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Apple is negotiating with Micron and Tata Group to source $12B worth of semiconductors from India for iPhone production by 2026.

Micron introduces its 12-layer 36GB HBM3E memory chip, now in customer validation. Designed for AI and HPC, it offers 50% more capacity and high-speed performance.

VIS reports 2.14% growth in August revenue, driven by strong demand for semiconductors and PMICs, marking the second-highest monthly revenue in 2024.

TSMC 3nm process sees a Q4 order surge, with full-year revenue expected to jump 34%. Apple iPhone 16, MediaTek, Qualcomm, and AMD lead the demand boost.

Reports that Qualcomm is considering acquiring Intel's design units to diversify its product offerings. Intel is seeking to sell assets due to financial issues.

NVIDIA hits a record market value drop amidst stock sell-off and potential antitrust concerns, despite strong year-to-date performance and high demand for AI chips.

Samsung and SK Hynix highlight the growing HBM demand driven by AI at SEMICON Taiwan 2024, strengthening ties with wafer foundries to meet future needs.

NVIDIA's market value plummets $279 billion as AI investment concerns rise. Stock falls 9.5% amid broader tech sector decline and economic uncertainty.