Chips Tech News.

Nvidia CEO Jensen Huang declared Marvell the next $1 trillion company at Computex 2026. The announcement follows a $2 billion investment from Nvidia into Marvell and a partnership on NVLink Fusion, optical interconnects, and silicon photonics. Marvell's market cap is currently near $275 billion with a trailing P/E over 100 and enterprise value 55 times EBITDA. The stock has risen 274% year to date and is trading at a premium.

The S3 Virge GPU was once considered so bad it was worse than software rendering, but an investigation found this to be a myth. The GPU struggled to render at 640x480 resolution, but performed well in a special 512x384 resolution mode. The S3 Virge/DX was tested with Tomb Raider, hitting 15 FPS at 640x480 with bilinear filtering enabled. The investigation suggests the myth was caused by variability in GPU quality and trying to run at resolutions other than 512x384.

Nvidia, Intel, Marvell, and other AI stocks fell on Friday due to a strong jobs report that sparked fears of interest rate hikes. The report showed U.S. nonfarm payrolls rose to 172,000, exceeding the consensus estimate of 80,000. This makes it harder for the Federal Reserve to justify rate cuts, which can stoke inflation and overheat the economy. AI stocks are sensitive to interest rate movements, with investors discounting future profits at a higher rate when rates rise.

Donald Trump said the US government may take direct equity stakes in AI giants like OpenAI, Anthropic, and xAI, essentially endorsing Sen. Bernie Sanders' populist logic. This move validates fears within Trump's MAGA base and marks a shift from his previous stance on AI deregulation. Trump's statement comes after AI CEOs from OpenAI, Anthropic, and Microsoft warned Congress that AI is making it too easy to design bioweapons.

HP launched the ZGX Fury GB300, an AI PC powered by Nvidia's GB300 chip, capable of trillion-parameter inference with up to 784GB unified memory. The device is designed for power users and AI enthusiasts and will launch in late 2026. Nvidia's DGX Station for Windows, announced at GTC Taipei on May 31, 2026, offers desk-side supercomputing with local 1 trillion parameter processing. The system targets enterprise AI workflows needing direct integration with business applications.

AMD developed a Linux DRM ioctl that is being disabled due to an ongoing security issue. The ioctl is being disabled to prevent potential security risks. The security issue is ongoing and has not been resolved. AMD is taking steps to address the issue.

The Samsung Galaxy A27 has been certified for sale in Singapore by IMDA, indicating its launch is near. The device will have dual-SIM support, 5G, NFC, Wi-Fi, and Bluetooth. It is powered by the Snapdragon 6 Gen 3 SoC and 6GB of RAM. The Redmi 17 4G has also been certified, offering Bluetooth, Wi-Fi, and NFC, with six RAM/storage combos available.

Google will pay SpaceX $920 million per month for compute capacity from October 2026 through June 2029. The agreement spans 3.5 years, with a reduced fee for the first 9 months. Google will use about 110,000 Nvidia graphics processing units housed in SpaceX's data centers. If SpaceX fails to deliver access to the committed amount of GPUs by September 30, 2026, Google can immediately end the agreement.

Broadcom's AI chip sales rose 143% year over year to a record $10.8 billion in the fiscal second quarter. The company's revenue grew 48% to a record $22.2 billion, led by the semiconductor solutions segment. Broadcom's profit margins held near record levels. The stock fell 13% and 8% after the report, erasing hundreds of billions of dollars in market value. The decline is attributed to the stock's prior climb rather than the company's results.

Taiwan Semiconductor Manufacturing reports second-quarter 2026 earnings on July 15. First-quarter revenue reached $35.9 billion, up 35% year over year. Gross margin expanded to 66.2%. The company expects full-year revenue growth of over 30%. Shares trade at a forward P/E of 27 and price-to-sales ratio of 17.5. A revenue slowdown in May could prompt a stock decline, creating a buying opportunity for long-term investors.

SpaceX's IPO now allows retail investors to buy shares directly, bypassing traditional bank syndicates. This change gives more people access to the offering. Retail buyers can purchase shares before the stock starts trading, potentially at a lower price. The shift aims to make the IPO process more inclusive.

Google will pay SpaceX $920 million per month for access to 110,000 Nvidia GPUs and related compute infrastructure. The agreement is a short-term deal to meet stronger-than-expected demand for Gemini Enterprise. SpaceX is using deals like this to bolster its pitch for a historic public offering. The deal is similar in length and scope to the one announced with Anthropic in late May.

Microsoft AI chief Mustafa Suleyman says the company was 'set free' from its partnership with OpenAI to pursue superintelligence, ending a three-year relationship that catapulted Copilot products into the enterprise mainstream and added hundreds of billions of dollars to its market capitalization.

Microsoft is doubling down on its quantum computing plans, releasing a new quantum chip called Majorana 2. The company is now targeting 2029 for a useful quantum computer, a year earlier than previously planned. This is due to improved qubits that stay together for an average of 20 seconds, 1,000 times longer than the first-generation chip. Microsoft's topological qubit approach offers hardware-based protection against qubit fragility.

Stocks tumbled Friday as a selloff over fears about the AI boom's longevity was compounded by worries about Federal Reserve rate hikes. The Nasdaq sank 4%, its worst selloff since April 2025. Chipmakers Micron, Intel, Cisco, and Nvidia led the decline. Trouble began when Broadcom gave disappointing guidance late Wednesday.

Qualcomm AI Hub Models are used in a hands-on coding tutorial for classification, object detection, and hardware-aware deployment. The tutorial covers setting up the required package, loading MobileNet-V2 for local PyTorch inference, and handling input-shape issues. It also includes running inference on sample and real images, inspecting top predictions, and executing a YOLOv7 object detection example. The tutorial extends the workflow with a hardware-aware deployment example.

Semiconductor stocks plummeted, with Micron and Broadcom leading the decline, tanking 20% in two days and wiping out $450 billion in value. The collapse is attributed to the semiconductor industry's overvaluation and the impending share sales by tech giants like Alphabet and Meta. These companies plan to raise billions by selling new shares at stratospheric valuations, reversing the liquidity flow that had fueled the market's growth.

The White House plans to regulate artificial intelligence before it is widely used. The US government previously adopted a hands-off approach, allowing AI development to proceed without oversight. This shift in policy aims to address concerns about AI's potential impact. The government's new stance prioritizes safety and security over concerns about slowing down American companies.

The Nasdaq plummeted 4.2% Friday, its worst session in 14 months, due to rising bond yields and concerns about AI trade growth expectations. Chip stocks, including Broadcom, suffered losses after a stronger-than-expected May jobs report triggered the jump in yields. This makes it more expensive for AI companies to maintain their spending. The decline is a bloodbath for the chip sector, which underpins the AI economy.

Broadcom's stock falls 7.49% to $387.52 after failing to raise AI revenue guidance. Revenue reached $22.19 billion in Q2, AI bookings exceeded $30 billion, and gross margin stood at 65.66%. Investors expect rapid conversion of AI chip bookings to revenue to meet a $100 billion AI revenue target by fiscal 2027. The stock's volume surged to 50.3 million shares, 95% above average.

Chip stocks declined sharply on Nasdaq amid a selloff in semiconductor shares. The Nasdaq Composite dropped significantly during the session. The decline reflected broader market volatility in technology sectors. The selloff occurred as trading activity surged on the Nasdaq exchange.

Intel stock has increased by 453% in the past 12 months following government support and interest from tech companies. The U.S. government invested $8.9 billion in Intel's domestic semiconductor supply chain. Intel Foundry has attracted high-profile clients, including Amazon and Apple, for chip packaging services. Intel Foundry posted a $2.4 billion operating loss in the first quarter of 2026, but must continue to grow to be a positive contributor to Intel's business.

Navitas Semiconductor stock falls 18.42% on Friday. The share price closes at $25.02 after a session drop of $5.65. The S&P 500 declines 2.6% and Nasdaq Composite drops 4.8%. The May jobs report shows 172,000 jobs added, exceeding forecasts of 80,000. Investors fear Federal Reserve rate hikes due to rising inflation.

Big Tech stocks led the decline on Friday. The market saw significant losses. Major tech companies experienced a downturn. The decline was notable. Stocks fell sharply on Friday.

Marvell and Micron shares decline as the chip sector records its worst day in six years. The sector's performance reflects broader market volatility in semiconductor stocks. Investors reacted to declining demand signals in data center and consumer chip segments. The drop marks a significant downturn in a sector previously seen as resilient.

Apollo completed a $35 billion debt financing to purchase AI chips for Anthropic. The transaction supports Anthropic's AI chip development efforts. The funds are dedicated to hardware infrastructure for AI training. The move reflects Apollo's strategic focus on AI infrastructure investments.

Nvidia increases its dividend by 2500 percent. The new payout raises the yield only slightly. The change signals capital allocation strategy rather than financial performance. Investors see it as symbolic, not impactful on returns.

Nvidia introduced RTX Spark, a single superchip that merges its Blackwell RTX GPU with its Grace CPU for Windows PCs. It was developed with MediaTek and Microsoft. Nvidia is expanding its CPU business into Windows PCs, a market traditionally dominated by Intel and AMD. Qualcomm also sells ARM-based Snapdragon processors for PCs.

Broadcom misses expectations causing a selloff in US-traded chipmakers. Nvidia drops 6.19%, Micron falls 13.25%, AMD declines 10.86%, and Broadcom drops 7.92%. The market reaction reflects investor concern over semiconductor demand. The drop occurs amid no new product announcements or guidance updates.

The stock market has lost over $1 trillion in value due to a chip selloff. The decline is attributed to concerns over the global chip shortage. Investors are selling off semiconductor stocks in response to the shortage. The market value of chip-related companies has plummeted significantly.

Microsoft announced Microsoft IQ as a context layer across GitHub Copilot, Microsoft Foundry, and Copilot Studio. The company also revealed Work IQ APIs, Fabric IQ, Foundry IQ, and Web IQ as part of its AI strategy. These tools aim to provide reliable context, governance, identity, memory, and secure access to enterprise data. Microsoft is pushing agents into production throughout enterprise systems.

The Radxa Dragon Q5E is a single-board computer with a Qualcomm Dragonwing Q-6690 processor. It has eight Kryo CPU cores up to 2.9 GHz, a 1.15 GHz Adreno GPU, and a Hexagon NPU delivering up to 6 TOPS of AI performance. The board includes dual 2.5 GbE LAN ports, HDMI output, USB Type-C and Type-A, and optional Power Over Ethernet. It supports up to 16GB of LPDDR5-6400 memory and has MIPI-CSI and MIPI-DSI connectors.

The Nasdaq index has fallen 4% as shares in chip and memory groups decline. Chip and memory stocks are experiencing significant losses. The decline is affecting the overall market performance. The Nasdaq index is experiencing a downturn.

Roush has rolled out a supercharger kit for the 2026 Ford Mustang GT and Dark Horse. The kit produces 810 hp and 630 lb-ft of peak torque. It includes an Eaton TVS R2650 supercharger, intercoolers, and high-flow fuel injectors. The kit retails for $10,339 and comes with a 3-year warranty. It undercuts the supercharged Mustang Dark Horse SC, which starts at $108,485.