semiconductors

NVIDIA will reveal the N1/N1X SoC at Jensen Huang's June 1 GTC Taipei keynote, a Blackwell-GPU Arm chip co-developed with MediaTek targeting Dell and Lenovo laptops.

Mercury Research data show AMD's EPYC processors claimed a record 46.2 percent of x86 server CPU revenue in Q1 2026, as AMD's data center segment hit $5.8 billion and overtook Intel's comparable unit.

NVIDIA VP Ian Buck personally delivered the first production Vera CPU systems to Anthropic, OpenAI, SpaceXAI, and Oracle in California, marking the commercial arrival of NVIDIA's first purpose-built agentic AI processor.

Nearly 45,000 Samsung workers plan an 18-day walkout from May 21 after talks collapsed over the 50% bonus cap and a 15% operating-profit share, putting HBM4 supply at risk.

Washington has licensed Alibaba, Tencent, ByteDance, JD.com and distributors Lenovo and Foxconn to buy up to 75,000 H200s each. Not one chip has shipped — Beijing is pushing buyers toward Huawei.

AI chipmaker Cerebras priced its IPO $25 above the upgraded range on May 13, opened at $350 on Nasdaq the next morning, and closed its first session at $311.07 before slipping roughly 10% on Friday.

Q4 FY2026 results, announced May 6, 2026: revenue up 20%, license revenue up 29%, and AGI CPU demand running at twice the previously stated level.

AMD and Intel released the AI Compute Extensions specification, marking the x86 Ecosystem Advisory Group's first joint matrix-multiplication standard since the rivals formed the consortium in October 2024 to fend off Arm.

Elon Musk picked Intel's 14A process for Tesla's Terafab AI chip complex, handing the struggling Intel Foundry its first marquee external win for a node that is still years from volume production.

Lam Research reported record Q3 FY2026 revenue of $5.84 billion on April 22, beat estimates, and raised its 2026 wafer fab equipment forecast from $135 billion to $140 billion with bias to the upside.

Meta will deploy tens of millions of AWS Graviton cores to power CPU-intensive agentic AI workloads in a multiyear, multibillion-dollar partnership that AWS describes as one of its largest Graviton commitments to date and that extends Meta's push to diversify beyond Nvidia.

South Korean memory giant reported 37.6 trillion won in operating profit on 52.6 trillion won in revenue, a 405% year-over-year jump and the highest operating margin in its history at 72%, as HBM and high-density server DRAM rode an AI-driven demand wave.