Tag: chip-industry

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

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

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.

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

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

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

Samsung’s semiconductor division saw a 54-fold jump in operating profit as AI-driven demand fuels a major boost in Q1 revenue and earnings.

Intel’s stock price jumped almost 24%, hitting levels not seen since the dot-com era and lifting Nvidia’s market value to $5 trillion.

Nvidia has not delivered any H200 AI accelerators to China due to extended export licensing delays and resistance from Chinese authorities.

A recent ceasefire between the US and Iran has sparked optimism in Asia’s chip sector, lifting shares amid easing resource supply worries.

Taiwan launches probe into 11 Chinese companies suspected of aggressive recruitment of chip industry specialists amid rising talent competition.

Intel expands its investment in AI startup SambaNova Systems, raising its ownership share to 9% with a $15 million capital injection.

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