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61.
SK hynix passes Samsung as South Korea's most valuable company — memory company surpasses valuation milestone on the back of HBM (tomshardware.com)
62.
These 2 stocks could be big winners from the next generation of AI chips (cnbc.com)
63.
Samsung just lost a crown it held for 25 years (androidauthority.com)
64.
Google is spending billions to turn its TPU chips into a real challenger to Nvidia (techspot.com)
65.
US Bill Would Mandate AI Chip Location Tracking to Thwart China and Other Adversaries (slashdot.org)
66.
Memory crisis hits such extremes that 'even Apple can't be safe' (cnbc.com)
67.
Google Is Using Nvidia’s Playbook to Build a Rival AI Chip Business (feeds.content.dowjones.io)
68.
Amazon hopes to challenge Nvidia more directly by selling its AI chips (techcrunch.com)
69.
The Next iPhone Pro Could Cost $1,299 — Here’s Why Tim Cook Says It’s ‘Unavoidable’ (feeds.feedburner.com)
70.
Qualcomm Is a Rare AI Chip Value Play (feeds.content.dowjones.io)
71.
Marvell Technology jumps 10% after news it will join the S&P 500 index (cnbc.com)
72.
TSMC CEO says it will be "a long time" before they can meet AI chip demand, with price hikes likely (techspot.com)
73.
TSMC CEO says customer demand will outstrip supply for "a long time," with price hikes likely (techspot.com)
74.
Broadcom Shares Slide Despite Jump in Revenue on AI Chip Demand (feeds.content.dowjones.io)
75.
Broadcom stock plunges on weak software sales, unchanged AI chip forecast for the year (cnbc.com)
76.
Hidden beneath AI chips, Chinese-made circuit boards raise national security concerns in U.S. (cnbc.com)
77.
Broadcom stock slips on disappointing software revenue (cnbc.com)
78.
MRVL: Why is AI chipmaker Marvell’s stock price surging today? It comes down to 4 words from Nvidia’s Jensen Huang (feeds.feedburner.com)
79.
Chinese military has been acquiring Nvidia chips, even post-Washington export controls, research claims — multiple institutions linked to the PLA asked for Nvidia AI chips, according to publicly available documents (tomshardware.com)
80.
How is Groq raising more money? (news.ycombinator.com)
81.
US closes loophole that allowed Chinese-owned subsidiaries located outside China to buy AI chips — report claims that hundreds of thousands of advanced AI chips have been acquired through BIS blind spot (tomshardware.com)
82.
Nvidia announces new AI chip for personal computers (news.ycombinator.com)
83.
After Nvidia’s $20B not-acqui-hire, AI chip startup Groq reportedly raising $650M (techcrunch.com)
84.
After Nvidia’s $20B not-aqui-hire, AI chip startup Groq reportedly raising $650M (techcrunch.com)
85.
SpaceX admits it can't find enough chips for orbital AI yet, requires 'significantly more than are currently available to us' — firm's risk factors in IPO paperwork also says ambitious TeraFab project may not be successful (tomshardware.com)
86.
SK Hynix hits $1 trillion valuation as AI boom lifts South Korean chip stocks (cnbc.com)
87.
SK Hynix is embedding cooling into HBM memory to stop AI chips from overheating (techspot.com)
88.
Nvidia stock faces a key level that could make or break where it goes next (cnbc.com)
89.
Angry TSMC employees considering strikes, unionization over employee bonuses, report claims — company reportedly considering 15% payout cut to fund capex despite record revenues fuelled by AI surge (tomshardware.com)
90.
Memory has grown to nearly two-thirds of AI chip component costs (news.ycombinator.com)
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