Semiconductors
Chip supply, fabs, export rules and AI accelerators — from Nvidia and TSMC to India's first fabs and the IT firms that design chips.
Stories, last 30 days
26
Stories, six months
44
Companies named
1
Sectors named
10
3
1
1
1
2
3
9
17
Stories on this theme, week by week
Latest stories
- SpaceX is reported to be seeking about $40 billion of debt, led by Apollo, to buy Nvidia AI chips for its Colossus data centres 7 Oct 2026 US
- Microsoft opens orders for a $2,599 Surface Laptop Ultra on Nvidia's RTX Spark chip and moves Copilot onto the PC 7 Oct 2026 US
- Micron's Taoyuan union wins a 99% strike mandate in a bonus dispute; shares slip over 2% before the bell 7 Oct 2026 US
- Applied Digital's quarterly revenue quadruples to $341.9 million; data-centre leases reach 1.41 GW and about $36 billion 7 Oct 2026 US
- AMD plans to 'substantially' increase chip supply in 2027; Lisa Su meets Foxconn and TSMC in Taiwan 6 Oct 2026 US
- OpenAI is reported in talks with UAE funds and BlackRock for a $30 billion round at about a $1.4 trillion valuation 6 Oct 2026 US
- Nvidia-backed GPU cloud Lambda is reported to be raising up to $4 billion at a $14.5 billion valuation before a 2027 IPO 6 Oct 2026 US
- Mistral previews Large 4, a 1-trillion-parameter model trained in its own European data centres, at $1.36 per million input tokens 6 Oct 2026 EU
- China's DeepSeek is reported to target at least $12 billion in new funding at about a $74 billion valuation ahead of a 2027 IPO 6 Oct 2026 US
- S&P 500 and Nasdaq close at records as Nvidia nears a $6 trillion value; Marvell and Constellation lead 6 Oct 2026 US
- Marvell lifts its fiscal 2028 revenue forecast to about $20 billion and targets $70-90 billion for fiscal 2031 6 Oct 2026 US
- Cerebras shares end about 9% higher after Sam Altman calls the chipmaker a 'close partner' of OpenAI 5 Oct 2026 US
- Firmus plans to give about half of its A$5.5 billion IPO to existing holders including Nvidia 5 Oct 2026 US
- Data-centre developer DayOne files for a Nasdaq IPO: $512 million of first-half revenue and 2.3 GW booked 5 Oct 2026 US
- Aurionpro wins a Rs 150 crore order to build an AI-ready data centre in Navi Mumbai for a global hyperscaler 5 Oct 2026
- Foxconn's third-quarter revenue rises 47% to T$3.03 trillion on AI server demand, ahead of estimates 5 Oct 2026 US
- Intel falls about 4% after Musk confirms TSMC is in early talks over the $16.8 billion Terafab chip plant in Texas 5 Oct 2026 US
- SoftBank pays the last $10 billion of its $30 billion OpenAI commitment, funded by a record junk bond 2 Oct 2026 US
- STOXX 600 closes up 0.8% on Friday, but European banks post their worst week since April and IG Group drops 22.6% 2 Oct 2026 EU
- Amazon pledges $1 billion over five years to towns that host its data centres as local opposition grows 2 Oct 2026 US
Sectors these stories name
How often each sector is named in these stories, and the median 5-session move of its stocks. A record, not a forecast.
Companies these stories name
| Company | Stories | 5 sessions | 20 sessions |
|---|---|---|---|
| Aurionpro Solution Ltd. AURIONPRO | 1 | +5.15% | -11.03% |
Ranked by how many of the stories name the company — a count, not a recommendation.