Semiconductors
Samsung Electronics Q3 net profit rises 21% on chip sales
Raj Patel Larawang ginawa ng AI
Samsung Electronics reported a 21% increase in third-quarter net profit to 12.22 trillion won on October 30. The semiconductor division's record performance, driven by the AI boom, led the gains. Operating profit surged 32.5% to 12.16 trillion won, beating market expectations.
Analysts downgrade Marvell stock amid near-term challenges
Deutsche Bank analysts have downgraded Marvell Technology's stock to 'hold' from 'buy,' citing prolonged inventory issues despite strong long-term potential in AI and data centers. The firm lowered its price target to $75 from $80. Shares fell 2.5% in premarket trading following the report.
Intel's stock extends gains amid AMD partnership speculation
Intel's shares continued to climb on Monday, fueled by investor optimism that rival chipmaker AMD might transition into a strategic partner. The potential collaboration could help Intel address its manufacturing challenges. This comes as both companies navigate a competitive semiconductor landscape.
US pressures Taiwan on chip production relocation
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The United States is pressuring Taiwan to shift 50% of its semiconductor production to US soil or risk losing military protection. This demand accompanies proposals for tariffs to balance foreign chip reliance. The policies aim to bolster domestic manufacturing amid global tensions.
Eswin launches EBC7702 Mini-DTX RISC-V board
October 19, 2025 00:19Nvidia partners with Samsung for custom AI chips
October 08, 2025 01:29Qualcomm acquires Arduino with commitment to open-source ethos
October 07, 2025 00:33AMD announces major AI chip deal with OpenAI
October 05, 2025 00:29AMD and Intel discuss potential chip production partnership
October 05, 2025 00:29Nvidia CEO receives updates on rivals' AI chip efforts
October 03, 2025 03:08OpenAI announces partnership with Samsung and SK Hynix for Stargate
September 30, 2025 01:04Intel leads chip stocks with strong year-to-date gains
September 21, 2025 00:18Nvidia Announces $5 Billion Investment in Rival Intel
September 20, 2025 00:02Nvidia Acquires $5 Billion Stake in Intel Amid Partnership Deal
SK hynix posts record q3 operating profit of 11.38 trillion won
Raj Patel Larawang ginawa ng AI
SK hynix achieved a record quarterly performance in the third quarter, fueled by surging demand for AI chips. Operating profit reached 11.38 trillion won, up significantly from the previous year, with revenue hitting 24.44 trillion won. The results were driven by strong sales of high-bandwidth memory and other high-performance products.
Meta signals growing ambition in custom chip development
Meta Platforms is ramping up its efforts in semiconductor design, with new job postings indicating a push to build advanced AI chips. This move suggests the company aims to reduce reliance on external suppliers like Nvidia. Industry observers see it as a sign of intensifying competition in AI hardware.
Nvidia stock split sparks criticism but may aid shares
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Nvidia announced a 10-for-1 stock split on May 22, 2024, prompting mixed reactions from investors and analysts. While some view the move as a way to distract from the company's high valuation, others believe it could broaden its investor base and support the stock price. The announcement came amid broader concerns about the risks facing high-flying tech stocks like Nvidia.
Tech Giants Pivot Amid AI Demand and Geopolitics
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Major technology companies are forming new partnerships and adjusting strategies as surging demand for AI technologies intersects with geopolitical challenges. Recent developments highlight collaborations between firms like TSMC and Synopsys, alongside broader industry shifts in response to global tensions. These moves aim to secure supply chains and advance innovation in semiconductors and AI.
Intel launches Core Ultra Series 3 chips this week
Intel has announced its next-generation CPU launch amid ongoing uncertainty for the company. The new chips, named Intel Core Ultra Series 3 and codenamed Panther Lake, will be produced at a new fabrication plant in Arizona. This follows a challenging year for Intel.