Browsing Tag
AMD
49 posts
TSMC Arizona Semiconductor Manufacturing Project: Phoenix chip fabs expand into $265bn AI-era cluster
The TSMC Arizona Semiconductor Manufacturing Project is a Phoenix-based advanced chipmaking cluster operated by TSMC Arizona Corporation, with N4 production already underway, N3 targeted for 2027 and planned investment now rising to $265bn.
Cerebras Systems Q2 core revenue doubles to $210m as cloud business quadruples
Cerebras Systems doubled core Q2 revenue to $209.9m and raised 2026 guidance to $890m, yet a widened GAAP loss sent CBRS lower after the pre-earnings rally.
Astera Labs revenue doubles as Scorpio AI switch drives next growth surge
Astera Labs doubled revenue and forecast another major jump as Scorpio switches ramp, but concentration and valuation raise execution risk.
AMD launches Helios rack-scale AI platform as $AMD trades near 52-week high
AMD is moving beyond individual processors with an open, rack-scale AI architecture designed to challenge Nvidia across hardware, networking, software and data centre deployment.
Cerebras Systems (CBRS) jumps 11% on 200MW Europe expansion and Flex 7x CS-3 output
Cerebras Systems (CBRS) jumps 11% on multi-billion Europe expansion targeting 200MW by 2027 and Flex partnership scaling CS-3 output 7x. OpenAI anchors demand.
Nvidia (NVDA) rises on Kyber denial but trails AMD and Broadcom as Rubin Ultra cadence questioned
Nvidia (NVDA) denies SemiAnalysis report that Kyber rack for Rubin Ultra slips to 2028, but stock lags AMD, Broadcom as roadmap doubts build. Read more.
Rocket One (NASDAQ: RKTO) debuts with AMD program win as biotech pivots to orbital AI chips
A no-revenue biotech rebranded into AI-space chips and ran 60% on debut. The AMD link is real, but so is the cash burn and the looming dilution.
Jensen Huang moves to lock in Nvidia ($NVDA), SK hynix and TSMC as the AI memory and logic axis
As memory becomes the AI bottleneck, Jensen Huang moves to lock in Nvidia, SK hynix, and TSMC supply while committing $150B a year to Taiwan. Read more.
Nokia bets on AI-native data center networking with new lab and partner ecosystem
Find out how Nokia Corporation’s AI networking lab could reshape AI data center infrastructure as $NOK hits a 52-week high.
Analog Devices (ADI) to acquire Empower Semiconductor for $1.5bn, betting on vertical power delivery as AI’s next strategic bottleneck
Analog Devices is paying $1.5 billion in cash for Empower Semiconductor as AI's power-delivery bottleneck reshapes the chip-supplier hierarchy. Read more.