Tag: chip-industry

Nvidia CEO Highlights $200 Billion CPU Market Including China in Growth Outlook

Nvidia CEO Jensen Huang emphasized the inclusion of the Chinese market in the company’s $200 billion CPU segment forecast.

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Qualcomm Shares Soar Nearly 75% Amid AI Market Surge

Qualcomm’s stock surged nearly 75% over the past month, reaching a record high as investors respond to growing AI sector momentum.

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Intel and Qualcomm Vie to Acquire AI Startup Led by Jim Keller Valued at $5 Billion

Intel and Qualcomm are competing to acquire Tenstorrent, an AI startup valued at $5 billion, aiming to boost their positions in specialized AI accelerators.

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Samsung Chairman Apologizes to Customers Amid Threat of Major Worker Strike

Samsung’s chairman issued an apology to global customers as a potential strike involving up to 50,000 employees threatens the chipmaker’s operations.

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US Federal Trade Commission Probes Arm Holdings Over Licensing Practices

The US FTC has opened an antitrust investigation into Arm Holdings, examining its global chip technology licensing approach.

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TSMC Raises Semiconductor Market Revenue Forecast to $1.5 Trillion by 2030

TSMC has increased its semiconductor industry revenue projection to $1.5 trillion by 2030, surpassing the previous $1 trillion estimate.

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SMIC CEO Sees Growth Opportunities for Chinese Chipmakers in AI Boom Despite Technology Limits

SMIC’s CEO believes Chinese chip manufacturers can thrive amid the AI surge without access to cutting-edge sub-7nm technology.

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Intel Continues to Grapple with Core Challenges Despite Stock Gains Under CEO Lip-Bu Tan

Intel’s stock surge under CEO Lip-Bu Tan masks ongoing internal challenges, with sources indicating persistent core issues remain unresolved.

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AMD Surpasses Intel in Data Center Revenue Amid AI-Driven Server Chip Demand

For the first time, AMD has outperformed Intel in data center revenue, fueled by a surge in demand for server processors driven by AI growth.

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Global Semiconductor Sales Approach $1 Trillion as Q1 2026 Revenue Hits Nearly $300 Billion

The semiconductor market posted nearly $300 billion in sales during Q1 2026, on track to surpass $1 trillion for the year.

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AMD Expects Decline in PC and Gaming Revenue Amid AI Boom and Memory Shortages in Second Half of 2026

AMD forecasts decreased revenue in its PC and gaming sectors during late 2026 due to AI growth and ongoing memory supply constraints.

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Intel Strengthens AI and Robotics Focus with Key Executive Hires from Qualcomm

Intel appoints Alex Katouzian from Qualcomm as EVP and CEO of Client Computing and Physical AI, with Pushkar Ranade named CTO to boost innovation.

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