AMD’s Q2 2026 data centre revenue doubled to $6.7 billion as the Helios AI platform entered production with Anthropic and Microsoft as launch customers.
Tag: semiconductors
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China Begins Mass Production of Homegrown DUV Lithography Machines
China entered mass production of homegrown DUV lithography machines, sending ASML shares down 7% and testing Western export-control strategy.
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Chip Stocks Slide as AI Capex Fears Grip Markets Ahead of FOMC
Semiconductor shares led Monday’s market decline, with Nvidia down 5%, AMD off 5.2%, and Sandisk shedding 11% on fears that circular AI financing could unravel if hyperscalers scale back data-centre spending.
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Intel Posts 59% AI Revenue Jump as Data Center Demand Outpaces Client Chips
Intel reported Q2 2026 revenue of $16.1 billion, up 25%, with its Data Center and AI segment surging 59% to $6.3 billion—nearly doubling the analyst consensus on non-GAAP EPS.
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CXMT Prices Asia’s Largest IPO of 2026 at $8.6 Billion
China’s leading DRAM chipmaker Chang Xin Memory Technologies priced an $8.6 billion Shanghai listing with 212-times investor demand, targeting a debut on July 27 at an $85 billion valuation.
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ASML Eyes 10% Price Hike on Chip Tools as TSMC Resists
ASML raised its 2026 revenue forecast by up to 25% and is seeking price increases on both its extreme ultraviolet and older deep ultraviolet machines, with Chinese customers already accepting a 10% DUV hike.
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Intel Commits €5 Billion to Ireland Fab to Scale AI Chip Supply
The Leixlip campus expansion will scale up Intel Xeon 6 production on the Intel 3 node, adding to more than €30 billion Intel has invested in Ireland since 1989.
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TSMC Q2 Revenue Surges 36% to Record $39.6 Billion on AI Demand
TSMC reported Q2 2026 revenue of $39.63 billion, a 36% year-over-year rise hitting the upper bound of its own guidance, as AI accelerator orders pushed June to an all-time monthly record of $13.2 billion.
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DeepSeek is building its own AI inference chip to cut reliance on Nvidia
China’s fastest-growing AI startup has quietly assembled a semiconductor engineering team and begun talks with design and manufacturing partners to develop a proprietary chip optimised for inference workloads.
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SK Hynix soars 13% in record $26.5 billion Nasdaq debut, biggest foreign IPO on Wall Street
SK Hynix’s ADRs rose 13% on their first trading day July 10, raising $26.5 billion in the largest-ever foreign listing on Wall Street and cementing the AI memory boom as an investor priority.