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Micron crossed a $1 trillion market valuation for the first time as booming demand for AI memory chips pushed shares to record highs amid the expanding AI infrastructure race.
AMD will invest more than $10 billion across Taiwan’s semiconductor ecosystem to strengthen AI chip manufacturing and packaging technologies. The move supports deployment of the company’s next-generation Helios AI server platform in 2026.
Cerebras Systems completed the largest U.S. tech IPO since Uber, raising $5.55 billion as investors bet on alternative AI chip architectures. The company’s wafer-scale processors are positioned as faster inference systems than traditional GPU-based infrastructure.
More than 45,000 Samsung workers are threatening an 18-day strike over bonus disparities tied to the AI chip boom. The dispute risks disrupting global semiconductor supply chains and deepening tensions inside Samsung’s chip business.
The U.S. approved several Chinese companies to buy Nvidia’s H200 AI chips, but deliveries remain stalled amid political pressure and security concerns in both Washington and Beijing.
SoftBank has invested more than $450 million into Graphcore as the Japanese technology group expands its AI infrastructure and semiconductor ambitions. The funding follows SoftBank’s acquisition of the British AI chip company in 2024.
Toto Ltd. shares jumped after strong semiconductor growth tied to AI demand. The shift highlights how legacy manufacturers are benefiting from the global AI infrastructure boom.
Chinese chipmakers report record revenue driven by AI demand, memory shortages, and U.S. export curbs boosting domestic semiconductor growth.
Nvidia CEO Jensen Huang clarified remarks suggesting China would win the AI race, saying the U.S. can stay ahead by innovating faster and empowering global developers.