Astera Labs Joins Arm Total Design to Accelerate Custom AI Chip Development
Astera Labs partners with Arm Total Design to deliver chiplet connectivity for AI infrastructure using PCIe, CXL, and UALink amid recent stock volatility.
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AI Demand Fuels ASML Orders, Compensating for Expected Plunge in China Revenue
ASML Holding posted stronger-than-expected orders, fueled by the booming AI sector. While current quarter forecasts exceed consensus, the chip equipment giant predicts a significant decline in sales to China in 2026, leading to cautious long-term sales guidance.
BofA Downgrades Intel Stock: 'Too Much Hype, Too Little Progress'
Bank of America cuts Intel to Underperform rating, warning the $80B market cap surge outpaces reality. Concerns include weak AI strategy, uncompetitive chips, and limited options.
Chip Giants Intel and AMD Discuss Surprise US Manufacturing Partnership
Chip rivals Intel and AMD are in talks for Intel to make some of AMD's chips in the US. Intel needs a win, but its tech lags TSMC.
TSMC Rejects Intel Investment and Partnership Rumors
Top chipmaker TSMC denied rumors of an investment or partnership with struggling Intel. TSMC stated it has not entered talks for joint ventures or technology transfer.
The 1:1 Chip Plan: How the US Aims to Boost Homegrown Tech
The US 1:1 Chip Plan forces companies to match imported chips with US production (1:1 ratio). If they fail, they face tariffs. This aims to secure national supply chains and stop relying on vulnerable overseas manufacturing, like Taiwan, for essential products.