Results for: CHIP

In a dramatic escalation of a long-standing legal dispute, Arm Holdings PLC has issued a 60-day cancellation notice to Qualcomm Inc., threatening to sever their licensing agreement. This could force Qualcomm to cease production of Arm-based chips, impacting a vast majority of its smartphone chips, including the new Snapdragon chips powering Copilot+ PCs. The dispute stems from Qualcomm’s acquisition of Nuvia, a chip design company, and the disagreement over licensing terms. The potential fallout could significantly disrupt the smartphone and PC markets, as Qualcomm’s revenue relies heavily on Arm-based chip sales.

Shares of ASML Holding, a leading semiconductor equipment manufacturer, plummeted by over 16% after the company unexpectedly lowered its 2025 sales forecast. This unexpected move, driven by slower-than-expected recovery in key market segments, sent shockwaves through the semiconductor sector. The news also impacted other chip-related stocks, highlighting the vulnerability of the industry to shifts in market sentiment and growth projections.

SEMIFIVE and HyperAccel have joined forces to mass produce Bertha, a generative AI chip designed for high-performance and efficiency. The chip, built on 4nm process technology, is expected to revolutionize the AI landscape by offering a cost-effective alternative to GPUs, boasting significant performance improvements and a better price-to-performance ratio.

Nvidia exceeded expectations in its Q2 earnings report, driven by strong demand for its AI chips. While its stock price dipped slightly after the report, Nvidia remains a dominant player in the AI market, supplying companies like Microsoft, Amazon, and Google. The company also revealed plans for its next-generation AI chip, Blackwell, which is expected to launch in Q4.

Nvidia, the leading chipmaker and AI powerhouse, is set to release its second-quarter earnings report on Wednesday. While analysts anticipate strong revenue growth driven by robust demand for AI accelerators, concerns linger about potential delays in the Blackwell 200 chip, which could impact profitability.

SoftBank, owner of Arm Holdings, has abandoned its plan to partner with Intel to build an AI chip, instead turning to TSMC. The move is a setback for Intel and the US CHIPS Act, as SoftBank was seeking US government funding for the project. The decision was driven by Intel’s inability to meet SoftBank’s demands for speed and volume.