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591 articles · updated every 3 minutes
Apple's new MacBook Neo expected with A19 Pro chip and more RAM. No crypto features, but intense market competition awaits. The post Apple aims for st...
Intel's upcoming earnings report could determine whether the AI-driven semiconductor rally is sustainable or showing cracks in broader chip The post I...
Semiconductor firms are projected to deliver 133% earnings growth in Q2 2026, driving nearly half of the S&P 500's total gains as chip sector The post...
Tom Lee says AI capital is rotating from chip stocks into Ethereum. ETH trades near $1,925 with $2,000 resistance in focus. Here's the technical setup...
Intel's Q2 2026 earnings on July 23 will test whether the AI chip rally is sustainable. With stock up 400%, the report has implications for The post I...
Google's custom Frozen v2 chip targets 6-10x efficiency over current TPUs for Gemini AI models. Alphabet shares rose 3% as investors embrace the The p...
Codenamed Frozen v2, Google's new server chip would bake part of Gemini's architecture directly into hardware for a projected 6–10x efficiency gain.
Micron Technology posted $41.5B in Q3 revenue as HBM chip demand soars. Here's what it means for AI markets and tokenized equity investors. The post M...
US futures climb as Asian chip stocks stage a sharp recovery, with Samsung, SK Hynix, and Kioxia surging after weeks of AI valuation sell-offs. The po...
Bank of America added Micron to its US 1 List, upgrading the stock to Buy with a $177 price target on edge AI demand. Here's what it means for The pos...
ASML plans to award eligible employees 20,000 in shares vesting through 2030, committing hundreds of millions to retain talent amid the AI chip boom. ...
Google's Frozen v2 chip embeds Gemini model elements into silicon, promising 6-10x efficiency gains over TPUs. Expected deployment is as early as 2028...
Alphabet plans to launch its Frozen v2 AI chip, promising six to ten times greater efficiency. Here's what it means for AI compute and tech investors....
Alphabet's Google is working on a custom server processor called Frozen v2 to accelerate its Gemini AI models. The post Google works on Frozen v2 AI c...
Google is developing the Frozen V2 AI chip with 6-10x efficiency gains over current TPUs, targeting 2028 deployment with major implications for AI and...
Google is in talks with Samsung to manufacture a key component of its next-gen TPU codenamed Icefish, using Samsung's advanced 2nm process technology....
Wall Street banks split on chip stocks as the SOX drops 20% from its peak following a 105% AI-driven rally. Here's what it means for crypto too. The p...
Micron expects memory chip supply constraints to last beyond 2027 due to AI demand, with ripple effects for DePIN crypto tokens like Render and Fileco...
ASML nears $1 trillion valuation as AI chip demand surges, with Q2 2026 sales hitting 9.3B. Tokenized ASML shares gain traction in crypto markets. The...
China's quant hedge funds suffered steep losses after a global chip selloff. High-Flyer's fund dropped 15.7% in a single week, exposing crowded AI The...
Samsung SDS launched Korea's first NPU-as-a-Service on July 16, 2026, using FuriosaAI's RNGD chip, targeting government AI workloads. The post Samsung...
TSMC commits $265 billion to Arizona AI chip manufacturing, revises 2026 revenue growth to over 40%, signaling multi-year structural demand through 20...
Three export control bills advancing in the NDAA could tighten semiconductor supply chains, raising costs for crypto mining operations reliant on The ...
TSMC posted record Q2 revenue of $40.2B and raised its 2026 growth outlook above 40%, signaling sustained AI chip demand with major implications for c...
Apple is exploring new strategies for rising AI memory demands, creating uncertainty for Micron and potential tailwinds for decentralized compute netw...
AMD has edged past Nvidia in the $45B iShares Semiconductor ETF as Micron closes in, signaling a major shift in AI-era chip sector leadership. The pos...
Amazon's Trainium AI chip business reaches a $20 billion annual revenue run rate with $225 billion in commitments, reshaping the compute landscape for...
Intel stock rallied roughly 278% in H1 2026 before dropping 10% in a semiconductor selloff. Here's what it means for crypto mining costs and chip supp...
Tsinghua University's DISH technology prints 3D optical structures in 0.6 seconds, potentially transforming photonic chip manufacturing for AI and cry...
SK Hynix surpassed Samsung as South Korea's most valuable company with a $1.35T market cap, driving massive KOSPI volatility tied to AI chip demand. T...
