China’s CXMT Turns The AI Memory Crunch Into A Chip Victory
China's CXMT has reportedly posted huge first-half numbers as AI data-centre demand fuels a global memory-chip shortage.
Tag: Semiconductors
Micron’s $10B Boise Lab Makes Memory A Bigger AI Battleground
Micron is investing $10 billion over the next decade in a Boise research lab focused on memory, AI computing systems ...
Velaura AI Raises $110M As Data-Centre Power Becomes The Next Chip Battle
Velaura AI has raised $110 million at a valuation above $1 billion to build lower-power AI compute infrastructure.
Intel Raises $20B As Its Chip Comeback Gets More Expensive
Intel has upsized its common stock offering to $20B as it funds a costly AI-era chip manufacturing comeback.
Samsung Posts Record Profit As AI Memory Demand Reshapes Its Business
Samsung reported record quarterly revenue and operating profit as AI server demand lifted memory chips and strengthened its semiconductor business.
Arm Revenue Hits Record As AI Data Centre Demand Lifts Chip Royalties
Arm reported record quarterly revenue as AI data centre demand lifted royalties and strengthened its case beyond smartphones.
Qualcomm Profit Falls As Memory Costs And Weak Handsets Hit AI Chip Pivot
Qualcomm reported lower profit and weaker handset sales, even as automotive, IoT and data centre ambitions kept its AI diversification ...
CXMT Surges 470% As China Bets Big On AI Memory Chips
China's CXMT surged about 470 percent in its Shanghai debut, turning DRAM memory into one of the hottest AI infrastructure ...
TSMC Posts Another Record Quarter As AI Chip Demand Keeps The Boom Alive
TSMC has reported another strong quarter as AI chip demand continues to drive semiconductor revenue, profit and capital spending expectations.
ASML Raises Its 2026 Outlook Again As AI Chip Demand Keeps Surging
ASML has raised its 2026 outlook again as AI demand keeps driving orders for advanced chipmaking equipment.