chip

While some analysts view the steep drop in names like Nvidia, Micron and Sandisk as an overreaction, others are staying cautious.

Investors are worried about whether there will be sustained demand for chips, but one analyst notes that large tech companies are still spending heavily.

Robinhood CFO says market volatility didn’t scare traders away from buying chip stocks “that they had really done research on.”

Anticipation is building for Anthropic’s investor day, as Wall Street grows less patient with heavy AI spending.

Lightspring, a Besançon-based DeepTech startup that designs and manufactures the optical interfaces of photonic integrated circuits, today announced the close of a €3.1 million Seed round to tackle optical packaging,…

Investor fears about an AI spending slowdown and the impact of interest-rate hikes are subsiding.

Cerebras is betting that its specialized chips will outpace traditional graphics processing units as AI agents become more widespread.

When one country’s chip and computing hardware shipments become a primary growth engine for its entire export machine, every AI spending cycle lands squarely on Beijing’s trade balance. The leverage…

FinkAvenue/iStock Editorial via Getty Images Samsung Electronics (SSNLF) has inked a memorandum of understanding to provide Broadcom (AVGO) with memory and foundry chips through 2030 in a deal worth more…

Money goes to hardware makers who deliver now while hyperscalers pay years ahead. Capex flood creates short term pain but hopes for 2027 payoff. Math does not math if 7.6…