and AI The South Korean government is launching a Future Response Fund to allocate semiconductor tax revenues towards youth employment, housing, and AI infrastructure, aiming for long-term economic stability.

Markets · 1 month ago Investors Evaluate Long-Term Returns Amid Big Tech's AI Spending Surge As Big Tech ramps up AI investments, investors are shifting focus to long-term profitability, with projections indicating substantial cash flow growth by 2027.

Markets · 1 month ago Japan's GDP Growth Slows Amid Consumer Spending Decline and Middle East Tensions Japan's economy showed a significant slowdown in Q2 2026, with GDP growth dropping to 0.3% amid rising energy costs and a dip in consumer spending.

Regulation · 1 month ago SoftBank Reduces TSMC Stake by 71.5% Amid Semiconductor Portfolio Changes SoftBank Group has significantly reduced its stake in Taiwan Semiconductor Manufacturing Co. by 71.5%, marking a continued shift in its semiconductor investment strategy.

Derivatives · 1 month ago Surge in TradFi Perpetual Futures Volume Reaches $387 Billion in 18 Months The trading volume of traditional financial assets on crypto exchanges has skyrocketed to $387 billion, marking a 117-fold increase in just 18 months, driven primarily by perpetual futures contracts.

Opinion · 1 month ago Goldman Sachs Reports Memory Costs Drive Up Nvidia's Vera Rubin Superchip Expenses Goldman Sachs reveals that memory components account for 62% of the material costs for Nvidia's upcoming Vera Rubin superchip, significantly impacting overall expenses.

Companies · 1 month ago Microsoft Partners with TSMC to Develop Custom AI Chips for Azure Microsoft is collaborating with TSMC to manufacture custom-designed AI chips, enhancing its Azure AI capabilities with the Maia series, including the newly deployed Maia 200.

Companies · 1 month ago Intel Files Shelf Registration for $15 Billion Common Stock Offering Intel has filed an automatic shelf registration statement with the SEC, enabling potential sales of common stock and other securities over the next three years, as it prepares to raise $15 billion.

Macro · 1 month ago South Korea Plans Military Airbase Relocation for Semiconductor Megacluster by 2028 South Korean President Lee Jae-myung aims to relocate the Gwangju Air Base to establish a massive semiconductor manufacturing hub, with initial production expected by 2030.

Companies · 1 month ago TSMC Reports 45% Year-Over-Year Sales Growth Amid AI Demand Surge Taiwan Semiconductor Manufacturing Company (TSMC) has announced a remarkable 45% increase in monthly sales for July 2026, driven by escalating demand in the AI sector.

Companies · 1 month ago Jefferies Cuts SanDisk Price Target by 42% Amid Record Earnings Despite reporting its highest quarterly earnings ever, SanDisk faces a significant price target reduction from Jefferies, dropping from $3,000 to $1,750.