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Arm surges 12% on AGI CPU launch, targeting $15 billion revenue
Arm Holdings launched the Arm AGI CPU, its first-ever data center processor designed for agentic AI. This hardware enables advanced AI systems to reason, plan,...
Arm Jumps 12%, Unveiling $15 Billion Agentic AI Chip Plan
Arm Holdings is transitioning from licensing chip designs to manufacturing and selling its own artificial intelligence processors. This move departs from its...
Arm launches first AI chip with Meta, targeting $25 billion revenue
Arm Holdings launched the Arm AGI CPU, its first in-house semiconductor. This marks a strategic shift in the company's 35-year history. The move transitions...
SK hynix Doubles Profits in Record 2025, Driven by AI Memory Boom
SK hynix announced record 2025 financial results at its 78th Annual General Meeting. Revenue reached 97.1 trillion won, representing a 1.5-fold increase...
Arm to Sell Own AI Chips, Targeting $15B Revenue with Meta
Arm Holdings will design and sell its own processors for the first time, shifting away from its traditional architecture licensing model. The company’s first...
Broadcom warns of AI supply crunch through 2026, citing TSMC bottlenecks
Broadcom warns of growing semiconductor supply chain constraints due to production limits at manufacturing partner TSMC. Surging global demand for artificial...
Amazon secures 1 million NVIDIA GPUs, validating record $200B capex plan
NVIDIA will deliver 1 million GPUs to Amazon’s AWS cloud division by 2027. The agreement validates Amazon’s $200 billion capital expenditure plan for 2026....
Broadcom warns TSMC capacity is hitting limits, threatening AI growth through 2026
Broadcom warned that manufacturing capacity at Taiwan Semiconductor Manufacturing Co. (TSMC) has become a critical bottleneck for the artificial intelligence...
TSMC Accelerates Arizona 3nm Production, US Capacity Already Fully Booked
TSMC is accelerating the construction of its second Arizona manufacturing site. Mass production of 3-nanometer chips is now expected to begin in the second...
Broadcom Warns of TSMC Production Bottlenecks, Driven by AI Demand
Broadcom director Natarajan Ramachandran announced that primary manufacturing partner TSMC is reaching its production capacity limits. Explosive demand for AI...
Broadcom warns of TSMC supply shortages, driven by surging AI demand
Broadcom announced supply chain constraints caused by production bottlenecks at Taiwan Semiconductor Manufacturing Co. (TSMC). A company executive confirmed...
Tata Secures $735 Million for India Chip Fab, Challenging Global Leaders
Tata Semiconductor Manufacturing secured a $735 million loan package for its new fabrication plant in Dholera, India. This project advances India’s goal to...
Apple Sets WWDC 2026 Dates, Targeting Major AI Breakthroughs
Apple scheduled its annual Worldwide Developers Conference (WWDC) for June 8 to June 12, 2026. The company issued the announcement late on March 23rd,...
NVIDIA Resumes China H200 Sales, Navigating US Export Restrictions
NVIDIA CEO Jensen Huang announced at the GTC conference that the company will resume H200 processor sales to businesses in China. This move follows several...
NVIDIA Projects $1 Trillion AI Sales, Shattering Wall Street Market Estimates
NVIDIA CEO Jensen Huang announced the company expects $1 trillion in sales from its Blackwell and Vera Rubin AI platforms within two years. This forecast...
NVIDIA partners with energy giants on AI factories, solving power grid bottlenecks
NVIDIA and Emerald AI partnered with energy firms AES, Constellation, and NextEra Energy. This collaboration will develop a new class of AI factories. The...
NVIDIA considers Feynman redesign, TSMC 2nm capacity booked until 2028
NVIDIA may redesign its next-generation Feynman AI chip platform, according to Taiwan’s Economic Daily News. TSMC’s advanced 2-nanometer production capacity is...
🟢 VGT is trading 1.95% up in pre-market
VGT is trading at $718.90, up 1.95% in pre-market.
Tesla and SpaceX launch $25B Terafab, bypassing global chip suppliers
Tesla and SpaceX will build a massive semiconductor manufacturing plant near Austin, Texas, named Terafab. The facility aims to produce custom artificial...
Oracle Hikes 2027 Revenue Goal to $90 Billion, Citing AI Surge
Oracle raised its fiscal year 2027 revenue guidance to $90 billion. This forecast marks a significant increase from the reaffirmed fiscal 2026 outlook of $67...