
All about Semiconductors and Hardware
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News
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Etched Considers Financing Offers at Valuation Up to $50 Billion
AI inference chip startup Etched is considering unsolicited offers at valuations between $40 billion and $50 billion, following a round that valued it at $21 billion in September.

Anthropic Commits $125.2 Billion to TPU Capabilities, Igniting Chip Stocks
Shares of Nvidia, AMD, and Broadcom rose in pre-market trading, with Nvidia's target price raised to $345, and Anthropic committing $125.2 billion to compute capabilities.

Huawei Says It Produced 381 τ-Class Chips Covering Multiple Sectors
Yu Chengdong, a Huawei executive, said that the company's semiconductor unit designed and mass-produced 381 τ-class chips covering smartphones and artificial intelligence.

Vultr Orders HPE 'AMD Helios' Systems in $1.2 Billion Deal
Vultr has placed a $1.2 billion order for HPE's 'AMD Helios' systems—marking the platform's first order—to be deployed across its cloud data centers in the United States.

Snap Launches $2,200 Specs Augmented Reality Glasses in Fourth Attempt at Wearable Computing
Snap has launched the new generation of its Specs augmented reality glasses priced at $2,200 with a 4-hour battery life, marking its fourth attempt in the wearable tech category that has proven challenging for major tech companies.

Broadcom Achieves 221% Growth in AI Chip Revenues Reaching 16.7 Billion
Broadcom announced a 221% growth in AI chip revenues to reach $16.7 billion in the third quarter of 2026, but its forecast falling below analysts' expectations sparked market disappointment and a stock decline.

India Redraws Map of Global Tech Supply Chains and Competes with China for Title of World's Factory
Apple, Samsung, and Nvidia are moving part of their production to India, while New Delhi pumps billions into building a domestic semiconductor industry, in a trajectory that redraws the tech balance of power between East and West.

China Restricts Exports of Gallium and Germanium, Worrying Global Chipmakers
China has announced new restrictions on the export of vital elements gallium and germanium, sparking a wave of anxiety across the global chip manufacturing sector.

Teledyne Buys Varex for $1.1B: Buying Certified Hardware Beats Building It
An all-cash deal at a 52% premium extends the consolidation of imaging and sensing supply chains serving defense and medical end-markets.

