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Tag: chipmaker

Amazon Deepens Ties With Chipmaker STMicro for Data Centers
Amazon Web Services

Amazon Deepens Ties With Chipmaker STMicro for Data Centers

vm_adminFebruary 9, 2026

Amazon.com Inc.’s cloud service AWS is deepening its ties with Franco-Italian chipmaker STMicroelectronics NV to secure semiconductor technologies for its…

Japan chipmaker Rapidus tops bn in private investment as IBM aims to join
IBM

Japan chipmaker Rapidus tops $1bn in private investment as IBM aims to join

vm_adminFebruary 4, 2026

By Staff Writer Publication Date: 2026-02-04 14:23:00 SoftBank, Sony set to become major shareholders with commitments exceeding target

Newly-listed Chinese chipmaker targets beating Nvidia Rubin platform in just two years — Shanghai Iluvatar CoreX unveils multi-year GPU architecture roadmap with 2027 deadline
Nvidia

Newly-listed Chinese chipmaker targets beating Nvidia Rubin platform in just two years — Shanghai Iluvatar CoreX unveils multi-year GPU architecture roadmap with 2027 deadline

vm_adminJanuary 28, 2026

By Luke James Publication Date: 2026-01-27 17:57:00 Chinese chip designer Shanghai Iluvatar CoreX Semiconductor has unveiled a multi-year GPU architecture…

Nvidia’s Go-To Chipmaker TSMC Sees Revenue Top Estimates
Nvidia

Nvidia’s Go-To Chipmaker TSMC Sees Revenue Top Estimates

vm_adminJanuary 9, 2026

By Bloomberg News Publication Date: 2026-01-09 05:37:00 Taiwan Semiconductor Manufacturing Co.’s revenue topped estimates, reinforcing hopes of sustained global AI…

These are the top 6 chipmaker stocks to buy in 2026, according to BofA
Broadcom

These are the top 6 chipmaker stocks to buy in 2026, according to BofA

vm_adminJanuary 1, 2026

By Samuel O’Brient Publication Date: 2025-12-29 17:27:00 What AI bubble? New research from Bank of America has thrown cold water…

The risk-reward balance in Broadcom is too good to ignore. How to trade the chipmaker with options
Broadcom

The risk-reward balance in Broadcom is too good to ignore. How to trade the chipmaker with options

vm_adminDecember 30, 2025

By Nishant Pant Publication Date: 2025-12-30 15:02:00 While the much-anticipated year-end rally appears to be losing steam, market volatility remains…

Nvidia reportedly backs away from its effort to make its own public cloud, team reorg eases friction with customers — chipmaker shifts unit’s focus to internal R&D
Nvidia

Nvidia reportedly backs away from its effort to make its own public cloud, team reorg eases friction with customers — chipmaker shifts unit’s focus to internal R&D

vm_adminDecember 27, 2025

By @tomshardware Publication Date: 2025-12-26 15:13:00 Tom’s Hardware Premium Roadmaps (Image credit: Future) Nvidia has reorganized its cloud computing group,…

Nvidia vs AMD: Which AI Chipmaker Will Lead the Next Decade of Compute? | The Motley Fool
Nvidia

Nvidia vs AMD: Which AI Chipmaker Will Lead the Next Decade of Compute? | The Motley Fool

vm_adminDecember 17, 2025

By Adria Cimino Publication Date: 2025-12-17 12:40:00 Spending on the AI buildout may reach into the trillions of dollars. Nvidia…

Inside ASML’s 0 Billion AI Monopoly: The Chipmaker Even Nvidia Can’t Live Without
Nvidia

Inside ASML’s $430 Billion AI Monopoly: The Chipmaker Even Nvidia Can’t Live Without

vm_adminDecember 12, 2025

By Khac Phu Nguyen Publication Date: 2025-12-12 16:19:00 This article first appeared on GuruFocus. Analysts and investors are increasingly focused…

Nvidia shares fall. 2 Reasons Oracle’s Profit Was Bad for the Chipmaker.
Oracle

Nvidia shares fall. 2 Reasons Oracle’s Profit Was Bad for the Chipmaker.

vm_adminDecember 11, 2025

By Adam Clark Publication Date: 2025-12-11 12:32:00 Nvidia and other stocks exposed to the AI ​​trend took a hit as…

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