Every Zipp story tagged #Semiconductors, newest first.
The in-house silicon lands just as Meta races to control the per-token cost of its own generative-AI workloads and dent a multi-billion-dollar NVIDIA dependency.
The signal is policy priority at the highest level, not new funding. Xi tying his agenda directly to AI and semiconductors reframes the next five years of US-China tech competition.
Samsung's record earnings could not lift its share price and SK Hynix sits 25% off its high, both signals that the AI infrastructure bid may be exhausting and that capital needs somewhere new to go.
The Hiroshima-area build is the largest single foreign chip capex announcement in Japan this year and a direct bet that HBM demand outruns the current cycle into 2027.
The pullback in memory and semis, with DRAM down 25% and SMH off 12% from June highs, is happening alongside bitcoin climbing back above $61,000 from a two-year low, the first synchronous move in…
The chipmaker joins a small group of corporates funding a federal program that seeds investment accounts for US children, a structure that pairs public policy with private capital and locks in early…
The chipmaker's commitment is corporate money flowing into a White House-branded children's savings initiative, blurring the line between public policy and private sponsorship.
The ask highlights how tightly Apple's supply chain is bound to Chinese memory production, and how Washington's blacklist regime now has to bend around the consumer electronics sector.
Three crypto YouTubers argue the action has migrated to memory makers like Micron and SanDisk while digital assets wait out a midterm-year correction before a Q4 rotation back.
Q3 revenue of $41.5B beat estimates by $5.8B and Q4 guidance of ~$50B landed $6.8B above Street. The HBM shortage call from CEO Mehrotra extends past 2027.
The memory leader's revenue print underscores how AI infrastructure demand is pulling HBM and DRAM pricing into a different cycle than the rest of semis.
Spot BTC ETFs just printed a record $6B 30-day outflow, and a $10.6B options expiry on Friday puts the $60,000 floor in front of the entire market.
Microsoft is off 33%, Meta 28%, and BTC sits 50% below its October peak — the rotation is structural, not a single-trade mood swing, and the capex math behind the AI arms race is finally getting…
Nvidia sits at the top of the global market-cap ranking at $4.9 trillion, ahead of Google at $4.3T, Apple at $4.2T, and…
Google and Nvidia are both considering Intel as a backup chip manufacturer, a development that signals growing concern…
Air Liquide has pledged $233 million to support SK Hynix's manufacturing expansion in South Korea, a direct bet on the…
NVIDIA has crossed a landmark threshold, now spending more than $100 billion annually in Taiwan — a figure that…
Sequans Communications has completed a full unwind of its Bitcoin treasury position, exiting the corporate crypto…
Bitcoin topped near $126K in October, gold corrected from $5,200, and now Micron sits in the $1T club after a year — the speculative bid has simply moved desks.
BTC is down 11% YTD and nearly 30% in a year while silver cracks the top five and TSMC, Broadcom and Micron swell past it — the rotation is no longer just a chart story.
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