#chips-act

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#ai-infrastructure
Artificial intelligence
from24/7 Wall St.
12 hours ago

Amazon's $100 Billion Anthropic Bet Could Supercharge These 2 Overlooked Chip Stocks

The AI arms race benefits companies supplying infrastructure, particularly those providing connectivity solutions and data center technology.
Tech industry
from24/7 Wall St.
1 week ago

Are Intel Investors Tired of Winning Yet? Chipmaker Bags Another Big Score

Intel and Google collaborate on Xeon processors to enhance AI infrastructure and efficiency.
Artificial intelligence
from24/7 Wall St.
12 hours ago

Amazon's $100 Billion Anthropic Bet Could Supercharge These 2 Overlooked Chip Stocks

The AI arms race benefits companies supplying infrastructure, particularly those providing connectivity solutions and data center technology.
Tech industry
from24/7 Wall St.
6 days ago

ASML and TSMC Just Told the Market AI Spending Isn't Slowing Down

ASML and TSMC confirm accelerating hyperscaler infrastructure spending, validating the AI buildout's strength and signaling sustained chip demand.
Tech industry
from24/7 Wall St.
1 week ago

Are Intel Investors Tired of Winning Yet? Chipmaker Bags Another Big Score

Intel and Google collaborate on Xeon processors to enhance AI infrastructure and efficiency.
#semiconductors
European startups
fromwww.dw.com
2 days ago

China's chip ambitions shake up global tech industry

The US imposed export curbs on advanced semiconductors to limit China's technological and military advancements.
Silicon Valley
fromABC7 San Francisco
1 day ago

Union City becomes home to 1st US center for advanced AI chip assembly

Union City opened the first U.S. research center for advanced semiconductor packaging, enhancing AI chip production and job creation in Silicon Valley.
Intellectual property law
fromNextgov.com
1 week ago

Tech bills of the week: Boosting export controls; AI-focused workforce development; and more

Bipartisan senators introduced the MATCH Act to strengthen semiconductor export controls and prevent adversaries from acquiring critical technology.
European startups
fromwww.dw.com
2 days ago

China's chip ambitions shake up global tech industry

The US imposed export curbs on advanced semiconductors to limit China's technological and military advancements.
Silicon Valley
fromABC7 San Francisco
1 day ago

Union City becomes home to 1st US center for advanced AI chip assembly

Union City opened the first U.S. research center for advanced semiconductor packaging, enhancing AI chip production and job creation in Silicon Valley.
Intellectual property law
fromNextgov.com
1 week ago

Tech bills of the week: Boosting export controls; AI-focused workforce development; and more

Bipartisan senators introduced the MATCH Act to strengthen semiconductor export controls and prevent adversaries from acquiring critical technology.
#google
fromTNW | Deep-Tech
15 hours ago
Tech industry

Google launches Ironwood TPU and previews eighth-gen split into training and inference chips at TSMC 2nm

Google's Ironwood TPU delivers 4.6 petaFLOPS per chip, marking a significant advancement in AI infrastructure with separate training and inference chips.
Tech industry
fromTNW | Deep-Tech
15 hours ago

Google launches Ironwood TPU and previews eighth-gen split into training and inference chips at TSMC 2nm

Google's Ironwood TPU delivers 4.6 petaFLOPS per chip, marking a significant advancement in AI infrastructure with separate training and inference chips.
#texas-instruments
Business
from24/7 Wall St.
14 hours ago

Texas Instruments Is About to Reveal How Much the AI Boom Benefits Its Bottom Line

Texas Instruments shows strong data center growth, indicating a potential structural shift in revenue driven by AI infrastructure spending.
Business
from24/7 Wall St.
5 days ago

This Hedge Fund-Favored Semi Stock is on the Cusp of a Multi-Year Breakout

Texas Instruments is a legacy tech company with potential in the AI sector despite being overshadowed by more exciting semiconductor plays.
Business
from24/7 Wall St.
14 hours ago

Texas Instruments Is About to Reveal How Much the AI Boom Benefits Its Bottom Line

Texas Instruments shows strong data center growth, indicating a potential structural shift in revenue driven by AI infrastructure spending.
Business
from24/7 Wall St.
5 days ago

This Hedge Fund-Favored Semi Stock is on the Cusp of a Multi-Year Breakout

Texas Instruments is a legacy tech company with potential in the AI sector despite being overshadowed by more exciting semiconductor plays.
#apple
Apple
fromFast Company
19 hours ago

The one thing Apple's new CEO needs to get right on AI

John Ternus's appointment as CEO indicates Apple's strategic focus on integrating AI into hardware while maintaining data privacy.
Apple
fromwww.dw.com
1 day ago

Apple switches CEO: What it means for the tech giant

Tim Cook will step down as Apple's CEO in September, succeeded by John Ternus, who faces challenges in maintaining Apple's competitive edge.
Apple
fromwww.businessinsider.com
18 hours ago

New Apple CEO John Ternus is inheriting a pressure cooker

John Ternus will face significant challenges as Apple's new CEO, particularly in AI and innovation beyond existing products.
Apple
fromwww.cbc.ca
20 hours ago

John Ternus will be Apple's next CEO. Who is he, and how will he face the company's big AI challenge? | CBC News

Tim Cook is retiring as CEO of Apple, succeeded by John Ternus, who has been with the company for 25 years.
Apple
fromThe Atlantic
13 hours ago

It Doesn't Matter Who Runs Apple

Tim Cook transformed Apple into a highly successful but less innovative company over his 15-year tenure as CEO.
Apple
fromEngadget
13 hours ago

Here's to the stable ones: In praise of Tim Cook

Tim Cook transitions to executive chair, succeeded by John Ternus, highlighting contrasting leadership styles at Apple.
Apple
fromFast Company
19 hours ago

The one thing Apple's new CEO needs to get right on AI

John Ternus's appointment as CEO indicates Apple's strategic focus on integrating AI into hardware while maintaining data privacy.
Apple
fromwww.dw.com
1 day ago

Apple switches CEO: What it means for the tech giant

Tim Cook will step down as Apple's CEO in September, succeeded by John Ternus, who faces challenges in maintaining Apple's competitive edge.
Apple
fromwww.businessinsider.com
18 hours ago

New Apple CEO John Ternus is inheriting a pressure cooker

John Ternus will face significant challenges as Apple's new CEO, particularly in AI and innovation beyond existing products.
Apple
fromwww.cbc.ca
20 hours ago

John Ternus will be Apple's next CEO. Who is he, and how will he face the company's big AI challenge? | CBC News

Tim Cook is retiring as CEO of Apple, succeeded by John Ternus, who has been with the company for 25 years.
Gadgets
fromThe Verge
19 hours ago

Anker made its own AI chip

Anker's Thus chip introduces local AI to audio devices, starting with earbuds, offering smaller size and lower power consumption for complex computations.
#ai
fromTNW | Insights
4 days ago
Artificial intelligence

Nvidia's Jensen Huang warns DeepSeek running on Huawei chips would be 'horrible outcome' for America

Careers
fromEntrepreneur
15 hours ago

Nvidia CEO Jensen Huang Says AI Won't Replace You - It Will Just Be a Really Annoying Micromanager

AI will not eliminate jobs but will act as a digital supervisor, enhancing productivity.
Business
from24/7 Wall St.
2 days ago

Can Credo's $750 Million Optics Bet Turn Copper's Limits Into Your Portfolio Gains?

AI data centers' copper demand creates a projected global deficit, pushing for optical solutions to meet future needs.
Artificial intelligence
fromTNW | Insights
4 days ago

Nvidia's Jensen Huang warns DeepSeek running on Huawei chips would be 'horrible outcome' for America

DeepSeek's optimization of AI models for Huawei chips poses a significant threat to US technological dominance.
SF politics
fromSan Jose Spotlight
4 days ago

San Jose lawmaker at center of AI regulation fight - San Jose Spotlight

A coalition urges Rep. Sam Liccardo to reject a pro-AI PAC endorsement that seeks to centralize AI regulation under federal control.
Toronto startup
fromTNW | Tech
6 days ago

Musk is asking chip suppliers to move at 'light speed' for his Terafab AI

Musk's teams are actively seeking quotes for chipmaking equipment for the Terafab AI chip fabrication project.
fromTheregister
8 hours ago

SK Hynix breaks ground on Indiana advanced packaging plant

SK Hynix has reportedly broken ground on a new advanced memory packaging facility in West Lafayette, Indiana, that should boost the supply of US-made high-bandwidth memory (HBM), a key component in high-end AI accelerators from the likes of Nvidia and AMD.
Tech industry
Silicon Valley
fromSFGATE
9 hours ago

'Don't leave': Nvidia CEO Jensen Huang tells people to stay in California

Jensen Huang advocates for living in California despite high taxes, emphasizing the state's importance for AI jobs and its favorable climate.
#amd
Business
from24/7 Wall St.
2 days ago

Stifel Raises AMD Target to $320: Is the AI Chip Rally Just Getting Started?

Stifel raised AMD's price target to $320, indicating strong confidence in AI infrastructure demand and AMD's growth potential.
from24/7 Wall St.
6 days ago
Business

AMD Gains 6% Ahead of May Earnings: Is the AI Chip Challenger Finally Ready to Rival NVIDIA?

AMD stock rises 6% due to catalysts in AI chip development and partnerships, signaling growing investor confidence.
Business
from24/7 Wall St.
2 days ago

Stifel Raises AMD Target to $320: Is the AI Chip Rally Just Getting Started?

Stifel raised AMD's price target to $320, indicating strong confidence in AI infrastructure demand and AMD's growth potential.
Business
from24/7 Wall St.
6 days ago

AMD Gains 6% Ahead of May Earnings: Is the AI Chip Challenger Finally Ready to Rival NVIDIA?

AMD stock rises 6% due to catalysts in AI chip development and partnerships, signaling growing investor confidence.
Gadgets
fromTheregister
16 hours ago

Framework punts modular 13in laptop with Core Ultra Series 3

Framework has launched redesigned modular laptops with customizable features and improved performance, emphasizing user requests and the right to repair.
#amazon
European startups
fromExchangewire
20 hours ago

Digest: California Lawsuit Accuses Amazon of Price Fixing; Singapore Proposes Global Standard for Gen AI Testing; Apple Names Ternus CEO Successor

California accuses Amazon of price-fixing to inflate costs for consumers.
Artificial intelligence
fromArs Technica
1 day ago

Anthropic gets $5B investment from Amazon, will use it to buy Amazon chips

Amazon invests an additional $5 billion in Anthropic, raising total investment to $13 billion, to support Claude AI models with more computing resources.
Artificial intelligence
fromInfoWorld
1 day ago

Amazon's $5B Anthropic bet is really about compute, not just cash

Amazon invests $5 billion in Anthropic to secure long-term compute capacity and alleviate infrastructure constraints amid rising AI demand.
European startups
fromExchangewire
20 hours ago

Digest: California Lawsuit Accuses Amazon of Price Fixing; Singapore Proposes Global Standard for Gen AI Testing; Apple Names Ternus CEO Successor

California accuses Amazon of price-fixing to inflate costs for consumers.
Artificial intelligence
fromArs Technica
1 day ago

Anthropic gets $5B investment from Amazon, will use it to buy Amazon chips

Amazon invests an additional $5 billion in Anthropic, raising total investment to $13 billion, to support Claude AI models with more computing resources.
Artificial intelligence
fromInfoWorld
1 day ago

Amazon's $5B Anthropic bet is really about compute, not just cash

Amazon invests $5 billion in Anthropic to secure long-term compute capacity and alleviate infrastructure constraints amid rising AI demand.
#intel
Business
from24/7 Wall St.
2 days ago

Intel Finally Has a Shot at a Comeback-If It Can Execute

Intel's stock has surged nearly 75% year-to-date, raising questions about its future value in the AI chip market.
Business
from24/7 Wall St.
1 day ago

HSBC Just Upgraded Intel to Buy and Raised the Price Target From $50 to $95: Is the Comeback Real?

HSBC upgraded Intel's stock from Hold to Buy, raising the price target from $50 to $95, citing server CPU momentum as a key driver.
Gadgets
fromTheregister
5 days ago

Intel eases reliance on TSMC with Core Series 3 CPUs

Intel has introduced budget-oriented Core Series 3 processors manufactured in the US using a 2nm process, offering a solid upgrade for older systems.
Business
from24/7 Wall St.
2 weeks ago

Intel Jumps 8%: The TeraFab Excitement Is Real, but Is the Valuation Stretched?

Intel stock surges 8% due to TeraFab partnership, raising questions about valuation versus fundamentals.
Business
from24/7 Wall St.
2 days ago

Intel Finally Has a Shot at a Comeback-If It Can Execute

Intel's stock has surged nearly 75% year-to-date, raising questions about its future value in the AI chip market.
Business
from24/7 Wall St.
1 day ago

HSBC Just Upgraded Intel to Buy and Raised the Price Target From $50 to $95: Is the Comeback Real?

HSBC upgraded Intel's stock from Hold to Buy, raising the price target from $50 to $95, citing server CPU momentum as a key driver.
Gadgets
fromTheregister
5 days ago

Intel eases reliance on TSMC with Core Series 3 CPUs

Intel has introduced budget-oriented Core Series 3 processors manufactured in the US using a 2nm process, offering a solid upgrade for older systems.
Business
from24/7 Wall St.
2 weeks ago

Intel Jumps 8%: The TeraFab Excitement Is Real, but Is the Valuation Stretched?

Intel stock surges 8% due to TeraFab partnership, raising questions about valuation versus fundamentals.
#framework
Gadgets
fromEngadget
1 day ago

Framework launches the Laptop 13 Pro with Intel's new Panther Lake chips

Framework's new 13 Pro laptop maintains modularity while introducing significant upgrades like a larger battery and redesigned chassis.
Gadgets
fromThe Verge
1 day ago

Framework's first eGPUs turn its laptop into a desktop PC

Framework introduces the OCuLink Dev Kit for external GPU support, targeting power users with advanced connectivity options.
Gadgets
fromEngadget
1 day ago

Framework launches the Laptop 13 Pro with Intel's new Panther Lake chips

Framework's new 13 Pro laptop maintains modularity while introducing significant upgrades like a larger battery and redesigned chassis.
Gadgets
fromThe Verge
1 day ago

Framework's first eGPUs turn its laptop into a desktop PC

Framework introduces the OCuLink Dev Kit for external GPU support, targeting power users with advanced connectivity options.
European startups
fromwww.dw.com
2 days ago

How China is reshaping the global chip industry

The US imposed export curbs on advanced semiconductors to limit China's technological advancements and military capabilities.
Tech industry
fromwww.businessinsider.com
16 hours ago

Google's new chips are a shot at Nvidia and a big hint at where AI goes next

Google unveiled its latest AI chips, TPU 8t for training and TPU 8i for inference, responding to industry shifts towards inference computing.
#tim-cook
Apple
fromTechCrunch
1 day ago

Apple's John Ternus will run one of the world's most powerful companies; the job is a minefield | TechCrunch

Tim Cook's leadership at Apple has been marked by significant wealth accumulation and major challenges, including regulatory battles and market pressures.
Apple
fromMail Online
1 day ago

Insiders reveal the REAL reason for Tim Cook's departure from Apple

Tim Cook's departure from Apple is linked to the underwhelming launch of its AI system, Apple Intelligence.
Apple
fromThe Verge
2 days ago

Tim Cook will still be Apple's Trump whisperer

Tim Cook will continue to engage with policymakers as Apple's executive chairman, focusing on political relationships, especially with President Trump.
Apple
fromTechCrunch
1 day ago

Apple's John Ternus will run one of the world's most powerful companies; the job is a minefield | TechCrunch

Tim Cook's leadership at Apple has been marked by significant wealth accumulation and major challenges, including regulatory battles and market pressures.
Apple
fromMail Online
1 day ago

Insiders reveal the REAL reason for Tim Cook's departure from Apple

Tim Cook's departure from Apple is linked to the underwhelming launch of its AI system, Apple Intelligence.
Apple
fromThe Verge
2 days ago

Tim Cook will still be Apple's Trump whisperer

Tim Cook will continue to engage with policymakers as Apple's executive chairman, focusing on political relationships, especially with President Trump.
European startups
fromwww.businessinsider.com
1 day ago

The chip industry's most important company is cutting managers. This doc shows how.

ASML plans to cut management roles and create new engineering positions to streamline operations and address employee concerns about complexity.
Tech industry
fromSFGATE
6 hours ago

Himax to Showcase Industry-Leading High-Contrast Dual-Edge Front-lit LCoS Microdisplay at SID Display Week 2026

Himax unveils a high-contrast LCoS microdisplay for AR glasses at Display Week 2026, featuring enhanced optical efficiency and improved contrast performance.
European startups
fromFortune
1 day ago

'They're sweating': Why Japanese giants are pouring money into Silicon Valley startups | Fortune

Japanese companies are increasing investments in AI to avoid falling behind global competitors.
#nvidia
Tech industry
from24/7 Wall St.
7 hours ago

Jensen Huang Says 'Not One Company' Can Match NVIDIA's Performance Per Dollar. Here's What Investors Should Know

NVIDIA claims to have the best performance per total cost of ownership in AI computing, outperforming all competitors.
European startups
from24/7 Wall St.
5 days ago

Nvidia: Jensen Huang Says We Should Be Selling Chips to China

Nvidia's CEO argues for allowing chip sales to China to prevent loss of market share and revenue for American companies.
Tech industry
from24/7 Wall St.
6 days ago

Buy, Sell or Hold TSM Stock Below $500 or NVDA Stock Below $200?

NVIDIA and TSMC play crucial roles in AI infrastructure, with NVIDIA focusing on GPU design and TSMC on chip manufacturing.
Tech industry
from24/7 Wall St.
7 hours ago

Jensen Huang Says 'Not One Company' Can Match NVIDIA's Performance Per Dollar. Here's What Investors Should Know

NVIDIA claims to have the best performance per total cost of ownership in AI computing, outperforming all competitors.
European startups
from24/7 Wall St.
5 days ago

Nvidia: Jensen Huang Says We Should Be Selling Chips to China

Nvidia's CEO argues for allowing chip sales to China to prevent loss of market share and revenue for American companies.
Tech industry
from24/7 Wall St.
6 days ago

Buy, Sell or Hold TSM Stock Below $500 or NVDA Stock Below $200?

NVIDIA and TSMC play crucial roles in AI infrastructure, with NVIDIA focusing on GPU design and TSMC on chip manufacturing.
fromYanko Design - Modern Industrial Design News
2 days ago

Two Makers Just Built the Pocket Linux PC Big Tech Refused To Make - Yanko Design

The CyberFold is a foldable clamshell cyberdeck that bears a striking resemblance to an oversized Nintendo Game Boy Advance SP. Inside is a surprisingly capable Linux computer, complete with a touchscreen, a full QWERTY keyboard, stereo speakers, and a proper port selection.
Gadgets
Tech industry
fromTechCrunch
10 hours ago

Google Cloud launches two new AI chips to compete with Nvidia | TechCrunch

Google Cloud's TPU 8t and TPU 8i chips enhance AI model training and inference, offering significant performance improvements over previous generations.
Business
from24/7 Wall St.
1 week ago

3 Semiconductor ETFs to Buy Before the AI Chip Market Hits $500 Billion

Three semiconductor ETFs are competing for investor dollars in 2026, each with different strategies for growth in the chip industry.
Tech industry
fromComputerworld
2 days ago

Global RAM shortage appears set to continue through 2027

The memory chip shortage is expected to persist throughout the year due to surging AI demand, with supply not normalizing until 2028.
Tech industry
fromThe Verge
4 days ago

The RAM shortage could last years

Manufacturers are expected to meet only 60% of DRAM demand by 2027, with shortages potentially lasting until 2030.
European startups
fromFast Company
1 week ago

The U.S. and Silicon Valley may be running out of time to deal with Taiwan

Taiwan is essential to global technology, producing 90% of advanced semiconductors, and its stability is threatened by China's military actions.
Business
fromTechzine Global
1 week ago

TSMC on course for fourth consecutive record quarter

TSMC is expected to report a record €14.6 billion profit for Q1 2026, driven by strong demand for 3-nanometer chips.
Tech industry
from24/7 Wall St.
4 days ago

If You Had Bought $1,000 of Micron Technology at Its IPO, Here's How Much You Would Have Today (Try Not to Cry)

Micron Technology is positioned to benefit from the growing demand for high-bandwidth memory in AI systems amid supply constraints.
Business
from24/7 Wall St.
1 week ago

This Semiconductor Stock Is All You Need To Be Buying

Taiwan Semiconductor is a crucial stock for portfolios, outperforming competitors and holding significant market share in chip manufacturing.
Tech industry
from24/7 Wall St.
6 days ago

Cramer says Broadcom is the real play in Meta's chip partnership

Broadcom is positioned to benefit significantly from Meta's aggressive AI infrastructure spending.
fromEngadget
3 days ago

The next Mac Studio and MacBook Pro releases could be postponed by several months

At least two of the company's upcoming machines could debut a little later than the company initially planned, referencing the refreshes to Apple's desktop and its laptop that's expected to get a touchscreen.
Apple
Tech industry
from24/7 Wall St.
2 weeks ago

Intel Is On the Verge of Delivering Its First Billion-Dollar Foundry Wins

Advanced packaging is crucial for AI performance, efficiency, and cost control, positioning Intel for significant revenue growth in its foundry business.
#semiconductor-export-controls
European startups
fromTechCrunch
1 month ago

US reportedly considering sweeping new chip export controls | TechCrunch

The Trump administration drafted rules requiring U.S. government approval for all AI chip exports, giving the Department of Commerce control over semiconductor sales by companies like AMD and Nvidia.
European startups
fromTechCrunch
1 month ago

US reportedly considering sweeping new chip export controls | TechCrunch

The Trump administration drafted rules requiring U.S. government approval for all AI chip exports, giving the Department of Commerce control over semiconductor sales by companies like AMD and Nvidia.
US politics
fromThe Mercury News
2 months ago

Opinion: Trump risks US innovation and security if he sells China advanced chips

China poses an unprecedented threat; the U.S. must restrict advanced chip exports like Nvidia's H200 to prevent empowering Chinese AI and protect national security.
European startups
fromTechzine Global
1 month ago

"AI chips will remain in America unless foreign countries invest in the US"

The US government is implementing strict export controls on AI chips, requiring foreign customers to invest in US AI infrastructure or provide security guarantees, with ongoing monitoring of chip distribution and usage.
Tech industry
fromTechzine Global
1 month ago

Intel reconsiders use of 18A in foundry strategy

Intel is reconsidering opening its 18A chip manufacturing technology to external customers, reversing previous plans to reserve it exclusively for internal use.
Tech industry
fromTechzine Global
1 month ago

Broadcom: AI companies currently dependent on external chipmakers

Major AI companies lack the capability to develop and mass-produce custom chips at scale, creating sustained demand for Broadcom's specialized AI accelerators.
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