Monday, August 3, 2026

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#AI chips

38 articles

KLA Lifts 2026 Chip Equipment Forecast to $150 Billion on Global AI Demand

KLA Lifts 2026 Chip Equipment Forecast to $150 Billion on Global AI Demand

Salvado•Aug 3, 2026

Amkor's Record Quarter Shows AI Boom Reshaping Chip Supply Lines Worldwide

Amkor's Record Quarter Shows AI Boom Reshaping Chip Supply Lines Worldwide

Salvado•Aug 3, 2026

Nvidia, SK Hynix Sign $500 Billion Memory Deal as Global Chip Consolidation Accelerates

Nvidia, SK Hynix Sign $500 Billion Memory Deal as Global Chip Consolidation Accelerates

Salvado•Aug 1, 2026

$200B Samsung-Broadcom Deal Anchors $1.65 Trillion Global Chip Investment Wave

$200B Samsung-Broadcom Deal Anchors $1.65 Trillion Global Chip Investment Wave

Salvado•Jul 31, 2026

TSMC Raises 2026 Capex Target as Global AI Chip Shortage Persists

TSMC Raises 2026 Capex Target as Global AI Chip Shortage Persists

Salvado•Jul 21, 2026

Israel Taps Nebius for National Supercomputer, But Washington Holds the Real Veto

Israel Taps Nebius for National Supercomputer, But Washington Holds the Real Veto

Salvado•Jul 15, 2026

Samsung's Chip Profit Jumps 48-Fold as Korea Joins Global AI Hardware Boom

Samsung's Chip Profit Jumps 48-Fold as Korea Joins Global AI Hardware Boom

Salvado•Jul 11, 2026

Micron Sells Out All 2026 HBM Memory as Global AI Chip Race Strains Supply

Micron Sells Out All 2026 HBM Memory as Global AI Chip Race Strains Supply

Salvado•Jul 3, 2026

Semiconductor ETFs Surge 79% as US-China Chip Race Splits Global AI Infrastructure

Technology & Innovation

Semiconductor ETFs Surge 79% as US-China Chip Race Splits Global AI Infrastructure

Salvado•Jun 17, 2026

Nvidia's Vera Rubin and China's Zhenwu Are Racing to Set Global AI Costs

Technology & Innovation

Nvidia's Vera Rubin and China's Zhenwu Are Racing to Set Global AI Costs

Salvado•Jun 5, 2026

Nvidia Buys Groq as US Tech Giants Lock Up AI's Global Silicon Supply Chain

Nvidia Buys Groq as US Tech Giants Lock Up AI's Global Silicon Supply Chain

Salvado•May 25, 2026

Intel +240%, AMD +112%: Global AI Inference Shift Leaves Nvidia Behind in 2026 Rally

Markets & Technology

Intel +240%, AMD +112%: Global AI Inference Shift Leaves Nvidia Behind in 2026 Rally

Salvado•May 12, 2026

One Taiwanese Foundry Stands Between Broadcom and $100 Billion in AI Revenue

Technology & Economy

One Taiwanese Foundry Stands Between Broadcom and $100 Billion in AI Revenue

Salvado•Apr 28, 2026

TSMC's $1.1T Global AI Chip Supply Faces Taiwan Strait Single-Point Risk

TSMC's $1.1T Global AI Chip Supply Faces Taiwan Strait Single-Point Risk

Salvado•Apr 12, 2026

Samsung-AMD Memory Deal Expands Global AI Chip Supply Chain as HBM Demand Surges

Samsung-AMD Memory Deal Expands Global AI Chip Supply Chain as HBM Demand Surges

Salvado•Apr 9, 2026

Huawei's 950PR Chip Challenges Nvidia's AI Dominance as Chinese Tech Giants Signal Shift

Huawei's 950PR Chip Challenges Nvidia's AI Dominance as Chinese Tech Giants Signal Shift

Salvado•Apr 9, 2026

Huawei Targets 750,000 AI Chip Shipments in 2026 as US Export Curbs Reshape Global Semiconductor Market

Huawei Targets 750,000 AI Chip Shipments in 2026 as US Export Curbs Reshape Global Semiconductor Market

Salvado•Mar 30, 2026

US and China Formalize Parallel AI Chip Supply Chains with Simultaneous Export Controls

Technology Policy

US and China Formalize Parallel AI Chip Supply Chains with Simultaneous Export Controls

Salvado•Mar 30, 2026

GPU-Accelerated Tools Cut AI Chip Design Time by Months as Global Supply Pressures Mount

GPU-Accelerated Tools Cut AI Chip Design Time by Months as Global Supply Pressures Mount

Salvado•Mar 30, 2026

Arm Holdings Enters Chip Manufacturing, Targets $15B Revenue as Global Semiconductor Race Intensifies

Arm Holdings Enters Chip Manufacturing, Targets $15B Revenue as Global Semiconductor Race Intensifies

Salvado•Mar 29, 2026