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đź”´ VGT is trading 1.5% down today on Middle East tensions and semiconductor weakness
VGT is trading at $705.66 (down 1.5%) as geopolitical tensions in the Middle East intensified following Iran's rejection of the U.S. ceasefire proposal. •...
China Proposes 121 New Industry Standards to Tighten AI Security
China’s Ministry of Industry and Information Technology (MIIT) is soliciting public feedback on 121 proposed industry standards. The consultation period is...
Arm Debuts In-House AI Chip, Shares Jump 15% on Meta Partnership
Arm Holdings launched the Arm AGI CPU, its first in-house chip designed for data center AI workloads. This marks a historic shift from the company’s 35-year...
Arm jumps 16% on first AI chip launch, naming Meta as customer
Arm Holdings (ARM) shares rose 16.5% Wednesday after announcing its first in-house processor. The AGI CPU targets AI data centers, marking a pivot from the...
Arm surges 12% on AGI CPU launch, targeting $15 billion revenue
Arm Holdings launched the Arm AGI CPU, its first-ever data center processor designed for agentic AI. This hardware enables advanced AI systems to reason, plan,...
Arm Jumps 12%, Unveiling $15 Billion Agentic AI Chip Plan
Arm Holdings is transitioning from licensing chip designs to manufacturing and selling its own artificial intelligence processors. This move departs from its...
Arm launches first AI chip with Meta, targeting $25 billion revenue
Arm Holdings launched the Arm AGI CPU, its first in-house semiconductor. This marks a strategic shift in the company's 35-year history. The move transitions...
SK hynix Doubles Profits in Record 2025, Driven by AI Memory Boom
SK hynix announced record 2025 financial results at its 78th Annual General Meeting. Revenue reached 97.1 trillion won, representing a 1.5-fold increase...
Arm to Sell Own AI Chips, Targeting $15B Revenue with Meta
Arm Holdings will design and sell its own processors for the first time, shifting away from its traditional architecture licensing model. The company’s first...
Broadcom warns of AI supply crunch through 2026, citing TSMC bottlenecks
Broadcom warns of growing semiconductor supply chain constraints due to production limits at manufacturing partner TSMC. Surging global demand for artificial...
Amazon secures 1 million NVIDIA GPUs, validating record $200B capex plan
NVIDIA will deliver 1 million GPUs to Amazon’s AWS cloud division by 2027. The agreement validates Amazon’s $200 billion capital expenditure plan for 2026....
Broadcom warns TSMC capacity is hitting limits, threatening AI growth through 2026
Broadcom warned that manufacturing capacity at Taiwan Semiconductor Manufacturing Co. (TSMC) has become a critical bottleneck for the artificial intelligence...
TSMC Accelerates Arizona 3nm Production, US Capacity Already Fully Booked
TSMC is accelerating the construction of its second Arizona manufacturing site. Mass production of 3-nanometer chips is now expected to begin in the second...
Broadcom Warns of TSMC Production Bottlenecks, Driven by AI Demand
Broadcom director Natarajan Ramachandran announced that primary manufacturing partner TSMC is reaching its production capacity limits. Explosive demand for AI...
Broadcom warns of TSMC supply shortages, driven by surging AI demand
Broadcom announced supply chain constraints caused by production bottlenecks at Taiwan Semiconductor Manufacturing Co. (TSMC). A company executive confirmed...
Tata Secures $735 Million for India Chip Fab, Challenging Global Leaders
Tata Semiconductor Manufacturing secured a $735 million loan package for its new fabrication plant in Dholera, India. This project advances India’s goal to...
Apple Sets WWDC 2026 Dates, Targeting Major AI Breakthroughs
Apple scheduled its annual Worldwide Developers Conference (WWDC) for June 8 to June 12, 2026. The company issued the announcement late on March 23rd,...
NVIDIA Resumes China H200 Sales, Navigating US Export Restrictions
NVIDIA CEO Jensen Huang announced at the GTC conference that the company will resume H200 processor sales to businesses in China. This move follows several...
NVIDIA Projects $1 Trillion AI Sales, Shattering Wall Street Market Estimates
NVIDIA CEO Jensen Huang announced the company expects $1 trillion in sales from its Blackwell and Vera Rubin AI platforms within two years. This forecast...
NVIDIA partners with energy giants on AI factories, solving power grid bottlenecks
NVIDIA and Emerald AI partnered with energy firms AES, Constellation, and NextEra Energy. This collaboration will develop a new class of AI factories. The...