Intertek's £10bn takeover by EQT-led consortium, while not a landmark event, highlights London's market issues. It's the third FTSE 100 company taken over this year, with few new listings.
Donald Trump announced on Truth Social that Apple and Intel will collaborate on designing and manufacturing chips in the US, a move aimed at boosting domestic production and diversifying Apple's supply chain.
Mistral AI, a French startup, is positioning itself as Europe's AI leader, competing with OpenAI and Anthropic. CEO Arthur Mensch discussed the company's focus on agentic AI, building data centers, and exploring in-house chip design.
Empyrean Technology, a Chinese EDA provider, has backed a new chipmaking method using "true-3D" stacking, compatible with Huawei's LogicFolding architecture. This approach, presented as an alternative to Moore's Law, aims to bypass US sanctions on advanced lithography equipment by compressing signal travel time instead of shrinking transistors.
UK Business Secretary Peter Kyle aims to nurture the UK's first trillion-dollar company by increasing risk thresholds for public investment vehicles like the British Business Bank (BBB) and National Wealth Fund (NWF). Critics question the "aggressively ambitious" approach and potential for civil servants to act as fund managers, urging a return to disciplined investment principles.
Nvidia CEO Jensen Huang predicted Marvell Technology will be the next trillion-dollar company, boosting Marvell shares by 30%. Huang highlighted Marvell's essential role in AI infrastructure and data center connectivity at Computex Week in Taipei.
Nvidia CEO Jensen Huang predicted Marvell Technology will be the next trillion-dollar company, boosting Marvell's shares by 20%. Huang highlighted Marvell's essential role in AI infrastructure and data center connectivity at Computex Week in Taipei.
Nvidia CEO Jensen Huang predicted Marvell Technology will be the next trillion-dollar company, boosting Marvell's shares by 20%. Huang highlighted Marvell's essential role in AI infrastructure and data center connectivity during an appearance at Computex Week in Taipei.
Nvidia CEO Jensen Huang praised Marvell Technology, predicting it will be the next trillion-dollar company. Huang highlighted Marvell's essential role in AI infrastructure and data center connectivity at Computex Week in Taipei, boosting Marvell's shares.
Nvidia CEO Jensen Huang predicted Marvell Technology will be the next trillion-dollar company, boosting Marvell's stock by 25% in premarket trading. Huang highlighted Marvell's essential role in AI infrastructure and data center connectivity.
GigaDevice and Biwin Storage shares surged following CXMT's record Q1 revenue and profit, driven by rising DRAM prices and expanding sales volumes. CXMT forecasts continued strong performance for the first half of 2026.
Chinese chip designer Loongson Technology has shipped more than 1 million units of its flagship desktop processor, marking a milestone for China’s efforts to build a self-sufficient semiconductor industry and move domestic central processing units (CPUs) beyond basic usability towards broader commercial adoption. The 3A6000 processor, designed for desktop computers, was built on Loongson’s self-developed LoongArch instruction set architecture, proprietary IP cores, and domestic manufacturing...
Malaysia’s anti-corruption agency is seeking to charge two unnamed individuals over a 1.1 billion ringgit (US$278 million) semiconductor deal with British chip designer Arm Holdings, as former economy minister Rafizi Ramli returned for a third day of questioning in the same probe. The Malaysian Anti-Corruption Commission (MACC) said the investigation was nearing completion after officers recorded statements from 22 witnesses, including Rafizi and his former aide, political analyst James...
Supporters gathered outside the MACC headquarters as Rafizi stated he would defend himself in court if charged, during an investigation under Section 23 of the MACC Act for alleged misuse of office.
Chinese chip designers Cambricon Technologies and MetaX Integrated Circuits reported substantial growth in the first quarter, as the artificial intelligence boom, lingering US export-control risks and China’s self-sufficiency push drove the country’s demand for home-grown computing power. Cambricon’s first-quarter revenue jumped 160 per cent from a year earlier to 2.89 billion yuan (US$423 million), while profit soared 185 per cent to 1 billion yuan, the company said in a filing on...
Chinese chip designers Cambricon Technologies and MetaX Integrated Circuits reported substantial growth in the first quarter, as the artificial intelligence boom, lingering US export-control risks and China’s self-sufficiency push drove the country’s demand for home-grown computing power. Cambricon’s first-quarter revenue jumped 160 per cent from a year earlier to 2.89 billion yuan (US$423 million), while profit soared 185 per cent to 1 billion yuan, the company said in a filing on...
We're calling up this one up from our Bullpen stocks to watch list.
The AI race is shifting from training to inference, with Google challenging Nvidia's dominance. Google is doubling down on its custom TPUs for faster, cheaper AI responses, aiming to power the next wave of AI agents. This strategic move, leveraging a decade of chip design, positions Google as a formidable competitor as AI usage scales globally.
Huawei has unveiled new AI-powered smart glasses priced at 2,499 yuan (US$367), weighing just 35.5 grams and featuring voice interaction, live streaming, first-person video calls, food calorie estimation and QR code payments. Powered by Huawei's self-developed chip, the glasses mark a renewed push in the company's smart eyewear line-up, which previously offered more basic functions like translation. Huawei joins a growing list of tech giants competing with Meta's dominant Ray-Ban Meta and Oakley Meta glasses, which hold 85% market share with 7.4 million units shipped in 2025.
