ASML’s EUV Monopoly Is Being Priced as the New OPEC of Chips
A growing number of analysts are comparing ASML to a modern-day OPEC: a single supplier that controls a resource the entire world needs, with the pricing power and the strategic…
Amazon Digs In on AWS, Preparing for the AI Boom’s Next Phase
Amazon is fortifying its cloud business against the day the AI boom cools, according to an analysis this week, by binding as many AI workloads as possible to AWS infrastructure…
A Handful of Stocks Now Move the Whole Market, and Analysts Are Wary
The weekend’s financial press was dominated by a single subject: the stock market has become a bet on a few technology companies, and the concentration has reached levels that have…
A Shenzhen Startup’s Robot Model Learns to Tie a Tie
The video lasts less than a minute. Two black robotic arms on a tabletop lift a silk tie, loop it around the collar of a dress shirt, and work the…
Morgan Stanley Sees AMD’s Venice Server Chip Outshipping Nvidia’s Vera
The note from Morgan Stanley landed on clients’ screens with a forecast that a year ago would have been dismissed as wishful thinking: AMD’s next server processor will ship more…
Crowded AI Trades Leave Markets Quick to Fracture
Stocks across Asia fell sharply Friday, and the speed of the move — broad indexes swinging from calm to panic within a single session — has market strategists talking about…
Notion to Shut Email Service 17 Months After Launch
Notion told users this week that it will stop operating Notion Mail on September 22, closing a service that will have lasted about 17 months. The technology publication 9to5Mac reported…
Cerebras Shares Halve in a Month as Margins Disappoint
The slide began quietly and then accelerated. Cerebras Systems, the AI chip maker that went public on May 14, fell as much as 12% in intraday trading Thursday to its…
ON Semiconductor to Buy Synaptics in $7 Billion All-Stock Deal
ON Semiconductor said Thursday it has agreed to acquire Synaptics in an all-stock transaction valued at about $7 billion, the largest acquisition in the chip maker’s history and its most…
OpenAI and Broadcom Unveil First Custom Chip, Named Jalapeño
OpenAI and Broadcom on June 24 unveiled Jalapeño, the first custom chip from the maker of ChatGPT, marking the company’s formal entry into silicon design and its most concrete step…
