All Cryptomat articles tagged #semiconductors.
South Korea announced a roughly $900B AI and semiconductor plan on Saturday, pitched as a survival strategy against US and China tech dominance.
TSMC is scouting a second US chip-making campus in Texas, per a Crypto Briefing report Tuesday, escalating the onshoring race against Samsung and Intel.
AMD topped a $1 trillion market cap for the first time after a near-300% rally, per CryptoBriefing, tightening the AI infrastructure race with Nvidia.
Coatue is in advanced talks with MatX on a multibillion-dollar JV to finance AI chip purchases, a structure aimed at loosening Nvidia's grip on compute.
Nvidia took $3.5B of MediaTek's record $3.9B bond offering on Tuesday, tying Jensen Huang's chip stack to a Taiwanese rival building its own AI accelerators.
Nvidia's networking and AI-investment arms outpaced its core chip sales this quarter, per CryptoBriefing, a pivot that could invite regulatory scrutiny.
South Korea will channel semiconductor windfall profits into a strategic fund for youth employment, AI infrastructure, and supply chain resilience, per…
Cerebras CEO Andrew Feldman said core revenue will triple by 2027 and confirmed the CS-4 wafer-scale system debuts next week, escalating the fight with Nvidia.
AMD forecasts data center sales tripling by 2027 on AI inference demand, a call that reframes the Nvidia trade and the crypto-AI chip narrative.
An NBER working paper released Monday shows Chinese universities have overtaken US peers in critical-tech patent output, reshaping the innovation race.
South Korean chip giants logged a record rally Friday, according to CryptoBriefing, tightening the link between AI hardware demand and crypto's compute-heavy…
Nvidia and SK Group signed a $500B multi-year deal on Sunday to build out AI infrastructure, per CryptoBriefing, tightening the compute stack behind AI-linked…
Chip stocks powered 133% YoY earnings growth in Q2 and now account for nearly half of S&P 500 profit expansion, per CryptoBriefing. Here's the crypto read.
BTC steadies near $64,000 as Grayscale spotlights Ripple, Fidelity flags record long-term holder supply, and semis take 133% of S&P 500 earnings growth.
TSMC booked a record $40.2B in Q2 revenue and raised its 2026 growth outlook above 40%, tightening the advanced-node queue crypto miners already share with AI.
Analysts flagged Micron as the market's most critical name Thursday as tightening HBM supply and domestic-production stakes ripple across AI trades and crypto…
TSMC said AI is now the primary driver of data center CPU demand, per CryptoBriefing Thursday, a shift with direct read-through for compute-heavy crypto…
ASML will ship 65 Low-NA EUV machines in 2026, CEO Christophe Fouquet said Wednesday, easing an AI chip supply squeeze that reaches into crypto miners.
SK Hynix targets a $28B Nasdaq listing to fund AI memory buildout, a step that could narrow Korea's equity discount and reshape global chip financing.
Dongfang Suanxin unveiled 3D-stacked AI chips on Saturday designed to route around US export controls, a move with knock-on risk for AI-adjacent crypto tokens.
Etched closed an $800M round and locked $1B in sales contracts for its transformer-only chip, per CryptoBriefing, putting fresh pressure on Nvidia's AI moat.
Samsung and SK Hynix will deploy $880B across South Korean chip fabs and AI data centers, per CryptoBriefing, reshaping global compute supply.
South Korea is steering up to $1.3 trillion into chips and AI, led by Samsung and SK Hynix, with knock-on stakes for crypto mining hardware and flows.
IBM released a new 3D silicon stacking method on Wednesday to miniaturize chip components, a push aimed at AI hardware where Nvidia and TSMC dominate supply.
Micron held ground Wednesday as the debasement trade faded, per Crypto Briefing, with institutional capital rotating from currency hedges into AI silicon names.
Japan unveiled a $2.3T public-private investment plan through 2040 covering AI, semiconductors and 15 other strategic sectors, CryptoBriefing reported Friday.
Apple and Intel unveiled a $600B US semiconductor initiative on Wednesday, a reshoring bet that could reshape chip supply chains crypto miners depend on.
Nvidia's market cap topped $5T on Monday, a milestone that tightens the chipmaker's hold over AI infrastructure and ripples into crypto's compute and miner…
Marvell entered the S&P 500 on Sunday after AI-driven profit gains, a milestone that sharpens the read-across to crypto-AI tokens and miner GPU pivots.
Cerebras is building a supplier coalition with every major AI component vendor except Nvidia, per CryptoBriefing, a direct shot at the GPU incumbent's pricing…
Daily at 6 AM UTC. Serious analysis. No hype. No ads.
