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đź”´ VGT is trading 1.5% down today on hot CPI data and Samsung strike risks
VGT is trading 1.5% down today as hotter-than-expected April CPI data at 3.8% YoY dampens hopes for Federal Reserve rate cuts. • The tech-heavy Nasdaq is...
Samsung Braces for May 21 Strike, Risking $20 Billion AI Chip Output
Samsung Electronics and its labor union reached a standstill on May 12. A walkout is now scheduled for May 21. Experts warn the strike could cost Samsung as...
Samsung Races to Avert Strike, Risking $28B in AI Chip Profits
Samsung Electronics and its largest labor union conclude government-brokered talks on May 12. This final negotiation aims to prevent a major strike scheduled...
Cerebras targets $4.8B IPO, fueled by 20-fold investor demand
AI chip startup Cerebras increased its initial public offering size to $4.8 billion. This valuation would make it the largest global IPO of the year. The...
Amazon launches AI Prime Video ads, using shopping data to combat fatigue
Amazon Ads is introducing AI-powered personalization for interactive video ads on Prime Video and connected TV properties. The technology uses viewer shopping...
Intel partners with SK Hynix on chip packaging, challenging TSMC dominance
Intel and SK Hynix launched a research partnership for advanced 2.5D chip packaging on May 11, 2026. The collaboration integrates SK Hynix’s High-Bandwidth...
Intel and SK Hynix Partner on AI Packaging, Challenging TSMC Dominance
Intel and SK Hynix announced a collaboration to develop advanced semiconductor packaging for the artificial intelligence sector. SK Hynix will utilize Intel’s...
Applied Materials and TSMC Partner, Accelerating Next-Gen AI Chip Production
Applied Materials and TSMC launched an innovation partnership to accelerate semiconductor technologies for artificial intelligence. The collaboration centers...
Intel partners with SK Hynix on AI chip packaging, shares jump 5%
Intel and SK Hynix are collaborating to utilize Intel’s Embedded Multi-die Interconnect Bridge (EMIB) technology for 2.5D packaging. This partnership enhances...
Intel and Apple Partner on Custom AI Chips, Sending Stocks Higher
Intel and Apple confirmed a partnership to develop and integrate advanced Artificial Intelligence (AI) chips into future Apple products. The collaboration...
SoftBank to build 1GWh battery plant, fueling AI infrastructure growth
SoftBank Group’s mobile unit will launch large-scale battery cell manufacturing to address the escalating power demands of artificial intelligence. The company...
NVIDIA invests $2.1B in IREN, securing 5GW of AI infrastructure
NVIDIA is investing up to $2.1 billion in AI cloud and data center operator IREN. This partnership aims to deploy up to 5 gigawatts of AI infrastructure to...
Super Micro probed for smuggling Nvidia chips to China, Alibaba named
U.S. prosecutors are investigating a scheme to smuggle Super Micro Computer servers to China. These servers contain advanced Nvidia AI chips that are subject...
Intel to manufacture Apple AI chips, sending Intel stock higher
Intel and Apple confirmed a strategic alliance to co-develop and manufacture next-generation AI processors. The agreement follows more than one year of...
Intel to manufacture Apple chips, sending shares up 15%
Intel reached a preliminary agreement to manufacture chips for Apple. The deal supports Intel’s foundry ambitions and US efforts to increase domestic...
Akamai Surges 27% on $1.8B Anthropic Deal, Signaling AI Cloud Pivot
Akamai Technologies shares jumped 27% in a single day. The company disclosed a $1.8 billion cloud infrastructure deal. The contract spans a seven-year term....
Sony and TSMC launch AI sensor venture, eyeing automotive and robotics
Sony Semiconductor Solutions and Taiwan Semiconductor Manufacturing Co. (TSMC) signed a non-binding memorandum of understanding to establish a joint venture....
Sony and TSMC partner on sensors, targeting physical AI and robotics
Taiwan Semiconductor Manufacturing Co. (TSMC) and Sony Semiconductor Solutions Corp. signed a non-binding memorandum of understanding to establish a joint...
TSMC and Sony form joint venture, targeting next-gen sensors for physical AI
Taiwan Semiconductor Manufacturing Co. (TSMC) and Sony Semiconductor Solutions signed a memorandum of understanding to create a joint venture. The partnership...
TSMC and Sony launch sensor venture for AI and autonomous driving
Taiwan Semiconductor Manufacturing Co. (TSMC) and Sony Semiconductor Solutions signed a non-binding memorandum of understanding to form a strategic joint...