Tag: semiconductors
29 articles tagged semiconductors
Kospi halted as chip stocks slide and Nvidia loses top spot
South Korea's benchmark index closed 10.8% down after a trading halt, while Nvidia gave up its position as the world's most valuable company to Apple.
Meta to put its 'Iris' AI chip into production in September
An internal memo shows Meta will start making its custom 'Iris' AI chip in September as it aims to double computing capacity and cut reliance on Nvidia and AMD.
UK confirms £1.1bn plan to back British AI chips and compute
Liz Kendall has unveiled a £1.1bn AI Hardware Plan: a £750m national supercomputer, advance chip purchases and a record British Business Bank fund to secure UK AI sovereignty.
EU launches sweeping tech sovereignty package
The EU's new sovereignty package bundles a Chips Act 2.0, Cloud and AI Development Act and open-source strategy to cut reliance on non-EU technology providers.
European AI stocks soar as investors hunt for the continent's few winners
Stoxx Europe 600's top four performers in 2026 are all AI plays. UK-listed Nokia is up nearly 100% as investors chase European exposure to the AI capex boom.
Arm beats Q1 forecasts on AI data-centre demand but supply doubts hit shares
UK chip designer Arm forecast Q1 revenue of $1.26bn and adjusted EPS of 40 cents, beating consensus, but flagged secured capacity for only $1bn of AGI CPU demand.
Raspberry Pi earnings beat expectations as shares surge 26%
Cambridge-based Raspberry Pi reported a 25% rise in annual earnings, beating forecasts as strengthening demand and higher memory chip prices drove revenue growth.
AI memory chip famine pushes up smartphone and PC prices
The race to build AI data centres has created an acute shortage of DRAM and NAND memory chips, driving up costs for phones, PCs and consoles — with no relief expected before 2027.
