⚡ LATEST: AMD hits record highs on AI demand, adding billions in value and driving a global semiconductor rally. https://t.co/7y9BKfiUPs ...

Arm disappointed investors with its sales forecast for the current quarter, signaling that the chip designer’s push into AI infrastructure is still in the early stages https://t.co/6O75kh7wwB ...

SpaceX may spend up to $119 billion on ‘Terafab’ chip factory in Texas https://t.co/BDijFJ5QQq ...

FREE CREDIT AND YOU'RE FIRST WIN GUARANTEED. GUARANTEED. >> SHARES OF AMD ARE SURGING FOLLOWING INCREDIBLE EARNINGS AND SIGNS OF GROWING CONFIDENCE ABOUT THE AI BUILD OUT, INCLUDING THE GENETICS AND HOW MUCH CPU THEY NEED.JOINING US NOW EXCLUSIVELY, AMD CHAIR AND CEO LISA SU. LISA I WOULD BE I WOULD BE WRONG AND REMISS NOT TO START BY SAYING CONGRATULATIONS ON AN AMAZING QUARTER AND AN EVEN BETTER FORECAST. >> THANK YOU JIM.IT'S GREAT TO BE HERE WITH YOU GUYS. >> OKAY, SO LISA, YOU KIND OF JAWS DROPPED WHEN ...

ASML builds the $400 million machines powering the world’s most advanced chips — and no one has been able to replicate them. Here’s why this company has become one of the most critical chokepoints in the global semiconductor race. Watch Primer https://t.co/jcOvNQ6Wwy https://t.co/FryTMS9FtJ ...

SpaceX is going all-in on chips!The company has filed plans for a massive $55 billion initial investment (scaling up to $119 billion) in a next-generation, vertically integrated semiconductor and advanced computing fab in Grimes County, Texas — right between Austin and Houston.This marks a huge move into domestic chip manufacturing as SpaceX expands far beyond rockets and satellites. A public hearing for property tax abatement is set for June 3, 2026.America’s most ambitious company is now betting big on Am ...

[CC may contain inaccuracies] We're following Samsung. It's now reached a trillion market valuation after booming demand for chips used in AI. So the world's largest memory maker more than quadrupled over the past year.Our Asia equities reporter Sangmi Cha joins us now for more on this. Quite the feat especially given that it's only the second Asian company after TSMC to reach this milestone. That's right.It's a milestone that the traders are looking at that's beyond just symbolic, because all the action in ...

🚨 NEWS: SpaceX says the planned Tesla–SpaceX Terafab chip project could cost at least $55B, with later phases potentially pushing total investment to $119 billion.The Texas facility would produce advanced 2nm chips for AI, robotics, Optimus, and future space-based compute systems.Reports say SpaceX is leading the early Terafab buildout, while Tesla focuses on a separate research fab with Intel support.Elon Musk: “We either build the Terafab or we don’t have the chips.”$TSLA ...

On this episode of Bloomberg Primer, we explain how companies and governments are rethinking where chips are made https://t.co/Wqn7BcdCrh ...

Nvidia has formed a partnership with Corning to expand manufacturing of fiber optics for AI infrastructure. https://t.co/Z9IJTE8us5 ...