There were 47 graphics chip makers in 1998. Where did they all go? https://bit.ly/3UOaqbn
How Nvidia and AMD survived, and sometimes caused, the GPU industry's great exodus of rival chipmakers
Product cycles, supply switcheroos, and bursting bubbles: how the GPU industry shrunk from 47 big chip makers to two.
www.rockpapershotgun.com
November 11, 2026 at 4:02 PM
There were 47 graphics chip makers in 1998. Where did they all go? https://bit.ly/3UOaqbn
lol. No, @nytimes.com AI didn’t “transform mundane chipmakers into tech celebrities”. That was shitty journalists and their editors.
November 9, 2026 at 8:14 PM
lol. No, @nytimes.com AI didn’t “transform mundane chipmakers into tech celebrities”. That was shitty journalists and their editors.
Oh, the chipmakers are COOKED cooked
November 5, 2026 at 7:56 PM
Oh, the chipmakers are COOKED cooked
The Nasdaq Composite tumbled, on track for its deepest one-day drop in 19 months and set to confirm it was in a correction, as chipmakers sank on fears of tougher AI regulation after Democrats won control of the US Congress reut.rs/4sJTyiJ
Nasdaq set for biggest daily drop in 19 months on fears of AI regulations
The Nasdaq Composite tumbled on Thursday, on track for its deepest one-day drop in 19 months and set to confirm it was in a correction, as chipmakers sank on fears of tougher AI regulation after Dem...
reut.rs
November 5, 2026 at 8:11 PM
The Nasdaq Composite tumbled, on track for its deepest one-day drop in 19 months and set to confirm it was in a correction, as chipmakers sank on fears of tougher AI regulation after Democrats won control of the US Congress reut.rs/4sJTyiJ
Chipmakers lead Asian stocks lower on post-midterm AI fears ft.trib.al/jOx9FLl
Chipmakers lead Asian stocks lower on post-midterm AI fears
Concerns mount that Democratic control of Congress will slow data centre build-out
ft.trib.al
November 5, 2026 at 4:26 AM
Chipmakers lead Asian stocks lower on post-midterm AI fears ft.trib.al/jOx9FLl
A Taiwanese media report says NVIDIA may cut its orders with TSMC. If that happens, AMD and ASIC chipmakers could pick up some of the wafer capacity currently allocated to NVIDIA. I’ve heard similar rumors. I’ll let you know as soon as I can confirm them.
November 10, 2026 at 3:35 AM
A Taiwanese media report says NVIDIA may cut its orders with TSMC. If that happens, AMD and ASIC chipmakers could pick up some of the wafer capacity currently allocated to NVIDIA. I’ve heard similar rumors. I’ll let you know as soon as I can confirm them.
the only chipmaker i'm interested in is the doritos corporation
November 9, 2026 at 8:12 PM
the only chipmaker i'm interested in is the doritos corporation
Chipmakers warn AI demand is creating bottlenecks in automotive supply chain
Source: CNA
https://www.vublox.com/posts/chipmakers-warn-ai-demand-is-creating-bottlenecks-in-automotive-supply-chain-twjbe4
Source: CNA
https://www.vublox.com/posts/chipmakers-warn-ai-demand-is-creating-bottlenecks-in-automotive-supply-chain-twjbe4
Chipmakers warn AI demand is creating bottlenecks in automotive supply chain
Source: CNA
www.vublox.com
November 10, 2026 at 2:30 PM
Chipmakers warn AI demand is creating bottlenecks in automotive supply chain
Source: CNA
https://www.vublox.com/posts/chipmakers-warn-ai-demand-is-creating-bottlenecks-in-automotive-supply-chain-twjbe4
Source: CNA
https://www.vublox.com/posts/chipmakers-warn-ai-demand-is-creating-bottlenecks-in-automotive-supply-chain-twjbe4
Chinese chipmakers Denglin, Xinde trade mixed in Hong Kong debuts
Source: CNA
https://www.vublox.com/posts/chinese-chipmakers-denglin-xinde-trade-mixed-in-hong-kong-debuts-0q7xbp
Source: CNA
https://www.vublox.com/posts/chinese-chipmakers-denglin-xinde-trade-mixed-in-hong-kong-debuts-0q7xbp
Chinese chipmakers Denglin, Xinde trade mixed in Hong Kong debuts
Source: CNA
www.vublox.com
November 10, 2026 at 4:50 AM
Chinese chipmakers Denglin, Xinde trade mixed in Hong Kong debuts
Source: CNA
https://www.vublox.com/posts/chinese-chipmakers-denglin-xinde-trade-mixed-in-hong-kong-debuts-0q7xbp
Source: CNA
https://www.vublox.com/posts/chinese-chipmakers-denglin-xinde-trade-mixed-in-hong-kong-debuts-0q7xbp
AMD sentiment is holding a high-conviction ceiling at 8.5/10, gaining +2.0 pts this week. In a sector where many chipmakers are facing narrative resistance, AMD is seeing a remarkably clean reporting path with minimal editorial friction. assetfeel.com #markets
November 11, 2026 at 4:00 PM
AMD sentiment is holding a high-conviction ceiling at 8.5/10, gaining +2.0 pts this week. In a sector where many chipmakers are facing narrative resistance, AMD is seeing a remarkably clean reporting path with minimal editorial friction. assetfeel.com #markets
Chipmakers have grown complacent, former Intel CEO Pat Gelsinger says.
www.semafor.com/article/11/0...
www.semafor.com/article/11/0...
Exclusive: Chipmakers have grown complacent, former Intel CEO says
According to a PowerPoint presentation reviewed by Semafor, former Intel CEO Pat Gelsinger said the industry is failing to innovate on new technologies that could create exponential performance gains.
www.semafor.com
November 6, 2026 at 8:04 PM
Chipmakers have grown complacent, former Intel CEO Pat Gelsinger says.
www.semafor.com/article/11/0...
www.semafor.com/article/11/0...
Huawei builds PC using only local parts
Huawei has launched a desktop PC, the Qingyun HM650, claiming 100% Chinese-made parts including its Kirin X90 processor and HarmonyOS. Losing this government buyer is a direct hit for foreign chipmakers.
Huawei has launched a desktop PC, the Qingyun HM650, claiming 100% Chinese-made parts including its Kirin X90 processor and HarmonyOS. Losing this government buyer is a direct hit for foreign chipmakers.
November 9, 2026 at 8:06 PM
Huawei builds PC using only local parts
Huawei has launched a desktop PC, the Qingyun HM650, claiming 100% Chinese-made parts including its Kirin X90 processor and HarmonyOS. Losing this government buyer is a direct hit for foreign chipmakers.
Huawei has launched a desktop PC, the Qingyun HM650, claiming 100% Chinese-made parts including its Kirin X90 processor and HarmonyOS. Losing this government buyer is a direct hit for foreign chipmakers.
Chinese chipmakers Denglin, Xinde trade mixed in Hong Kong debuts
Source: CNA
https://www.vublox.com/posts/chinese-chipmakers-denglin-xinde-trade-mixed-in-hong-kong-debuts-0q7xbp?utm_source=bluesky
Source: CNA
https://www.vublox.com/posts/chinese-chipmakers-denglin-xinde-trade-mixed-in-hong-kong-debuts-0q7xbp?utm_source=bluesky
https://www.vublox.com/posts/chinese-chipmakers-denglin-xinde-trade-mixed-in-hong-kong-debuts-0q7xbp?utm_source=bluesky
www.vublox.com
November 10, 2026 at 4:50 AM
Chinese chipmakers Denglin, Xinde trade mixed in Hong Kong debuts
Source: CNA
https://www.vublox.com/posts/chinese-chipmakers-denglin-xinde-trade-mixed-in-hong-kong-debuts-0q7xbp?utm_source=bluesky
Source: CNA
https://www.vublox.com/posts/chinese-chipmakers-denglin-xinde-trade-mixed-in-hong-kong-debuts-0q7xbp?utm_source=bluesky
AVGO en chipmakers herstellen na politieke verkoopgolf
Broadcom en andere chipmakers winnen terrein terug nadat beleggers voorbij de poli…
https://yieldgraph.nl/blog/avgo-en-chipmakers-herstellen-na-politieke-verkoopgolf/ #investeren #beleggen #aandelen #beursnieuws #avgo #WallStreet #YieldGraph
Broadcom en andere chipmakers winnen terrein terug nadat beleggers voorbij de poli…
https://yieldgraph.nl/blog/avgo-en-chipmakers-herstellen-na-politieke-verkoopgolf/ #investeren #beleggen #aandelen #beursnieuws #avgo #WallStreet #YieldGraph
November 9, 2026 at 5:00 AM
AVGO en chipmakers herstellen na politieke verkoopgolf
Broadcom en andere chipmakers winnen terrein terug nadat beleggers voorbij de poli…
https://yieldgraph.nl/blog/avgo-en-chipmakers-herstellen-na-politieke-verkoopgolf/ #investeren #beleggen #aandelen #beursnieuws #avgo #WallStreet #YieldGraph
Broadcom en andere chipmakers winnen terrein terug nadat beleggers voorbij de poli…
https://yieldgraph.nl/blog/avgo-en-chipmakers-herstellen-na-politieke-verkoopgolf/ #investeren #beleggen #aandelen #beursnieuws #avgo #WallStreet #YieldGraph
Chipmakers warn AI demand is creating bottlenecks in automotive supply chain
Source: CNA
https://www.vublox.com/posts/chipmakers-warn-ai-demand-is-creating-bottlenecks-in-automotive-supply-chain-twjbe4?utm_source=bluesky
Source: CNA
https://www.vublox.com/posts/chipmakers-warn-ai-demand-is-creating-bottlenecks-in-automotive-supply-chain-twjbe4?utm_source=bluesky
https://www.vublox.com/posts/chipmakers-warn-ai-demand-is-creating-bottlenecks-in-automotive-supply-chain-twjbe4?utm_source=bluesky
www.vublox.com
November 10, 2026 at 2:30 PM
Chipmakers warn AI demand is creating bottlenecks in automotive supply chain
Source: CNA
https://www.vublox.com/posts/chipmakers-warn-ai-demand-is-creating-bottlenecks-in-automotive-supply-chain-twjbe4?utm_source=bluesky
Source: CNA
https://www.vublox.com/posts/chipmakers-warn-ai-demand-is-creating-bottlenecks-in-automotive-supply-chain-twjbe4?utm_source=bluesky
South Korean Stocks Jump as Chipmakers Roar Back on Dip Buying
South Korean stocks climbed, lifted by heavyweight chipmakers as investors waded back into the artificial intelligence trade following …
https://www.vublox.com/posts/south-korean-stocks-jump-as-chipmakers-roar-back-on-dip-buying-gsrqv5
South Korean stocks climbed, lifted by heavyweight chipmakers as investors waded back into the artificial intelligence trade following …
https://www.vublox.com/posts/south-korean-stocks-jump-as-chipmakers-roar-back-on-dip-buying-gsrqv5
South Korean Stocks Jump as Chipmakers Roar Back on Dip Buying
South Korean stocks climbed, lifted by heavyweight chipmakers as investors waded back into the artificial intelligence trade following last week’s selloff.
www.vublox.com
November 10, 2026 at 12:55 AM
South Korean Stocks Jump as Chipmakers Roar Back on Dip Buying
South Korean stocks climbed, lifted by heavyweight chipmakers as investors waded back into the artificial intelligence trade following …
https://www.vublox.com/posts/south-korean-stocks-jump-as-chipmakers-roar-back-on-dip-buying-gsrqv5
South Korean stocks climbed, lifted by heavyweight chipmakers as investors waded back into the artificial intelligence trade following …
https://www.vublox.com/posts/south-korean-stocks-jump-as-chipmakers-roar-back-on-dip-buying-gsrqv5
Anthropic's blockbuster IPO is getting an assist from the companies powering the AI boom. https://bit.ly/4BTBQNI
Anthropic's IPO shows how Big Tech is helping fund the AI industry's biggest spending boom
Big Tech and chipmakers are investing $26 billion alongside Anthropic's IPO, deepening the AI trade's circular funding debate.
www.businessinsider.com
November 11, 2026 at 10:51 AM
Anthropic's blockbuster IPO is getting an assist from the companies powering the AI boom. https://bit.ly/4BTBQNI
How many US chipmakers actually asked for a faster test setup on the spot?
November 10, 2026 at 10:18 AM
How many US chipmakers actually asked for a faster test setup on the spot?
“The U.S. government cannot leave chipmakers to police their own sales to China.” www.washingtonpost.com/opinions/202...
Opinion | The Huang honey-trap scandal sends a warning about chip exports
The U.S. government cannot leave chipmakers to police their own sales to China.
www.washingtonpost.com
November 11, 2026 at 12:45 PM
“The U.S. government cannot leave chipmakers to police their own sales to China.” www.washingtonpost.com/opinions/202...
Analysts warn of circular financing as chipmakers like Nvidia invest in Al labs like
OpenAl, recycling capital back into GPU sales boost revenue.
OpenAl, recycling capital back into GPU sales boost revenue.
November 7, 2026 at 3:01 AM
Analysts warn of circular financing as chipmakers like Nvidia invest in Al labs like
OpenAl, recycling capital back into GPU sales boost revenue.
OpenAl, recycling capital back into GPU sales boost revenue.
"The Huang scandal underscores why Washington cannot leave chipmakers to police their own sales to China," Craig Singleton of the Foundation for Defense of Democracies writes.
Opinion | The Huang honey-trap scandal sends a message about chip-export controls
Democrats and Republicans disagree on nearly everything. They should work together to prevent China from winning the AI race.
wapo.st
November 11, 2026 at 11:26 AM
"The Huang scandal underscores why Washington cannot leave chipmakers to police their own sales to China," Craig Singleton of the Foundation for Defense of Democracies writes.
November 9, 2026 at 6:40 AM
South Korea's KOSPI jumps over 5% and the Nikkei nearly 3% as chipmakers lead Asia's AI rebound.
November 11, 2026 at 8:00 AM
South Korea's KOSPI jumps over 5% and the Nikkei nearly 3% as chipmakers lead Asia's AI rebound.
Jensen Huang:
“Shielding Chinese chipmakers from US competition only strengthens them abroad and weakens America's position.” - May 2025
“Ultimately, it’s in the best interest of the world, of our country, for us to be able to sell in China.” - Aug 2025
“I […]
[Original post on zpravobot.news]
“Shielding Chinese chipmakers from US competition only strengthens them abroad and weakens America's position.” - May 2025
“Ultimately, it’s in the best interest of the world, of our country, for us to be able to sell in China.” - Aug 2025
“I […]
[Original post on zpravobot.news]
November 9, 2026 at 8:56 PM
Jensen Huang:
“Shielding Chinese chipmakers from US competition only strengthens them abroad and weakens America's position.” - May 2025
“Ultimately, it’s in the best interest of the world, of our country, for us to be able to sell in China.” - Aug 2025
“I […]
[Original post on zpravobot.news]
“Shielding Chinese chipmakers from US competition only strengthens them abroad and weakens America's position.” - May 2025
“Ultimately, it’s in the best interest of the world, of our country, for us to be able to sell in China.” - Aug 2025
“I […]
[Original post on zpravobot.news]
Google, Nvidia, Microsoft, TSMC and others will buy $26 billion in non-voting shares at the IPO price, deepening circular-financing concerns
Anthropic's IPO shows how Big Tech is helping fund the AI industry's biggest spending boom
Big Tech and chipmakers are investing $26 billion alongside Anthropic's IPO, deepening the AI trade's circular funding debate.
www.businessinsider.com
November 11, 2026 at 2:22 PM
Google, Nvidia, Microsoft, TSMC and others will buy $26 billion in non-voting shares at the IPO price, deepening circular-financing concerns