Wall Street Turns Bullish on ASML, TSMC, and Arista Networks
Major investment banks upgrade ASML, TSMC, and Arista Networks, citing AI growth, a coming memory chip super cycle, and stronger enterprise spending through 2026 and 2027.
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TSMC Gets U.S. Approval to Keep China Factory Running
Taiwan's TSMC receives annual U.S. license to import chip equipment to China facility, ensuring continued operations at Nanjing plant making older-generation semiconductors.
Rivian Builds Its Own AI Chip to Boost Future Self-Driving Features
Rivian has built its own AI chip, RAP1, to replace Nvidia tech and boost future self-driving features. The chip improves performance, lowers costs, and will debut in the R2 SUV.
Intel May Manufacture Apple's iPhone Chips Starting in 2028
Intel could start producing non-Pro iPhone chips by 2028 using its 14A process, marking a major shift in Apple's manufacturing strategy while maintaining in-house chip design.
Massive Divestment: SoftBank Raises $15 Billion Through Nvidia and T-Mobile Stake Sales
Japanese conglomerate SoftBank sold its entire stake in Nvidia for $5.83 billion. The company reported a $19 billion gain on its Vision Fund and continues its aggressive push into AI ventures.
Nvidia CEO: No Plans to Sell Blackwell AI Chips to China
Nvidia CEO Jensen Huang confirmed there are no active talks to sell Blackwell AI chips to China, citing U.S. restrictions and China’s lack of interest in Nvidia products.