South Korea Q1 Exports Hit Record $220B on AI Chip Boom
South Korea's Q1 2025 exports reached a historic $219.9B, with semiconductor exports surging 139% to $78.5B fueled by gl…
🏷️ Semiconductor
38 articles about 'Semiconductor'
AMD's Lisa Su: Agentic AI Drives CPU-GPU Ratio Toward 1:1
AMD CEO Lisa Su says agentic AI workloads are reshaping server compute, pushing CPU demand alongside GPUs rather than re…
South Korea Commits $7B to Sovereign AI Chips
South Korea announces a $7 billion national program to develop domestic AI chips, reducing reliance on foreign semicondu…
Intel Plans 4 CPU Families in 2 Years: Nova, Razor, Titan Lake
Intel confirms an aggressive PC platform roadmap with Nova Lake, Razor Lake, Titan Lake, and Moon Lake all set to launch…
GlobalFoundries Q1 Profit Drops 51% Despite Revenue Growth
GlobalFoundries reports $104M net profit for fiscal Q1 2026, down 51% YoY, even as revenue grew 3% and operating cash fl…
Samsung Hits $1 Trillion Market Cap on AI Chip Boom
Samsung Electronics becomes the second Asian company after TSMC to reach a $1 trillion valuation, driven by surging AI c…
Rivian Invests Hundreds of Millions in Custom AI Chips
Rivian CEO reveals the EV maker is spending hundreds of millions on custom autonomous driving chips, with its first proc…
China A-Shares Show AI-Led Recovery Amid Sector Divergence
CITIC Securities reports Q1 earnings improvement in China's A-share market, with AI and tech sectors driving gains while…
TSMC Posts 40% Revenue Surge on AI Chip Boom
Taiwan Semiconductor Manufacturing Company reports massive revenue growth as AI chip demand from Nvidia, Apple, and AMD …
AMD Issues Bullish Outlook as AI Chip Demand Surges
AMD forecasts Q2 revenue of $11.2 billion, beating analyst estimates by $700 million, signaling sustained AI infrastruct…
Cerebras Files for IPO as AI Chip Market Heats Up
AI chip startup Cerebras Systems has filed for an IPO, seeking to challenge Nvidia's dominance in the booming semiconduc…
Broadcom Custom AI Chip Revenue Surges 80% YoY
Broadcom reports 80% year-over-year growth in custom AI chip revenue, signaling a major shift in how hyperscalers approa…