ASML Q2 Revenue Hits €9.3B, Raises 2026 Guidance
ASML reported strong Q2 2026 results with €9.3 billion in revenue and a 54% gross margin. The company raised its full-year guidance, citing robust demand for semiconductor manufacturing equipment.
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Intel invests €5B in Ireland for AI chip capacity
Intel is investing an additional 5 billion euros in its Leixlip facility in Ireland to boost AI and high-performance computing chip production. The investment focuses on upgrading facilities for Intel 3 process nodes and expanding Xeon 6 server processor capacity.
Nvidia partners with rival d-Matrix for AI inference
Nvidia is collaborating with startup d-Matrix to create a joint system for running AI models. The system combines Nvidia's hardware with d-Matrix's specialized inference chips.
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NVIDIA Enters CPU Market with Vera
NVIDIA is expanding beyond GPUs into the $200 billion CPU market with its new Vera chip. The move targets AI inference workloads, challenging incumbents like Intel and AMD.
US Chip Curbs on China Risk Global Supply Chaos
US Congress advances MATCH Act to restrict chip equipment sales to China. China's Commerce Ministry warns it will disrupt global semiconductor supply chains and trade order. The move targets multilateral alignment on hardware controls.
Nvidia Lobster: New OS from 7 Chips
Jensen Huang declares Lobster as the new operating system. Nvidia combines 7 chips into a massive compute beast. Targets $1T revenue by 2027.
Qualcomm, Nvidia, and Horizon Robotics target smart vehicle chips
Major chip manufacturers including Qualcomm, Nvidia, and Horizon Robotics are focusing on the automotive sector. As profit margins face pressure, high-performance chips are becoming the core foundation for the future of intelligent vehicles.
Haiguang expands into edge AI computing
Haiguang Information is expanding its focus to edge AI, aiming to build a full-stack autonomous computing system. The company will showcase its 'cloud-edge-end' strategy at the 2026 Intelligent Computing Application Conference.
ByteDance Boosts AI Infra Spend 25% to $28B
ByteDance plans to increase its AI infrastructure spending by 25% to 200 billion RMB this year. The hike comes amid rising memory chip costs and the company's accelerated AI development efforts. This move highlights ByteDance's aggressive push in AI.