Thursday, August 20
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Topic: semiconductors

A 450-millimeter silicon wafer held up by a semiconductor industry analyst
Markets
Wednesday, 8/19, 09:52 PM

Marvell surges after Google takes a $12.2 billion warrant in a custom-chip deal

  • Marvell Technology shares jumped as much as 13% on Wednesday after the chipmaker granted Google a warrant to buy roughly 59 million of its shares, tied to a custom-silicon agreement that runs to 2033.
  • Broadcom, Google's longtime custom-chip partner, fell on the news as investors weighed what the deal means for its marquee customer relationship.
Close-up of the fine copper traces on a printed circuit board
Companies 35 d

TSMC Plans a Further $100 Billion in the US as AI Chip Demand Surges

  • Taiwan Semiconductor Manufacturing Co., the world's largest contract chipmaker, said it plans to invest a further $100 billion building advanced plants in the US, on top of an existing $165 billion Arizona commitment.
  • It came alongside record quarterly revenue of $40.2 billion and a sharply higher spending plan, as demand for AI chips shows no sign of cooling.

In brief

In brief

An electronic stock board in Tokyo
Markets 56 d

Asian Chip Stocks Surge After Micron Results Ease AI-Spending Fears

  • South Korea's Kospi jumped about 5% and Japan's Nikkei 225 climbed back above 70,000 on Thursday as memory-chip shares rallied, after Micron's quarterly results — revenue of $41.46 billion, far above estimates — reassured investors that spending on artificial-intelligence hardware is still strong.

In brief

In brief

semiconductors — news and stories on this topic

This page collects all of Boursel's coverage of semiconductors. Follow the topic from one place: new stories appear here automatically as more is published. That way you stay on top of how the situation develops.

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