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News
Bernstein Raises TSMC Target Price by Nearly 19%, Sees CPUs Replacing GPUs as Main Growth Driver
29+ min ago (262+ words) TradingKey - On August 11 Asia-Pacific time, Wall Street investment bank Bernstein released a research report raising its price target for TSMC from NT$2,780 to NT$3,300 ($102.40 equivalent), citing central processing units (CPUs) as expected to become the next growth driver for the…...
AMD Stock Price Forecast: How Will Shares Move After Acquiring AI Inference Chip Startup Taalas to Compete With Nvidia?
3+ day, 16+ hour ago (452+ words) T radingkey - AMD ( AMD) announced yesterday t hat it has acquired AI inference c hip startup Taalas to strengthe n its presence in the inferenc e chip sector and further ref ine its datacenter AI product po rtfolio. It is…...
Nvidia Reportedly to Reduce Rubin Ultra Memory Specs Amid HBM Shortage
4+ day, 15+ hour ago (277+ words) TradingKey - According to a report by The Information, Nvidia ( NVDA) is considering an aggressive move to address the shortage of high-end high-bandwidth memory chips. Nvidia is considering a lower-than-planned memory configuration for its next-generation graphics processor, Rubin Ultra. According to…...
Samsung Electronics Shares Jump 4% on Next-Generation Memory Tech Push
6+ day, 3+ hour ago (391+ words) Samsung Electronics rallied over 4% on August 5, reaching 254,000 Korean won, bolstered by positive U.S. semiconductor sentiment and robust AI-driven memory demand. The momentum follows the unveiling of its V10 Bonding V-NAND prototype at the FMS conference, which improves storage density by over 50%. Additionally,…...
Kioxia Shares Rise Nearly 6% After Launch of GP1 Series High-Performance SSDs
1+ week, 1+ hour ago (232+ words) TradingKey - On August 3, Eastern Time, at the FMS 2026 Flash Memory Summit in California, USA, Kioxia officially released the KIOXIA GP1 series PCIe 6.0 NVMe solid-state drive, which is the first product of the GP series ultra-high IOPS SSDs. Boosted by this news,…...
ASML Plunges Over 8% as China Starts Immersion DUV Lithography Mass Production; Moat May Face Challenges?
2+ week, 13+ hour ago (145+ words) TradingKey - ASML ( ASML) shares fell over 8%, briefly hitting their lowest level since early June. As of press time, the stock was still down 5.56% at $1,659.32. ASML stock price chart, Source: TradingView According to a report by The Information, state-backed enterprises in…...
Jensen Huang Wins Another National Order: Japan Announces Purchase of Nvidia Next-Generation Rubin Chips
3+ week, 5+ day ago (365+ words) Despite the Japanese government’s planned procurement of 27,500 next-generation Nvidia Rubin chips, Nvidia’s stock price declined 1.37% in pre-market trading to $209.58. The market reaction appears linked to ongoing uncertainty regarding the Rubin project’s timeline. While rumors previously suggested production delays, CEO Jensen…...
Inference Costs Plummet 90%. Nvidia Partners With LangChain to Define Agent Standards, Vying for New AI Application Entry Points
1+ mon, 1+ day ago (651+ words) TradingKey - On July 8, NVIDIA ( NVDA) and AI development framework LangChain jointly released the NVIDIA NeMoClaw Deep Agents blueprint. This move signifies NVIDIA's comprehensive expansion from a pure AI computing power provider to an ecosystem platform that defines enterprise-grade Agent development…...
Broadcom Extends Chip Supply Agreement With Apple to 2031, Rising Over 4% Premarket
1+ mon, 4+ day ago (566+ words) On July 6, Eastern Time, Broadcom disclosed a multi-year agreement to supply Apple with custom ASIC chips, including RF and connectivity components, through 2031. This partnership secures a vital revenue stream, as Apple accounts for approximately 20% of Broadcom’s annual sales. While Apple…...
From TSMC to Samsung, Why Is Meta’s AI Chip Foundry Route Shifting?
1+ mon, 1+ week ago (624+ words) TradingKey - On July 3, Eastern Time, according to industry sources, Meta ( META) is in talks with Samsung for a custom AI chip foundry order valued at over 10 trillion Korean won, planning to mass-produce hundreds of thousands of sets of its self-developed…...