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MediaTek has achieved a significant technological breakthrough in semiconductor development, successfully advancing 400G SerDes technology on 2nm process, targeting major orders from Google's TPU v10 and Meta's AI ASIC. This advancement demonstrates MediaTek's growing capabilities in advanced proces

Nebius Group (NasdaqGS:NBIS) has secured a $2 billion investment from NVIDIA, acquiring a 9.3% stake, and entered a long-term AI infrastructure agreement with Meta, potentially worth up to $27 billion. These developments position Nebius as a key player in NVIDIA's AI ecosystem. Despite recent stock

Meta's AI cloud strategy has significantly impacted the semiconductor industry, particularly affecting key chip suppliers like NVIDIA, AMD, Intel, and Micron. This strategic move represents Meta's major investment in artificial intelligence, aiming to support its vast user base and content creation

Recent reports that Meta Platforms is exploring the launch of its own cloud infrastructure business to offer external customers access to AI computing power and models have triggered widespread selling in AI-related stocks. Semiconductor and AI infrastructure companies such as NVIDIA, AMD, and Intel