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Huawei Says It Found a Way Around US Chip Bans " Nvidia and Intel Should Take Notice
1+ hour, 3+ min ago (545+ words) Huawei says it has found a way to build chips that match the world's best " without the equipment it's been blocked from buying. The Chinese tech company announced at a conference in Shanghai on Monday that it expects to design…...
AMD Stock Jumps on $10 Billion Taiwan Investment to Scale AI Chips
2+ day, 20+ hour ago (485+ words) Advanced Micro Devices (AMD) said it will invest more than $10 billion across Taiwan's semiconductor ecosystem to scale its next-generation AI chip production. The investment centers on advanced packaging manufacturing and expanding strategic partnerships in a region that sits at the…...
AMD (AMD) Stock: TSMC 2nm Production Boosts Next-Gen EPYC Roadmap
3+ day, 14+ hour ago (261+ words) AMD (AMD) shares closed at $444. 46, down $3. 12 or 0. 70%, after a modest intraday recovery. The company is ramping production of its next-generation EPYC processor, codenamed "Venice." This step marks a milestone for data center CPU development and global manufacturing expansion. AMD's "Venice…...
Anthropic Wants Microsoft's (MSFT) Chips " and the Street Is Paying Attention
3+ day, 19+ hour ago (452+ words) Microsoft (MSFT) stock climbed around 2% Thursday morning after The Information reported that Anthropic is in early talks to rent servers running Microsoft's homegrown Maia AI chips. The report, citing two people familiar with the discussions, said Anthropic wants extra computing…...
Alibaba (BABA) Stock; Edges Higher as Zhenwu M890 AI Chip Boosts China AI Ambitions
5+ day, 2+ hour ago (384+ words) Investor sentiment improved modestly following the reveal, as markets continue to assess Alibaba's long-term strategy of integrating cloud computing, AI models, and in-house semiconductor design. While short-term gains remain limited, the latest developments signal a deeper structural shift toward AI-driven…...
Microsoft (MSFT) Stock: New Surface Business Devices Feature Intel Core Ultra Series 3
5+ day, 18+ hour ago (567+ words) Microsoft has refreshed its business lineup with two new Surface devices " the Surface Pro for Business and the Surface Laptop for Business " both running on Intel's Core Ultra Series 3 chips built on Intel's new 18 A process node. Microsoft just unveiled…...
Is Western Digital (WDC) Stock the Smart Way to Play Quantum-Safe AI Storage?
5+ day, 20+ hour ago (435+ words) Western Digital (WDC) closed Monday at $458. 68, down 4. 84% on the day, even as the company announced a new security milestone for its enterprise storage lineup. The stock is still up nearly 170% year-to-date. Western Digital Corporation, WDC The company said its Ultrastar…...
Nvidia (NVDA) Stock: Vera CPU Arrives at Anthropic, Open AI, Oracle and Space XAI
5+ day, 20+ hour ago (524+ words) Nvidia (NVDA) has moved its Vera CPU from announcement to production, delivering its first systems to some of the biggest names in AI. Nvidia VP of Hyperscale and HPC Ian Buck personally hand-delivered the first units to Anthropic, Open AI,…...
ASML Stock: Institutional Buyers Move In as CEO Confirms First High-NA Products Coming Soon
5+ day, 22+ hour ago (451+ words) ASML CEO Christophe Fouquet told attendees at imec's conference in Belgium on Tuesday that the first chips produced on the company's High-NA extreme ultraviolet (EUV) machines are expected within months. ASML Holding N. V. , ASML The announcement covers both memory and logic…...
Analog Devices (ADI) Stock Eyes $1. 5 B Power Play with Empower Semiconductor
6+ day, 25+ min ago (404+ words) Analog Devices, Inc. , ADI An announcement could come as early as Tuesday, Bloomberg said. Negotiations are still ongoing and a deal is not guaranteed. ADI stock was up 0. 26% at the time of reporting. Empower Semiconductor is a privately held company…...