Semiconductors
SK hynix posts record q3 operating profit of 11.38 trillion won
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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.
Nvidia Announces $5 Billion Investment in Rival Intel
In a surprising move amid the competitive semiconductor industry, Nvidia has agreed to invest $5 billion in struggling rival Intel, aiming to bolster chip manufacturing capabilities. The deal, announced on September 18, 2025, comes as Intel faces mounting financial pressures and seeks to regain its footing in the global market. This partnership could reshape dynamics in the tech sector, potentially easing supply chain tensions while raising antitrust concerns.
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.
Nvidia CEO receives updates on rivals' AI chip efforts
Jensen Huang, CEO of Nvidia, holds such sway in the AI sector that competitors like Google and Amazon inform him about their in-house AI chip projects. This practice arises from Huang's preference to avoid surprises in the industry. The revelation underscores Nvidia's dominant position in AI hardware.
Nvidia partners with Samsung for custom AI chips
08 अक्टूबर 2025 01:29Qualcomm acquires Arduino with commitment to open-source ethos
07 अक्टूबर 2025 00:33AMD announces major AI chip deal with OpenAI
05 अक्टूबर 2025 00:29AMD and Intel discuss potential chip production partnership
03 अक्टूबर 2025 03:08OpenAI announces partnership with Samsung and SK Hynix for Stargate
02 अक्टूबर 2025 00:35Intel's stock extends gains amid AMD partnership speculation
01 अक्टूबर 2025 00:23Analysts downgrade Marvell stock amid near-term challenges
01 अक्टूबर 2025 00:23Meta signals growing ambition in custom chip development
30 सितंबर 2025 01:04Intel leads chip stocks with strong year-to-date gains
20 सितंबर 2025 00:02Nvidia Acquires $5 Billion Stake in Intel Amid Partnership Deal
Samsung Electronics Q3 net profit rises 21% on chip sales
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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.
Eswin launches EBC7702 Mini-DTX RISC-V board
Chinese semiconductor firm ESWIN has announced the launch of the EBC7702 Mini-DTX board. The new hardware features a dual-die EIC7702X system-on-chip. It targets RISC-V enthusiasts and developers.
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.