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Kalshi builds forward curve for computing power as exchanges race to financialize AI infrastructure

Prediction market platform Kalshi has developed a forward curve tracking the future price of computing power, using weekly and monthly event contracts to predict GPU rental costs up to a year ahead. The move positions Kalshi alongside CME and ICE in the race to transform AI infrastructure into a tradable commodity, as GPU capacity becomes increasingly constrained and expensive.

Business2 sources

Kalshi builds forward curve for computing power as exchanges race to financialize AI infrastructure

Business2 sources

Morgan Stanley defends Broadcom as core AI winner amid MediaTek competition fears over Google TPU share

Morgan Stanley has defended Broadcom against investor concerns about rising competition, calling it a core AI winner second only to Nvidia. The firm projects Broadcom will retain roughly 80% of Google's tensor processing unit business despite MediaTek's entry, dismissing bearish forecasts as premature. Broadcom shares have dropped 22% from their June peak despite recent chip deals with Apple, Meta, and Google.

Business2 sources

Morgan Stanley defends Broadcom as core AI winner amid MediaTek competition fears over Google TPU share

Business2 sources

TYLSemi raises $43 million to build chiplets that democratize custom AI chip design

TYLSemi, founded by former Qualcomm AlphaWave executives, has raised $43 million to challenge the custom AI chip market with standards-based chiplets. The startup promises to cut development costs by nearly 50% and reduce timelines by half, offering an alternative to proprietary solutions from Broadcom and Marvell Technology.

Startups3 sources

TYLSemi raises $43 million to build chiplets that democratize custom AI chip design

Startups3 sources

IBM Stock Plunges 25% as Customers Divert IT Spending to AI Infrastructure Ahead of Price Hikes

IBM shares suffered their worst single-day drop since 1972, falling 25%, after the company revealed customers redirected budgets from mainframes to servers and storage amid AI hardware panic. CEO Arvind Krishna admitted the company failed to anticipate the magnitude of the spending shift as clients rushed to secure supply-constrained infrastructure before expected price increases.

Business17 sources

IBM Stock Plunges 25% as Customers Divert IT Spending to AI Infrastructure Ahead of Price Hikes

Business17 sources

Tower Semiconductor bets $3B on Japan expansion as AI data centers drive optical chip demand

Tower Semiconductor unveiled a $3 billion Japan expansion targeting silicon photonics and optical components for AI data centers, with Tokyo contributing $1 billion in grants. The dual-track project aims for full production by Q4 2027, with the company raising its 2028 revenue forecast to $3.6 billion as more than 70% of planned capacity is already committed through customer contracts.

Business3 sources

Tower Semiconductor bets $3B on Japan expansion as AI data centers drive optical chip demand

Business3 sources

Acer and Infinity Learn Launch India's First AI-Powered NEET Ready Laptop for CBT Transition

Acer, Intel, and Infinity Learn have launched India's first AI-powered NEET Ready Laptop to prepare students for the shift to computer-based testing from 2027. The collaboration combines Acer Aspire laptops with Intel processors and Infinity Learn's comprehensive NEET preparation ecosystem, addressing digital readiness challenges faced by over 22 lakh annual NEET aspirants, particularly those from Tier 2, Tier 3, and rural areas.

Technology2 sources

Acer and Infinity Learn Launch India's First AI-Powered NEET Ready Laptop for CBT Transition

Technology2 sources

UMC starts silicon photonics mass production in Singapore as Citi forecasts strong growth

United Microelectronics Corporation announced its first mass-produced silicon photonics wafers from its Singapore facility, partnering with SILITH Technology to deliver high-speed optical interconnects for AI infrastructure. Citi analysts project a 13% quarter-on-quarter sales jump for the second quarter of 2026, while UMC's June sales surged 22.85% year-on-year to $719.21 million, signaling strong momentum in the semiconductor manufacturing sector.

Technology2 sources

UMC starts silicon photonics mass production in Singapore as Citi forecasts strong growth

Technology2 sources

ASML raises sales forecast for second time as AI chip demand pushes production limits

ASML, the world's leading maker of chip manufacturing equipment, raised its annual sales outlook to €43-45bn as surging AI chip demand drives orders for its advanced EUV lithography machines. The Dutch company now plans to boost production capacity by 30% next year and is already close to fully booked through 2027, cementing its position as Europe's most valuable company.

Business20 sources

ASML raises sales forecast for second time as AI chip demand pushes production limits

Business20 sources

Memory shortage drives smartphone market to worst slump in 13 years as AI demand reshapes industry

Global smartphone shipments plummeted 11% in Q2 2026, marking the steepest decline since 2013. The memory shortage, driven by AI's insatiable demand for high-bandwidth chips, has forced manufacturers to shift production away from consumer electronics. Budget phones face price hikes of up to 68%, while premium brands like Apple and Samsung continue to gain market share.

Business3 sources

Memory shortage drives smartphone market to worst slump in 13 years as AI demand reshapes industry

Business3 sources

South Korea raises 2026 GDP forecast to 3% as AI chip boom fuels semiconductor-led recovery

South Korea has raised its 2026 economic growth forecast to 3%, the strongest pace in five years, riding a global surge in AI chip demand. The government plans to fast-track mega projects covering semiconductor manufacturing, AI data centres and physical AI investments, backed by a 2027 budget exceeding 800 trillion won. The upgrade marks a sharp revision from the previous 2.0% forecast.

Business4 sources

South Korea raises 2026 GDP forecast to 3% as AI chip boom fuels semiconductor-led recovery

Business4 sources

Intel Starfire SoC brings 18A process to space with onboard AI and radiation hardening

Intel has unveiled Starfire, a space-grade system-on-chip designed for the US government that combines an eight-core CPU and NPU built on its 18A process with an Intel 3 GPU. The chip delivers up to 75 TOPS for on-orbit AI inference while operating in temperatures from -55°C to 125°C. Samples are expected in Q3 2026, positioning Intel to compete in a market dominated by older processors like BAE Systems' RAD750.

Technology3 sources

Intel Starfire SoC brings 18A process to space with onboard AI and radiation hardening

Technology3 sources

Samsung accelerates Yongin chip plant to 2029 as AI memory boom reshapes Korea's semiconductor race

Samsung is advancing the opening of its first Yongin chip fabrication plant to 2029, one to two years ahead of schedule, as AI-driven demand forces Korea's memory makers to compete for the same capacity window. The move sits inside an $880bn national commitment to chips, data centers and robotics, with SK Hynix targeting the same year for its new NAND facility.

Business2 sources

Samsung accelerates Yongin chip plant to 2029 as AI memory boom reshapes Korea's semiconductor race

Business2 sources

SK Hynix raises $26.5B in record Nasdaq debut, but volatility signals selective AI investor appetite

South Korean chipmaker SK Hynix completed a historic $26.5 billion Nasdaq listing, marking the largest U.S. share sale by a foreign company. Despite overwhelming demand driven by its central role in AI memory production, shares plunged over 15% days after debut. The volatility underscores growing concerns about sustainability of AI-driven rallies and signals that foreign investors may become more selective about Asian tech offerings.

Business7 sources

SK Hynix raises $26.5B in record Nasdaq debut, but volatility signals selective AI investor appetite

Business7 sources

TSMC adds $100 billion to Arizona investment as AI chip demand drives record $22 billion profit

TSMC posted a record $22 billion quarterly profit, up 77%, fueled by surging demand for AI chips from customers like Nvidia. The chipmaker is committing an additional $100 billion to its Arizona expansion, bringing total investment to $265 billion, as CFO Wendell Huang signals confidence in multi-year AI-driven growth despite construction challenges and geopolitical headwinds.

Business24 sources

TSMC adds $100 billion to Arizona investment as AI chip demand drives record $22 billion profit

Business24 sources

TSMC expands advanced chip packaging capacity in Taiwan to meet surging AI demand from Nvidia

TSMC is building two additional advanced chip packaging plants at its Chiayi Science Park in southern Taiwan, responding to relentless demand from AI chip designers like Nvidia. The expansion will create over 9,000 jobs and generate $9.35 billion in annual production value. The move transforms a small Taiwanese city into one of the world's largest advanced packaging hubs, addressing the global AI chip supply bottleneck.

Business2 sources

TSMC expands advanced chip packaging capacity in Taiwan to meet surging AI demand from Nvidia

Business2 sources

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