AI chip

  • Synopsys lifts 2026 outlook as AI chip race drives design-tool demand

  • AI’s memory crunch just made Amazon devices more expensive

  • AI just sent Japan’s factories back to 2018-level order growth

  • Fractile’s $6.5B talks show how one Anthropic deal reprices AI chips

  • After a 67% loss, Situational Awareness backs chipmaking bottleneck

  • Ex-OpenAI researcher hedge fund bets against AI chip stocks

  • Intel and AMD face server hardware squeeze as AI demand surges

  • AI boom could make ASML Europe’s first trillion-dollar company

  • Nvidia cuts over half of its Asian AI chip customers in China export crackdown

  • Micron goes all in on AI with $9.3B Japan chip plant