Semiconductor News & Analysis Feed

Nvidia has partnered with six major Wall Street firms—including Goldman Sachs, BlackRock, and KKR—to raise over $500 billion for artificial intelligence infrastructure. The collaboration aims to create financing platforms that treat AI 'compute' as an asset class, enabling scalable access to scarce

Recent global stock market volatility, particularly in AI-related sectors, has highlighted the complexity and opacity of the AI economy. The listing of Chinese chipmaker CXMT on the Shanghai Stock Exchange, with a 466% surge in value, has sparked global reassessment of the semiconductor landscape. C

The continued sell-off in AI-related stocks has led to further declines in Asian chip firm shares. The downturn was triggered by disappointing results from SK Hynix, a South Korean chipmaker, which caused the Kospi index to plummet for the second consecutive day, reaching its lowest level since earl

South Korean chipmaker SK Hynix is leveraging the global AI boom to raise $26.5 billion through a major US IPO, highlighting the surge in demand for advanced memory chips driven by AI datacenter expansion. As a key supplier to industry giants like NVIDIA, SK Hynix has seen its profits soar amid the

Nvidia unveiled its new 'superchip', the RTX Spark, at Computex 2026, aiming to bring AI capabilities to laptops and desktops. This hybrid chip, developed in collaboration with MediaTek, combines a microprocessor and graphics unit, enabling local AI agent execution and replacing traditional mouse an