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Toshiba relisting plans generate investor optimism; spinoff Kioxia also in focus

Original · Smithwire · Tech · 2h ago
Japanese conglomerate pursuing return to public markets after 2015 delisting amid broader semiconductor sector M&A activity.
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Moore Threads reports 1,774% sales growth in Q3 2026 on surging domestic AI chip demand in China

The Chinese AI chipmaker's explosive growth reflects accelerating competition in semiconductor design as export restrictions fuel domestic i…

Original · Smithwire · Tech · 9h ago

OpenAI to purchase Google chips as part of broader AI infrastructure build-out strategy

Move signals diversification away from Nvidia dependency amid sustained chip supply constraints for large-scale training.

Original · Smithwire · Tech · OpenAI · AI · 18h ago

Nvidia-backed Indonesian AI infrastructure firm Zankore syndicates $3.1B GPU loan to market

Zankore is raising debt to finance semiconductor buildout across Asia's AI infrastructure expansion.

Original · Smithwire · Tech · 18h ago

ASMPT revenue surges 49% YoY on AI hardware demand; semiconductor unit slightly misses analyst expectations

The chipmaking equipment vendor's AI-driven growth masks uneven performance across divisions as market demand remains concentrated.

Original · Smithwire · Tech · 19h ago

China industrial profits post strongest growth in three months as tech boom widens economic divide

China's industrial profits grew at their strongest pace last month since June, as a boom in manufacturing tied to artificial intelligence of…

Original · Hellenic Shipping News Worldwide · Tech · AI · 1d ago

Anduril and Qualcomm launch BlueChip, an Arm-based laptop with 90% US/allied supplier content, targeting early 2027 delivery

Palmer Luckey aims to rebuild domestic semiconductor and computer manufacturing, moving beyond assembly to component production.

Original · Smithwire · Tech · 1d ago

ASM International raises 2027 revenue target 24% on AI buildout demand, expects to hit 2030 goal three years early

Chip equipment maker accelerates milestone on surge in AI-driven semiconductor manufacturing tool sales.

Original · Smithwire · Tech · 1d ago

European shares fall as HSBC slump and energy fears offset AI glow

European shares slipped on Tuesday, failing to track an overnight rally across Wall Street and Asian bourses sparked by artificial intellige…

Original · Hellenic Shipping News Worldwide · Tech · AI · 1d ago

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