TSMC posts record profits on continued AI demand
Taiwan Semiconductor Manufacturing Company’s logo is seen in the background beside a printed circuit board. Sopa Images |…
ASML raises 2026 guidance as AI chip demand stays strong
ASML raised its sales forecast for 2026 after it beat first-quarter revenue and profit expectations, driven by continued…
Samsung shares rise nearly 5% as profit seen jumping 8-fold on AI chip boom
Shares of Samsung Electronics rose as much as 4.8% on Tuesday after the South Korean technology giant forecast…
SK Hynix files for U.S. listing as it rides ‘unprecedented growth’ in memory market
A SK Hynix flag (R) and a South Korean national flag (L) flutter outside the company’s Bundang office…
Nvidia shares are rising before its big AI conference. Here’s what Wall Street expects to hear
Shares of Nvidia climbed ahead of its closely watched developer conference this week as investors bet the event…
A closer look at Nvidia’s $20 billion bet on tech for a new AI chip
On the day before Christmas, when few stocks were stirring, a pricey and pivotal transaction jolted the AI…
The Tech Download: The sector’s Iran problem
Uncertainty continues to reign over global supply chains and Middle East-based projects as the Iran war nears the…
The memory stock cycle of boom-bust-repeat is over, executives say
The artificial intelligence spending blitz has the memory industry dancing to a new tune. Shares of Micron are…
AI chipmaker Cerebras namedropped by Oracle, alongside Nvidia and AMD
As AI chipmaker Cerebras angles for an eventual IPO, the company appears to have landed a significant cloud-computing…
Loop Capital thinks this chip manufacturer could more than double on an AI ‘super cycle’
Astera Labs is among the best-positioned companies to benefit from increasing artificial intelligence builds, according to Loop Capital.…
Broadcom’s custom AI chip business stays hot and gives the bulls a much-needed win
Broadcom on Wednesday delivered a solid quarterly results while painting an increasingly upbeat picture around the future of…
AI startups go global from day one
This report is from this week’s CNBC’s The China Connection newsletter, which brings you insights and analysis on…