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JP Morgan On Super Micro Computer (SMCI): “We Believe It Is Likely Too Early To Underwrite” A More Positive Outlook, Hikes Stock Price Target While Maintaining An ‘Underweight’ Rating

Super Micro Computer (SMCI) Posts Mixed Preliminary Results For Its Fiscal Q2 2025, Announces The Imminent Filing Of All Pending Financial Statements, And Issues $700 Million Worth Of New Notes

OpenAI Is In The Process Of Finalizing The Design Of Its Custom AI Chip In The Next Few Months, Tape-Out Process At TSMC Could Commence From H1 2025

Super Micro Computer (SMCI) Is Now Seeking A Senior Manager To “Drive The SEC Reporting Function,” Easing Delisting Worries; The Stock Is On Track For Best Gains Since August 2024

Exynos 2600 achieves 30 percent yield on Samsung's 2nm process

Exynos 2600 Test Production Run On Samsung’s 2nm Process Reportedly Achieves A Decent 30 Percent Yield, Half Of What TSMC Obtained, But It Is Still Healthy Progress

MediaTek is running simulations to see if it will be affected by U.S. tariffs

MediaTek Is ‘Doing Some Simulations’ To See If It Will Be Included In U.S. Tariffs, Chief Executive Says That This Year Will Be ‘Manageable’

Snapdragon X laptops from Qualcomm made up 10 percent of shipments for December 2024

Laptops Powered By Qualcomm’s Snapdragon X Chipsets Made Up 10 Percent Of All Shipments For December 2024, Just As Long As They Were Priced Around $800

Morgan Stanley Thinks The Demand For NVIDIA’s Hopper And Blackwell Chips Remains “Solid,” With DeepSeek Creating “Some Challenges” On The Margins

Apple's M5 Pro could leverage TSMC's SoIC-MH packaging

Apple Could Skip TSMC’s Advanced ‘SoIC-MH’ Packaging For The M5, Report Claims That The Technology Could Be Applied To The M5 Pro And More Powerful SoCs

Apple's M5 has officially entered mass production

Apple Has Commenced Mass Production Of Its M5 Chipset, Will Be Found In The Company’s Upcoming iPad Pro Family, New Mixed-Reality Headset And Updated MacBook Pro Models

Bank Of America: “AMD Has Not Yet Managed to Articulate How It Can Carve an Important Niche Versus NVIDIA’s Dominance and Custom ASIC Chip’s Growing Importance in AI Silicon”

NVIDIA’s GB200 NVL 72 Shipments Not Under Threat From DeepSeek As Hyperscalers Maintain CapEx; Meanwhile, Trump Tariffs Play Havoc With TSMC’s Pricing Strategy [Updated]

AMD Price Target Slashed By Investment Bank Ahead Of Q4 Earnings

Intel (INTC) Q4 2024 Earnings: A Broad-Based Beat Marred By An Atrocious Guidance

AMD Expected To Lose Out On Taiwan Semi Tariffs; Melius Research Thinks NVIDIA Is Going To “Come For Them” Via Arm-based CPUs

Loop Capital Thinks Super Micro Computer (SMCI) “Could Experience A Clunky 1HCY2025, At Least Until May/June When Key Tier 2 Customers Begin Getting GB200 Allocation”

Samsung To Cut Chipmaking Investment By A Whopping 50% As It Struggles With Yields – Report

Intel Shares Jump On Renewed Buyout Chatter

TSMC will not enter into any agreement with Samsung over mass producing the Exynos

TSMC Is Rumored To Have Rejected Samsung’s Alleged Proposal Of Mass Producing The Latter’s Exynos Chipsets Using Its Cutting-Edge Lithography

Morgan Stanley: “[TSMC’s] Customers Like AMD And Broadcom Are Releasing CoWoS-S Capacity Due To Weaker Demand,” Allowing NVIDIA To “Convert This Capacity To CoWoS-L For GB300A Production”

NVIDIA Jensen Huang

NVIDIA’s AI GPU Export Control Rules Likely To Tighten Under Trump Admin, Says Analyst

NVIDIA Investors Say “Meh” To Blackwell Overheating Rumors; China Semiconductor Association Slams Latest Chip Curbs As “Technological Hegemony”

A Major Global Bank Expects NVIDIA To Earn $236 Billion From Datacenter GPUs In CY2025

TSMC Might Have Secured Taiwan’s Approval To Make Advanced 2nm Chips In US

Comma.ai President Says Tesla FSD v13 Is “Really Good,” Declares “We Are Buying NVIDIA” Hardware As ” No One At Comma Wants To Deal With AMD”

TSMC Cuts Ties With Another Firm For Supplying Huawei With AI Chips – Report

After HSBC, Goldman Sachs Also Sours On AMD: “We Now Expect The Stock To Remain Range-Bound Until The Market Regains Confidence In AMD’s Future Growth And Margin Trajectory”

SMIC Will Catch Up With TSMC’s ‘Trillion Dollar’ Market Cap, Says Hedge Fund Boss

Japanese Chip Firm Rapidus To Send 2-nanometer Samples To Broadcom & Compete With TSMC

A Major Global Bank Goes Bearish On AMD: “We Now Think AMD’s AI GPU Roadmap Is Less Competitive Than Previously Anticipated”

SMIC Will Catch Up With TSMC, Predicts A Hedge Fund Manager Who Outperformed 97 Percent Of His Peers

Benchmark On NVIDIA’s CES Keynote Address: “We Believe Many Investors Were Hoping For More Concrete Progress Updates On The Ramp Of Blackwell And Some Input As To The Company’s Progress With Its Next Generation GPU Platform, Rubin”

A Wall Street Analyst On Super Micro Computer: “Having Stood On The Sidelines Of The Nascent GB200 Cycle So Far, We Believe SMCI Could Re-enter The Blackwell Fray With The Launch Of GB300”

NVIDIA, TSMC Develop Advanced Silicon Photonic Chip Prototype, Says Report