ANTHROPIC IN TALKS WITH SAMSUNG TO MANUFACTURE CUSTOM AI CHIP: INFORMATION *Walter Bloomberg (@DeItaone) / Twitter 07-02 22:51
JPM: AI CHIP RALLY MAY BE HARD TO SUSTAIN JPMorgan says AI chip stocks may struggle to keep outperforming hyperscalers over the long term. The bank expects either stronger AI monetization will help cloud providers catch up, or heavy AI spending could eventually curb hyperscaler capex and weaken chip demand. While JPM favors the positive scenario, slowing capex forecasts remain a key risk for semiconductor stocks. *Walter Bloomberg (@DeItaone) / Twitter 07-02 20:08
AI chip winners may face tougher road ahead as hyperscalers catch up: JPM Stock Market News 07-02 20:02
TSMC targets 2029 for panel-level CoPoS packaging in AI chip push - DigiTimes Stock Market News 07-01 04:27
Taiwan raids Supermicro and two supply-chain partners in widening Nvidia smuggling probe — nine sites hit as six people summoned for questioning Tom's Hardware 06-30 20:18
Tesla’s arch rival has already won at charging tech. Now, it’s testing a self-driving breakthrough Digital Trends 06-29 19:01
Baidu shares surge on report AI chip unit targeting $50 bln valuation in HK IPO Stock Market News 06-29 14:21
APPLE TO SKIP HIGH END M6 MAC CHIPS IN FAVOR OF AI-FOCUSED M7 LINE *Walter Bloomberg (@DeItaone) / Twitter 06-26 01:40
Apple to Skip High-End M6 Mac Chips in Favor of AI-Focused M7 Line Bloomberg Technology 06-26 01:35
