Nvidia Unveils Edge AI Model and Ethernet Platform for Data Centers
Nvidia on July 22 introduced two products aimed at expanding its reach beyond the training chips that made it the most valuable company in the semiconductor industry. The first, Cosmos…
SK Hynix Denies Intel Ohio Talks, Adds $5 Billion for AI Memory
In Seoul, the trading day began with a headline and ended with a denial. SK Hynix shares fell as much as 4 percent in early trading on reports that the…
ASML Raises 2026 Outlook as High-NA EUV Enters Intel’s Lines
In Veldhoven, the machines are finally doing what the industry hoped they would. ASML raised its revenue guidance for 2026 in a quarterly update this week, citing progress on its…
Intel and Alphabet Earnings Set Up as Referendum on AI Spending
Intel Corp. and Alphabet Inc. report earnings next week, and investors are treating the two results as the first real test of whether the money flooding into artificial-intelligence infrastructure is…
Intel to Roll Out Google’s Gemini Across Its Workforce in Expanded Cloud Deal
Intel Corp. and Google Cloud are deepening a multi-year partnership that will put Google’s Gemini artificial-intelligence tools inside the chip maker’s operations, from engineering benches to supply-chain desks, the companies…
AMD Keeps Falling Even as Wall Street Raises Its Targets
The upgrades kept coming, and the stock kept falling. Advanced Micro Devices shares slid again on Thursday, extending a run of losses, even as UBS and Bank of America raised…
Intel Ships First Chips Made on ASML’s $400 Million High-NA Machines
The machine weighs 165 tons and cost around $400 million, and Intel has put it to work. On July 15, ASML confirmed that Intel Foundry has become the first chipmaker…
ASML Lifts Outlook on AI Chip Demand, Faces New Export Scrutiny
The order book told the story before the executives did. ASML, the Dutch company that makes the lithography machines used to print the world’s most advanced chips, reported second-quarter results…
Intel Commits €5 Billion to Europe as Nova Lake Production Comes Home
Intel said it will spend €5 billion, about $5.7 billion, to expand chip manufacturing in Europe, concentrating the investment on its fab complex in Ireland. The same day, TechPowerUp reported…
Intel to Add 5 Billion Euros at Irish Plant in AI Push
Intel Corp. said it will invest 5 billion euros, about $5.7 billion, to expand its plant in Ireland, adding advanced-process capacity aimed squarely at the artificial-intelligence chip market. The announcement,…
