Semiconductors

Markets

Marvell Joins S&P as Volatility Slams Chip Sector

Photo via JOHN ANGELILLO/UPI/Newscom

There’s been a bit of a vibe shift since Nvidia CEO Jensen Huang tabbed Marvell as “next trillion-dollar company” just a week ago.

1 min read

Photo via IMAGO/Vernon Yuen/IMAGO/Nexpher Images/Newscom

Semiconductors

Broadcom Selloff Shows Breaking Records Doesn’t Satisfy ‘Perfection’-Seeking AI Investors

Broadcom expects AI-related chip revenue to climb 200% to $16 billion in the current quarter, short of Wall Street’s most bullish forecasts.

2 min read
Photo via Robin Utrecht/ANP/Newscom

Semiconductors

ASML Becomes Biggest Company in European History

A share price rally pushed ASML’s market cap to $668 billion on Wednesday, beating a European record set by Novo Nordisk in June 2024.

1 min read
Photo via Nvidia/Youtube

Semiconductors

Nvidia Introduces PCs Made for Agentic AI Power-Users

Running AI agents around the clock can consume hundreds of millions, or even billions, of tokens (units of data) a week.

1 min read

Semiconductors

Micron Joins $1 Trillion Market Cap Club

Photo via Alex Milan Tracy/Sipa USA/Newscom

High-bandwidth memory now accounts for roughly two-thirds of the total AI chip component cost, up from about 50% in early 2024.

2 min read

Semiconductors

AI Market Braces for Bellwether Nvidia Earnings Report

Photo via Jeanne Accorsini/SIPA/Newscom

The US did approve 10 Chinese firms as buyers for the H200, Nvidia’s second-most powerful AI chip, though no purchases have yet been made.

2 min read

Photo illustration by Connor Lin / The Daily Upside, Photos by Hapabapa via iStock and Vincent Isore, Florian Gaertner, imageBROKER/Mojahid Mottakin, Andrej Sokolow, Wladimir Bulgar/Science Photo Library, and Kyodo via Newscom

Artificial Intelligence

In AI Chip Race, Nvidia’s Biggest Customers Become Competitors

The types of chips that will keep AI’s momentum up are different from those that trained it, creating an opening for rivals to Nvidia.

4 min read
Photo via Harald Tittel/dpa/picture-alliance/Newscom

Semiconductors

Citrini Finds Upside for AI Power Player Wolfspeed

In its Q3 earnings call earlier this month, Wolfspeed reported a net loss of roughly $120 million on revenue of around $150 million.

2 min read
Photo via WLADIMIR BULGAR/SCIENCE PHOTO LIBRARY/Newscom

Semiconductors

Cerebras Challenges Nvidia’s Chip Dominance with Highly Hyped IPO

Cerebras says its chips can perform inference work faster than Nvidia’s GPUs, which are less specialized for inference work.

2 min read

Big Tech

Apple Flirts With Adding Intel, Samsung into Main Chip Supply Chain

Photo via IMAGO/CFOTO/Newscom

Apple’s supply chain and manufacturing dependencies have turned problematic in the age of tariffs and friend-shoring.

2 min read

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