semiconductors

Meta will deploy tens of millions of AWS Graviton cores to power CPU-intensive agentic AI workloads in a multiyear, multibillion-dollar partnership that AWS describes as one of its largest Graviton commitments to date and that extends Meta's push to diversify beyond Nvidia.

South Korean memory giant reported 37.6 trillion won in operating profit on 52.6 trillion won in revenue, a 405% year-over-year jump and the highest operating margin in its history at 72%, as HBM and high-density server DRAM rode an AI-driven demand wave.

TSMC debuted its A13 and A12 process nodes and updated its full roadmap through 2029 at its North America Technology Symposium, while confirming A16 volume production slides to 2027.

STMicroelectronics is pairing a new Nvidia physical-AI partnership with plans to deploy more than 100 humanoid robots across its manufacturing footprint and retrain workers for higher-value roles.

AI chipmaker Cerebras submitted its S-1 for a CBRS listing on April 17, backed by a $20 billion multi-year OpenAI deal and a swing to profitability, after withdrawing its first IPO attempt over a national security review.

METI approved an additional 631.5 billion yen in support on April 11, raising cumulative Japanese government backing for the state-aligned chipmaker to roughly 2.6 trillion yen through fiscal 2027.

Tesla's next-generation AI5 processor has completed tape-out, reaching the final design milestone before mass production, with volume deployment not expected until 2027.

Meta revealed a four-generation MTIA custom chip roadmap built with Broadcom on a 2nm process, committing to over one gigawatt of initial deployment as it accelerates its push to reduce reliance on Nvidia.

RISC-V chip designer SiFive closes an oversubscribed Series G round led by Atreides Management, with Nvidia and Apollo Global among the investors, to accelerate open-standard CPU development for agentic AI workloads.

ASML posted 8.8 billion euros in Q1 2026 net sales and upgraded its full-year outlook, citing accelerating capacity expansions at memory and logic customers chasing AI infrastructure demand.

TSMC's Q1 2026 revenue surged 35% year-over-year to NT$1.13 trillion, powered by AI accelerator demand and 2nm ramp, as the company prepares a record $52-56 billion capex plan.

Credo Technology pays $750M cash plus stock for Israeli silicon photonics firm DustPhotonics, targeting $500M in combined optical revenue by fiscal 2027.