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Arm Unveils $15 Billion Chip, Boosting Stock

British semiconductor firm's new AI chip set to generate massive revenue by 2031.

Cisco launches security tools for AI agents

New offerings aim to protect against rogue AI agents on enterprise devices

Apple Hikes Prices on SanDisk SSDs by Up to 200%

Surging demand for storage from AI data centers is driving up costs for consumers.

Lumentum Touts AI Optics Boom, $2B Quarterly Target, New Fab and 1.6T Transceiver Shipments

Company outlines multi-year demand surge for optical components tied to AI infrastructure, capacity expansion, and financial targets.

SK Group Warns DRAM Shortage Could Last Until 2030

SK Hynix plans to maintain consumer DRAM business alongside HBM, focusing on manufacturing in South Korea

Samsung and AMD Expand Strategic Collaboration on Next-Generation AI Memory Solutions

Companies to align on HBM4 supply for AMD Instinct MI455X GPU and advanced DDR5 for 6th Gen AMD EPYC CPUs

Chinese Authorities Approve Nvidia's H200 AI Chip Sales

Nvidia CEO says company has received licenses for many customers in China

Nvidia Preparing Groq Chips for Chinese Market

Sources say the company is developing a version of its AI chips that can be sold in China.

Trio Announces External Light Sources for AI Datacenters

Sivers Semiconductors, O-Net, and Enablence Technologies partner to develop advanced external light source module for Co-Packaged Optics in AI and HPC systems.

Synopsys Showcases NVIDIA Partnership Impact and Ecosystem Innovation at GTC 2026

Customers across industries are revolutionizing product design and accelerating innovation with NVIDIA-accelerated engineering solutions from Synopsys

SK hynix to Showcase AI Memory Leadership at NVIDIA GTC 2026

The company will feature its latest memory technologies designed for NVIDIA AI platforms at the global AI conference.

Nvidia Preparing Groq Chips for Chinese Market

Chipmaker looks to expand reach in China after restarting production of previous-gen H200 chips.

SK hynix to Showcase AI Memory Leadership at NVIDIA GTC 2026

Company to unveil full lineup of AI memory solutions at major AI conference

Nvidia Debuts Groq 3 Language Processing Unit for Multiagent Workloads

The new chip is designed to accelerate AI inference processing beyond what GPUs can handle.

Sivers, O-Net, and Enablence Partner on External Light Sources for AI Datacenters

Trio to develop advanced external light source module using Sivers laser arrays for AI datacenters and high-performance computing.

Sivers, O-Net, and Enablence Partner on External Light Sources for AI Datacenters

Trio to develop advanced external light source (ELS) module using Sivers laser arrays for AI datacenters and high-performance computing.

Micron Begins High-Volume Production of HBM4 for NVIDIA Vera Rubin, PCIe Gen6 SSD, and SOCAMM2

New memory and storage products deliver unprecedented bandwidth, capacity, and power efficiency for AI and HPC workloads

Nvidia CEO Forecasts $1 Trillion in Orders for Blackwell and Vera Rubin Chips

Nvidia's latest AI chip architectures are seeing unprecedented demand, according to CEO Jensen Huang.

Nvidia CEO Predicts $1 Trillion AI Chip Sales by 2027

Nvidia unveils new AI processors and strategy to compete in the fast-growing inference computing market.

POET Technologies and LITEON Announce Joint Development of Optical Modules for AI Applications

The partnership aims to co-develop next-generation optical communication modules built on POET's patented optical interposer technology.

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