The silicon arms race: NVIDIA’s challengers, custom ASICs, memory bottlenecks and export-control fallout.
459 articles
Gene Munster of Deepwater Asset Management says Nvidia’s recent performance has been “breathtaking.” He forecasts the company’s revenue will grow by 90% in calendar year 2027.
Bloomberg Technology · 22d ago
Intel reports that defect density in its 14A process is declining faster than expected. Internal teams are already developing 14A-based products, while external customers are evaluating the capacity Intel could provide.
Tom's Hardware · 22d ago
Bloomberg Technology is providing live updates on Nvidia’s second-quarter 2026 results. The excerpt does not yet include specific revenue, guidance, or product announcements.
Bloomberg Technology · 24d ago
Investors are awaiting Nvidia’s earnings for signals about demand for AI chips and the broader artificial intelligence market. The program also examines Treasury Secretary Scott Bessent’s bond-buyback plan and its effects on borrowing-cost expectations.
Bloomberg Technology · 24d ago
Enflame Technology will begin online and offline subscriptions for its Shanghai STAR Market IPO on September 2. The AI chipmaker plans to issue 43.04 million new shares, representing 10% of post-issue capital, and raise RMB6 billion.
TechNode · 24d ago
NVIDIA’s FY2027 Q2 earnings will provide the first quantified view of Rubin’s revenue contribution. After four consecutive quarters of post-earnings declines despite beating expectations, investors will focus on Rubin’s ramp speed and gross-margin resilience.
钛媒体 · 25d ago
OpenAI says its new Jalapeno chips performed better than Nvidia’s current lineup, while Nvidia prepares to report earnings. Apple also announced upgraded Mac mini and Mac Studio desktops with major processor improvements.
Bloomberg Technology · 25d ago
Apple has launched updated Mac Mini and Mac Studio models after months of limited availability. Both feature new chips optimized for AI, while the M6 Mac Mini costs $200 more than its predecessor.
Wired · 25d ago
Intel disclosed details of Wildcat Lake, an entry-level Core Series 3 platform delivering up to 40 TOPS of AI performance and up to 2.1× higher productivity and creative performance. It adopts a lower-cost organic multi-chip package with UCIe instead of Panther Lake’s Foveros packaging.
IT之家 · 25d ago
Nvidia remains dominant in the trillion-dollar chip market, but a growing group of companies is moving into its territory. The competitive pressure could reshape the AI hardware landscape and Nvidia’s long-term market position.
Bloomberg Technology · 26d ago
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.
TechNode · 32d ago
A new batch of 13F filings offers a glimpse into SpaceX’s shareholder structure after its high-profile June IPO. The disclosures reportedly indicate that AMD has taken a stake in SpaceX, prompting questions about AMD’s strategic motivations.
cnBeta (Full RSS) · 34d ago
Intel CEO Lip-Bu Ran reportedly purchased $12 million worth of Intel stock. Analysts interpret the investment, along with accelerating foundry progress and planned capex expansion, as a sign of increasing confidence in securing external customers.
Tom's Hardware · 37d ago
Samsung Foundry has moved its 1.4nm-class process target to 2029, extending the lifespan of its SF2 technology family. The company plans to introduce High-NA EUV for 1nm-class process technology in 2030 and beyond.
Tom's Hardware · 38d ago
TSMC reported a 45% increase in monthly sales, indicating that demand for AI hardware remains strong despite market volatility. The results suggest continued momentum in AI-related semiconductor manufacturing.
Bloomberg Technology · 41d ago
Cambricon’s first-half revenue nearly doubled to approximately 6 billion yuan, while net profit more than doubled. However, a sharp increase in unfinished inventory puts pressure on the company to convert materials into completed chips and recognized sales in the second half.
钛媒体 · 42d ago
Cerebras released its first earnings report since going public, revealing a forecast for narrower gross margins in its core business. The announcement caused a sharp decline in stock price as investors reacted to the margin outlook.
TechCrunch AI · 87d ago
Intel Corp shares rallied sharply, gaining $440 billion in market value over six weeks. This threatens major losses for short sellers betting on a decline.
Bloomberg Technology · 130d ago
DaPuWei's stock skyrocketed 10x in 14 trading days post-IPO, from 46.08 yuan to 504.81 yuan per share. This propelled its market cap to 200 billion yuan.
钛媒体 · 131d ago
57 companies on China's STAR Market achieved record stock highs, led by semiconductors amid AI compute boom. Sci-Tech 50 index refreshed 6-year high on storage super cycle and国产 AI chips demand.
虎嗅 · 131d ago
East Wu Securities report states domestic computing power trend is irreversible, with AI Xinchuang forming five core lines. DeepSeek V4 first used domestic compute for training, marking a strategic shift.
36氪 · 132d ago
Horizon Robotics, scaled to a 100 billion valuation, requires a fresh strategic narrative. It embodies a long-cycle story still undergoing market validation.
钛媒体 · 135d ago
China's A-share indices all closed higher with over 3800 stocks up. Semiconductors and AI computing led gains, Haiguang Information up over 16%, Lanqi Tech over 14%, Cambrian over 7%.
36氪 · 136d ago
Domestic Chinese AI chip production is surging, driving up prices of computers and smartphones beyond gold's rise. Consumers' extra spending is being captured by AI demand.
虎嗅 · 137d ago
Holiday overseas markets steady with Nasdaq leading on cloud capex growth and storage chip earnings beats. Brokerages forecast A股 oscillation bias strong in May, led by high-prosperity AI industry chain.
36氪 · 137d ago
Hang Seng Index rises 1.7% at midday break, with Hang Seng Tech Index surging 2.86%. Hardware, semiconductors, and retail lead gains, featuring Tianshu Zhixin up over 15% and Cambridge Tech over 14%.
36氪 · 139d ago
Cambricon's stock hit a 20cm daily limit up in the afternoon session. The price approached 1700 yuan with trading volume exceeding 250 billion yuan.
36氪 · 143d ago
A-share major indices mixed at midday break, with Shanghai up 0.09%, Shenzhen down 0.06%, and ChiNext down 0.13%. Semiconductors led gains, Cambricon up over 17%; leisure and real estate also rose.
36氪 · 143d ago
A-shares opened mixed: Shanghai -0.01%, Shenzhen +0.24%, ChiNext +0.46%. GPU, CPO concepts lead with Cambricon and others up over 4%.
36氪 · 143d ago
Korean and Qatari officials met to deepen investments in semiconductors, biotech, AI manufacturing transformation, robots, and AI chips. They plan to merge Korea's manufacturing prowess with Qatar's capital.
36氪 · 143d ago