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#apple #ai #semiconductors #tim-cook #technology #nvidia #john-ternus #intel #ai-chips #ai-infrastructure
#semiconductors
European startups
fromwww.dw.com
1 day ago

China's chip ambitions shake up global tech industry

The US imposed export curbs on advanced semiconductors to limit China's technological and military advancements.
Silicon Valley
fromABC7 San Francisco
12 hours ago

Union City becomes home to 1st US center for advanced AI chip assembly

Union City opened the first U.S. research center for advanced semiconductor packaging, enhancing AI chip production and job creation in Silicon Valley.
Silicon Valley
fromTechCrunch
2 weeks ago

Intel signs on to Elon Musk's Terafab chips project | TechCrunch

Intel will collaborate with SpaceX and Tesla to build a semiconductor factory in Texas, enhancing AI and robotics capabilities.
World politics
fromSilicon Canals
1 month ago

Inside the quiet restructuring of global semiconductor supply chains: how TSMC, Samsung, and Intel's subsidy race is creating three separate technological civilisations - Silicon Canals

Governments are investing heavily in semiconductor production, leading to the creation of three distinct technological ecosystems.
Business
from24/7 Wall St.
1 week ago

3 AI Semiconductor Stocks That Are Now Trading Below 20X Earnings

Three U.S.-based semiconductor stocks are trading low despite strong growth potential and market cap over $1 billion.
European startups
fromwww.dw.com
1 day ago

China's chip ambitions shake up global tech industry

The US imposed export curbs on advanced semiconductors to limit China's technological and military advancements.
Silicon Valley
fromABC7 San Francisco
12 hours ago

Union City becomes home to 1st US center for advanced AI chip assembly

Union City opened the first U.S. research center for advanced semiconductor packaging, enhancing AI chip production and job creation in Silicon Valley.
Silicon Valley
fromTechCrunch
2 weeks ago

Intel signs on to Elon Musk's Terafab chips project | TechCrunch

Intel will collaborate with SpaceX and Tesla to build a semiconductor factory in Texas, enhancing AI and robotics capabilities.
World politics
fromSilicon Canals
1 month ago

Inside the quiet restructuring of global semiconductor supply chains: how TSMC, Samsung, and Intel's subsidy race is creating three separate technological civilisations - Silicon Canals

Governments are investing heavily in semiconductor production, leading to the creation of three distinct technological ecosystems.
Business
from24/7 Wall St.
1 week ago

3 AI Semiconductor Stocks That Are Now Trading Below 20X Earnings

Three U.S.-based semiconductor stocks are trading low despite strong growth potential and market cap over $1 billion.
more#semiconductors
#google
Tech industry
fromTNW | Artificial-Intelligence
2 days ago

Google in talks with Marvell Technology to build new AI inference chips alongside Broadcom TPU programme

Google is collaborating with Marvell Technology to develop new AI chips, enhancing its custom silicon supply chain for inference processing.
Tech industry
fromTNW | Artificial-Intelligence
2 days ago

Google in talks with Marvell Technology to build new AI inference chips alongside Broadcom TPU programme

Google is collaborating with Marvell Technology to develop new AI chips, enhancing its custom silicon supply chain for inference processing.
more#google
#intel
Business
from24/7 Wall St.
1 day ago

Intel Finally Has a Shot at a Comeback-If It Can Execute

Intel's stock has surged nearly 75% year-to-date, raising questions about its future value in the AI chip market.
Gadgets
fromTheregister
4 days ago

Intel eases reliance on TSMC with Core Series 3 CPUs

Intel has introduced budget-oriented Core Series 3 processors manufactured in the US using a 2nm process, offering a solid upgrade for older systems.
Business
from24/7 Wall St.
18 hours ago

HSBC Just Upgraded Intel to Buy and Raised the Price Target From $50 to $95: Is the Comeback Real?

HSBC upgraded Intel's stock from Hold to Buy, raising the price target from $50 to $95, citing server CPU momentum as a key driver.
Tech industry
fromWIRED
2 weeks ago

The Ridiculously Nerdy Intel Bet That Could Rake in Billions

Intel is investing heavily in advanced chip packaging to capitalize on the AI boom and compete with Taiwan Semiconductor Manufacturing Corporation.
Business
from24/7 Wall St.
1 day ago

Intel Finally Has a Shot at a Comeback-If It Can Execute

Intel's stock has surged nearly 75% year-to-date, raising questions about its future value in the AI chip market.
Gadgets
fromTheregister
4 days ago

Intel eases reliance on TSMC with Core Series 3 CPUs

Intel has introduced budget-oriented Core Series 3 processors manufactured in the US using a 2nm process, offering a solid upgrade for older systems.
Business
from24/7 Wall St.
18 hours ago

HSBC Just Upgraded Intel to Buy and Raised the Price Target From $50 to $95: Is the Comeback Real?

HSBC upgraded Intel's stock from Hold to Buy, raising the price target from $50 to $95, citing server CPU momentum as a key driver.
Tech industry
fromWIRED
2 weeks ago

The Ridiculously Nerdy Intel Bet That Could Rake in Billions

Intel is investing heavily in advanced chip packaging to capitalize on the AI boom and compete with Taiwan Semiconductor Manufacturing Corporation.
more#intel
#tim-cook
Apple
fromTechCrunch
12 hours ago

Apple's John Ternus will run one of the world's most powerful companies; the job is a minefield | TechCrunch

Tim Cook's leadership at Apple has been marked by significant wealth accumulation and major challenges, including regulatory battles and market pressures.
Apple
fromFast Company
16 hours ago

5 ways Tim Cook remade Apple

Tim Cook will transition to executive chairman, with John Ternus becoming Apple's next CEO, marking the end of Cook's leadership era.
Apple
fromMail Online
23 hours ago

Insiders reveal the REAL reason for Tim Cook's departure from Apple

Tim Cook's departure from Apple is linked to the underwhelming launch of its AI system, Apple Intelligence.
Apple
fromTechCrunch
12 hours ago

Apple's John Ternus will run one of the world's most powerful companies; the job is a minefield | TechCrunch

Tim Cook's leadership at Apple has been marked by significant wealth accumulation and major challenges, including regulatory battles and market pressures.
Apple
fromFast Company
16 hours ago

5 ways Tim Cook remade Apple

Tim Cook will transition to executive chairman, with John Ternus becoming Apple's next CEO, marking the end of Cook's leadership era.
Apple
fromMail Online
23 hours ago

Insiders reveal the REAL reason for Tim Cook's departure from Apple

Tim Cook's departure from Apple is linked to the underwhelming launch of its AI system, Apple Intelligence.
more#tim-cook
Artificial intelligence
fromArs Technica
16 hours ago

Anthropic gets $5B investment from Amazon, will use it to buy Amazon chips

Amazon invests an additional $5 billion in Anthropic, raising total investment to $13 billion, to support Claude AI models with more computing resources.
#ai
fromTNW | Insights
3 days ago
Artificial intelligence

Nvidia's Jensen Huang warns DeepSeek running on Huawei chips would be 'horrible outcome' for America

Germany news
fromThe Local Germany
1 hour ago

AI-powered robots offer new hope to German factories

Humanoid robots showcased at a trade fair highlight AI's potential to revitalize German industry amid competition from China.
Artificial intelligence
fromTNW | Insights
3 days ago

Nvidia's Jensen Huang warns DeepSeek running on Huawei chips would be 'horrible outcome' for America

DeepSeek's optimization of AI models for Huawei chips poses a significant threat to US technological dominance.
Artificial intelligence
from24/7 Wall St.
6 days ago

AI Compute Demand is Running Way Ahead of Supply - A Stock I'd Buy on That Signal

AI-driven power demand is outpacing supply, creating a significant energy shortfall that may impact top energy producers.
Tech industry
from24/7 Wall St.
1 week ago

"Every Chip Is Getting Used Instantly" - Here's Why Google's AI Dominance May Be Unstoppable

Google's dominance in AI chip ownership positions it as the future leader in technology.
more#ai
#framework
Gadgets
fromThe Verge
15 hours ago

Framework's first eGPUs turn its laptop into a desktop PC

Framework introduces the OCuLink Dev Kit for external GPU support, targeting power users with advanced connectivity options.
Gadgets
fromEngadget
15 hours ago

Framework launches the Laptop 13 Pro with Intel's new Panther Lake chips

Framework's new 13 Pro laptop maintains modularity while introducing significant upgrades like a larger battery and redesigned chassis.
Gadgets
fromThe Verge
15 hours ago

Framework's first eGPUs turn its laptop into a desktop PC

Framework introduces the OCuLink Dev Kit for external GPU support, targeting power users with advanced connectivity options.
Gadgets
fromEngadget
15 hours ago

Framework launches the Laptop 13 Pro with Intel's new Panther Lake chips

Framework's new 13 Pro laptop maintains modularity while introducing significant upgrades like a larger battery and redesigned chassis.
more#framework
#ai-infrastructure
DevOps
fromMedium
1 day ago

The AI Infrastructure Stack in 2026: Companies Building the Future of AI

AI infrastructure companies are transforming the deployment and scaling of artificial intelligence into full production systems with essential governance and observability.
Tech industry
from24/7 Wall St.
1 week ago

Are Intel Investors Tired of Winning Yet? Chipmaker Bags Another Big Score

Intel and Google collaborate on Xeon processors to enhance AI infrastructure and efficiency.
DevOps
fromMedium
1 day ago

The AI Infrastructure Stack in 2026: Companies Building the Future of AI

AI infrastructure companies are transforming the deployment and scaling of artificial intelligence into full production systems with essential governance and observability.
Tech industry
from24/7 Wall St.
5 days ago

ASML and TSMC Just Told the Market AI Spending Isn't Slowing Down

ASML and TSMC confirm accelerating hyperscaler infrastructure spending, validating the AI buildout's strength and signaling sustained chip demand.
Tech industry
from24/7 Wall St.
1 week ago

Are Intel Investors Tired of Winning Yet? Chipmaker Bags Another Big Score

Intel and Google collaborate on Xeon processors to enhance AI infrastructure and efficiency.
more#ai-infrastructure
Toronto startup
fromTNW | Tech
6 days ago

Musk is asking chip suppliers to move at 'light speed' for his Terafab AI

Musk's teams are actively seeking quotes for chipmaking equipment for the Terafab AI chip fabrication project.
European startups
fromwww.dw.com
1 day ago

How China is reshaping the global chip industry

The US imposed export curbs on advanced semiconductors to limit China's technological advancements and military capabilities.
#amd
Business
from24/7 Wall St.
1 day ago

Stifel Raises AMD Target to $320: Is the AI Chip Rally Just Getting Started?

Stifel raised AMD's price target to $320, indicating strong confidence in AI infrastructure demand and AMD's growth potential.
from24/7 Wall St.
5 days ago
Business

AMD Gains 6% Ahead of May Earnings: Is the AI Chip Challenger Finally Ready to Rival NVIDIA?

AMD stock rises 6% due to catalysts in AI chip development and partnerships, signaling growing investor confidence.
Business
from24/7 Wall St.
1 day ago

Stifel Raises AMD Target to $320: Is the AI Chip Rally Just Getting Started?

Stifel raised AMD's price target to $320, indicating strong confidence in AI infrastructure demand and AMD's growth potential.
Business
from24/7 Wall St.
5 days ago

AMD Gains 6% Ahead of May Earnings: Is the AI Chip Challenger Finally Ready to Rival NVIDIA?

AMD stock rises 6% due to catalysts in AI chip development and partnerships, signaling growing investor confidence.
more#amd
Tech industry
fromThe Verge
3 days ago

The RAM shortage could last years

Manufacturers are expected to meet only 60% of DRAM demand by 2027, with shortages potentially lasting until 2030.
#apple
fromWGB
1 day ago
Apple

Apple's New CEO Won't Make Games-But He Might Make Macs Worth Gaming On

Apple
fromThe Verge
14 hours ago

Tim Cook was an innovator - just not the Jobs kind

Tim Cook transformed Apple into a revenue powerhouse through supply chain optimization, while Steve Jobs was known for groundbreaking product innovations.
fromwww.cbc.ca
1 hour ago
Apple

John Ternus will be Apple's next CEO. Who is he, and how will he face the company's big AI challenge? | CBC News

fromTNW | Apple
13 hours ago
Apple

Apple bets on Ternus for Jobs-era decisiveness as AI gap widens, Siri delays mount, and tariffs reshape supply chain

Apple
fromThe Verge
15 hours ago

The Mac is in good hands in Apple's post-Cook era

Apple's promotion of Johny Srouji signals a continued focus on chip innovation for Macs.
Apple
fromWGB
1 day ago

Apple's New CEO Won't Make Games-But He Might Make Macs Worth Gaming On

John Ternus has been appointed as Apple's next CEO, potentially advancing Mac gaming despite not aiming to compete with major consoles.
Apple
fromThe Verge
14 hours ago

Tim Cook was an innovator - just not the Jobs kind

Tim Cook transformed Apple into a revenue powerhouse through supply chain optimization, while Steve Jobs was known for groundbreaking product innovations.
Apple
fromwww.cbc.ca
1 hour ago

John Ternus will be Apple's next CEO. Who is he, and how will he face the company's big AI challenge? | CBC News

Tim Cook is retiring as CEO of Apple, succeeded by John Ternus, who has been with the company for 25 years.
Apple
fromTNW | Apple
13 hours ago

Apple bets on Ternus for Jobs-era decisiveness as AI gap widens, Siri delays mount, and tariffs reshape supply chain

Apple's CEO transition to John Ternus aims for faster decision-making and a more centralized approach, particularly in AI and product strategy.
Apple
fromThe Verge
15 hours ago

The Mac is in good hands in Apple's post-Cook era

Apple's promotion of Johny Srouji signals a continued focus on chip innovation for Macs.
more#apple
#artificial-intelligence
fromFast Company
1 day ago
Silicon Valley

Nvidia CEO Jensen Huang: 'Most people will lose their job to somebody who uses AI'-not to AI itself

AI technology will create more opportunities than it destroys in the job market.
Artificial intelligence
fromWIRED
1 day ago

Tech CEOs Think AI Will Let Them Be Everywhere at Once

Billionaire CEOs are advancing personal AI projects despite corporate resistance to AI adoption and consumer skepticism about its benefits.
Silicon Valley
fromFast Company
1 day ago

Nvidia CEO Jensen Huang: 'Most people will lose their job to somebody who uses AI'-not to AI itself

AI technology will create more opportunities than it destroys in the job market.
Artificial intelligence
fromWIRED
1 day ago

Tech CEOs Think AI Will Let Them Be Everywhere at Once

Billionaire CEOs are advancing personal AI projects despite corporate resistance to AI adoption and consumer skepticism about its benefits.
more#artificial-intelligence
Tech industry
fromComputerworld
1 day ago

Global RAM shortage appears set to continue through 2027

The memory chip shortage is expected to persist throughout the year due to surging AI demand, with supply not normalizing until 2028.
fromTechRepublic
15 hours ago

China Deploys Robot Dogs, Drones, and Humanoids to Run a 'Full-Space' Metro System

The full-space robot intelligent dispatching platform mainly operates in three areas: intelligent service within stations, vehicle inspection, and tunnel inspection.
Artificial intelligence
Business
from24/7 Wall St.
21 hours ago

Forget Nvidia: Why HPE Could Be the Overlooked AI Infrastructure Play of 2026

Hewlett Packard Enterprise is an overlooked investment opportunity in AI infrastructure with strong financial growth and expanding margins.
European startups
fromwww.businessinsider.com
18 hours ago

The chip industry's most important company is cutting managers. This doc shows how.

ASML plans to cut management roles and create new engineering positions to streamline operations and address employee concerns about complexity.
Apple
fromGSMArena.com
7 hours ago

iPhone 18 to have some important cost-cutting downgrades, new rumor claims

The iPhone 18 will launch in spring alongside the iPhone 18e, featuring cost-cutting measures that align it more closely with the affordable model.
#nvidia
Tech industry
fromFuturism
1 day ago

Nvidia CEO Loses His Cool at Tough Question

Nvidia CEO Jensen Huang expressed strong opposition to the idea that selling AI chips to China would harm the U.S. tech industry.
European startups
from24/7 Wall St.
4 days ago

Nvidia: Jensen Huang Says We Should Be Selling Chips to China

Nvidia's CEO argues for allowing chip sales to China to prevent loss of market share and revenue for American companies.
Tech industry
from24/7 Wall St.
5 days ago

Buy, Sell or Hold TSM Stock Below $500 or NVDA Stock Below $200?

NVIDIA and TSMC play crucial roles in AI infrastructure, with NVIDIA focusing on GPU design and TSMC on chip manufacturing.
Tech industry
from24/7 Wall St.
5 days ago

Why I Can't Stop Buying Nvidia Stock

NVIDIA's growth trajectory continues to accelerate, with significant revenue and net income increases, indicating strong market positioning and demand.
Tech industry
fromFuturism
1 day ago

Nvidia CEO Loses His Cool at Tough Question

Nvidia CEO Jensen Huang expressed strong opposition to the idea that selling AI chips to China would harm the U.S. tech industry.
European startups
from24/7 Wall St.
4 days ago

Nvidia: Jensen Huang Says We Should Be Selling Chips to China

Nvidia's CEO argues for allowing chip sales to China to prevent loss of market share and revenue for American companies.
Tech industry
from24/7 Wall St.
5 days ago

Buy, Sell or Hold TSM Stock Below $500 or NVDA Stock Below $200?

NVIDIA and TSMC play crucial roles in AI infrastructure, with NVIDIA focusing on GPU design and TSMC on chip manufacturing.
Tech industry
from24/7 Wall St.
5 days ago

Why I Can't Stop Buying Nvidia Stock

NVIDIA's growth trajectory continues to accelerate, with significant revenue and net income increases, indicating strong market positioning and demand.
more#nvidia
fromThe Verge
2 weeks ago

Intel will help build Elon Musk's Terafab AI chip factory

Terafab will close the gap between today's chip production and the future's demand - a future among the stars. This reflects the ambitious vision behind the project, aiming to meet the growing needs of AI technology.
Toronto startup
Gadgets
fromFast Company
2 days ago

Samsung shares its thesis on the future of design and AI (exclusive)

Samsung showcases Project Luna and a vision for future design at Milan Design Week, emphasizing communal AI and a new design language.
European startups
fromTNW | China
19 hours ago

Chinese EV reviews flood US TikTok and YouTube as 100% tariffs fail to stop demand for BYD, Xiaomi, Zeekr

Chinese electric vehicles are gaining popularity among American consumers despite tariffs, driven by social media exposure and positive reviews.
Business
from24/7 Wall St.
4 days ago

This Hedge Fund-Favored Semi Stock is on the Cusp of a Multi-Year Breakout

Texas Instruments is a legacy tech company with potential in the AI sector despite being overshadowed by more exciting semiconductor plays.
European startups
fromFortune
18 hours ago

'They're sweating': Why Japanese giants are pouring money into Silicon Valley startups | Fortune

Japanese companies are increasing investments in AI to avoid falling behind global competitors.
Business
from24/7 Wall St.
6 days ago

3 Semiconductor ETFs to Buy Before the AI Chip Market Hits $500 Billion

Three semiconductor ETFs are competing for investor dollars in 2026, each with different strategies for growth in the chip industry.
Artificial intelligence
from24/7 Wall St.
4 days ago

Broadcom's New AI Partnership With Google and Anthropic Could Supercharge the Next Leg of the Rally

Broadcom's partnerships and AI chip designs position it for significant growth amid rising demand for custom silicon solutions.
European startups
fromTechCrunch
6 days ago

Chipmakers AMD, Arm, and Qualcomm are all investing in this buzzy self-driving tech startup | TechCrunch

Chipmakers AMD, Arm, and Qualcomm invested $60 million in Wayve's self-driving technology, enhancing its $1.2 billion Series D funding round.
#tsmc
Business
fromTechzine Global
1 week ago

TSMC on course for fourth consecutive record quarter

TSMC is expected to report a record €14.6 billion profit for Q1 2026, driven by strong demand for 3-nanometer chips.
Business
fromTechzine Global
1 week ago

TSMC on course for fourth consecutive record quarter

TSMC is expected to report a record €14.6 billion profit for Q1 2026, driven by strong demand for 3-nanometer chips.
more#tsmc
Business
from24/7 Wall St.
1 week ago

This Semiconductor Stock Is All You Need To Be Buying

Taiwan Semiconductor is a crucial stock for portfolios, outperforming competitors and holding significant market share in chip manufacturing.
Tech industry
from24/7 Wall St.
2 weeks ago

Intel Is On the Verge of Delivering Its First Billion-Dollar Foundry Wins

Advanced packaging is crucial for AI performance, efficiency, and cost control, positioning Intel for significant revenue growth in its foundry business.
Business
from24/7 Wall St.
2 weeks ago

How Big Will Taiwan Semiconductor's Beat Be on April 16?

Taiwan Semiconductor Manufacturing is expected to report strong Q1 2026 results, driven by high AI demand and significant revenue growth.
fromEngadget
2 days ago

The next Mac Studio and MacBook Pro releases could be postponed by several months

At least two of the company's upcoming machines could debut a little later than the company initially planned, referencing the refreshes to Apple's desktop and its laptop that's expected to get a touchscreen.
Apple
Tech industry
from24/7 Wall St.
3 weeks ago

This AI Semi Equipment Maker Has Been Quietly Chewing Up the Competition

Lam Research has outperformed competitors in AI semiconductor equipment with a 321% total return over three years, despite recent stock fluctuations.
#semiconductor-manufacturing
fromSilicon Canals
1 month ago
Artificial intelligence

India's semiconductor push attracts $15B in new commitments from global chipmakers - Silicon Canals

fromSilicon Canals
1 month ago
Artificial intelligence

India's semiconductor push attracts $15B in new commitments from global chipmakers - Silicon Canals

more#semiconductor-manufacturing
Gadgets
fromwww.dw.com
2 months ago

AI-fueled chip shortage drives up smartphone prices

Rising AI-driven demand for memory chips is raising semiconductor prices, creating supply bottlenecks and pushing up smartphone and computer costs.
European startups
fromTechzine Global
1 month ago

"AI chips will remain in America unless foreign countries invest in the US"

The US government is implementing strict export controls on AI chips, requiring foreign customers to invest in US AI infrastructure or provide security guarantees, with ongoing monitoring of chip distribution and usage.
European startups
fromTechzine Global
1 month ago

Calls for a 'Chinese ASML' are growing louder, but it is still a long way off

Chinese chip executives advocate for developing domestic EUV lithography technology as a central priority, proposing a national integrator model to reduce dependence on ASML amid export restrictions.
European startups
from24/7 Wall St.
1 month ago

ASML Targets TSM in Advanced Packaging: Strategic Expansion or Unnecessary Gamble?

ASML dominates EUV lithography with an insurmountable competitive moat, but risks 'de-worsification' by diversifying into advanced packaging where TSMC currently leads.
Tech industry
fromTechzine Global
1 month ago

Broadcom: AI companies currently dependent on external chipmakers

Major AI companies lack the capability to develop and mass-produce custom chips at scale, creating sustained demand for Broadcom's specialized AI accelerators.
Tech industry
fromTechzine Global
1 month ago

Intel reconsiders use of 18A in foundry strategy

Intel is reconsidering opening its 18A chip manufacturing technology to external customers, reversing previous plans to reserve it exclusively for internal use.
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