Articles Tagged “AI Chips”
28 articles found
ASML Q3 2026 Earnings: Record Sales and Demand Through 2028
ASML posted record Q3 2026 sales of EUR 11.7B and a 57.5% gross margin, and says chipmaker demand will outrun its planned capacity through 2028.
Samsung Q3 2026 Profit: How AI Memory Drove a ₩107T Record
Samsung guided Q3 2026 operating profit to a record ₩107.4 trillion (about $80B), up 782.5% year on year on surging AI memory demand and chip prices.
TSMC Q3 2026 Revenue: Record Quarter Beats Guidance
TSMC posted record Q3 2026 revenue of about NT$1.49 trillion, beating guidance, as September sales rose 54.6% on AI chip demand ahead of its Oct 15 call.
SK hynix Explores First US Memory Production at Intel
Reuters reports SK hynix is weighing memory manufacturing at Intel's Ohio site. The company confirms it is exploring options but nothing is signed.
Euclyd Lands €200M From Samsung for Inference Chips
Dutch startup Euclyd raised a €200M+ Series A co-led by Samsung to build CRAFTWERK, a non-GPU inference chip with 16,384 in-memory processors.
Amlogic A123X Is the First Cortex-A320 Edge AI SoC
Amlogic's A123X and C305X2 are the first shipping Cortex-A320 chips: 12 TOPS of NPU on TSMC 6nm, sampling now, mass production in Q4 2026.
ASML Lines Up TSMC and Samsung for High-NA EUV Tools
ASML won High-NA EUV commitments from TSMC, Samsung and Intel, plus agreement on a 12-inch photomask that its CTO says lifts productivity 40%.
Nvidia Invests $3.5B in MediaTek for Custom AI Chips
Nvidia bought $3.5B of MediaTek convertible bonds out of a $3.9B offering, with Alphabet also in, tying MediaTek's custom ASICs to NVLink Fusion.
OpenAI Jalapeño Benchmarks: 1.9x Work per Kilowatt
OpenAI published the first Jalapeño inference benchmarks: a 700W part claiming up to 1.9x throughput per kilowatt and 3.6x lower end-to-end latency.
Meta MTIA 400 Puts 9.4TB/s HBM3e Behind FP4 Inference
Meta detailed MTIA 400 at Hot Chips 2026: eight HBM3e stacks, 9.4TB/s of bandwidth, hardware FP4, and scale-up domains reaching 72 accelerators.
Intel Diamond Rapids Packs 256 Cores for Agentic AI
Intel's Hot Chips 2026 lineup pairs a 256-core Diamond Rapids Xeon with Crescent Island, a 350W inference GPU holding up to 480GB of LPDDR5X.
IBM Dual-Architecture Chip Runs Arm and Z on One Core
IBM's new mainframe processor packs 11 cores above 5.7 GHz on 2nm silicon, and every core runs both z/Architecture and Arm code natively - no emulation.
Nvidia Q2 FY27 Earnings: $91B Guidance Meets Aug 26
Nvidia reports Q2 fiscal 2027 results on August 26 against its own $91 billion guidance, roughly double the $46.7 billion it posted a year earlier.
SK Hynix Buyback Hits 40 Trillion Won in Korean First
SK hynix approved a 40 trillion won buyback and cancellation of 24.07 million shares, the largest treasury share cancellation by a Korean listed company.
Nvidia Pays Poolside $6B to License Its Model Factory
Nvidia struck a reported $6B non-exclusive licensing deal with Poolside plus a $1B investment at a $12B pre-money valuation, with 109 staff getting offers.
Cerebras CS-4 Packs Three Wafer-Scale Chips in a Rack
The Cerebras CS-4 puts three WSE-3 Turbo wafers in one rack for 750 PFLOPS, and Cerebras clocks 4,400 tokens per second per user on GPT-OSS-120B.
Etched Raises $700M at a $21B AI Chip Valuation
Etched closed a $700M Series D led by Jane Street at a $21 billion valuation, doubling in just a month as inference chip orders pass $1 billion.
Kog Inference Engine Squeezes 30x From Existing GPUs
French startup Kog hit 3,000 tokens per second on standard AMD and NVIDIA datacenter GPUs, claiming a path to 30x faster LLM inference in software.
Snapdragon C Runs 67% Faster on Battery Than Intel N250
Qualcomm's Snapdragon C beat Intel's N250 by up to 67% in unplugged Cinebench multi-core tests, with up to 2.1x better battery power efficiency.
ChipMOS Q2 Revenue Climbs 28.7% to a Record $231.8M
ChipMOS posted its best quarter since 2014 on August 11, with revenue up 28.7% to $231.8 million, gross margin at 18%, and DRAM revenue up over 70%.
TSMC July Revenue Jumps 44.7% to a Record $14.5 Billion
TSMC posted NT$467.58 billion in July revenue, up 44.7% year over year, running ahead of its own raised full-year growth target of just over 40%.
AMD Data Center Revenue Doubles to $6.7B in Q2 2026
AMD posted record Q2 revenue of $11.5 billion, up 50%, as data center sales more than doubled to $6.7 billion and now make up 58% of the company.
Hut 8 Beacon Point Campus Fully Leased in $9.8B AI Deal
Hut 8's second 352 MW lease commercializes the full 1 GW Beacon Point campus, taking campus base-term contract value to $19.6 billion over 15 years.
AMD's Q1 Blowout: $10.25B Revenue, Data Center Up 57%, Stock Surges 16%
Advanced Micro Devices reported Q1 2026 revenue of $10.25B on May 5, 2026 — beating estimates with 38% YoY growth, data center revenue up 57%, and Q2 guidance of $11.2B that sent shares 16% higher on May 6.
AMD Lands a $60-100 Billion AI Chip Deal With Meta — The Biggest GPU Contract in History
Meta commits to 6 gigawatts of AMD Instinct MI450 GPUs built on TSMC's 2nm node, with first shipments in H2 2026 and AMD issuing 160 million performance-based share warrants.
Broadcom Smashes Q1 Estimates as AI Revenue Doubles to $8.4 Billion — Announces a $10 Billion Buyback
Broadcom posts record fiscal Q1 revenue of $19.3 billion with AI chip sales surging 106 percent year-over-year, and management sees a path to $100 billion in AI semiconductor revenue.
Nvidia Reports Q4 Earnings Today — Wall Street Expects $65 Billion in Revenue and All Eyes Are on Guidance
Nvidia’s fiscal Q4 FY26 earnings drop after market close today. Analysts expect $65.7B revenue and $1.53 EPS, but forward guidance will move the stock.
AMD and Meta Announce a $100 Billion AI Chip Partnership That Reshapes the GPU Landscape
Meta will deploy up to 6 gigawatts of AMD Instinct GPUs for AI data centers in a landmark multi-year deal worth over $100 billion, sending AMD stock soaring 14% in pre-market trading.