ASML Lifts Revenue Outlook as AI Chipmakers Race for EUV Machines
The executives gathered in Veldhoven on Thursday to deliver news that the company’s own order book had already signaled for months: demand for the world’s most advanced chip-making machines is…
OpenAI Engineers Say Running Its Models Now Costs Half as Much
The internal message went out on a Monday morning, unsigned and free of fanfare: OpenAI’s engineers had found a way to run the company’s models for half the price. By…
Tencent Signs $3 Billion Memory Deal With China’s CXMT
The contract, signed quietly in recent weeks, is the largest of its kind in China’s semiconductor industry. Tencent has agreed to buy 3 billion dollars worth of memory chips from…
Musk to Speak at ASML Event as SpaceX Prepares for IPO
The invitation list for ASML’s annual event this year includes the usual executives and engineers who make the world’s chip equipment. It also includes Elon Musk. Reuters reported on Wednesday…
NVIDIA Struggles to Hold $200 as Analyst Cuts Rating to Hold
The chart watchers have a line in the sand, and NVIDIA keeps testing it. The chip maker’s stock has been fighting to hold the 200 dollar level for weeks, and…
Broadcom Shares Slide 12% as AI Chip Guidance Disappoints
The numbers were good. The market reacted as if they were not. Broadcom reported results for its fiscal second quarter on Wednesday and raised its dividend, but the guidance for…
AMD Shares Hit Record High, Closing In on Trillion-Dollar Mark
The stock chart looks like the kind of thing analysts used to warn investors about. AMD’s shares climbed to a record high on Wednesday, extending a rally that has brought…
TSMC Posts Record Quarterly Revenue and Locks In Amkor Packaging Deal
The numbers landed ahead of expectations despite a currency headwind. Taiwan Semiconductor Manufacturing Co. reported second-quarter revenue of NT$417 billion, about 12.8 billion dollars, a record for the company and…
OpenAI Rolls Out GPT-5.6 Sol to Partners, Prepares Public Release
The group of developers who received access to OpenAI’s latest model this week was deliberately small: about twenty partners, selected for the kinds of products they build, from coding assistants…
Anthropic Releases Claude Sonnet 5, a Cheaper Model for AI Agents
The model that Anthropic introduced this week is not its most powerful, and the company made no effort to pretend otherwise. Claude Sonnet 5 is positioned as the workhorse of…
