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Google Secures $12.2B Marvell Share Option
Marvell Technology and Google expanded their chip-development partnership. The agreement includes a warrant allowing Google to purchase up to $12.2 billion worth of Marvell shares.
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Samsung Raises Advanced Foundry Prices Amid AI Chip Crunch
Samsung Electronics has reportedly raised prices for some new advanced foundry orders by up to 15%. Tight advanced-node capacity, driven by surging AI chip demand and TSMC constraints, is strengthening Samsung’s negotiating position.
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Rebellions Prepares for Korea IPO
Rebellions CFO Sungkyue Shin said the AI chip startup is actively preparing for an initial public offering. A listing on South Korea’s main stock exchange is the company’s top priority.
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Cerebras Unveils Faster AI Computer to Challenge Nvidia
Cerebras Systems introduced a new, faster computer powered by its own AI chips. The company says the system widens its performance advantage over Nvidia-based equipment.
VeriSilicon AI Orders Drive 91% Revenue Surge
VeriSilicon reported first-half revenue of RMB1.864 billion, up 91.37% year on year. AI-computing-related orders represented about 90% of the company’s new orders signed this year, highlighting strong demand for AI infrastructure.
Groq Raises $350M as Nvidia Joins Round
Groq has raised $350 million in a Series A round at a $3.5 billion valuation, with Nvidia participating. The valuation is roughly half the $6.9 billion level Groq previously commanded, highlighting shifts in the AI-chip market.
Biren Forecasts 22-Fold Revenue Surge
Chinese AI chipmaker Biren Technology expects first-half 2026 revenue to rise by as much as 2,107%, reflecting accelerating demand for domestically developed AI hardware. The Shanghai-based GPU maker joins Hygon Information Technology and Cambricon Technologies in reporting strong momentum during China’s high-tech boom.
Anthropic Targets Decart in $6B Efficiency Bet
Anthropic is reportedly in early talks to acquire Israeli AI efficiency startup Decart for approximately $6 billion ahead of a potential IPO. Decart develops software that optimizes AI model training and inference across GPUs and custom accelerators, potentially reducing Anthropic’s large-scale compute costs.
VeriSilicon’s Six-Billion-Half-Year Loss
芯原股份 reported a first-half loss of 600 million yuan, while its market capitalization fell by nearly 100 billion yuan in just over a month. The decline reflects weaker profitability in its core business, compounded by large equity incentives and earlier acquisition-led expansion.
Xiaomi’s Next Chip Nears Release
Xiaomi CEO Lei Jun said the company’s next-generation self-developed chip is nearing release. He provided no launch date, product name, or technical specifications, while noting that Xiaomi’s R&D spending rose 18.9% year over year to RMB9.2 billion.