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Arm shares drop as AI chip supply lags surging demand

Arm Holdings reported record quarterly revenue and strong AI chip demand but saw shares fall after revealing it had secured supply for only half of the $2 billion in orders for its new AGI CPU. The ...
Android

Samsung to report a huge drop in profit as chip business struggles

Summary: Samsung will reportedly post a 21% drop in its operating profit for the first quarter of this year, largely due to the company’s struggling chip business. Challenges in the foundry division ...
SiliconANGLE

AI chip demand propels Broadcom to another earnings beat, but its shares drop after-hours

Red-hot chipmaking giant Broadcom Inc. narrowly beat earnings expectations for its second quarter today and also provided robust guidance for the curret quarter, but its stock cooled after-hours. The ...
Wall Street Journal

Chip Stocks Drop Globally on Renewed AI Bubble Fears

Asian semiconductor stocks tumbled on renewed fears of an artificial-intelligence bubble, tracking U.S. declines from Thursday. European chip shares fell too. Shares in Samsung Electronics and SK ...