AI Hedge Fund Situational Awareness Invests $400 Million More in Chip Startup Source Foundry
Situational Awareness adds $400 million to Source Foundry, bringing total investment to $500 million.
Semikonduktor News and Analysis
Sony and TSMC Plan $6.4 Billion Image Sensor Plant in Kumamoto
Sony and TSMC are in talks to build a next-generation image sensor plant in Kumamoto, Japan, with an investment of about $6.4 billion.
Anthropic Builds Custom AI Chip Team to Speed Up Claude
Anthropic is reportedly developing custom AI chips to make Claude faster and more efficient, hiring a chip design team.
Zeiss Reassures Investors on AI Supply Chain Capacity
Zeiss Group, a critical semiconductor supplier, dismissed investor concerns about AI supply chain bottlenecks and said it has enough capacity to meet surging demand.
Samsung Chip Engineers Flock to SK Hynix in AI Talent War
Samsung engineers defect to SK Hynix for AI chip projects, intensifying South Korea's semiconductor talent war.
Chinese Memory Chip Maker CXMT Surges 500 Percent in Shanghai Trading Debut
CXMT, a Chinese memory chip maker, surged 500 percent on its Shanghai debut, becoming the most valuable company in mainland China.
CXMT Raises $9.8 Billion in Shanghai IPO, Market Cap Could Surge
CXMT raised $9.8 billion in a hugely oversubscribed Shanghai IPO, set to debut with an initial market cap of about $85 billion.
Nvidia Signs style="background-color: #ffffff;".5 Billion Deal with Amkor for Chip Packaging
Nvidia has signed a style="background-color: #ffffff;".5 billion agreement with Amkor Technology to expand chip packaging capacity, supporting its AI chip supply chain.
TSMC Plans Chip Price Hikes of Up to 10% by 2027
TSMC is reportedly raising chip prices by up to 10% in 2027 to cover rising manufacturing costs, affecting clients like Apple and Nvidia.
TSMC Warns Profit Margins Will Be Squeezed for Years by Overseas Expansion
TSMC projects its profit margins will be squeezed for several years as it accelerates factory construction outside Taiwan, including a $200 billion investment in the US.
Moonshot AI's Kimi K3 Triggers Second DeepSeek Shock in Semiconductor Stocks
The launch of Moonshot AI's Kimi K3 model sparked a sell-off in global semiconductor stocks, echoing the DeepSeek shock of early 2025.
Bitcoin Drops as Chinese AI Model Kimi K3 Outperforms Claude and GPT
Bitcoin and major cryptocurrencies fell after China's Moonshot AI released Kimi K3 for free, topping coding benchmarks and triggering a sell-off in semiconductor stocks.
Chinese AI Startup Moonshot Triggers Global Tech Selloff
A surprise breakthrough by Chinese AI startup Moonshot sparked a broad selloff in technology stocks as investors question the sustainability of massive industry spending.
TSMC and ASML Earnings Take Center Stage as AI Stock Selloff Deepens
Investors look to TSMC and ASML earnings this week for signs of AI chip demand amid a trillion-dollar tech selloff.