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NVIDIA enters Windows PC market with 3nm chips, challenging Intel
NVIDIA confirmed its entry into the personal computer market ahead of CEO Jensen Huang’s COMPUTEX 2026 keynote in Taipei. The company will produce its own...
Microsoft develops AI super app, unifying fragmented Copilot services
Microsoft is developing a unified AI super app to consolidate fragmented Copilot services. Executive Vice President of Copilot Jacob Andreou oversees the...
Dell Technologies Surges 39%, Driven by $51.3 Billion AI Server Backlog
Dell Technologies raised its full-year revenue forecast to between $165 billion and $169 billion. The company also increased its profit outlook as corporate...
Dell Shares Surge 30%, Driven by Raised Forecasts and AI Demand
Dell Technologies raised its annual revenue and profit forecasts. Robust demand for high-performance AI servers drove the updated guidance. Strong orders for...
🟢 Tech ETF (VGT) is trading 1.2% up today on AI infrastructure demand and chip optimism
VGT is trading 1.2% up today as technology shares extend gains on AI and semiconductor optimism, outperforming the broader market. • Dell’s...
Samsung ships industry-first HBM4E samples, targeting AI market leadership
Samsung Electronics has started shipping samples of its 12-layer HBM4E memory to major global customers. The company claims an industry-first for this...
Microsoft and Dell Awarded $9.7 Billion Department of Defense Contract
The U.S. Department of Defense has awarded a five-year, $9.7 billion contract to Microsoft and Dell to consolidate and streamline Microsoft software licenses...
TSMC Hikes 3nm Chip Prices 15%, Fueling Stock Surge on AI Demand
Taiwan Semiconductor Manufacturing Company (TSMC) will raise prices for its 3-nanometer manufacturing process by 15% in the second half of 2026. The chipmaker...
Nvidia Pledges $150 Billion Annual Taiwan Investment, Securing AI Supply Chain
Nvidia CEO Jensen Huang announced a $150 billion annual investment in Taiwan on May 27. Huang identified the island as the epicentre of the AI revolution...
🟢 VGT is trading 2.1% up today on chip and megacap tech optimism
VGT is trading 2.1% up today as U.S. growth and technology stocks rebound amid a broader market rally and lower Treasury yields. • The NASDAQ Composite is up...
Huawei reveals 1.4nm chip design to bypass sanctions, SMIC shares surge
Huawei Technologies introduced the Tau Scaling Law and LogicFolding architecture at the IEEE ISCAS 2026 in Shanghai. This semiconductor design framework aims...
🟢 Tech ETF (VGT) is trading 2.0% up today on a broad risk-on tone and falling Treasury yields
Tech ETF (VGT) is trading at $117.89 (+2.0%) as a broad pre-market risk-on tone lifts major indices and global markets. • S&P 500, Nasdaq, and Dow futures are...
Huawei targets 1.4nm chips by 2031, bypassing US technology sanctions
Huawei Technologies unveiled the Tau Scaling Law to bridge the technology gap with industry leader TSMC. Semiconductor chief He Tingbo announced the strategy...
Huawei Unveils LogicFolding Tech, Targeting 1.4nm Chips to Rival TSMC
Huawei semiconductor chief He Tingbo unveiled the Tau (τ) Scaling Law and LogicFolding technology at the IEEE symposium in Shanghai. This methodology aims to...
Huawei targets 1.4nm chip production by 2031, bypassing lithography restrictions
Huawei Technologies unveiled a new semiconductor manufacturing methodology to narrow the technological gap with industry leader TSMC. Semiconductor chief He...
Anthropic nears $900B valuation, surpassing OpenAI in record $30B funding round
Anthropic is reportedly closing a funding round exceeding $30 billion. This investment pushes the startup’s valuation beyond $900 billion. The move makes...
AMD Invests $10 Billion in Taiwan, Aiming to Break AI Chip Bottlenecks
AMD is investing over $10 billion in Taiwan to expand its advanced semiconductor packaging capacity. The company will use next-generation Elevated Fan-out...
AMD Commits $10 Billion to Taiwan, Targeting Nvidia’s AI Dominance
AMD is investing over $10 billion into Taiwan’s semiconductor and artificial intelligence sectors. The capital will scale advanced packaging manufacturing to...
Micron Launches Advanced DRAM Production, Quadrupling US Supply Capacity
Micron Technology began manufacturing advanced 1-alpha (1α) DRAM at its Manassas, Virginia, facility on May 22, 2026. This modernized site produces the most...
NVIDIA Cedes China AI Market to Huawei, Citing Export Controls
NVIDIA CEO Jensen Huang announced the company’s withdrawal from the Chinese AI chip market on May 22, 2026. This strategic shift allows Huawei to assume the...