AMD Reports $390M AI Chip Sales to China, Q4 Revenue Jumps 34% to $10.3B
AMD's Q4 2025 results show $390M from China-specific MI308 AI chips as total revenue reaches $10.3B, up 34% year-over-year amid export uncertainties.
Semiconductor
TSMC Stock Surges 72% Since 2025 Start on AI Chip Demand, Raises Growth Outlook
Taiwan Semiconductor Manufacturing (TSMC) has seen its stock jump 72% since the start of 2025, reaching 72% market share in contract semiconductor manufacturing. The company is planning $52-56 billion in capital expenditures for 2026 and raised its five-year compound annual growth rate outlook from 20% to 25%, driven by booming AI chip demand.
ASML Reports Record $13 Billion in AI Chip Orders, Signaling Sustained Infrastructure Boom
Dutch chipmaking equipment supplier ASML posts record quarterly orders of 13 billion euros, driven by robust AI data center demand and sustained infrastructure investments.
Samsung Begins HBM4 Shipments to Nvidia in February for Rubin AI Accelerator
Samsung cleared final HBM4 qualification tests, achieving industry-leading 11.7 Gb/s data rate. Mass production begins February for Nvidia's Rubin AI accelerator launching at GTC 2026.
Flowith is a canvas-based agentic workspace which offers free 🍌Nano Banana Pro and other effective models...
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