search
chipmakers
Trends
- 1ASML sells no chipmaking machines in Europe, executive saysβASML currently sells no chipmaking machines in Europe, executive says
An ASML executive has said the Dutch chipmaking equipment giant currently sells no machines within Europe, despite being one of the continent's most valuable technology companies. The remark highlights Europe's limited domestic chip manufacturing base, with ASML's lithography systems going overwhelmingly to customers in Asia and the United States.
- 2
Nvidia is approaching insurance companies to help spread the financial risk of its massive artificial intelligence infrastructure build-out, according to the Financial Times. The chipmaker has committed billions of dollars to data centres and AI deals, and is exploring ways to offload some of the exposure tied to those increasingly large commitments.
- 3Samsung to inject $1 billion into AI infrastructure firmβΌSamsung to inject $1 billion into Nvidia- and KKR-backed AI infrastructure firm
Samsung has committed $1 billion to an AI infrastructure company backed by Nvidia and private equity firm KKR. The investment adds Samsung to the growing list of major tech and finance players funding the data centers and computing capacity needed to power artificial intelligence, underscoring how aggressively chipmakers and investors are pouring capital into AI infrastructure.
- 4AMD spends $8.2 billion to recruit the 'Godmother of AI'βΌAMD just spent $8.2 billion to enlist the 'godmother of AI'
AMD has committed $8.2 billion in a deal to bring in the researcher widely known as the 'Godmother of AI', according to finance coverage circulating widely. The move is being read as a major bet on artificial intelligence talent and technology as chipmakers race to secure leading AI expertise.
- 5Nvidia adds record $150 billion to stock buybackβNvidia Adds Record $150 Billion to Stock Buyback https://www.wsj.com/tech/ai/nvidia-adds-record-150-billion-to-stock-buy
Nvidia has announced an additional $150 billion for its share repurchase program, the largest buyback authorization addition in the company's history. The move signals the chipmaker's confidence in its cash flow from surging demand for AI processors. Markets are watching the announcement as a sign of how strongly the AI boom is boosting Nvidia's balance sheet.
- 6Nvidia launches open-source platform to guard AI agentsβΌNvidia Launches Open-Source Platform Aimed at Keeping AI Agents From Hacking Other Sites
Nvidia has launched an open-source platform designed to stop AI agents from hacking other websites. The tooling is intended to keep autonomous AI systems from probing or breaking into sites while carrying out tasks on behalf of users. Discussion centers on how far agent safety measures can go in preventing misuse of increasingly capable AI software.
- 7AI leaders' slowdown warnings spark $400 billion tech selloffβπ $400 Billion Gone: Wall Street Spooked by AI's Own Warnings After Anthropic's Dario Amodei and OpenAI's Sam Altman bot
More than $400 billion was wiped from tech stocks after Anthropic's Dario Amodei and OpenAI's Sam Altman both called for a slower pace of AI development. Nvidia fell into correction territory and chipmakers led a broad selloff as Wall Street reassessed AI valuations. Investors are split on whether the warnings signal a genuine risk to AI's growth or a temporary panic, with the debate still playing out across markets.
- 8Chips JU Launches β¬80M Call for European AI ChipsβChips JU Offers β¬80M for European AI Chips and Compute Systems
The Chips Joint Undertaking has opened an β¬80 million funding call to support the development of European AI chips and compute systems. The move is part of ongoing EU efforts to strengthen Europe's semiconductor sovereignty and reduce reliance on foreign chip suppliers, with funding aimed at boosting domestic AI hardware capabilities.
- 9Nvidia Adds $150 Billion to Stock BuybackβNvidia Adds $150 Billion to Massive Stock Buyback, the Largest Ever https://www.nytimes.com/2026/09/28/business/nvidia-s
Nvidia has added $150 billion to its stock buyback program, described as the largest share repurchase authorization ever announced by a company. The move comes as the chipmaker continues to ride enormous profits from demand for its artificial intelligence processors, giving it vast cash reserves to return to shareholders.
- 10Chinese chip stocks fall on Nvidia approval signalβChinese chip stocks dropped on the Nvidia approval signalβSMIC down 3.7%, Moore Threads 6.3%, Cambricon 5.7%. ByteDance
Shares of Chinese chipmakers fell after signals that Nvidia would receive approval to sell GPUs in China, with SMIC down 3.7%, Moore Threads 6.3% and Cambricon 5.7%. Reports also suggest ByteDance may order about one million Nvidia RTX Pro 5500 cards for multi-card server setups, though the workstation GPU lacks the high-bandwidth memory needed for large-scale AI training.
- 11Nvidia's $150 billion buyback: what it means for investorsβWhat Nvidia's $150 billion stock buyback means for shareholders and potential investors
Nvidia has authorised a stock buyback worth $150 billion, one of the largest in corporate history. The move returns cash to shareholders by reducing the number of shares outstanding, which can support earnings per share and signal management's confidence in the chipmaker's future. Analysts are weighing what the repurchase means for existing shareholders and whether potential investors should read it as a sign the stock remains undervalued.
- 12
AMD has agreed to acquire World Labs, the AI startup founded by Fei-Fei Li, in a deal valued at $8.2 billion, according to a Wall Street Journal report. The acquisition would give the chipmaker access to World Labs' spatial intelligence technology and its team, deepening AMD's push into artificial intelligence beyond processors and accelerators.
- 13Synopsys launches AI platform to design chips autonomouslyβSynopsys debuts Autopilot platform for developing chips autonomously using AI β New AgentEngineer platform is poised for 'general availability' by the end of 2026
Synopsys has introduced AgentEngineer, an Autopilot-style platform that uses AI agents to carry out chip development tasks autonomously. The company says the technology is expected to reach general availability by the end of 2026, marking a push to automate parts of the traditionally labor-intensive chip design process.
- 14Cerebras to supply 100 megawatts of AI chips to Gimlet LabsβCerebras will supply 100 megawatts worth of AI chips to cloud startup Gimlet Labs
Chipmaker Cerebras has agreed to supply 100 megawatts worth of AI chips to Gimlet Labs, a cloud startup building AI infrastructure. The deal marks a major scale-up for Cerebras, whose wafer-scale chips compete with GPUs for AI workloads, and signals growing demand among emerging cloud providers for alternative AI computing hardware.
- 15China's AI sector moves from catch-up to commercializationβChina's AI sector is shifting from catch-up to commercialization. Source: DigiTimes Asia https://www. digitimes.com/news
China's artificial intelligence industry is entering a new phase, DigiTimes Asia reports, shifting from trying to catch up with US rivals to monetizing AI at scale. The report links the trend to domestic semiconductor efforts, including CXMT's DRAM production and advanced hardware packaging, as Chinese firms build homegrown supply chains to support commercial AI deployment and reduce reliance on foreign chip technology.
- 16
Nvidia has announced an increase to its share buyback program, signaling confidence in its financial position despite ongoing market scrutiny of tech valuations. The move comes as the chipmaker remains central to the AI boom, and investors are weighing whether the boost reflects strength or a bid to support the stock after recent volatility.
- 17AMD to Buy Fei-Fei Li's World Labs for $8.2 BillionβAMD to buy Fei-Fei Liβs World Labs AI startup for $8.2 billion
AMD has agreed to acquire World Labs, the spatial intelligence startup founded by AI pioneer Fei-Fei Li, in a deal valued at $8.2 billion. The move marks one of the largest acquisitions in the AI startup space, giving the chipmaker a foothold in world-model technology. Observers are weighing what the deal means for competition with Nvidia and the growing consolidation of top AI firms.
- 18China explores alternative EUV light sources beyond ASML approachβChina is expanding the definition of the extreme ultraviolet race by investigating alternative EUV light sources rather
China is reportedly broadening its approach to extreme ultraviolet lithography by investigating alternative EUV light sources, rather than solely trying to replicate the ASML platform. According to DigiTimes Asia, the strategy suggests Chinese researchers are pursuing different technical routes to overcome export restrictions on advanced chipmaking equipment.
- 19AMD to acquire Fei-Fei Li's World Labs for $8.2 billionβAMD will acquire Fei-Fei Li's World Labs for $8.2 billion https://techcrunch.com/2026/09/28/amd-will-acquire-fei-fei-lis
Chipmaker AMD is reportedly acquiring World Labs, the spatial intelligence startup founded by AI researcher Fei-Fei Li, in a deal valued at $8.2 billion. The move would give AMD a major foothold in world-model AI technology as competition over the next generation of artificial intelligence intensifies. The acquisition, reported by TechCrunch, is drawing attention as one of the largest AI startup deals to date.
- 20Samsung Commits $1 Billion to KKR, Nvidia-Backed AI Infrastructure FirmβSamsung Commits $1.0 Billion to AI Infrastructure Firm Backed by KKR, Nvidia
Samsung has pledged $1.0 billion to an AI infrastructure company backed by private equity firm KKR and chipmaker Nvidia, according to The Wall Street Journal. The investment underscores Samsung's push to expand its footprint in artificial intelligence infrastructure amid intense global competition for AI capacity, hardware and data-center resources. Details on the target company's valuation and Samsung's strategic plans for the stake were not disclosed in the report.
- 21Nvidia launches security platform to rein in rogue AI agentsβNvidia unveils security platform to stop AI agents from going rogue
Nvidia has unveiled a new security platform designed to prevent AI agents from acting unpredictably or beyond their intended instructions. The announcement, reported by wire outlets, addresses growing concerns that autonomous AI systems operating in businesses could take unintended actions. It signals Nvidia's push to supply not just AI chips but also safety and control tools for enterprises deploying agentic AI.