TSMC Tilts Advanced Packaging Capacity Toward AMD
TSMC is reallocating capacity at its CoWoS advanced-packaging lines, giving AMD a larger share of the industry’s most sought-after AI packaging resource while trimming the allotment reserved for Nvidia, according…
Intel Unveils Agentic AI Architecture at Hot Chips as x86 Fight Intensifies
The word repeated most often in Intel’s Hot Chips 2026 presentation was not “performance” or “core” but “agent.” Intel, the company that defined the personal computer era and then lost…
AMD Unveils MI400 at Hot Chips as x86 Share Hits Highest Level Since 1995
The presentation at Hot Chips 2026, the annual conference where chip designers show their work, began with architecture diagrams and ended with a market statistic that summed up the industry’s…
Intel Moves Next PC Chip to TSMC’s 2-Nanometer Process
The next generation of Intel’s PC processors will be built by the same company that makes chips for Apple, Nvidia and Qualcomm, a concession that reshapes the balance of the…
Hedge Funds Trade Pure Semiconductors for AI Applications in Second-Quarter Filings
The 13F filings that arrived last month describe a coordinated shift. Stanley Druckenmiller’s fund added to its positions in Amazon and AMD during the second quarter while selling or eliminating…
AMD Sells $4.75 Billion in Bonds, Its Largest Offering Yet
SUNNYVALE, Calif. — The offering documents hit the market on Aug. 13 with a settlement date of Aug. 17, and within a day the raise was done: Advanced Micro Devices…
xAI Cofounder’s River AI Raises $1.1 Billion With Nvidia and AMD on Board
Igor Babuschkin left Elon Musk’s xAI to build a company of his own. On Monday, investors lined up to pay for it. River AI, the startup founded by the xAI…
AMD to Acquire AI Inference Chip Startup Taalas
TORONTO—The startup’s pitch has always sounded slightly heretical in an industry built on general-purpose chips. Taalas, a company founded in 2023 in this city’s tech district, makes processors that are…
AMD Posts Record Quarter as Data Center Demand Doubles
AMD’s shares fell as much as 9% after hours Tuesday even as the company reported record revenue and profit that beat expectations, the latest sign that investors are demanding more…
SpaceX’s First Earnings Show Revenue Surge and AI Spending Fears
SpaceX reported its first quarterly results since its public listing on Tuesday, showing revenue up 92% and a narrower net loss, but the stock fell as much as 12% at…
