Google Orders 3 Million AI Chips from Intel — Nvidia Joins the Backup Plan
Google has placed a major order for over 3 million custom TPUs with Intel in 2028. Nvidia is also testing Intel’s tech as a TSMC backup. Intel shares jumped.
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Wolfspeed and Navitas Surge as Vicor Raises Guidance and Huawei Unveils Chip Design
Wolfspeed and Navitas shares rise after Vicor boosts guidance and Huawei unveils its LogicFolding chip design, triggering a rally in Chinese semiconductor stocks like SMIC.
Intel and SK Hynix Join Forces to Break TSMC’s AI Packaging Monopoly
SK Hynix and Intel are teaming up on faster AI chip tech, offering an alternative to TSMC and helping reduce supply shortages worldwide.
Apple in Early Talks with Intel and Samsung to Make Chips in the USA
Apple is exploring making chips in the US with Intel and Samsung to reduce risks and avoid shortages, but plans are still early.
TSMC Surges as Taiwan Eases Single-Stock Investment Limits
Taiwan eased fund limits, letting investors buy more TSMC, boosting its stock to a record high on AI-driven growth.
TSMC Delays $410 Million ASML Machines Until 2029 to Cut Costs
TSMC will postpone using ASML’s most advanced high-NA EUV lithography machines until 2029 to cut costs. A13 chips entering production and new Arizona packaging plant also announced.