Notícias
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Autonomous rideshare operator — which is owned by Alphabet (GOOG, GOOGL) — has begun building its own AI chips to better optimize sensor data, according to Bloomberg. Yahoo Finance Tech Editor Dan Howley examines Waymo's move to bring more of its technology in-house.
The escalating spending estimate signals that leading-edge AI capacity could remain constrained well beyond 2026.
A larger foundry budget strengthens demand visibility for the machines required to manufacture advanced AI processors.
Alphabet Inc.’s Waymo has built a custom chip that the company said will improve the performance of its robotaxis, while also diversifying its chip supply beyond third-party companies such as Nvidia Corp.
TSMC's latest quarter shattered expectations and a fresh $100 billion U.S. commitment signals the chipmaker is betting everything on one unstoppable trend. Whether that bet ends at $437 or $620 hinges on a single technical milestone playing out over the next few months.
TSMC's leading-edge demand, stronger growth and lower valuation give it the edge over GlobalFoundries, though GFS has solid growth drivers.
Taiwan Semiconductor Manufacturing (NYSE:TSM) is back in focus after its stock fell over 4% in a broad semiconductor selloff, even as July revenue rose 44.7% year over year. See our latest analysis for Taiwan Semiconductor Manufacturing. Over the past year Taiwan Semiconductor Manufacturing has combined strong news flow on AI related capacity and U.S. expansion with a 28.94% year to date share price return and an 81.81% total shareholder return, although short term momentum has faded after...
Taiwan Semiconductor Manufacturing (NYSE:TSM) is facing significant capacity constraints as global demand for advanced chips tied to AI applications surges. Major chip customers including Qualcomm, Nvidia, Tesla, and Google are increasingly turning to Samsung as an additional advanced foundry supplier. The shift toward dual sourcing highlights both the strength of demand for TSMC's manufacturing services and potential supply risk for clients. Competition between TSMC and Samsung for AI...
TSMC and ASML are two of the more important companies in the chip realm.
TSMC sits at $413.625 as Samsung raises selected foundry prices amid tight advanced-chip manufacturing capacity.
Samsung Electronics raised prices for some advanced chipmaking services by up to 15% for new orders, as surging AI demand fills key production lines and pushes customers toward alternatives to capacity-constrained Taiwan Semiconductor Manufacturing Co. (NYSE:TSM). Prices for U.S. and...
SoundHound is burning cash while scaling aggressively; Taiwan Semi generates billions in free cash flow. The risk-reward profiles couldn't be more different.
Full advanced-node capacity signals powerful demand, but Korea's semiconductor selloff overwhelmed the news.
Lee Ainslie just torched Maverick Capital's playbook, dumping chip giants to pour hundreds of millions into five names that look nothing like his fund's typical bets, and one of them involves derivatives on a Brazilian fintech.
AMKR's advanced packaging growth, AI and HPC expansion, and strategic partnerships could sharpen its edge against ASX and TSM.
Here’s what could be next for Intel stock.
Samsung reportedly raising prices for manufacturing processors should be good news for its competitors Intel and Taiwan Semiconductor Manufacturing.
Eagle Capital Management, an investment management company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, Eagle Capital Management discussed how enthusiasm around AI capital spending has driven strong S&P 500 earnings growth while also increasing risks from elevated valuations, concentrated demand, and aggressive investment […]
Harvard Management Co. disclosed a $2.2 billion stake in Space Exploration Technologies Corp., an early investment in Elon Musk‘s rocket company whose value became public for the first time following SpaceX’s blockbuster Nasdaq debut in June. A Bigger Bet Than...
According to a Reuters report, Samsung Electronics is raising prices on some advanced foundry services by up to 15% amid strong demand for AI chips.
Samsung Electronics has raised prices for some advanced contract chipmaking services by up to 15% for new orders, two people familiar with the matter said, as demand for AI chips tightens capacity in a business long dominated by TSMC. Demand from Chinese customers has been particularly strong, but Samsung has been unable to meet all orders because it must serve U.S. customers and reserve part of its capacity to support its own chip production, said the sources, who spoke on the condition of anonymity because they are discussing sensitive commercial matters. Chinese customers are among those accepting the steepest price increase, one of the sources said, underscoring how U.S. curbs on exports of advanced chipmaking equipment to China have increased local firms' reliance on overseas foundries.
Founded in 2022, Etched has emerged as a closely watched AI chip startup after raising $700 million from Jane Street and others at a $21 billion valuation.
Everspin Tech (NASDAQ:MRAM) outlined its growth strategy in magnetic random-access memory, or MRAM, citing expanding demand from industrial automation, aerospace, data centers and higher-density replacements for NOR flash memory. During a fireside chat hosted by Lytham Partners Managing Partner Rob
Hedge funds trimmed or exited positions in Broadcom (NasdaqGS: AVGO) in Q2 2026, rotating capital into other large semiconductor and tech stocks. Duquesne Family Office and Altimeter Capital shifted exposure toward companies such as Amazon, TSMC, and Lam Research. Managers cited concerns around Broadcom's valuation, customer concentration, and margin pressures despite strong AI semiconductor revenue growth. The repositioning highlights a rise in institutional caution on Broadcom compared...
Better U.S. economics could ease a major investor concern