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Semiconductors and Hardware

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Etched Considers Financing Offers at Valuation Up to $50 Billion
News

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.

10/6/2026
Anthropic Commits $125.2 Billion to TPU Capabilities, Igniting Chip Stocks
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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.

10/6/2026
Huawei Says It Produced 381 τ-Class Chips Covering Multiple Sectors
News

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.

10/5/2026
Vultr Orders HPE 'AMD Helios' Systems in $1.2 Billion Deal
News

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.

10/2/2026
Snap Launches $2,200 Specs Augmented Reality Glasses in Fourth Attempt at Wearable Computing
News

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.

9/17/2026
Broadcom Achieves 221% Growth in AI Chip Revenues Reaching 16.7 Billion
News

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.

9/8/2026
India Redraws Map of Global Tech Supply Chains and Competes with China for Title of World's Factory
News

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.

9/3/2026
China Restricts Exports of Gallium and Germanium, Worrying Global Chipmakers
News

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.

9/1/2026
Teledyne Buys Varex for $1.1B: Buying Certified Hardware Beats Building It
News

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.

8/14/2026
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