Intel's tick tock has run down
Intel pivots hard into AI as PC refresh fades
Intel CEO Lip‑Bu Tan and CFO David Zinsner have warned that the outfit is instead prioritising AI server chips over some consumer processors.
TSMC smashes profit record again on AI chip frenzy
Monster demand for GPUs and HPC silicon
Taiwan’s semiconductor darling TSMC has once again bathed in the glow of the AI gold rush, reporting a massive 39.1 per cent jump in third-quarter profit and setting a fresh all-time record.
TSMC posts record-high revenue amid currency headwinds
Performance beats forecasts
TSMC pulled in around NT$330.98 billion [US$11.41 billion] in consolidated revenue in September 2025, down 1.4 per cent from August but up 31.4 per cent year on year, marking a new record for the month.
TSMC hits record-breaking August revenue
AI boom keep the tills ringing
TSMC has just clocked up its busiest August in history, pulling in 3357.72 billion yuan (€96.1 billion), a 3.9 per cent rise month-on-month and 33.8 per cent up year-on-year.
Nvidia’s profits sparkle but China chip freeze spooks traders
AI darling’s data centre growth slows as H20 blacklisting bites
Nvidia has blown past earnings expectations again, but that wasn’t enough to satisfy the cocaine nose jobs of Wall Street.
Lenovo rides AI PC hype to record sales
Claims top spot in smart boxes while rivals scramble
Lenovo has kicked off its fiscal year by flogging more PCs than ever and is crowing about its AI leadership.
Foxconn surprises Wall Street
iPhone assembly into second place
Hon Hai, better known as Foxconn, did much better than expectations with its second quarter numbers.
AMD’s AI chip hype falls flat
Santa Clara outfit fails to impress investors with sluggish data centre gains
AMD fluffed its lines again in the AI chip race, posting second-quarter data centre revenue that barely moved the needle despite the market frenzy around artificial intelligence.
Microsoft hits $4 Trillion market cap
Redmond rides GenAI gold rush
Software King of the world, Microsoft's share price briefly cracked the $4 trillion mark on Thursday, making it only the second outfit in history to do so, before it promptly slid back to $3.96 trillion.
Qualcomm shrugs off Apple breakup with $10.37bn earnings beat
Snapdragon pulls 61 per cent of revenue as chipmaker bets on glasses, cars and clouds
Qualcomm has managed to beat the cocaine nose jobs of Wall Street’s estimates for Q2 2025, pulling in a tidy $10.37 billion in revenue, even as the clock ticks down on its once-lucrative relationship with the Fruity Cargo Cult Apple.