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11.06.26 - 10:06
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Commentary: TSMC′s pricing power stays intact as AI demand keeps fabs full (Digitimes)
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Market chatter about TSMC has intensified, with reports that its advanced process and packaging prices will rise again in the second half of 2026 and 2027, while some Google TPU production could shift to Intel, and some AMD products could be made by Samsung Electronics. TSMC CFO Wendell Huang recently told the media that global inflation and overseas fab expansion have indeed pushed up operating costs, adding that TSMC does not rule out moderate price adjustments. Those comments have drawn close attention across the industry....
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10.06.26 - 18:12
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AMD, Broadcom, Micron & Co. bluten schon wieder, doch diese Aktien steigen trotzdem! (Ariva)
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Die Korrektur bei Halbleiter- und KI-Infrastrukturwerten hält auch am Mittwoch an. Für defensive Basiswerte und Value-Aktien läuft es dagegen richtig gut. Sektorrotation läuft an, defensive Aktien wieder gefragt Halbleiter- und KI-Infrastrukturwerte waren in den vergangenen Wochen und Monaten der heißeste Trade der Wall Street. Doch die einseitige Fokussierung auf Wachstumstitel wird für viele Anlegerinnen und Anleger jetzt zum ......
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10.06.26 - 17:54
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Broadcom and AMD Sink 4%, NVIDIA Slides 3% as the Chip Selloff Deepens (24/7 Wall St.)
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Semiconductor stocks are under renewed pressure midday Wednesday. Shares of Broadcom (NASDAQ:AVGO) are down 4% to $375, Advanced Micro Devices (NASDAQ:AMD) stock is off 4% to $457, and NVIDIA (NASDAQ:NVDA) shares are down 3% to $202. The intraday selloff extends a rough stretch for AI-hardware leaders. No single catalyst fully explains the slide. Three overlapping ... Broadcom and AMD Sink 4%, NVIDIA Slides 3% as the Chip Selloff Deepens...
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10.06.26 - 15:06
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TensorWave Raises $350 Million Series B at $1.55B Valuation to Expand Global AMD-Powered AI Infrastructure (Business Wire)
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Investment meets surging enterprise demand for scalable, high-performance AMD-based AI computeLAS VEGAS--(BUSINESS WIRE)--TensorWave, the all-AMD AI cloud specializing in high-performance, memory-intensive workloads, today announced it has raised $350 million in Series B funding. The round was co-led by Magnetar and AMD Ventures, with continued participation from Maverick Silicon, Nexus Venture Partners, and Western Frontier.
The new capital will support the expansion of TensorWave's global AI infrastructure footprint, including the deployment of next-generation AMD Instinct™ MI355X GPU clusters designed for memory-intensive workloads such as large language model training, high-throughput inference, and generative AI applications. As demand for AI compute accelerates worldwide, TensorWave's focus on open-ecosystem, high-bandwidth infrastructure provides organizations an alternative to capacity-constrained, vertically integrated GPU supply chains.
TensorWave is already seeing adoption across next-gener...
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