#AI semiconductors

Broadcom projects $100 billion AI chip revenue by 2027, securing long-term deals with Google, OpenAI and other tech giants while dismissing concerns about customer defection

Nvidia delivered another blockbuster quarter, but investors weren't impressed. Here's why exceptional performance is no longer exceptional enough.

Intel CEO Lip-Bu Tan has been SambaNova's chairman since 2017. Now Intel is investing $350M in the AI chip startup he personally backed. Is this innovation or conflict of interest?

South Korea launches trillion-won project to develop on-device AI semiconductors, involving Samsung, Hyundai, and LG. Can this break foreign tech dependence?

SK Chairman Chey Tae-won and Nvidia CEO Jensen Huang discussed HBM4 supply and AI cooperation at a California fried chicken restaurant. What does this casual meeting reveal about the future of AI infrastructure?

Japanese supplier Nitto Boseki's upgraded glass cloth could reshape AI chip manufacturing by 2028, as Nvidia and Google compete for access to this critical material.

Samsung and SK Hynix surpass Tencent and Alibaba in market cap as Korean stocks hit record highs. Is this the end of the infamous 'Korea discount'?

Western Digital adds $4 billion to share buyback program as AI-driven memory chip demand surges. What does this cash deployment strategy signal to investors?

Samsung Electronics achieved record Q4 profits of $13.9B driven by AI chip demand, yet SK Hynix surpassed its annual operating profit for the first time in Korean semiconductor history.

ASML predicts 20%+ annual growth in AI semiconductor markets through 2030 while laying off 1,700 workers to make engineering teams more agile. What's behind this paradox?

SK Hynix achieved record operating profit of $33.1 billion in 2025, more than doubling from previous year driven by surging HBM memory demand for AI applications.

Ricursive Intelligence raised $300M at a $4B valuation just two months after launch, using AI to autonomously design and improve AI chips. The semiconductor industry may never be the same.