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Samsung and SK hynix pivot to multi-year deals, stabilizing AI supply
Samsung Electronics and SK hynix are negotiating multi-year supply agreements with major clients including Google and Microsoft. Executives from both South...
Oracle Stock Surges 11%, Adding $44 Billion After Utility AI Launch
Oracle (ORCL) shares surged more than 11% during trading. The rally added over $44 billion to the company's market valuation. Oracle announced new artificial...
🟢 VGT is trading 0.25% up
VGT is trading at $754.74, up 0.25%.
Gartner forecasts $1.3 trillion chip revenue, driven by record AI demand
Gartner predicts global semiconductor revenue will reach $1.3 trillion in 2026. This forecast represents a 64% increase from current levels. The growth marks...
Gartner forecasts $1.3T semiconductor market, driven by AI memflation
Gartner projects global semiconductor revenue will reach $1.3 trillion by 2026. This forecast represents a 64% surge in market value. The primary driver is...
TSMC accelerates US expansion, fueled by 35% revenue surge from AI
TSMC is accelerating its multi-billion dollar expansion in Arizona to bolster US-based manufacturing. The company reported a 35.1% year-over-year increase in...
Intel and Nvidia eye DustPhotonics, targeting faster AI data transfer speeds
Intel and Nvidia are reportedly exploring the acquisition of Israeli startup DustPhotonics. The potential deal is valued in the hundreds of millions of...
Anthropic Unveils Claude Mythos AI, Alarming Officials Over Massive Security Flaws
Anthropic launched Project Glasswing on April 13, 2026, a defensive cybersecurity initiative powered by the Claude Mythos Preview AI model. The model...
Rapidus Lands $4B Japan Subsidy, Challenging TSMC for 2nm Dominance
Japan’s Ministry of Economy, Trade and Industry approved ¥631.5 billion ($3.97 billion) in additional subsidies for state-backed foundry Rapidus. This funding...
SoftBank and Sony launch AI venture, targeting US and China rivals
SoftBank, NEC, Sony Group, and Honda Motor established a new company to develop high-performance domestic artificial intelligence. Each founding member holds a...
SoftBank and Sony Launch AI Venture, Challenging US and China
SoftBank, Sony Group, NEC, and Honda Motor established a new company to develop high-performance artificial intelligence. Each principal partner holds a stake...
Anthropic leads tech giants in Project Glasswing, countering AI cyber threats
Anthropic launched Project Glasswing to proactively identify and repair critical software vulnerabilities. The cybersecurity initiative includes partners...
TSMC Revenue Surges 35% to Beat Estimates, Fueled by AI Demand
Taiwan Semiconductor Manufacturing Company (TSMC) reported a 35% year-over-year surge in first-quarter revenue. These results exceeded market...
Anthropic launches Project Glasswing, arming Big Tech with unreleased Claude Mythos
Anthropic launched Project Glasswing in partnership with Apple, Amazon, Google, Microsoft, and NVIDIA. The initiative provides partners with Claude Mythos...
TSMC Revenue Surges 35% to $35.6B, Driven by Global AI Demand
Taiwan Semiconductor Manufacturing Co. (TSMC) reported first-quarter revenue of NT$1.13 trillion (US$35.62 billion). Revenue increased 35% year-over-year,...
Broadcom secures Google TPU deal, challenging NVIDIA's AI chip dominance
Broadcom secured a multi-year agreement to develop and supply future generations of Google's custom Tensor Processing Units (TPUs). These specialized chips...
TSMC Reports 35% Revenue Surge to $35.7B, Fueled by AI Demand
TSMC reported record first-quarter revenue of $35.71 billion. This figure represents a 35% year-on-year surge that surpassed analyst expectations. The results...
Broadcom secures Google AI chip deal through 2031, fueling infrastructure expansion
Broadcom secured a long-term agreement to develop and supply future generations of Google’s custom Tensor Processing Units (TPUs). The contract guarantees the...
TSMC Hits Record $35.7 Billion Revenue, Powered by Global AI Demand
Taiwan Semiconductor Manufacturing Co. (TSMC) reported record first-quarter revenue of T$1.134 trillion ($35.71 billion). This figure represents a 35%...
TSMC Posts Record $35.7 Billion Revenue, Driven by AI Chip Demand
Taiwan Semiconductor Manufacturing Co (TSMC) reported record first-quarter revenue of T$1.134 trillion ($35.71 billion). This figure represents a 35%...