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China’s YMTC aims to become the world’s largest NAND maker by the end of 2027, report says — company plans to overtake Samsung and SK hynix

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YMTC’s listing turns that position into a funding mechanism. Margins earned at the top of the memory cycle are already paying for domestic tool development, and the IPO adds a capital source that sits outside the reach o…

Nvidia revenue tops $96 billion as memory commitments soar to $160 billion — CEO Jensen Huang says AI ‘has reached its inflection point’

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For the second quarter of Nvidia’s FY2027, which ended on July 26, 2026, the company’s GAAP revenue hit a record $96.221 billion, up 18% quarter-over-quarter (QoQ) and 106% compared to the same quarter a year ago. Nvidia…

China’s YMTC aims to become the world’s largest NAND maker by the end of 2027, report says — company plans to overtake Samsung and SK hynix

by

YMTC’s listing turns that position into a funding mechanism. Margins earned at the top of the memory cycle are already paying for domestic tool development, and the IPO adds a capital source that sits outside the reach o…

Nvidia revenue tops $96 billion as memory commitments soar to $160 billion — CEO Jensen Huang says AI ‘has reached its inflection point’

by

For the second quarter of Nvidia’s FY2027, which ended on July 26, 2026, the company’s GAAP revenue hit a record $96.221 billion, up 18% quarter-over-quarter (QoQ) and 106% compared to the same quarter a year ago. Nvidia…

AMD borrows $4.75 billion for ‘general corporate purposes’ — company gives no insight into how it plans to spend cash injection

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If we were to speculate where AMD can put $4.75 billion, then long-term supply agreements for commodities like memory, logic production, or advanced packaging immediately come to mind. However, given the current market r…

Nvidia turns $5B Intel stock bet into $30B windfall — filing reveals new $21B SpaceX stake and complete exit from Arm stock

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Synopsys has been aggressively adding artificial intelligence capabilities for its tools, so to support the company, Nvidia acquired $2 billion worth of Synopsys stock last December. Right now, the stake is valued at $2….

AMD borrows $4.75 billion for ‘general corporate purposes’ — company gives no insight into how it plans to spend cash injection

by

If we were to speculate where AMD can put $4.75 billion, then long-term supply agreements for commodities like memory, logic production, or advanced packaging immediately come to mind. However, given the current market r…

Nvidia turns $5B Intel stock bet into $30B windfall — filing reveals new $21B SpaceX stake and complete exit from Arm stock

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Synopsys has been aggressively adding artificial intelligence capabilities for its tools, so to support the company, Nvidia acquired $2 billion worth of Synopsys stock last December. Right now, the stake is valued at $2….

Nvidia turns $5B Intel stock bet into $30B windfall — filing reveals new $21B SpaceX stake and complete exit from Arm stock

by

Synopsys has been aggressively adding artificial intelligence capabilities for its tools, so to support the company, Nvidia acquired $2 billion worth of Synopsys stock last December. Right now, the stake is valued at $2….

Nvidia turns $5B Intel stock bet into $30B windfall — filing reveals new $21B SpaceX stake and complete exit from Arm stock

by

Synopsys has been aggressively adding artificial intelligence capabilities for its tools, so to support the company, Nvidia acquired $2 billion worth of Synopsys stock last December. Right now, the stake is valued at $2….