Chip and AI Stocks Drop After CEOs Urge Caution on Development Pace
AI leaders including Amodei, Altman and Musk call to pace the frontier. Chip, memory and networking stocks fall as investors weigh spending and IPOs.
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ASML Teams With Intel, TSMC and Samsung on 12-Inch Photomasks to Print Giant AI Chips Without Stitching
ASML and major chipmakers want 12-inch photomasks for High-NA EUV, a change that could raise machine productivity about 40% and cut stitching costs.
Microsoft Plans to Unveil Maia 300 AI Chip in September, Eyes Massive Production Ramp
Microsoft plans to unveil its Maia 300 AI chip this fall and secure TSMC capacity for over 300,000 units in 2027 to cut Nvidia reliance.
SK Hynix Miss Triggers $2 Trillion Sell-Off in South Korea Stocks
Leveraged selling and SK Hynix’s earnings miss wiped $2 trillion from South Korean stocks in two days of record market declines.
$200 Billion Deal: Samsung Becomes Key AI Chip Supplier for Broadcom Through 2030
Samsung locks in a $200 billion multi-year deal with Broadcom for AI chips, HBM memory & foundry through 2030—boosting its race against TSMC.
TSMC Announces Up to 10% Price Hike for Advanced Chips Starting 2027
Analyst forecasts show Intel and Samsung struggling to close the gap on A16 and N2 technology.