TSMC Terafab Talks Rattle Intel, But Shares Recover Fast
TSMC Terafab talks with Elon Musk briefly hit Intel shares on 5 October 2026 - but the stock closed barely lower and remains up 20% on the month.
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Synopsys launches $1bn accelerated share buyback with JPMorgan
Synopsys has agreed a $1bn accelerated share repurchase with JPMorgan, its largest buyback on record, days after an AI-deal share surge.
Teradyne’s Bright Machines Investment Leaves Price Tag Undisclosed
Teradyne confirms a Bright Machines investment to build AI infrastructure manufacturing tech, but discloses no price tag or SEC filing on the deal.
Qualcomm to pay Huawei in reversal of 25-year patent deal
The Qualcomm Huawei patent deal flips a 25-year royalty flow: Qualcomm will pay Huawei to license 5G, AI and compute patents for the first time.
AMD to buy Fei-Fei Li’s World Labs for $8.2bn
AMD's $8.2bn World Labs acquisition brings Fei-Fei Li in-house as chief scientist, deepening its push into AI compute.
Nvidia lifts share buyback authorisation by $150bn to $235bn
Nvidia's board approved a $150bn Nvidia share buyback increase, taking total authorisation to $235bn, though the market's reaction stayed muted.
SK Hynix’s Solidigm Eyes New York Site for US NAND Factory
SK hynix's Solidigm unit is weighing a Solidigm New York factory for NAND chips, Reuters reports, though no deal has been signed.
Arm CEO: Chip Supply, Not Demand, Is Now the Real Constraint
Arm's CEO says the Arm chip supply constraint, not demand, is capping AI chip revenue growth after his CNBC comments moved the stock.
SK Hynix, Intel in Talks Over US Memory Chip Plant, Reuters Says
SK Hynix Intel talks over US memory chip output resurface, Reuters reports, months after Seoul denied a rival plan to buy Intel's Ohio site outright.
Lam Research says chip demand ‘fundamentally sold out’
Lam Research's CFO says chip demand is sold out, with capacity now the constraint, as AI-driven wafer equipment orders outpace forecasts.
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