KLA KLAC is benefiting from strong spending in the Wafer Fabrication Equipment (“WFE”) market. The company expects the WFE market to grow from about $110 billion in 2025 to the mid-$130 billion range ...

Aehr Test Systems is continuing its stellar performance in 2026 as customers deploy its systems across the AI chip testing ...

The chip market is facing a wave of price increases, with companies issuing hike notices and foundries preparing to raise prices for the 8-inch wafer process amid current supply-demand dynamics. Many ...

Tesla's AI6 chip production on Samsung's 2nm process has been pushed back roughly 6 months, delaying mass production to Q4 2027 and creating ripple effects for other Samsung foundry customers.

Tesla is expanding its partnership with Samsung to build its next-generation AI6 chips. These chips are expected to power self-driving cars, humanoid robots, an ...

Amazon Web Services has partnered with AI chip startup Cerebras Systems to bring Cerebras’ specialized processors to Amazon’s cloud platform.

Tesla's Terafab project launches in 7 days, targeting 2nm chips, $25B investment, and 1M monthly wafer starts by 2030.

But while the applications of AI keep evolving and the global appetite for more powerful chips keeps growing, the supply ...

Semiconductor manufacturing emissions will climb by about a third to 247 million metric tons of carbon dioxide equivalent by ...

TSMC (TSM) reports $10.1B February revenue, up 22% YoY, as Nvidia becomes largest customer at 19% share, overtaking Apple in historic business shift.

Cerebras Systems Inc.’s WSE-3 artificial intelligence chip available to its customers. The companies announced the initiative today. It’s part of a multiyear partnership that will also see AWS and ...

China's AI chip manufacturing plans come to the fore after the US allowed Nvidia Corp. to sell its second-most-powerful AI chips to China.