Samsung Electronics and SK Hynix are seeing semiconductor inventories fall below a 10-day supply, a shortage signal that could ripple through electronics pricing and tech stocks worldwide.
Nvidia is investing $3.5 billion in convertible bonds issued by Taiwan’s MediaTek as the two companies expand collaboration on next-generation AI chip development.
Vietnam’s semiconductor industry generated over $21 billion in 2025 revenue and drew $14 billion in FDI, but still lacks fabrication capacity, officials say.
Nvidia posted 126% revenue growth in 2024 and 114% in 2025 while sitting at a $4 trillion valuation. A new analysis compares the $800 billion AI CapEx race to the 1873 railroad bubble.
Commerce Minister Piyush Goyal projects over $200 billion in India data centre investment, with industry estimates reaching $700-800 billion amid a global AI infrastructure race.
Marvell lands a landmark Google chip deal tied to purchases through 2033 and a new Amazon Trainium 3 agreement, reshaping the custom AI silicon market.
Counterpoint Research reports the global pure-play foundry semiconductor market grew 29% year-over-year in Q2, driven largely by surging AI chip demand.
Applied Materials CEO Gary Dickerson says AI is driving the semiconductor industry’s biggest growth inflection, backed by a $5 billion EPIC Center investment.
OpenAI says its in-house Jalapeno AI chip, built with Broadcom, topped Nvidia’s GB300 on power efficiency and speed, with deployment planned later this year.
South Korea’s LS Electric expanded a power infrastructure deal 117% to $165.72 million as its unnamed Big Tech client scales up AI data center capacity in Texas and Utah.
