Semiconductors
Nvidia stock split sparks criticism but may aid shares
October 02, 2025 由 AI 报道
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.
Qualcomm acquires Arduino with commitment to open-source ethos
Qualcomm has announced its acquisition of Arduino, the Italian open-source microcontroller company, promising to preserve its independent brand and mission. The deal aims to integrate Arduino's community with Qualcomm's technology resources. As part of the announcement, Qualcomm unveiled the Arduino Uno Q board powered by its processor.
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.
US pressures Taiwan on chip production relocation
September 30, 2025 由 AI 报道
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.
Tech Giants Pivot Amid AI Demand and Geopolitics
September 17, 2025 由 AI 报道
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.
OpenAI announces partnership with Samsung and SK Hynix for Stargate
OpenAI has formed a strategic alliance with Samsung and SK Hynix to advance its Stargate AI supercomputer project. The collaboration aims to build infrastructure for next-generation AI capabilities. Valued at $100 billion, the initiative underscores growing investments in artificial intelligence hardware.