#AI chips

AMD crossed $1 trillion and reached Wall Street's central target. TECHi maps the bull, base and bear cases using Q2 growth and the Q3 outlook.

Intel stock jumped 11.6% to $121.21. See the INTC forecast, $110-$145 analyst targets, Q3 catalysts, risks and price levels after the rally.

AMD fell 3.7% and Intel 4% while Nvidia held near flat. The market is separating chipmakers that can pass on rising input costs from those that cannot.

ByteDance and Tencent each received about 10,000 Nvidia H200 chips. US licences permit 75,000 per customer. The gap says more than the approval did.

Samsung's foundry share fell to 7.3% from 11.5% in a year, yet it raised advanced chip prices up to 15%, sooner and steeper than TSMC. What that signals.

Intel announced a $15 billion stock offering and INTC fell 3.5%. Why sell after a 175% rally — the dilution math, the foundry bet, and what happens next.

Google's Ironwood TPU has been generally available since April, yet there's still no public per-hour price. What that silence reveals about AI inference costs.

Google shipped Gemini 3.6 Flash, 3.5 Flash-Lite, and a restricted 3.5 Flash Cyber model. Why the gated cybersecurity variant is the real signal in the release.

Amazon's custom silicon runs at a $20B pace with $225B in Trainium commitments. What sold-out chips through 2027 mean for anyone buying AI training capacity.

CoreWeave measured 10× more DeepSeek-R1 tokens per megawatt on Vera Rubin NVL72, but missing methodology limits what NVDA investors can conclude today.

NVIDIA says its 32GB Jetson T3000 can match T5000 inference. TECHi examines the missing methodology, memory economics and 2027 hardware timeline for buyers.

Intel’s select-layer High-NA EUV use on Panther Lake creates a production-learning bridge for AI chips, without proving 18A economics are solved at scale.

A field guide to the four companies selling the machines behind AI memory — ASML, Applied Materials, Lam Research and KLA — and how the capex cycle pays them.

Lumentum jumped 12% to $794.30 on Meta's 14-gigawatt compute memo and is up ~115% in 2026. Inside the optics maker turning AI's bandwidth crunch into records.

Lam Research closed July 9 at $353.17, up 6%, as four banks raised targets to $400–$475. Up 154% in H1, LRCX sells the tools every memory fab must buy.

Qualcomm is buying Chris Lattner's Modular for $3.9B to attack NVIDIA's CUDA moat with a hardware-agnostic AI layer. Why it's the right target, and so hard to crack.

Micron reports fiscal Q3 on June 24. Why Wall Street doubled its price targets on a triple-digit DRAM surge — and what the print must deliver to justify it.

Entegris and KLA jumped as the semiconductor-equipment complex ripped. Why the deepest layer of the AI trade is booming — and the catch after the run.

Cerebras reports its first results as a public company on June 23. The per-share loss matters less than its $24.6B backlog and ~86% UAE revenue mix.

Nvidia and SK hynix signed a multiyear HBM4 memory pact for Vera Rubin. Why memory is AI's real bottleneck — and what it means for NVDA and Micron (MU).

Google reportedly ordered 3 million TPUs from Intel for 2028 and Nvidia is testing 18A. What the foundry wins mean for INTC stock — and the valuation gap.

Onto Innovation is an AI chip infrastructure stock tied to metrology, inspection, HBM packaging, and gate-all-around process control.

Oracle wants to own AI cloud capacity. Broadcom wants to tax custom silicon. Here is the ORCL vs AVGO setup before June earnings.

AMD stock reopens after Memorial Day with a new test: whether Venice, Helios and AI racks can justify the post-earnings re-rating.