I can barely afford AMD and Nvidia's current 4 nm chips, so I'm not sure what to make of IBM's new sub-1 nm technology Moore's Law might not be dead, but it is kinda zombified. PC Gamer · Jun 30
Taiwan raids Supermicro and two supply-chain partners in widening Nvidia smuggling probe — nine sites hit as six people summoned for questioning Taiwan officials raided Supermicro Computer's Taiwan office on Monday, alongside the homes of six individuals and three affiliated company sites Tom’s Hardware · Jun 30
iPhone 18 Pro Max cost predictions are here; Why it could be Apple's most expensive standard iPhone yet Apple's iPhone 18 Pro Max, expected in September 2026, could be significantly more expensive than its predecessor, according to reports. A shift to 2-nanometer chip technology, rising RAM costs, and battery upgrades are among the factors being cited. No pricing has been confirmed by Apple. The Economic Times · Jun 28
Chris Wood’s big warning: The specific risk that will finally trigger the end of AI trade Jefferies strategist Chris Wood believes the AI boom will end not because of a chip glut, but when investors realise hyperscalers cannot generate adequate returns on massive AI investments. He warns that concerns over capital misallocation, rather than supply, could trigger a prolonged pause in the AI trade. The Economic Times · Jun 27
ETMarkets Smart Talk | AI and semiconductors remain the best global investment themes today: Niteen Dongare As Indian investors increasingly diversify globally, AI and semiconductors remain the most compelling long-term investment themes, according to Niteen Dongare of Anand Rathi International Ventures. He recommends allocating 20-30% of portfolios to global markets through ETFs, direct stocks and GIFT City funds to enhance diversification and returns. The Economic Times · Jun 27
Japan cancels over 200 flights as double storm threat grows Japan faces severe transport chaos and landslide threats as two tropical storms, Mekkhala and Higos, converge with a seasonal rain front. Over a million people are under evacuation orders, with hundreds of flights and train services cancelled. Meanwhile, Taiwan experienced significant disruptions, including flooding and evacuations, though its crucial chip… The Economic Times · Jun 27
Apple supplier Tata Electronics tightens internal controls after data breach Tata Electronics is investigating a massive data leak on the dark web, reportedly exposing thousands of secret client files from Apple and Tesla. The company has restricted internal system access, hired a global consultant for a forensic audit, and informed authorities and clients. Apple's security team is actively collaborating with… The Economic Times · Jun 26
Typhoon forces Japan to evacuate over two million people while heavy rain shuts down parts of Taiwan Typhoon Mekhhala expected to make landfall over weekend The Independent UK · Jun 26
Don't delay that MacBook upgrade — Apple's laptop price hikes could be much worse than the iPhone 18 Pro, analysts predict We know price hikes are inbound for all major Apple products, but MacBooks could potentially come off worst. TechRadar · Jun 25
Why Wedbush Says This Overlooked Chip Stock Could Be 2026’s Biggest Winner A major deal with CoreWeave is reshaping the outlook for Backblaze as AI demand boosts interest in low-cost data storage. Barchart · Jun 25
Business Brief (June 25): China Unveils Rules for Supply Chain Security Probes ByteDance launches paid tier for its AI assistant Doubao, TSMC reportedly plans to hike prices across all advanced process nodes Caixin Global · Jun 25
One memory to rule them all? Key partner to Nvidia, ASML and TSMC brings next-gen RAM and NAND replacements even closer IMEC has demonstrated two advances in ferroelectric memory research that could make next-generation memory possible. TechRadar · Jun 24
Apple-Intel chip deal makes strategic sense but production is years away Apple is reportedly turning to Intel for chip manufacturing, a move driven by TSMC's inability to meet surging AI demand and Apple's need for more capacity. This partnership, however, faces significant hurdles, with analysts predicting it could take two to three years for advanced chips to be ready. Intel's past… The Economic Times · Jun 24
TSMC is reportedly hiking prices for 'all advanced nodes,' accounting for 74% of the company’s wafer business — Nvidia, AMD, Apple, Qualcomm, and others will face higher wafer costs TSMC has reportedly told customers to prepare for 5% to 10% price hikes across advanced chip nodes, extending beyond 3nm to include 7nm and some legacy processes. Tom’s Hardware · Jun 24
The Economic Times · Jun 24 Oil, AI and chips: The new resource race redrawing markets and nations The leap to a $5 trillion valuation for Nvidia underscores a dramatic paradigm shift: semiconductors have become the driving force of global economic prowess, akin to oil in previous centuries. With nations such as Taiwan and South Korea emerging through powerhouses like TSMC and Samsung, the future prosperity relies heavily…
Barchart · Jun 23 Intel Will Design and Manufacture Chips for Apple. What This Really Means for INTC Stock Investors. Investors continue to wait for official announcements from Intel and Apple, but that hasn't stopped them from trading and believing in INTC's turnaround strategy.
The Economic Times · Jun 23 3 AI stocks outweigh all of India: Why this concentration is sounding EM alarm bells Two Asian markets are heavily reliant on AI chipmakers, with TSMC, Samsung, and SK Hynix dominating emerging market indices. This concentration poses significant risk. In contrast, India's market offers diversification across sectors like BFSI, consumption, and infrastructure, presenting a potentially more resilient investment opportunity. Experts highlight India's growing AI infrastructure…
Barchart · Jun 21 Why TSMC Doesn’t Even Need to Win the AI Race TSMC's biggest strength may be that its customers are also its competitors.
International Business Times UK · Jun 21 M6 MacBook Pro, M6 MacBook Air Release Date, Specs, Features, Price, Design and Update Apple is preparing sweeping changes for its next-generation M6 MacBook Pro, M6 MacBook Air range, from 2nm chips and OLED touchscreens to possible 5G connectivity and higher prices.
Tom’s Hardware · Jun 20 Rare ASML Special Edition Monopoly board unearthed in social media trade — enthusiast swaps 2007 employee gift for High-NA EUV Lego kit We just witnessed a significant semiconductor industry related non-cash trade deal take place on Twitter/X.
Barchart · Jun 20 Amkor Soared on a Taiwan Semi Deal. How to Play AMKR Stock Here. Amkor Technology has ignited a powerful rally after securing a transformative 10-year TSMC partnership. What should be your move now?
PC Gamer · Jun 19 The US is worried China could have a top-spec chipmaking machine despite export restrictions, but the machine maker ASML denies it All I know is you can't hide a 150+ ton EUV machine in MY house.
PC Gamer · Jun 19 AMD is said to be holding talks with Samsung about making some of its future chips to offset TSMC's constrained supply of cutting-edge wafers If true, my money would be on low-end laptop APUs or Ryzen IO chiplets.
Barchart · Jun 18 Trump Just Sent Intel Stock Soaring. Here's Why. Intel stock rallies as President Donald Trump says Apple has partnered with its foundry division to make chips domestically. But Wall Street remains cautious on INTC shares.
The Economic Times · Jun 18 TSMC, Amkor sign 10-year deal to boost advanced chip packaging in US Taiwan Semiconductor Manufacturing Company and Amkor Technology have inked a decade-long deal. This partnership will boost advanced chip packaging and testing capabilities within the United States. The collaboration aims to strengthen the semiconductor supply chain in Arizona. This move supports growing demand for AI and high-performance computing technologies. It ensures…