Chinese AI chipmaker Axera Semiconductor is seeking to raise roughly $379 million in a Hong Kong IPO. The company, backed by Tencent, is a major player in visual AI inference chips for cameras and vehicles, though its losses are widening even as revenue grows.
Barclays sees more upside for ASML after a strong earnings beat and guidance. Analyst Simon Coles says AI data center demand is materializing faster than expected, and competition between chip foundries will further accelerate orders for ASML’s critical EUV machines.
Intel CEO Lip-Bu Tan confirmed on the Q4 2025 earnings call that the Nova Lake desktop processors are on track for launch by the end of 2026. The rumored specs, including a potential 52-core flagship and massive cache increases, suggest a major counter-punch to AMD’s 3D V-Cache tech.
AMD’s integrated graphics strategy is taking a long-term, two-tiered approach. Mainstream APUs will stick with the older RDNA 3.5 architecture for years, while only high-end chips will get the next-gen RDNA 5 iGPUs.
Intel’s stock is up over 70% since plans for a U.S. government stake emerged. But with the U.S. holding only 5.5% so far and Intel still reliant on TSMC, the path to regaining manufacturing leadership is long.
Volkswagen is locking in Qualcomm as the primary tech provider for its new software platform, developed with Rivian. The first cars using the system, starting with the electric ID.Every1, are slated for 2027.
Nvidia is sitting on Chinese orders for over 2 million H200 AI chips but is refusing to ship them without full, upfront payment. This drastic move highlights the intense regulatory pressure and high-stakes financial risk in the US-China tech trade. The deal hinges on Beijing’s final approval.
Samsung Electronics expects record-breaking revenue and a massive profit surge for Q4 2025. The driver is overwhelmingly strong sales of memory chips like HBM to AI giants like Nvidia and Microsoft.
Qualcomm is in discussions with Samsung Electronics to manufacture its next-generation chips using a 2-nanometer process. This deal could be a huge boost for Samsung’s contract chipmaking division as it battles industry leader TSMC.
Samsung Electronics is riding a wave of bullish sentiment, with analysts predicting its earnings will more than double to a record $60 billion in 2026. This comes after a $350 billion rally, but the company’s valuation is still less than half that of rival TSMC.
