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17.02.26 - 16:06
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ChipAgents Raises $74M to Scale an Agentic AI Platform to Accelerate Chip Design (Business Wire)
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Company opens 20,000 sq ft HQ in Silicon Valley to deploy AI Agents to accelerate chip design workflows. Sandeep Bharathi joins Advisory Board.SANTA CLARA, Calif.--(BUSINESS WIRE)--ChipAgents, the category leader for Agentic AI platforms in the semiconductor design industry, announced it has closed an oversubscribed $50 million Series A1 funding round, bringing total capital raised to $74 million. The round was led by Matter Venture Partners, a TSMC-backed HardTech VC firm, with participation from existing investors Bessemer Venture Partners, Micron, MediaTek, and Ericsson.
As part of the investment, Wen Hsieh, Founding Managing Partner of Matter VP, will join ChipAgents' Board of Directors, bringing over two decades of expertise and relationships in semiconductor design and manufacturing.
Building the AI Workforce for Chip Design Companies
This new capital will enable ChipAgents to aggressively scale its Agentic AI platform, expand its engineering and research organization, and accelerate global deploym...
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16.02.26 - 20:12
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Chip Stocks Split: AMAT and TSMC Gain While NVDA and Intel Retreat (24/7 Wall St.)
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The semiconductor sector posted mixed results last week, with the VanEck Semiconductor ETF (SMH) gaining 1.5%. While equipment makers and foundries showed strength, chip designers faced headwinds as investors digested recent earnings and positioned ahead of key reports. Let's dive into the biggest storylines if you're a chip investor. Winners included Applied Materials (Nasdaq: AMAT) and Taiwan ... Chip Stocks Split: AMAT and TSMC Gain While NVDA and Intel Retreat
The post Chip Stocks Split: AMAT and TSMC Gain While NVDA and Intel Retreat appeared first on 24/7 Wall St.....
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16.02.26 - 14:27
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Nvidia Supplier TSMC Sees Momentum Surge As Global AI Demand Hits Fever Pitch (Benzinga)
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Nvidia supplier TSM sees its Momentum score surge to 92.92 as Big Tech AI spending hits $600B. See the latest Benzinga Edge rankings.
Latest Ratings for TSM
DateFirmActionFromTo Jan 2022Atlantic EquitiesUpgradesNeutralOverweight Oct 2021Cowen & Co.Initiates Coverage OnMarket Perform Jul 2021NeedhamInitiates Coverage OnBuy
View More Analyst Ratings for TSM
View the Latest Analyst Ratings
Importance Rank:
1
read more...
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16.02.26 - 08:30
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Memory crunch tightens CIS capacity, pressures smartphone supply chain (Digitimes)
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The memory shortage and price surge have disrupted smartphone shipments, VisEra Technologies — a TSMC-affiliated optical component maker — warned, noting the global smartphone market is entering an adjustment phase as end-market demand forecasts grow more conservative. Mid- to low-tier models are expected to face initial shipment cuts....
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16.02.26 - 03:06
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Weekly news roundup: Intel resets AI PC race, backs ZAM memory play, HBM3–HBM4 battle intensifies (Digitimes)
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Below are the most-read DIGITIMES Asia stories in the week of February 9 to February 16, 2026. This week's coverage spans HBM3 and HBM4 capacity shifts, AI PC market share changes, alternative memory architecture development, foundry strategy resets, and executive leadership moves at TSMC. Together, these stories track how AI-driven demand is reshaping memory supply, chip architecture strategy, and global semiconductor expansion....
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