#semicondu

Broadcom $AVGO will extend credit of up to $42 billion to Anthropic $ANTHROPIC to finance large-scale leasing of its computing chips and infrastructure. The arrangement structures a strategic partn...

Anthropic $ANTHROPIC s'apprête à emprunter jusqu'à 42 milliards de dollars auprès de Broadcom $AVGO pour financer la location de capacités informatiques dédiées aux modèles d'IA, selon un dépôt rég...

AMD $AMD a annoncé l'acquisition de World Labs, la startup d'intelligence artificielle fondée par Fei-Fei Li, pour 8,2 milliards de dollars. Cette opération majeure illustre la course des géants te...

Nvidia $NVDA unveiled a historic $150 billion share buyback authorization, the largest single program in the company's history, fueled by sustained artificial intelligence chip demand and record pr...

Alibaba $BABA unveiled a new artificial intelligence chip it describes as China's most powerful, prompting a share price increase amid growing competition in semiconductor innovation. The company's...

South Korean memory chipmaker SK Hynix $SK is in advanced discussions with Intel $INTC to jointly produce memory chips in the United States for the first time, according to Reuters sources. The dea...

Japan-based memory-chip maker Kioxia is exploring a $10 billion initial public offering in the United States, betting on sustained demand for AI infrastructure and data center memory capacity. The ...

JPMorgan has upgraded Meta Platforms $META as part of a broader reassessment of artificial intelligence exposure, while naming KLA Corporation $KLAC as its top semiconductor equipment pick.

T...

Taiwan Semiconductor Manufacturing Company $TSM posted a surge in August revenues exceeding 53% growth year-over-year, underscoring robust demand from AI chipmakers and data center operators. The w...

Qualcomm $QCOM and Amazon $AMZN struck a $4 billion agreement for custom chip development targeting data center infrastructure, signaling robust demand for AI-optimized semiconductors. The deal und...

Qualcomm $QCOM et Amazon $AMZN ont annoncé un accord portant sur 4 milliards de dollars pour le développement de puces personnalisées destinées à l'infrastructure des centres de données. Cette tran...