#semiconductor

SpaceX plans to invest at least $55 billion in a Texas AI chip factory called Terafab, with total costs potentially reaching $119 billion. We break down what's real, what's at stake, and who wins or loses.

Cerebras Systems is targeting a $26.6B valuation in what could be 2026's largest tech IPO. But the real story is how deeply OpenAI is embedded in its capital structure—as customer, lender, and potential shareholder.

AI chipmaker Cerebras is going public on Nasdaq, targeting up to $3.5B in its IPO. With an OpenAI deal and real profits, the pitch is compelling—but the risks are hiding in plain sight.

Cerebras Systems has refiled for an IPO targeting mid-May, backed by a $23B valuation, a reported $10B OpenAI deal, and an AWS partnership. What does this mean for Nvidia's dominance and the AI chip landscape?

Cerebras files for IPO with a $20B OpenAI deal in hand. What does this mean for Nvidia's dominance, AI infrastructure investment, and the next wave of chip competition?

South Korean AI chip startup Rebellions raised $400M at a $2.34B valuation, backed by Samsung, SK Hynix, and the Korean government. Here's what it means for Nvidia's dominance and the global AI chip race.

At GTC 2026, Nvidia CEO Jensen Huang doubled his chip demand forecast to $1 trillion through 2027. Here's what that number actually means — and what it doesn't.

Xiaomi commits to annual smartphone chip releases, challenging Apple and Samsung's dominance. With $6.9B investment and integrated ecosystem strategy, can the Chinese giant succeed?

Montage Technology's 60% debut surge signals massive investor appetite for Chinese semiconductors amid US export controls and Beijing's self-sufficiency push.

ARM Holdings shares tumbled 12% as licensing revenue missed estimates, signaling deeper shifts in the semiconductor ecosystem and challenging the chip architecture giant's dominance.

ARM CEO Rene Haas dismisses the recent AI software stock plunge as 'micro-hysteria,' arguing efficiency gains will expand rather than shrink the market for AI-capable devices.

AMD's Frankfurt-listed shares tumble after disappointing sales figures, signaling potential cooling in the semiconductor sector's AI-driven growth story.