Tag: semiconductors

Arm’s server processor segment now accounts for 15% of revenue, with plans to triple it to $15 billion by 2031 through self-branded products.

To mitigate Taiwan’s energy constraints affecting semiconductor output, TSMC partners with offshore wind energy providers.

Scientists at KAIST introduced a new silicon oscillator computing system that promises to solve complex problems far faster than traditional chips.

Apple is increasing production of the A18 Pro chip as the MacBook Neo gains significant popularity, with supply shortages expected to continue.

Arm projects more than $2 billion in revenue from its AI chip designs over the next two years, offsetting smartphone market declines.

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

AMD plans to diversify its EPYC server CPU lineup to better serve AI, cloud, and other specialized data center workloads amid growing demand.

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

Samsung’s market capitalization tops $1 trillion, driven by reports of potential U.S.-based Apple chip production partnership.

AI startup Anthropic will invest $200 billion in Google TPU chips and computing resources over the next five years under a new partnership.

Nvidia’s Jensen Huang states that cutting-edge AI GPUs like Blackwell and Rubin should primarily benefit the US, limiting access to China.

Foxconn’s April revenue rose almost 30% year-over-year, driven by expanding production of AI server systems for Nvidia.

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