Semiconductor

AI chip startup Etched emerges with a $5 billion valuation and $1 billion in contracted sales, backed by Jane Street, challenging Nvidia's inference dominance.

Investors are betting on Micron as a major AI-related beneficiary, positioning the US memory chipmaker as a potential rival to Nvidia's market dominance.

Nvidia rival Cerebras Systems disclosed its US IPO filing, moving closer to public markets as demand for AI chips surges across the industry.

SiFive, backed by Nvidia, reached a $3.65 billion valuation as demand surges for open RISC-V chip architectures designed to power next-generation AI workloads.

Nvidia has reserved most of TSMC's cutting-edge chip packaging capacity, with analysts warning this step could become the next major bottleneck in AI hardware.

Intel signs on to Musk's Terafab initiative to build a U.S. semiconductor factory in Texas, powering humanoid robots and AI data centers.

Samsung Electronics is projected to report a record Q1 2026 operating profit of ~$26.9 billion, fueled by soaring memory chip prices driven by AI infrastructure demand.

Cognichip secures $60M in funding to develop AI that autonomously designs chips, promising to cut development costs by 75% and timelines by half.

Arm Holdings has broken from its traditional licensing-only model by unveiling its first proprietary in-house chip designed for AI data centers, with the company forecasting the move will generate billions of dollars in additional annual revenue and sending its stock surging over 16%.

Broadcom announced it has shipped the industry's first 2nm custom compute System-on-Chip for AI workloads, built on its proprietary 3.5D Extreme Dimension System-in-Package platform, marking a major leap in AI chip density and performance.

Shanghai Jiao Tong and Tsinghua University researchers developed LightGen, a revolutionary all-optical computing chip with 2 million photonic neurons that processes AI workloads 100 times faster than Nvidia's A100 GPU.

SK Hynix introduces H3 architecture with HBF memory technology, achieving up to 2.69x performance-per-watt improvement for AI workloads.

ByteDance is developing custom AI inference chips with Samsung manufacturing up to 350,000 units, expecting sample chips by March 2026 in China's AI chip push.

Cisco launches breakthrough G300 switch silicon delivering 102.4 Tbps capacity for AI clusters, achieving 28% faster job completion and 33% network efficiency gains.

Nvidia, Micron, and Taiwan Semiconductor surpass Wall Street expectations as AI adoption accelerates beyond analyst predictions.

AMD's Q4 2025 results show $390M from China-specific MI308 AI chips as total revenue reaches $10.3B, up 34% year-over-year amid export uncertainties.

Taiwan Semiconductor Manufacturing (TSMC) has seen its stock jump 72% since the start of 2025, reaching 72% market share in contract semiconductor manufacturing. The company is planning $52-56 billion in capital expenditures for 2026 and raised its five-year compound annual growth rate outlook from 20% to 25%, driven by booming AI chip demand.

Dutch chipmaking equipment supplier ASML posts record quarterly orders of 13 billion euros, driven by robust AI data center demand and sustained infrastructure investments.

Samsung cleared final HBM4 qualification tests, achieving industry-leading 11.7 Gb/s data rate. Mass production begins February for Nvidia's Rubin AI accelerator launching at GTC 2026.