Browsing Tag
AI Chips
20 posts
Could DRAM and advanced packaging make AMAT a bigger AI infrastructure winner?
Applied Materials’ new DRAM, packaging and eBeam systems strengthen AMAT’s role in AI chip manufacturing, HBM scaling and semiconductor equipment growth.
What OpenAI’s Jalapeño chip says about the next phase of AI infrastructure competition
OpenAI’s Jalapeño chip gives Broadcom a deeper role in custom AI silicon, inference infrastructure and AVGO’s trillion-dollar growth narrative.
Is GlobalFoundries (NASDAQ: GFS) building a new foundry front-end in Israel—without laying a single brick?
GlobalFoundries partners with Telsys to expand semiconductor access in Israel. Find out how this deal reshapes GF's global go-to-market strategy.
IQE plc (AIM: IQE) signals recovery with strong H2 2025 momentum and Q1 2026 order book strength amid strategic review
IQE plc posts strong FY25 trading update, signals AI and defense momentum, and opens door to potential sale. Find out what could come next in 2026.
SK hynix commits $13.4bn to South Korean AI chip packaging plant and R&D hub
SK hynix is investing $13.4B in a South Korean AI chip packaging facility. Find out what this means for AI memory leadership and global semiconductor supply chains.
Can AWS Trainium3 make large-scale AI training accessible to more enterprises?
AWS launches Trn3 UltraServers powered by Trainium3. Discover how this 3nm AI chip is driving faster, cheaper, scalable AI across industries.
Can Canada’s C$210m investment in IBM and C2MI elevate its role in the global semiconductor supply chain?
Canada invests CAD 210 million in IBM Canada and C2MI to expand advanced semiconductor packaging, targeting chip supply chain resilience and AI leadership.
NVIDIA stock jumps after record $57bn Q3 revenue on Blackwell GPU surge
NVIDIA posts record $57B Q3 revenue driven by Blackwell AI GPU demand and hyperscale deals. Find out why investors sent the stock soaring.
GSI Technology raises $50m in direct offering to accelerate AI chip and Gemini APU development
Find out how GSI Technology is deploying $50 million in new capital to accelerate its Gemini APU AI chip strategy and attract major investors.
Can Microsoft’s microfluidics breakthrough redefine the future of AI datacenter cooling?
Microsoft unveils microfluidics chip cooling that triples efficiency over cold plates. Learn how it could transform AI datacenters and chip design.