#chipmakers — Public Fediverse posts

Bloomberg: Dip buyers drove #technology #stocks higher, with #traders betting #chipmakers have more to run. #UK #bonds steadied after a bruising selloff #markets

1 Bloomberg: #Nasdaq100 #futures drop after a rally in #chipmakers pushed the index to back-to-back record highs. #Investors are watching #oilprices, which are down for a third day, as they wait on key #US #inflation data. 🧵 #markets

https://winbuzzer.com/2026/05/11/apple-and-intel-have-reached-a-deal-to-produce-fut-xcxwbn/

Apple appears to have reached a preliminary deal for Intel to manufacture some future chips, a supply-chain shift that would loosen Apple's dependence on TSMC if it holds.

#Apple #Intel #TSMC #IntelFoundry #ChipManufacturing #Semiconductors #Chips #Chipmakers

The suspension of oil from Qatar has provided a realistic preview for Taiwan of a possible Chinese blockade, which would throttle an economy anchored by the world's most advanced and power-hungry semiconductor industry. https://www.japantimes.co.jp/news/2026/05/07/asia-pacific/hormuz-taiwan-silicon-shield/?utm_medium=Social&utm_source=mastodon #asiapacific #us #donaldtrump #middleeast #iran #straitofhormuz #semiconductors #chipmakers #tsmc #china #taiwan

This earnings season has delivered plenty of good news for the artificial intelligence trade, but instead of bidding up Nvidia shares, investors have been dumping them. https://www.japantimes.co.jp/business/2026/05/06/nvidia-competition-investors/?utm_medium=Social&utm_source=mastodon #business #nvidia #alphabet #chipmakers

The list of Asian stocks that benefit from business partnership with Nvidia is getting longer, as the region further integrates into the AI chip giant's business ecosystem. https://www.japantimes.co.jp/business/2026/05/03/nvidia-ai-asia-rally/?utm_medium=Social&utm_source=mastodon #business #nvidia #tech #chipmakers #lg #ai #stocks

The list of Asian stocks that benefit from business partnership with Nvidia is getting longer, as the region further integrates into the AI chip giant's business ecosystem. https://www.japantimes.co.jp/business/2026/05/03/nvidia-ai-asia-rally/?utm_medium=Social&utm_source=mastodon #business #nvidia #tech #chipmakers #lg #ai #stocks

The list of Asian stocks that benefit from business partnership with Nvidia is getting longer, as the region further integrates into the AI chip giant's business ecosystem. https://www.japantimes.co.jp/business/2026/05/03/nvidia-ai-asia-rally/?utm_medium=Social&utm_source=mastodon #business #nvidia #tech #chipmakers #lg #ai #stocks

The list of Asian stocks that benefit from business partnership with Nvidia is getting longer, as the region further integrates into the AI chip giant's business ecosystem. https://www.japantimes.co.jp/business/2026/05/03/nvidia-ai-asia-rally/?utm_medium=Social&utm_source=mastodon #business #nvidia #tech #chipmakers #lg #ai #stocks

Denso is set to withdraw its proposal to take over semiconductor maker Rohm, as the two sides were unable to see eye to eye on an offer, the Nikkei daily has reported. https://www.japantimes.co.jp/business/2026/04/25/companies/denso-withdraw-proposal-rohm/?utm_medium=Social&utm_source=mastodon #business #companies #denso #rohm #mergers #acquisitions #tech #chipmakers

ASML Q1 2026: Revenue Up 13%, Raises Full-Year Outlook | Semiconductor Equipment – News and Statistics

Apr 20, 2026 ASML, a semiconductor equipment company, recently reported its first-quarter financial results, according to a source…
#Netherlands #Nederland #NL #Europe #Europa #EU #ASML #chipmakers #deepultraviolet #DUV #EUV #extremeultraviolet #lithography #semiconductor #stepper #wafer
https://www.europesays.com/netherlands/4084/

https://winbuzzer.com/2026/04/17/intel-launches-core-series-3-budget-ai-laptops-xcxwbn/

Intel Unveils Core Series 3 for Mainstream AI PCs

#IntelCPUs #Intel #Processors #CPUs #CoreSeries3 #Semiconductors #Chipmakers #ChipIndustry #NPUs

https://winbuzzer.com/2026/04/17/intel-launches-core-series-3-budget-ai-laptops-xcxwbn/

Intel Unveils Core Series 3 for Mainstream AI PCs

#IntelCPUs #Intel #Processors #CPUs #CoreSeries3 #Semiconductors #Chipmakers #ChipIndustry #NPUs

https://winbuzzer.com/2026/04/17/intel-launches-core-series-3-budget-ai-laptops-xcxwbn/

Intel Unveils Core Series 3 for Mainstream AI PCs

#IntelCPUs #Intel #Processors #CPUs #CoreSeries3 #Semiconductors #Chipmakers #ChipIndustry #NPUs

https://winbuzzer.com/2026/04/17/intel-launches-core-series-3-budget-ai-laptops-xcxwbn/

Intel Unveils Core Series 3 for Mainstream AI PCs

#IntelCPUs #Intel #Processors #CPUs #CoreSeries3 #Semiconductors #Chipmakers #ChipIndustry #NPUs

https://winbuzzer.com/2026/04/17/intel-launches-core-series-3-budget-ai-laptops-xcxwbn/

Intel Unveils Core Series 3 for Mainstream AI PCs

#IntelCPUs #Intel #Processors #CPUs #CoreSeries3 #Semiconductors #Chipmakers #ChipIndustry #NPUs

Yahoo Finance | Billionaire Philippe Laffont Sold CoreWeave and Bought This Artificial Intelligence (AI) Stock Instead

Billionaire Philippe Laffont sold Coatue Management's stake in CoreWeave (CRWV), the AI data center company it had backed since 2024 and which became its largest holding, after the stock fell about 50% from its peak following construction delays and concerns over its high leverage and cash flow negative profile despite strong AI-driven demand and a growing revenue backlog.

Instead, Laffont significantly increased Coatue's position in Applied Materials (AMAT), the world's largest wafer fabrication equipment provider, citing its critical role in supplying chipmakers like Taiwan Semiconductor and Micron as they expand capacity to meet surging demand for AI accelerators and high-bandwidth memory, with Applied expecting over 20% equipment business growth in 2026 and continued momentum into 2027.

Applied Materials trades at 30 times forward earnings, which Laffont views as attractive given its growth outlook and margin expansion potential, with analysts forecasting 25% earnings-per-share growth in 2027, reinforcing his strategy of shifting from high-risk, pre-profit AI infrastructure plays to more established, essential suppliers in the AI supply chain.

Read more: https://finance.yahoo.com/markets/stocks/articles/billionaire-philippe-laffont-sold-coreweave-212000163.html

#philippelaffont #appliedmaterials #taiwansemiconductor #ai #chipmakers

https://winbuzzer.com/2026/04/03/intel-taps-zoom-coo-bawa-as-chief-legal-people-officer-xcxwbn/

Intel Taps Zoom COO Bawa as Chief Legal, People Officer

#Intel #AparnaBawa #Zoom #LipBuTan #SemiconductorIndustry #Chipmakers

https://winbuzzer.com/2026/03/31/intel-confirms-cpu-price-rises-amid-supply-constraints-xcxwbn/

Intel Confirms CPU Price Hikes as AI Demand Strains Supply

#Intel #IntelCPUs #IntelFoundry #Semiconductors #SemiconductorMarket #CPUs #Processors #Chipmakers #AIInfrastructure #AI

https://winbuzzer.com/2026/03/31/intel-confirms-cpu-price-rises-amid-supply-constraints-xcxwbn/

Intel Confirms CPU Price Hikes as AI Demand Strains Supply

#Intel #IntelCPUs #IntelFoundry #Semiconductors #SemiconductorMarket #CPUs #Processors #Chipmakers #AIInfrastructure #AI

https://winbuzzer.com/2026/03/31/intel-confirms-cpu-price-rises-amid-supply-constraints-xcxwbn/

Intel Confirms CPU Price Hikes as AI Demand Strains Supply

#Intel #IntelCPUs #IntelFoundry #Semiconductors #SemiconductorMarket #CPUs #Processors #Chipmakers #AIInfrastructure #AI

https://winbuzzer.com/2026/03/31/intel-confirms-cpu-price-rises-amid-supply-constraints-xcxwbn/

Intel Confirms CPU Price Hikes as AI Demand Strains Supply

#Intel #IntelCPUs #IntelFoundry #Semiconductors #SemiconductorMarket #CPUs #Processors #Chipmakers #AIInfrastructure #AI

https://winbuzzer.com/2026/03/31/intel-confirms-cpu-price-rises-amid-supply-constraints-xcxwbn/

Intel Confirms CPU Price Hikes as AI Demand Strains Supply

#Intel #IntelCPUs #IntelFoundry #Semiconductors #SemiconductorMarket #CPUs #Processors #Chipmakers #AIInfrastructure #AI

Japanese industrial conglomerate Toshiba said Friday it will start negotiations with Mitsubishi Electric and chipmaker Rohm to merge their power semiconductor businesses. https://www.japantimes.co.jp/business/2026/03/28/companies/japan-firms-chip-business/?utm_medium=Social&utm_source=mastodon #business #companies #toshiba #mitsubishielectric #rohm #tech #chipmakers #mergers

https://winbuzzer.com/2026/03/27/dell-xps-16-battery-record-intel-lg-display-panther-lake-xcxwbn/

Dell XPS 16 Hits 27-Hour Battery Life with Intel's Panther Lake CPUs

#Intel #Dell #BigTech #Semiconductors #Processors #Laptops #IntelCPUs #IntelFoundry #Chipmakers #PantherLake #BatteryLife #DellXPS16

https://winbuzzer.com/2026/03/27/dell-xps-16-battery-record-intel-lg-display-panther-lake-xcxwbn/

Dell XPS 16 Hits 27-Hour Battery Life with Intel's Panther Lake CPUs

#Intel #Dell #BigTech #Semiconductors #Processors #Laptops #IntelCPUs #IntelFoundry #Chipmakers #PantherLake #BatteryLife #DellXPS16

https://winbuzzer.com/2026/03/27/dell-xps-16-battery-record-intel-lg-display-panther-lake-xcxwbn/

Dell XPS 16 Hits 27-Hour Battery Life with Intel's Panther Lake CPUs

#Intel #Dell #BigTech #Semiconductors #Processors #Laptops #IntelCPUs #IntelFoundry #Chipmakers #PantherLake #BatteryLife #DellXPS16

https://winbuzzer.com/2026/03/27/dell-xps-16-battery-record-intel-lg-display-panther-lake-xcxwbn/

Dell XPS 16 Hits 27-Hour Battery Life with Intel's Panther Lake CPUs

#Intel #Dell #BigTech #Semiconductors #Processors #Laptops #IntelCPUs #IntelFoundry #Chipmakers #PantherLake #BatteryLife #DellXPS16

https://winbuzzer.com/2026/03/27/dell-xps-16-battery-record-intel-lg-display-panther-lake-xcxwbn/

Dell XPS 16 Hits 27-Hour Battery Life with Intel's Panther Lake CPUs

#Intel #Dell #BigTech #Semiconductors #Processors #Laptops #IntelCPUs #IntelFoundry #Chipmakers #PantherLake #BatteryLife #DellXPS16

https://winbuzzer.com/2026/03/26/snapdragon-8-elite-gen-6-leak-pro-standard-split-xcxwbn/

Snapdragon 8 Elite Gen 6 Leak Reveals Pro, Standard Split

#Qualcomm #Snapdragon8Elite #Snapdragon #Android #Semiconductors #Smartphones #TSMC #GPUs #Chips #Chipmakers #ChipIndustry #Snapdragon8EliteGen6 #Adreno

https://winbuzzer.com/2026/03/17/samsung-hbm4e-nvidia-gtc-2026-sk-hynix-supply-race-xcxwbn/

Samsung Unveils HBM4E AI Memory Chips at GTC 2026 in SK Hynix Supply Race

#AI #NVIDIA #Samsung #SKHynix #Semiconductors #Memory Groq #BigTech #Chipmakers #Inference #VeraRubin #HBM4 #HBM4E #GTC2026

https://winbuzzer.com/2026/03/17/samsung-hbm4e-nvidia-gtc-2026-sk-hynix-supply-race-xcxwbn/

Samsung Unveils HBM4E AI Memory Chips at GTC 2026 in SK Hynix Supply Race

#AI #NVIDIA #Samsung #SKHynix #Semiconductors #Memory Groq #BigTech #Chipmakers #Inference #VeraRubin #HBM4 #HBM4E #GTC2026

https://winbuzzer.com/2026/03/17/samsung-hbm4e-nvidia-gtc-2026-sk-hynix-supply-race-xcxwbn/

Samsung Unveils HBM4E AI Memory Chips at GTC 2026 in SK Hynix Supply Race

#AI #NVIDIA #Samsung #SKHynix #Semiconductors #Memory Groq #BigTech #Chipmakers #Inference #VeraRubin #HBM4 #HBM4E #GTC2026

https://winbuzzer.com/2026/03/17/samsung-hbm4e-nvidia-gtc-2026-sk-hynix-supply-race-xcxwbn/

Samsung Unveils HBM4E AI Memory Chips at GTC 2026 in SK Hynix Supply Race

#AI #NVIDIA #Samsung #SKHynix #Semiconductors #Memory Groq #BigTech #Chipmakers #Inference #VeraRubin #HBM4 #HBM4E #GTC2026

https://winbuzzer.com/2026/03/17/samsung-hbm4e-nvidia-gtc-2026-sk-hynix-supply-race-xcxwbn/

Samsung Unveils HBM4E AI Memory Chips at GTC 2026 in SK Hynix Supply Race

#AI #NVIDIA #Samsung #SKHynix #Semiconductors #Memory Groq #BigTech #Chipmakers #Inference #VeraRubin #HBM4 #HBM4E #GTC2026

https://winbuzzer.com/2026/03/17/nvidia-vera-rubin-space-1-orbital-ai-data-centers-xcxwbn/

Nvidia Unveils Space-1 Chip for Orbital AI Data Centers

#NVIDIA #AI #VeraRubinSpace1 #DataCenters #GPUs #Semiconductors #JensenHuang #SpaceTech #AIChips #AIInfrastructure #VeraRubin #PlanetLabs #Chipmakers #AIPerformance #OrbitalComputing

https://winbuzzer.com/2026/03/17/intels-18a-14a-roadmap-2026-foundry-panther-lake-xcxwbn/

Intel's 18A and 14A Bets Face Make-or-Break Year

#Intel #Semiconductors #Processors #IntelFoundry #ChipManufacturing #CPUs #Chipmakers #BigTech #DataCenters #LipBuTan #Chips #DavidZinsner #14A #18A #PantherLake #NovaLake

https://winbuzzer.com/2026/03/17/intels-18a-14a-roadmap-2026-foundry-panther-lake-xcxwbn/

Intel's 18A and 14A Bets Face Make-or-Break Year

#Intel #Semiconductors #Processors #IntelFoundry #ChipManufacturing #CPUs #Chipmakers #BigTech #DataCenters #LipBuTan #Chips #DavidZinsner #14A #18A #PantherLake #NovaLake

https://winbuzzer.com/2026/03/17/intels-18a-14a-roadmap-2026-foundry-panther-lake-xcxwbn/

Intel's 18A and 14A Bets Face Make-or-Break Year

#Intel #Semiconductors #Processors #IntelFoundry #ChipManufacturing #CPUs #Chipmakers #BigTech #DataCenters #LipBuTan #Chips #DavidZinsner #14A #18A #PantherLake #NovaLake

https://winbuzzer.com/2026/03/17/intels-18a-14a-roadmap-2026-foundry-panther-lake-xcxwbn/

Intel's 18A and 14A Bets Face Make-or-Break Year

#Intel #Semiconductors #Processors #IntelFoundry #ChipManufacturing #CPUs #Chipmakers #BigTech #DataCenters #LipBuTan #Chips #DavidZinsner #14A #18A #PantherLake #NovaLake

https://winbuzzer.com/2026/03/17/intels-18a-14a-roadmap-2026-foundry-panther-lake-xcxwbn/

Intel's 18A and 14A Bets Face Make-or-Break Year

#Intel #Semiconductors #Processors #IntelFoundry #ChipManufacturing #CPUs #Chipmakers #BigTech #DataCenters #LipBuTan #Chips #DavidZinsner #14A #18A #PantherLake #NovaLake

https://winbuzzer.com/2026/03/16/dram-prices-surge-180-hbm-shift-starves-consumer-supply-xcxwbn/

DRAM Prices Surge 180% as HBM Shift Starves PCs

#AI #NVIDIA #AMD #Samsung #Memory #Semiconductors #SemiconductorMarket #Chipmakers #ChipManufacturing #AIChips #DataCenters #DRAM #HBM #SKHynix #Micron

https://winbuzzer.com/2026/03/12/intels-core-ultra-200s-plus-is-its-fastest-gaming-cpu-ever-xcxwbn/

Intel's Core Ultra 270K Plus Is Its Fastest Gaming CPU Ever

#Intel #Gaming #IntelCPUs #PCGaming #Desktop #Processors #Chips #Semiconductors #Chipmakers #BigTech #CoreUltra250KPlus #CoreUltra270KPlus

Rohm shares surged 18%, the most in 26 years, after the Japanese chip parts maker said it had received an acquisition proposal from Denso. https://www.japantimes.co.jp/business/2026/03/07/rohm-shares-soar-denso-bid/?utm_medium=Social&utm_source=mastodon #business #denso #rohm #chipmakers #mergers #acquisitions

Japan's Rapidus has locked in another ¥267.6 billion in funding, with ¥100 billion coming from the government. https://www.japantimes.co.jp/business/2026/02/27/companies/rapidus-new-investment/?utm_medium=Social&utm_source=mastodon #business #companies #rapidus #banks #chipmakers #mufg #sumitomomitsui #mizuho #tech

Japan's Rapidus has locked in another ¥267.6 billion in funding, with ¥100 billion coming from the government. https://www.japantimes.co.jp/business/2026/02/27/companies/rapidus-new-investment/?utm_medium=Social&utm_source=mastodon #business #companies #rapidus #banks #chipmakers #mufg #sumitomomitsui #mizuho #tech

Japan's Rapidus has locked in another ¥267.6 billion in funding, with ¥100 billion coming from the government. https://www.japantimes.co.jp/business/2026/02/27/companies/rapidus-new-investment/?utm_medium=Social&utm_source=mastodon #business #companies #rapidus #banks #chipmakers #mufg #sumitomomitsui #mizuho #tech

Japan's Rapidus has locked in another ¥267.6 billion in funding, with ¥100 billion coming from the government. https://www.japantimes.co.jp/business/2026/02/27/companies/rapidus-new-investment/?utm_medium=Social&utm_source=mastodon #business #companies #rapidus #banks #chipmakers #mufg #sumitomomitsui #mizuho #tech

Activist fund Palliser Capital is pushing Japanese washlet maker Toto to ramp up promotion of its little-known chip parts business in a bid to unlock value from the artificial intelligence boom. https://www.japantimes.co.jp/business/2026/02/17/companies/activist-toto-stake-ai/?utm_medium=Social&utm_source=mastodon #business #companies #pallisercapital #ai #toto #toilets #chipmakers

India and Malaysia pledged to deepen their semiconductor partnership as the Indian Ocean neighbors ramp up trade and security links during a visit by Prime Minister Narendra Modi. https://www.japantimes.co.jp/business/2026/02/08/tech/india-malaysia-semiconductor-modi/?utm_medium=Social&utm_source=mastodon #business #tech #india #malaysia #narendramodi #anwaribrahim #chipmakers #semiconductors #tech