TSMC’s chief warned that AI-driven semiconductor demand will remain above available supply despite new capacity.

Nvidia unveiled an Arm-based AI chip for Windows laptops from Microsoft, Dell, HP, Asus and other PC makers.

CNBC says SK Hynix and Micron topped $1 trillion in market value as AI demand fueled the memory-chip rally.

CNBC reports Taiwan chip stocks climbed after Nvidia announced $150 billion in Taiwan spending plans tied to AI infrastructure.

Huawei plans new smartphone chips and a LogicFolding approach as China’s AI hardware race and Nvidia rivalry accelerate.

Samsung chip workers may receive unusually large bonuses after a union deal amid surging demand tied to AI semiconductors.

Taiwan authorities moved to detain suspects and raided locations tied to alleged Nvidia AI chip smuggling using forged export documents.

Anthropic is in talks to use Microsoft’s Maia 200 AI chips, signaling deeper AI infrastructure ties after a major investment.

CNBC reports uncertainty remains over US chip sales and rare earths after Trump's China visit, affecting the AI hardware race.

Cerebras closed its first trading day near a $100 billion market cap as investor demand for AI chips boosted the IPO wave.

Chinese firms are ramping local AI chip development even as Nvidia regains some access to the China market.

Jensen Huang was not included in Trump's China business delegation, highlighting continuing tensions around Nvidia chip sales.

CNBC reports memory chip makers are eyeing supercycle gains as AI demand helps drive a 30% weekly stock surge.

Tom's Hardware reports that motherboard sales are expected to fall by more than 25% as chipmakers prioritize AI chips, contributing to higher prices and tighter supply for memory, storage, and processors. The story is significant because it shows AI infrastructure demand spilling over into mainstream PC component availability and pricing.

CNBC reported a shift in AI chip investor enthusiasm as Intel, AMD, and Micron rose while Nvidia lagged.

AMD results show data center growth tied to rising demand for AI-optimized processors and GPUs.

Micron’s market value crossed $700 billion as demand for memory used in AI chips continued to fuel semiconductor gains.

Intel named longtime Qualcomm executive Alex Katouzian to oversee consumer CPUs and its emerging physical AI push.

Anthropic is reportedly in early talks to buy Fractile inference chips as AI memory costs and supply pressure intensify.

Intel's stock is up 110% year-to-date as the chipmaker stages a remarkable turnaround, reflecting the broader shift in the AI chip landscape beyond Nvidia.