AI chip and semiconductor news
Compute decides how fast AI can move. This page tracks accelerator launches, foundry capacity at TSMC and Samsung, HBM memory supply, export controls and the data-centre build-outs that follow — with strong coverage of the Asian supply chain where most of it happens.
Latest stories
Micron’s stock is dirt cheap — and that’s igniting a fierce online debate
Valuation purists see a ridiculously inexpensive stock, but some semiconductor investors say Micron’s earnings power won’t hold up.
MarketWatch Tech
Sources: Microsoft has been turning off rented computing capacity from Oracle after declining to renew a 2023 deal, because the hardware used older Nvidia chips (Brody Ford/Bloomberg)
Brody Ford / Bloomberg : Sources: Microsoft has been turning off rented computing capacity from Oracle after declining to renew a 2023 deal, because the hardware used older Nvidia chips — Microsoft Corp. is winding down an arrangement to rent AI computing from Oracle Corp., part of a larger reassessment of billions of dollars in cloud partnerships.
Techmeme
SageMaker Inference now supports Multi-Instance GPU to maximize GPU utilization for model endpoints
Amazon SageMaker Inference now supports GPU partitioning with NVIDIA Multi-Instance GPU (MIG), which divides one GPU into hardware-isolated partitions so you can run a different model in each or take a right-sized fraction of a newer accelerator. This post shows how two optional API fields place one model per partition, and what we measured against a whole older GPU.
AWS Machine Learning
Nvidia, AMD and other chip stocks rebound — but is relief from the ‘violent’ selloff only temporary?
Analysts warn of further volatility ahead, although there are several new factors that work in the AI trade’s favor.
MarketWatch Tech
DIGITIMES Insight: Cloud LLMs drive sharp increase in KV cache demand; establishes three key directions for SSD development
DIGITIMES observes that as large language models (LLMs) and agentic AI development become increasingly widespread, it is driving not only significant growth in data center CPU demand but also a sharp surge in key-value cache (KV cache) storage requirements. As DRAM and HBM capacity face severe supply shortages, demand for data center SSDs is rising rapidly.
DIGITIMES
Analysis: Britain's semiconductor paradox—world-class innovation, but who captures the value?
As artificial intelligence reshapes global chipmaking, the UK's strength in design, materials and research is being tested by a longstanding challenge: turning technological breakthroughs into scalable commercial products.
DIGITIMES
How NVIDIA Open Source Tools Are Helping Researchers Build Next-Generation 6G Networks
A year ago, NVIDIA open sourced its Aerial wireless software, joining Sionna and a broader suite of open source tools for accelerating next-generation 6G network development. Together, they give researchers a foundation for testing ideas, comparing results and building on each other’s work — connecting simulation and AI training with experiments on real over-the-air wireless […]
NVIDIA Blog
Democrats, with Elizabeth Warren a top contender to chair Senate Banking, are poised to step up oversight of Nvidia over chip exports and circular financing (Maggie Eastland/Bloomberg)
Maggie Eastland / Bloomberg : Democrats, with Elizabeth Warren a top contender to chair Senate Banking, are poised to step up oversight of Nvidia over chip exports and circular financing — Nvidia Corp. is in for tougher scrutiny from a new Democratic majority in Congress that's set to demand answers …
Techmeme
Midterm elections will put AI and data centers on trial, but Big Tech may end up winning anyway
It may be a little soon to determine the ultimate winners and losers among enterprise suppliers after the midterm elections, but the early line is: Big Tech wins and data center suppliers operators such as chipmakers and neoclouds lose. Or will everybody lose? The day after the elections, stocks of many tech companies shot up, […] The post Midterm elections will put AI and data centers on trial, but Big Tech may end up winning anyway appeared first on SiliconANGLE .
SiliconANGLE
Sources: TSMC is considering expanding into manufacturing 3D DRAM at the request of Nvidia, its biggest customer, amid memory chip shortages due to the AI boom (Qianer Liu/The Information)
Qianer Liu / The Information : Sources: TSMC is considering expanding into manufacturing 3D DRAM at the request of Nvidia, its biggest customer, amid memory chip shortages due to the AI boom — Taiwan Semiconductor Manufacturing Co. is considering expanding into the advanced memory chip manufacturing sector …
Techmeme
heise+ | Speedbump: Das neue MacBook Pro M6 mit 14 Zoll im Test
Das MacBook Pro kommt als günstigere Basisvariante jetzt mit dem M6-Chip. Wieviel das gegenüber dem M5 bringt und was sich sonst noch ändert, klärt unser Test.
heise online – KI
Broadcom's AI Revenue Is Exploding. Here's What Investors Should Watch Next.
Broadcom's AI chip sales soared 65% to $20 billion, or 31% of its top line. In fiscal 2026, it expects its AI chip revenue to surge 186% year over year to $58 billion, or 55% of its projected revenue.
AI Chips & Semis (Google News)
Alphabet discloses $548 million worth of Qualcomm stake
Qualcomm earlier this week irked investors when it missed Wall Street expectations for quarterly smartphone chip sales due to weak demand, even though it forecast better-than-expected revenue for its nascent data-center segment.
Economic Times Tech
Chip stocks are the cheapest they’ve been in nearly seven years. How low is too low?
Contrarian investors might see the sharp decline in semiconductor stocks on Nov. 5 as a buying opportunity, especially since soaring earnings expectations have driven valuations to their lowest levels since January 2019.
MarketWatch Tech
Why is Artificial Intelligence Growing at Such a Rapid Pace?
Overview: Powerful computer chips, larger datasets, and better AI models drive the rapid growth of artificial intelligence.Businesses across healthcare, f ...
Asia AI News (Google News)
Sources: Nvidia is requiring Southeast Asian customers seeking Nvidia Cloud Partner status to enroll in a program that tracks the locations of their AI chips (Mackenzie Hawkins/Bloomberg)
Mackenzie Hawkins / Bloomberg : Sources: Nvidia is requiring Southeast Asian customers seeking Nvidia Cloud Partner status to enroll in a program that tracks the locations of their AI chips — Nvidia Corp. is stepping up monitoring of AI accelerators sold in Southeast Asia, a strategic step to curtail semiconductor smuggling …
Techmeme
China’s AI chipmakers report first profits, but will the trend continue?
China’s pure-play artificial intelligence chipmakers crossed an important milestone in the third quarter as several firms swung into profit, but severe supply chain hurdles and soaring memory costs cloud their long-term growth prospects. Domestic graphics processing unit (GPU) developers including Moore Threads, MetaX and Iluvatar CoreX are racing to fill the market void left by Nvidia, whose high-end processors face strict US export controls. These home-grown firms are competing fiercely to win...
SCMP Tech
US lawmakers request briefing with Nvidia's Jensen Huang on dealings with Megaspeed executive
Three US lawmakers asked Nvidia CEO Jensen Huang to attend a closed-door meeting to discuss his interactions with former Megaspeed executive Alice Huang. The request followed recent reports alleging that Alice Huang had fed intelligence to the Chinese government and had developed a "close relationship" with Jensen Huang.
DIGITIMES
China AI Markets (Google News)
AI Global WireWhat the AI stock crash cost your 401(k) for every $1,000 invested
Thursday's AI stock crash cost a basic S&P 500 index fund about a nickel on the dollar, while chip stocks lost nearly a third of their value.
China AI Markets (Google News)
Singapore chip startup Symatics unveils AI architecture
The company said the MPU was aimed at interactive AI and reasoning tasks.
Tech in Asia
Commentary: US governors target AI data centers as Taiwan firms await Nvidia outlook
Following the 2026 US gubernatorial elections, four states that host major AI data centers—Texas, Ohio, Georgia, and Pennsylvania—could impose tighter controls on new projects after Democratic candidates won or secured reelection, according to Bloomberg . Taiwan suppliers are watching closely as some projects could be paused, while Nvidia's upcoming earnings call is expected to provide clues on AI infrastructure demand.
DIGITIMES
Moonshot AI reportedly seeking access to Nvidia GPUs through European neoclouds
Moonshot AI, a leading Chinese model developer, is reportedly seeking remote access to Nvidia chips held in Europe. With sales of advanced US chips to China limited, the move would exploit a loophole in American law that currently does not restrict cloud service providers (CSPs) from selling compute to Chinese companies.
DIGITIMES
Nvidia reportedly buys glass substrate samples from Korea's JNTC
South Korea's JNTC has joined Nvidia's purchasing supplier list and is supplying paid samples of through-glass via (TGV) substrates, including 2mm-thick glass cores, The Elec reported on November 6.
DIGITIMES
Wistron ITS reports record third-quarter profit as AI and semiconductor focus accelerates
Wistron ITS reported record gross profit, operating profit, net income, and earnings per share in the third quarter of 2026, as stronger revenue and improved operating efficiency supported continued expansion in AI and semiconductor services. Consolidated revenue reached NT$3.752 billion (approx. US$114.1 million), up 3.5% quarter-over-quarter and 25.6% year-over-year.
DIGITIMES
US election backlash reshapes AI data center expansion strategies
Companies at the forefront of the AI infrastructure buildout in the US are taking different approaches following the results of this week's midterm elections, which saw a nationwide backlash against data center construction. OpenAI pledged to prevent resource impacts on communities, while Nvidia is turning toward retrofitting small existing facilities.
DIGITIMES
ETNews (KR)
AI Global Wire엔비디아, 'RTX 스파크' 기술 소개…차세대 'AI PC' 경험 제시
엔비디아가 그래픽처리장치(GPU)와 중앙처리장치(CPU)를 단일 칩으로 결합한 'RTX 스파크(RTX Spark)'를 앞세워 클라우드 연결 없이 개인용 PC에서 인공지능(AI) 비서를 직접 구동하는 '로컬 AI' 시장 공략에 본격적으로 나섰다. 하드웨어 슈퍼칩과 함께 메모리 사용량을 대폭 줄인 경량 모델, 로컬·클라우드 하이브리드 기술을 동시에 선보이며 온디바이스 AI 생태계를 완성한다는 전략이다. 엔비디아는 6일 서울 종로구 JW 메리어트 동
ETNews (KR)
