Chips

Apple has selected Broadcom's Fort Collins plant for a multiyear agreement to manufacture 15 billion chips for wireless devices as part of a $30 billion deal.

Broadcom and Apple have extended their chips partnership to 2031. The collaboration involves Apple Inc and is documented in a Bloomberg report with a photograph by Craig Warga.

Morgan Stanley's Wilson predicts a shift in investment from the chip industry to hyperscalers. The analysis highlights a potential market rotation between these sectors.

AI factories are reshaping the power equipment market by creating distinct winners and losers. Current data center operations rely on alternating current converted to direct current for chip functionality.

Investors are using leveraged ETFs to increase their AI-related investments. South Korean companies like Samsung and SK Hynix will invest at least 1,350 trillion won ($880 billion) in chips and data centers to maintain their AI industry leadership.

China's factory gauge showed an increase in chip production, while retail and property sectors remained stagnant. The report highlights mixed economic performance across different industries.

Apple, Microsoft, and SoftBank all experienced significant stock declines, with SoftBank down 12%. The tech selloff is expanding beyond semiconductor-related concerns, as Brent crude oil prices fall below $73 per barrel and the Nasdaq faces a weekly loss exceeding 4%.

The AI data center boom is driving inflation due to increased demand for chips and energy, affecting prices of smartphones and electricity. While the inflationary pressure is lower than past factors like US tariffs or the Iran war, it could sustain elevated inflation. Meta, Microsoft, Amazon, and Google are heavily investing in data centers and power sources.

Switzerland has lost its top competitiveness ranking to Singapore. Singapore maintained its monetary policy but raised its inflation forecast, citing benefits from artificial intelligence-related demand for chips and technology.

The UK government announced plans to invest billions in AI infrastructure during London Tech Week, emphasizing chips, social media, and other areas. However, questions remain about the feasibility and effectiveness of these proposals.

Adobe’s CFO is departing for Marvell, which is cited as a reason for investors to prioritize chips over software. The software sector is struggling amid concerns about surviving in the AI era.

The EU plans to build seven or eight large AI hubs, according to a Polish minister, with a focus on creating a larger network of AI gigafactories that may include fewer chips per facility.

Chips contributed to a 0.86% rise in the Nasdaq despite the Dow's decline and the 10-year yield approaching 4.56% amid a $1 trillion market rout. The article was published by The Rio Times.

EU trade chief Maroš Šefčovič advocates for a new 'diversification instrument' to reduce reliance on China in critical sectors like chips and rare earths. He references the Energy Union model and highlights vulnerabilities exposed by China's export controls, with EU leaders planning to address China's industrial overcapacity at a June summit.

The European Union has launched a tech sovereignty initiative aimed at strengthening domestic capabilities in chips, cloud computing, and artificial intelligence to reduce reliance on American and Asian technology companies.

Micron Technology Inc. is set to release its earnings figures on December 17, 2025. The company's offices in San Jose, California, are highlighted in the article. The title references the 'Trillion-Dollar Club,' suggesting potential market valuation discussions.

An IREN co-founder argues that infrastructure represents the primary constraint limiting AI development and deployment, rather than the availability of semiconductor chips. This perspective challenges the common industry narrative focusing on chip shortages as the main bottleneck for AI advancement.

A study suggests that consuming one bag of chips per day may increase the risk of devastating brain damage. This daily habit could have severe consequences for brain health. The research highlights the potential dangers of excessive chip consumption.

The article highlights how AI-related risks are expected to exacerbate the growing disparity between hardware (chips) and software development. This divergence could impact market dynamics and innovation cycles in the tech industry.

TSMC's CEO expressed confidence in the company's competitive position and extended good wishes to Elon Musk regarding his chip-related endeavors.