#semicon
20 post
Taiwan Semiconductor Manufacturing Company (TSMC) $TSM reported its sixth consecutive record quarterly profit, demonstrating that demand for artificial intelligence chips shows no signs of abating....
ASML Holding $ASML a dépassé les attentes au troisième trimestre 2026 avec des ventes nettes de 11,7 milliards d'euros et un bénéfice net de 5,0 milliards, portant son BPA GAAP à 12,93 euros. Le fa...
Apple Inc. $AAPL has reduced orders for iPhone 18 Pro components due to softer-than-expected demand, according to Nikkei Asia. The move signals potential weakness in premium smartphone sales ahead ...
Apple $AAPL a demandé une réduction des commandes de composants pour l'iPhone 18 Pro en raison d'une demande molle du marché, selon Nikkei Asia. Cette décision reflète un essoufflement de l'intérêt...
Le chiffre d'affaires trimestriel de TSMC $TSM a bondi de 50 % en glissement annuel, surpassant les prévisions du marché. La dynamique est portée par la demande soutenue en puces destinées aux appl...
Citigroup has raised its price target for Advanced Micro Devices $AMD to $800, citing accelerating demand from Meta Platforms $META for artificial intelligence chips. The upgrade reflects Wall Stre...
Micron Technology $MU workers at the company's Taiwan plant voted to authorize a strike, escalating labor tensions over compensation amid a critical period for semiconductor output. Taiwan's chipma...
Netlist et Micron Technology $MU mettent fin à leurs différends juridiques via un accord de licence et règlement de 600 millions de dollars. L'accord clôt des années de litiges relatifs à la propri...
AMD $AMD Chief Executive Lisa Su announced plans for a substantial increase in chip supply in 2027, citing "very high" sustained demand for semiconductors expected to continue for years. The commen...
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...