Intel awarded $8.5B in CHIPS Act funds for domestic chipmaking (finance.yahoo.com)
AMD is worth $300 billion for the first time. These stats show its dramatic rise. (www.marketwatch.com)
AMD saw huge gains on Thursday and Friday after getting a favorable mention in Dell’s blowout earnings report....
AI chipmaker adds $277bn in history’s biggest ever stock rally (finance.yahoo.com)
Nvidia managed to silence the doubters, rising 16.4% to close at an all time high, beating earnings and revenue estimates and posting strong guidance for this quarter. AMD gained 10.69%, closing within a few dollars of its all time high, and SMCI closed up 32.87%.
Industry group invalidates 2,600 official Intel CPU benchmarks — SPEC says the company's compiler used unfair optimizations to boost performance (www.tomshardware.com)
Intel stock drops on less confident Q1 guidance (finance.yahoo.com)
Intel beat it’s revenue and earnings projections for Q4, but posted weak guidance for Q1 2024, resulting in a 12% share price drop after hours....
ASML Orders Triple in Sign of Semiconductor Industry Revival (finance.yahoo.com)
ASML is the only company that produces equipment needed to make the most sophisticated semiconductors, and demand for its products is a bellwether for the industry’s health.
TSMC beats profit and revenue expectations in the fourth quarter (www.cnbc.com)
AMD stock reaches almost unprecedented value thanks to AI chip demand (www.techspot.com)
AMD, which began 2023 at $64 a share and ended at $147, predicts $2 billion in AI data center revenue this year....
AMD's Ryzen 7 7800X3D was the #1 Bestseller for the 9th Straight Month, Selling 13.6x More than Intel's Most Popular Chip (www.hardwaretimes.com)
Note that these results came from one retailer in Germany and don’t represent the market as a whole, but it’s still impressive.
AMD Stock Surges With Microsoft, Meta, and OpenAI Set to Use Its Latest AI Chip (www.msn.com)
Nvidia's revenue triples as AI chip boom continues (www.cnbc.com)
AMD beats earnings estimates, misses Q4 guidance (finance.yahoo.com)
AMD delivered decent results for Q3, but Wall Street was disappointed by its guidance for Q4....
AMD to acquire AI software startup in effort to catch Nvidia (finance.yahoo.com)
Nvidia's Q2 earnings prove it's the big winner in the generative AI boom | TechCrunch (techcrunch.com)
Amazon joins Nvidia and Intel as it plans to spend billions on chip designer Arm once it goes public (www.pcgamer.com)
Intel's 'AI Everywhere' Keynote Highlights (www.youtube.com)
Yesterday was a big day for Intel:...
UPDATE 2-Japan chip tool maker Kokusai Electric raises $724 mln in IPO (www.nasdaq.com)
Samsung Q3 profit beats expectations, raising hopes of chip recovery (www.reuters.com)
Chipmaker AMD Cites AI Growth As It Beats Second-Quarter Targets (www.investors.com)
Samsung reports 95% drop in profit, but expects global demand to recover in second half of the year (www.cnbc.com)
Samsung fell slightly short of revenue estimates but beat earnings estimates by a slim margin.