#chipmakers

Snapdragon 8 Elite Gen 6 May Use Samsung's Heat Pass Block Cooling Qualcomm has reportedly considered adopting Samsung's Heat Pass Block cooling technology for the Snapdragon 8 Elite Gen 6 to address persistent thermal challenges.

1 month ago

winbuzzer.com/2026/02/06/s...

Snapdragon 8 Elite Gen 6 May Use Samsung's Heat Pass Block Cooling

#Qualcomm #Samsung #Snapdragon #Snapdragon8Elite #HeatPassBlock #Semiconductors #Smartphones #Processors #ChipIndustry #Chipmakers #Android

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AMD Stock Crashes Despite Record Q4 Revenue as AI Outlook Disappoints AMD has posted record Q4 2025 revenue of $10.3 billion, beating estimates, but investors sold shares after guidance implied a sequential slowdown in AI growth.

1 month ago

winbuzzer.com/2026/02/04/a...

AMD Posts Record Q4 Revenue but AI Outlook Disappoints

#AI #AMD #Semiconductors #AIChips #AIHardware #AIInfrastructure #DataCenters #GPUs #Chipmakers #BigTech #ChipMarket

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Pure Tech

@puretech.news

1 month ago

Chinese chipmakers Montage, Axera file for Hong Kong IPOs - SiliconANGLE Chinese chipmakers Montage, Axera file for Hong Kong IPOs - SiliconANGLE

Chinese chipmakers Montage, Axera file for Hong Kong IPOs #Technology #Business #Startups #HongKongIPO #Chipmakers #SemiconductorIndustry

siliconangle.com/2026/01/30/chinese-chipm...

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1 month ago

winbuzzer.com/2026/01/26/s...

Snapdragon 8 Elite Gen 6 Pro May Hit 5 to 6 GHz With Samsung Cooling

#Qualcomm #Snapdragon #Samsung #Semiconductors #Chipmakers #Processors #MobileDevices

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Intel Hires GPU Architect Eric Demers: a 35-year Journey from Rejection to Redemption - WinBuzzer Intel has hired Eric Demers, veteran GPU architect from Qualcomm, to lead GPU engineering after rejecting him in 1991, betting on AI graphics strategy.

1 month ago

winbuzzer.com/2026/01/22/i...

Intel Hires GPU Architect Eric Demers: a 35-year Journey from Rejection to Redemption

#Intel #Qualcomm #BigTech #Semiconductors #GPUs #Chips #AIChips #GPUArchitecture #Processors #Chipmakers #ChipDesign

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Intel's P-core Only Bartlett Lake Chip Shows Strong Multi-threaded Performance in First Benchmarks - WinBuzzer Intel's Bartlett Lake Core 7 253PE has shown 26% faster multi-threaded performance than hybrid chips in benchmarks.

1 month ago

winbuzzer.com/2026/01/20/i...

Intel’s P-core Only Bartlett Lake Chip Shows Strong Multi-threaded Performance in First Benchmarks

#Intel #BartlettLake #CPUs #Processors #IntelCPUs #Chipmakers #PCHardware #DesktopCPUs #PerformanceCores

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Korea JoongAng Daily

@koreajoongangdaily.com

2 months ago

Samsung, SK hynix profit to reach $68 billion each on AI supercycle Sentiment toward Korea’s top chipmakers is decisively turning bullish, as Samsung Electronics and SK Hynix are widely expected to post unprecedented operating profits nearing 100 trillion won ($68…

Sentiment toward Korea’s top #chipmakers is decisively turning bullish, as #Samsung Electronics and #SK hynix are widely expected to post unprecedented operating profits nearing 100 trillion won ($68 billion) each next year.
koreajoongangdaily.joins.com/news/2025-12...

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Nonilex

@nonilex.masto.ai.ap.brid.gy

3 months ago

Original post on masto.ai

Corporate #bonds acquired by #Trump include offerings from #chipmakers such as #Broadcom & #Qualcomm; #tech companies such as #Meta Platforms; retailers such as Home Depot & CVS Health; & #WallStreet #banks such as #GoldmanSachs & #MorganStanley.

#Trump #law #bonds #StockMarket #InsiderTrading […]

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Stockmantics

@stockmantics.com

4 months ago

Advanced Micro Devices ($AMD) shares surged in premarket trading on robust AI-driven revenue growth forecasts. This underscores the continued strong demand for high-performance computing components. 💡🚀 #AIStocks #ChipMakers

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acemaxx analytics

@acemaxx.bsky.social

4 months ago

The surge in the valuations of #AI-related stocks has been particularly marked for #Chinese #chipmakers. #Shanghai-listed Cambricon Technologies trades at a PE ratio of 506.2 and SMIC trades on 221.3x earnings, chart @financialtimes.com FT

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Stockmantics

@stockmantics.com

4 months ago

AMD stock surged over 9.4% yesterday, now up more than 45% since October 1st, fuelled by analyst upgrades & key partnerships with OpenAI and Oracle. This indicates strong momentum in the chip sector. 🚀 #TechStocks #Investing #Chipmakers

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allPhoto Bangkok / Advanced Ventures

@allphotobangkok.bsky.social

5 months ago

Do OpenAI’s multibillion-dollar deals mean exuberance has got out of hand? Some market watchers are concerned by the circular nature of deals with chip makers Nvidia and AMD

Market concerns rise over circular deals with chip makers Nvidia and AMD by OpenAI, raising doubts about massive AI investments' sustainability.
www.theguardian.com/business/2025/oct/08/ope...
#AI #ArtificialIntelligence #ChipMakers...

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How Secret CEO Lobbying Saved Intel and Paved the Way for a Landmark AMD Deal - WinBuzzer A quiet lobbying effort by tech CEOs reversed a political crisis for Intel, unlocking billions in investment and paving the way for a landmark foundry deal with rival AMD.

5 months ago

How Secret CEO Lobbying Saved Intel and Paved the Way for a Landmark AMD Deal

#Intel #AMD #NVIDIA #Semiconductors #CHIPSAct #TechPolicy #Chipmakers #BigTech

winbuzzer.com/2025/10/07/h...

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Gradiant

@gradiantcorp.bsky.social

6 months ago

In #semiconductors, there’s no room for uncertainty—especially with water.

Trusted by the world’s top #chipmakers, Gradiant delivers high-recovery, high-precision solutions across the fab.

Explore how we’re powering progress: www.gradiant.com/industries/s...

#GradiantKnowsWater

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WealthWise

@wealthwise-dca.bsky.social

6 months ago

Broadcom shares closed over 9% in Friday’s trading after beating fiscal Q3 estimates and unveiling a major new customer.

#AVGO #Broadcom #AVGOStock #AVGONews #AVGOStockNews #BroadcomStock #BroadcomNews #BroadcomStockNews #ASICs #AI #Semiconductors #Chipmakers #TechStocks #MarketIntelligence
$AVGO

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Rod2ik 🇪🇺 🇨🇵 🇪🇸 🇺🇦 🇨🇦 🇩🇰 🇬🇱 ☮🕊️

@rod2ik.bsky.social

6 months ago

Trump Takes Aim at South Korean Chipmakers’ China Operations

#Trump Takes Aim at #South #Korean #Chipmakers’ #China Operations

Not really shocked by this.
Are you?
Protecting it's country's interests.

www.nytimes.com/2025/08/30/b...

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6 months ago

Click Subscribe #TrendingStocks #StockMarket #Chipmakers #EarningsReports #Investing

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Will DeepSeek’s latest innovation pose a threat to GPU makers? Investing.com -- DeepSeek’s newly launched V3.1 model has stirred attention across technology and investment circles, particularly after introducing the UE8M0 floating-point standard that Chinese chipmakers are expected to embrace. According to UBS analysts, this move is less about displacing U.S.-based GPU leaders and more about aligning China’s ecosystem as it pushes toward AI self-sufficiency. The company’s latest release merges capabilities from earlier DeepSeek-V3 and DeepSeek-R1 models into a hybrid architecture. UBS compared the approach to OpenAI’s GPT-5, noting it is “more evolutionary than revolutionary.” While seen as an incremental step, the standout feature is the adoption of UE8M0, an FP8 floating-point format that offers reduced cost through exponent use. Floating-points function as the numerical language of AI, determining how data is stored and processed. The industry has long relied on formats like FP32 or FP16, with FP8 gaining traction for balancing speed and cost at the expense of precision. DeepSeek’s software-first and open-source approach aims to standardize FP8 adoption in China, providing much-needed compatibility across domestic hardware. UBS strategists argue that the near-term disruption to global GPU markets is limited. “Despite market concerns, at this stage, we see DeepSeek’s latest standard more as a way to address ecosystem alignments in China than as technology supremacy over U.S.-based GPU companies,” a team led by Sundeep Gantori wrote.. Still, they stress that investors “cannot be complacent” as such initiatives accelerate China’s path to AI self-sufficiency. 3rd party Ad. Not an offer or recommendation by Investing.com. See disclosure here or remove ads. China’s AI chip ecosystem is still developing, and it will take time before domestic players can build hardware capable of fully supporting the new standard. However, the strategic implications are clear. China typically represents 20–25% of any major technology market, meaning long-term shifts in AI compute demand could affect the global balance. With AI compute representing nearly 60% of overall AI capital expenditure, moves that strengthen China’s independence could carry weighty consequences for GPU demand. DeepSeek founder Liang Wenfeng recently emphasized the importance of ecosystem building. “China’s AI development has the same need for such an ecology. Many domestic chips are not developed because of the lack of a supporting technology community,” he said. His comments highlight the broader strategic challenge of building not just chips but the collaborative environment necessary to match Western firms’ technological roadmaps. For now, UBS recommends a balanced positioning across semiconductors, software, and internet stocks, viewing Chinese tech exposure as a way to capture potential benefits of the self-sufficiency drive. The bank also suggested investors look to “take advantage of structured strategies amid heightened tech volatility." The best opportunities often hide in plain sight—buried among thousands of stocks you'd never have time to research individually. That's why smart investors use our Stock Screener with 50+ predefined screens and 160+ customizable filters to surface hidden gems instantly. For example, the Piotroski's Picks method averages 23% annual returns by focusing on financial strength, and you can get it as a standalone screen. Momentum Masters catches stocks gaining serious traction, while Blue-Chip Bargains finds undervalued giants. With screens for dividends, growth, value, and more, you'll discover opportunities others miss. Our current favorite screen is Under $10/share, which is great for discovering stocks trading under $10 with recent price momentum showing some very impressive returns!

6 months ago

Click Subscribe #DeepSeek #GPUs #AI #Chipmakers #TechnologyNews

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Marvell Stock Drops As Chipmaker Forecasts Sales Below Views - Investor's Business Daily Marvell Stock Drops As Chipmaker Forecasts Sales Below Views Investor's Business Daily

6 months ago

Click Subscribe #Marvell #Stocks #Chipmakers #MarketNews #Investing

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Stocks Finish Higher on Strength in Chip Makers and Lower Bond Yields - Nasdaq Stocks Finish Higher on Strength in Chip Makers and Lower Bond Yields Nasdaq

6 months ago

Click Subscribe #StockMarket #ChipMakers #BondYields #Investing #FinanceNews

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Intel Warns Trump's Government Stake Poses ‘Adverse’ Risk to Global Sales - WinBuzzer In an SEC filing, Intel warns its new 10% government stake, part of a Trump administration deal, could trigger 'adverse reactions' from international customers.

6 months ago

Intel Warns Trump's Government Stake Poses ‘Adverse’ Risk to Global Sales

#Intel #CHIPSAct #DonaldTrump #Semiconductors #TechPolicy #Chipmakers

winbuzzer.com/2025/08/26/i...

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Intel stock rises as Trump says chipmaker has agreed to sell stake to government - CNBC Intel stock rises as Trump says chipmaker has agreed to sell stake to government CNBC

6 months ago

Click Subscribe #Intel #Stocks #Trump #Chipmakers #Government

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Chipmakers' Stocks Drop As Trump Administration Reportedly Seeks Equity For Grants - Forbes Chipmakers' Stocks Drop As Trump Administration Reportedly Seeks Equity For Grants Forbes

6 months ago

Click Subscribe #Chipmakers #Stocks #TrumpAdministration #Economy #Investment

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Intel in talks with large investors for equity boost at discount, CNBC reports (Reuters) -Intel is in talks with other large investors to receive an equity infusion at a discounted price, CNBC reported on Wednesday, just days after the chipmaker got a $2 billion capital injection from SoftBank (TYO:9984) Group. The report, which cited people familiar with the matter, did not name the potential investors. Intel (NASDAQ:INTC), whose shares fell 7%, did not immediately respond to a Reuters request for comment. As part of a plan to revive U.S. manufacturing, Commerce Secretary Howard Lutnick had said on Tuesday the government wants an equity stake in Intel in exchange for cash grants approved by the administration of former President Joe Biden. Lutnick was also exploring government stakes in other chipmakers in exchange for CHIPS Act grants, which aims to spur factory-building in the U.S., Reuters later reported. SoftBank’s investment was at $23 per Intel share, a slight discount to Monday’s closing price of $23.66. This investment will come through issuance of common stock. Based on Intel’s market capitalization at the close of trading on Monday, it would have represented a stake of just under 2%. Intel has struggled to compete after years of management blunders left it with virtually no foothold in the booming artificial intelligence chip industry dominated by Nvidia (NASDAQ:NVDA). Before you buy stock in INTC, consider this: ProPicks AI are 6 easy-to-follow model portfolios created by Investing.com for building wealth by identifying winning stocks and letting them run. Over 150,000 paying members trust ProPicks to find new stocks to buy – driven by AI. The ProPicks AI algorithm has just identified the best stocks for investors to buy now. The stocks that made the cut could produce enormous returns in the coming years. Is INTC one of them?

6 months ago

Click Subscribe #Intel #Investing #Equity #StockMarket #Chipmakers

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WealthWise

@wealthwise-dca.bsky.social

6 months ago

The Trump administration is weighing a plan for the U.S. government to take a 10% stake in Intel, requiring about $10.5B, Bloomberg reported.

#INTC #Intel #INTCStock #INTCNews #INTCStockNews #IntelStock #IntelNews #IntelStockNews #IntelWhiteHouse #Chipmakers #Semiconductors #USManufacturing #Trump

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