Semiconductors
SK hynix posts record q3 operating profit of 11.38 trillion won
Raj Patel Image generated by 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.
Tech Giants Pivot Amid AI Demand and Geopolitics
Reported by AI
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.
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.
Eswin launches EBC7702 Mini-DTX RISC-V board
October 19, 2025 00:19Nvidia partners with Samsung for custom AI chips
October 12, 2025 00:48Intel launches Core Ultra Series 3 chips this week
October 08, 2025 01:29Qualcomm acquires Arduino with commitment to open-source ethos
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
October 02, 2025 00:35Intel's stock extends gains amid AMD partnership speculation
October 01, 2025 00:23Analysts downgrade Marvell stock amid near-term challenges
September 30, 2025 01:04Intel leads chip stocks with strong year-to-date gains
Samsung Electronics Q3 net profit rises 21% on chip sales
Raj Patel Image generated by 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.
AMD announces major AI chip deal with OpenAI
AMD has secured a multi-year agreement to supply AI chips to OpenAI, valued at tens of billions of dollars annually, including an option for OpenAI to buy up to 10% of AMD's stock for a penny per share. The deal, covering hundreds of thousands of AMD's AI graphics processing units starting in late 2026, underscores OpenAI's efforts to diversify its chip suppliers amid surging AI demand. AMD executives hail it as transformative for the industry.
Nvidia stock split sparks criticism but may aid shares
Reported by AI
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.
Nvidia Acquires $5 Billion Stake in Intel Amid Partnership Deal
In a surprising move to bolster the struggling chipmaker Intel, Nvidia has announced a $5 billion investment and a technology-sharing partnership. The deal, revealed on September 18, 2025, aims to integrate Nvidia's advanced GPU technology into Intel's manufacturing processes. This collaboration could reshape the semiconductor industry landscape amid ongoing global chip shortages and competitive pressures.
US pressures Taiwan on chip production relocation
Reported by AI
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.