NVIDIA
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techByteDance Boosts AI CapEx to $30B, Targets $70B Industry Spend
ByteDance increases 2026 AI capital expenditure to $30B, with Goldman Sachs projecting $70B from Chinese internet firms.
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techByteDance Develops Custom CPUs to Fuel AI Expansion
ByteDance is designing custom CPUs to reduce costs and secure supply for its AI infrastructure, amidst surging prices and shortages.
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cryptoMicron Reaches $1 Trillion Valuation in Record 48 Days
Micron Technology hits the $1 trillion mark, doubling from $500B in just 48 days, driven by AI demand for high-bandwidth memory chips.
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techSK Hynix Surpasses $1 Trillion Market Value on AI Chip Boom
South Korean memory chipmaker SK Hynix hits $1 trillion market cap, driven by AI demand for high-bandwidth memory chips.
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techSK Hynix, Micron Hit $1 Trillion Market Cap on AI Memory Demand
SK Hynix and Micron cross $1 trillion valuation fueled by AI demand for high-bandwidth memory chips. SK Hynix sold out 2026 production.
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cryptoTaiwan Cracks Down on Nvidia AI Chip Smuggling Ring to China via Japan
Taiwan charges three individuals for allegedly smuggling Nvidia AI chips to China through Japan, marking the first public enforcement of US semiconductor export controls.
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techNvidia Pledges $150 Billion Annually to Taiwan for AI Dominance
Nvidia will invest $150 billion per year in Taiwan by 2030, building AI infrastructure and a new HQ. The move cements TSMC's role but elevates geopolitical risk.
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techHuawei's Tau Scaling Law Redefines Chip Progress, Sidesteps US Sanctions
Huawei unveils the Tau Scaling Law and LogicFolding 3D architecture to boost chip performance without advanced EUV lithography, challenging US sanctions.