Chip engineers are getting Wall Street-level bonuses as companies fight for scarce talent. SK Hynix paid bonuses worth 1,500% of monthly salary, but even that isn’t enough to solve the underlying shortage of 200,000+ engineers across Asia.
Nvidia faces its biggest test yet as Wednesday’s earnings report becomes a referendum on the entire AI boom. The chipmaker’s stock has already fallen 10% from its $5 trillion peak amid growing skepticism. Now all eyes are on whether CEO Jensen Huang can reassure markets.
Taiwan’s semiconductor foundry industry is experiencing explosive growth, with revenue projected to exceed $130 billion in 2025. This represents a massive 30% year-over-year increase, fueled by AI applications and supply chain inventory stocking. The growth is expected to continue into 2026 with ano
AMD just dropped its roadmap through 2028 at Financial Analyst Day. The company confirmed Zen 6 CPUs are coming next year, with Zen 7 following around 2028. Next-generation GPUs and NPUs are also in development with major AI enhancements.
AMD’s Financial Analyst Day sent shares soaring as much as 11% Wednesday. The company revealed ambitious targets including a $1 trillion AI market projection by 2030 and $20 earnings per share guidance that exceeded Wall Street expectations.
Specialty semiconductor and materials producer 5N Plus has been included in the MSCI Canada Small Cap Index effective November 24. The index covers about 14% of Canada’s free float-adjusted market capitalization with over 180 constituents. CEO Gervais Jacques says the inclusion recognizes the compan
Current H-1B visa restrictions are preventing US companies from hiring critical AI and semiconductor talent. The lottery system and annual caps create delays that cost billions and threaten national security. Reform is urgently needed to maintain American technological leadership.
Samsung appears ready to make Exynos the primary chipset for its Galaxy S26 lineup. The standard and Plus models would use Exynos globally, while only the Ultra might offer Snapdragon in limited regions. This marks a significant shift in Samsung’s chip strategy.
A bipartisan group of senators is calling on President Trump to continue blocking Nvidia from selling its most advanced AI chips to China. The resolution comes days after Trump appeared to soften his stance on export controls. Lawmakers argue China’s computing power limitations are America’s key AI
AMD appears to be expanding its Strix Halo APU lineup with new Ryzen AI Max+ models. These chips would bring the full 40-CU integrated GPU to lower core count configurations. The move could make powerful gaming performance more accessible across different device types.
