News

AMD (AMD) CEO Lisa Su took the stage at Advancing AI 2026 to unveil the chipmaker's latest AI roadmap, highlighting next-generation CPUs, GPUs, and AI rack-scale systems. During the keynote, Su touted the company's upcoming Helios platform, calling it "simply the best AI rack in the world" as AMD ramps up its challenge to rivals, including Nvidia (NVDA), in the AI infrastructure race.

At its Advancing AI 2026 event in San Francisco, Advanced Micro Devices (NASDAQ:AMD) laid out an expansive AI roadmap spanning data center racks, server CPUs, enterprise accelerators, developer software, personal AI systems and robotics platforms, while highlighting partnerships with major AI and en

AI Chip Stocks Under Pressure as China's Moonshot Challenges U.S. AI Leaders

Asian shares skidded Friday, with Tokyo’s Nikkei 225 down 5% as heavy selling of computer chipmakers and other AI-related shares dragged markets lower. Stocks related to artificial intelligence have been under pressure for weeks because of worries that their prices have shot too high and that voracious demand for computer memory and processors may not be sustainable if AI ends up not producing as much profit and productivity as promised. Oil prices surged as fighting in the Middle East intensified, while U.S. futures slipped.

Broadcom (AVGO) will develop custom microchips for Apple's (AAPL) products under an expanded partner

IBM debuts the first sub-1 nanometer chip, marking a step forward in the race to make AI chips smaller and more efficient.

IBM on Thursday unveiled what it said was the world's first technology capable of producing chips smaller than ‌one nanometer, as tech companies race to build semiconductors that can handle increasingly ‌demanding AI workloads. The new chip technology, which bolsters IBM's ‌position to compete with contract ⁠chipmakers TSMC and Intel, has a transistor architecture of 0.7 nanometers, or 7 angstroms. Last week, Intel said the new generation of its 18A manufacturing ⁠process, which makes 1.8 nanometer chips, moved into risk production, the testing phase before commercial manufacturing.

Taiwan Semiconductor Manufacturing, NYSE:TSM, has reported a breakthrough in advanced packaging through its CoWoS platform for high bandwidth memory integration. The company has also reported successful integration of 2D-material transistors at record pitches for future AI-oriented chip architectures. These developments are being positioned as key enablers for the next generation of AI semiconductors and computing systems. Taiwan Semiconductor Manufacturing sits at the center of the AI chip...

Silvaco Group Inc. (NASDAQ:SVCO) is one of the hot tech stocks to buy according to analysts. On May 19, Silvaco announced the immediate availability of its Mixel MIPI C-PHY/D-PHY Combo Universal IP on TSMC’s N2P process. This new solution is the industry’s first to support MIPI D-PHY v3.6 with embedded clock mode/ECM, offering significant improvements […]

TSMC Hits Fresh Highs as Nvidia Supercharges AI Spending in Taiwan

The majority Sony-owned venture will set up production lines in Kumamoto Prefecture, with potential Japanese government backing

Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:TSM) is one of the best stocks to buy for the next 15 years. On April 23, TSMC unveiled its latest semiconductor innovation, the A13 process, at the 2026 North America Technology Symposium. Positioned as a direct shrink of the A14 node, the A13 technology offers a 6% reduction in […]

Taiwan Semiconductor Manufacturing Co and Sony Semiconductor Solutions said on Friday ‌they plan to form a new joint venture ‌in Japan to develop and manufacture next-generation image sensors. The venture will combine ​Sony’s sensor design expertise with TSMC’s manufacturing and process technology strengths, deepening a long-standing partnership of the two companies. It will be majority-owned by Sony, and will set up development and ‌production lines in ⁠the Japanese company's new fabrication plant in Koshi City in the Kumamoto region.