kingfisher — news

OpenAI Adds Samsung Foundry to Its Silicon Program, Closing TSMC-Only Risk

Thu Sep-10 14:20:51partnership75

OpenAI has added Samsung Foundry as a second-source manufacturing partner for its custom AI chips, facilitated by a strategic agreement with Broadcom.

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Amazon gives OpenAI's ad business a boost, letting its advertisers into ChatGPT

Thu Sep-10 14:10:30partnership65

Amazon announced a partnership with OpenAI to allow select U.S. brands to run advertisements within ChatGPT.

AMZN ▲ FRESHGOOGL ▼ FRESHMETA ▼ FRESHwww.cnbc.com ↗

Chinese Chipmakers Secure Three-Year ASML Stockpile as Huawei Coordinates Domestic Replacement Effort - NaturalNews.com

Thu Sep-10 14:10:26regulatory65

The U.S. House Foreign Affairs Committee approved the MATCH Act, which would ban ASML from selling immersion DUV machines to China and restrict servicing of existing equipment.

ASML ▼ PRICEDNVDA · REPRICINGTSM · REPRICINGAMD · PRICEDQCOM · REPRICINGwww.naturalnews.com ↗

ASML, TSMC Target 40% High-NA Productivity Gain. The Catch Is a 2033 Timeline

Thu Sep-10 14:00:22product65

ASML and TSMC announced a collaborative initiative to transition to larger 12-inch EUV photomasks by 2033 to improve High-NA lithography productivity by 40%.

ASML ▲ PRICEDTSM ▲ REPRICINGNVDA · REPRICINGAMD · PRICEDfinance.yahoo.com ↗

Nvidia partners with 8 Australian firms for a 2GW AI infrastructure buildout

Thu Sep-10 13:50:46partnership65

Nvidia announced a partnership with eight Australian firms to deploy up to 2 gigawatts of AI compute capacity using its DSX platform by 2027.

NVDA ▲ REPRICINGAMD ▼ PRICEDGOOGL · FRESHMSFT · FRESHAMZN · REPRICINGMETA · FRESHcryptobriefing.com ↗

SMIC narrows gap with Samsung as global foundry revenue hits record...

Thu Sep-10 13:50:32earnings65

TSMC reported record Q2 2026 revenue of $40.2 billion with a 72.5% market share, driven by strong AI server demand and the initial contribution of its 2nm process node.

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China's AI chipmakers raise prices as high-bandwidth memory shortage bites

Thu Sep-10 13:50:25other65

Chinese AI chipmakers Huawei and Cambricon have raised processor prices by 20-50% due to a global high-bandwidth memory shortage, reinforcing Nvidia's competitive position in the AI hardware market.

NVDA ▲ REPRICINGAMD ▲ PRICEDQCOM ▲ PRICEDMU ▲ PRICEDTSM ▲ REPRICINGeconomictimes.indiatimes.com ↗

Apple Details How iOS 27 Adapts to iPhone Duo's Displays

Thu Sep-10 13:21:10product65

Apple detailed the iOS 27 software adaptations for the iPhone Duo, including a reoriented interface and new multitasking capabilities for its foldable display.

AAPL ▲ FRESHwww.macrumors.com ↗

MediaTek reports 44% surge in monthly sales driven by AI chips

Thu Sep-10 13:21:07partnership65

MediaTek reported a 44% surge in monthly sales driven by custom AI chip development for Google and a $3.5 billion strategic investment from Nvidia.

GOOGL ▲ FRESHNVDA ▲ FRESHAMD · REPRICINGQCOM ▼ REPRICINGAVGO · REPRICINGTSM ▲ REPRICINGcryptobriefing.com ↗

CXMT's New LPDDR6 Chips Put China's Memory Maker Level With Samsung - Startup Fortune

Thu Sep-10 13:20:58product65

Chinese memory maker CXMT has begun mass-producing LPDDR6 chips matching Samsung and Micron in speed, with Apple testing them for iPhones amid a global DRAM shortage.

MU ▼ REPRICINGAAPL ▲ FRESHstartupfortune.com ↗

Elon Musk's AI Empire Is Hiding Inside One Stock - AOL

Thu Sep-10 13:03:49earnings65

Tesla's Q2 2026 net income was primarily driven by a $1.01 billion unrealized gain on its SpaceX stake rather than automotive operating profits.

TSLA ▼ REPRICINGwww.aol.com ↗

ASML Inks Advanced EUV Lithography Deals With Chip Titans TSMC, Samsung

Thu Sep-10 13:03:33product75

ASML announced agreements with TSMC and Samsung to adopt its high-numerical aperture EUV lithography machines for semiconductor manufacturing by 2028 and 2030.

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Palantir, Nvidia Launch AI Platform for Supply-Chain Optimization

Thu Sep-10 13:03:04partnership65

Palantir and Nvidia announced a strategic partnership to integrate Nvidia Nemotron models into Palantir's platform for AI-driven supply-chain optimization.

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Jensen Huang's Trillion-Dollar Warning: Why AI Infrastructure Spending Is Set to Hit $4 Trillion a Year

Thu Sep-10 13:02:04other65

Nvidia CEO Jensen Huang forecasted that global annual AI infrastructure spending will reach $3 trillion to $4 trillion by the end of the decade, significantly exceeding current Wall Street consensus estimates.

NVDA ▲ FRESHAMZN · FRESHMSFT · FRESHGOOGL · FRESHMETA · REPRICINGAMD ▲ REPRICINGAVGO ▲ FRESHTSM ▲ REPRICINGASML ▲ REPRICINGSMCI ▲ REPRICINGMU ▲ REPRICINGQCOM ▲ REPRICINGwww.webpronews.com ↗

OpenAI faces Senate probe into Hugging Face hack by rogue AI agents

Thu Sep-10 13:02:01regulatory65

A Republican-led Senate subcommittee is investigating OpenAI's handling of a Hugging Face security breach, raising regulatory scrutiny risks for Nvidia which is acquiring the platform.

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Nvidia to buy developer platform Hugging Face in $12.9bn deal

Thu Sep-10 13:01:43m&a95

Nvidia has agreed to acquire AI developer platform Hugging Face for $12.93 billion to strengthen its position in the open-source AI ecosystem.

NVDA ▲ FRESHAMD ▼ REPRICINGAMZN · FRESHMSFT ▼ FRESHGOOGL ▼ FRESHMETA ▼ REPRICINGrocketnews.com ↗

Why Is SK Hynix Stock Falling on Thursday? - SK hynix (NASDAQ:SKHY)

Thu Sep-10 13:01:33other65

TSMC reported a record $16.35 billion in August revenue, a 53% year-over-year increase driven by strong AI chip demand.

TSM ▲ REPRICINGMU · REPRICINGNVDA · FRESHAMD · REPRICINGwww.benzinga.com ↗

Palantir Builds Out AI Ecosystem With NVIDIA, Fujitsu, Method Security

Thu Sep-10 13:01:23partnership65

Palantir announced strategic partnerships with Nvidia to integrate its software into Nvidia's supply chain and with Fujitsu and Method Security to expand its AI ecosystem.

PLTR ▲ FRESHNVDA ▲ FRESHnewsable.asianetnews.com ↗

No Acquisition, Same Prize? NVIDIA’s Groq Deal Faces DOJ Antitrust Probe

Thu Sep-10 13:00:32regulatory65

The U.S. Department of Justice has launched an antitrust inquiry into NVIDIA's licensing and talent acquisition arrangement with AI startup Groq to determine if it circumvented regulatory review.

NVDA ▼ FRESHAMD ▲ REPRICINGGOOGL · FRESHMSFT · FRESHAMZN · FRESHMETA · REPRICINGwww.benzinga.com ↗

iPhone 17 Makes Apple History With Record First-Year Revenue

Thu Sep-10 13:00:29analyst65

Counterpoint Research reports that the iPhone 17 series achieved record first-year wholesale revenue of over $170 billion, driven by strong sales in China and a successful strategy of bringing Pro features to base models.

AAPL ▲ FRESHwww.benzinga.com ↗

iPhone 18 Pro Debuts C2 Modem As Apple Keeps Weaning Off Qualcomm — Pro Max Isn't Ready to Let Go

Thu Sep-10 13:00:26product65

Apple's iPhone 18 Pro features its new in-house C2 modem, reducing reliance on Qualcomm, while the iPhone 18 Pro Max reportedly retains a Qualcomm modem due to potential supply constraints.

AAPL ▲ FRESHQCOM ▼ REPRICINGwww.benzinga.com ↗

Want in on Anthropic Before the IPO? Buy These 8 Stocks

Thu Sep-10 13:00:14other65

An article highlights Amazon, Alphabet, Microsoft, and Nvidia as key public beneficiaries of Anthropic's upcoming IPO due to their significant equity stakes and cloud infrastructure partnerships.

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Stocks fall on Wall Street as oil prices jump back above $100 a barrel after Iran war escalates

Wed Sep-09 21:10:26other65

Wall Street stocks declined broadly as oil prices surged above $100 per barrel due to escalating military conflict between the U.S. and Iran disrupting supply through the Strait of Hormuz.

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Meta Platforms (NASDAQ: META) Agrees To $18 Billion Settlement Over Child Safety Lawsuit Brought By 47 States

Wed Sep-09 21:00:55regulatory85

Meta Platforms agreed to an $18 billion settlement with 47 states to resolve allegations of designing addictive platforms for children, resulting in a significant legal expense accrual.

META ▼ PRICEDwww.foreignpolicyjournal.com ↗

Amkor increases investment in new Arizona facility to $12 billion - AZ Big Media

Wed Sep-09 20:50:57partnership65

NVIDIA announced a strategic partnership with Amkor Technology involving prepayments to expand advanced semiconductor packaging capacity in Arizona.

NVDA ▲ FRESHTSM · FRESHAMD · PRICEDAVGO · REPRICINGazbigmedia.com ↗

Apple's A20 Pro Will Power IPhone Duo And 18 Pro Series

Wed Sep-09 20:40:49product65

Apple officially announced the A20 Pro chipset, built on TSMC's 2nm process node, to power the new iPhone 18 Pro series and the foldable iPhone Duo.

AAPL ▲ FRESHTSM ▲ REPRICINGQCOM ▼ FRESHNVDA · FRESHwww.lowyat.net ↗

Hundreds of ads depicting nude children appeared on Meta platforms

Wed Sep-09 20:40:29regulatory65

A watchdog report revealed hundreds of ads containing AI-generated child sexual abuse material appeared on Meta platforms, with most promoting apps hosted on Apple and Google stores.

META ▼ PRICEDAAPL · FRESHGOOGL · PRICEDwww.sfgate.com ↗

Device-level child safety controls to be legislated in UK as deadline expires

Wed Sep-09 20:30:53regulatory65

The UK government announced plans to introduce primary legislation requiring major tech platforms like Apple and Google to implement device-level child safety controls and age assurance measures.

AAPL ▼ FRESHGOOGL ▼ PRICEDMETA ▼ PRICEDwww.biometricupdate.com ↗

iPhone Duo Won't Be US-Only After All, and Here's Every Country Getting It on Day One

Wed Sep-09 20:30:51product65

Apple confirmed the global launch of the iPhone Duo in over 70 countries on October 23 with pricing starting at $1,999, dispelling rumors of a US-only release.

AAPL ▲ FRESHwww.androidheadlines.com ↗

Apple drops its folding iPhone. Our first reaction, plus the other key launch news

Wed Sep-09 20:30:38product85

Apple has cancelled its planned foldable iPhone project, marking a significant strategic shift away from the new hardware category.

AAPL ▼ FRESHwww.cnbc.com ↗

Siri AI Will Get Daily Usage Limits and Become Partly Paid

Wed Sep-09 20:30:20product65

Apple announced that server-side Apple Intelligence features, including the new Siri AI, will be subject to daily usage limits and may require paid subscriptions for extended use starting with 2027 software releases.

AAPL ▼ FRESHGOOGL · PRICEDMETA · PRICEDMSFT · FRESHwww.trendingtopics.eu ↗

The September Issue by Vogue As Metaphor for Antitrust Absurdity

Wed Sep-09 20:11:19regulatory65

A federal judge declined to break up Google's advertising technology business, marking a significant legal victory for the company against antitrust claims.

GOOGL ▲ PRICEDMETA ▲ PRICEDwww.realclearmarkets.com ↗

Zankore Raises $3.1 Billion With Nvidia Sharing the Credit Risk

Wed Sep-09 20:00:19partnership65

Nvidia provided credit support and revenue-sharing arrangements to facilitate a $3.1 billion loan for Indonesian AI infrastructure platform Zankore to purchase Nvidia GPUs.

NVDA ▲ FRESHAMD · PRICEDAVGO · REPRICINGQCOM · REPRICINGfinance.yahoo.com ↗

Apple Raises Prices of iPhone 16, iPhone 17, iPhone Air, and iPhone 17e

Wed Sep-09 19:51:38product65

Apple raised prices by $100 on existing iPhone models due to memory chip shortages driven by AI data center demand.

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META Stock Jumps To Two-Month High -- Muse Seen As A 'Notable' Revenue Stream By TD Cowen, While Meta Reportedly Buys A Swedish AI Startup

Wed Sep-09 19:51:37m&a65

Meta Platforms acquired Swedish AI startup Stilla.ai to enhance its Business Agent ecosystem, coinciding with a positive analyst outlook on its Muse AI product.

META ▲ PRICEDGOOGL · PRICEDMSFT · FRESHAMZN · REPRICINGnewsable.asianetnews.com ↗

SpaceX Built AI Data Centers So Fast, Some Ran Without Backup Power for Months. Now It Faces a $920 Million Deadline.

Wed Sep-09 19:40:40other65

SpaceX faces reliability issues and a $920 million monthly deadline for its compute deal with Google after rushing AI data center construction without adequate backup power.

GOOGL ▼ PRICEDMSFT · FRESHAMZN · REPRICINGMETA · PRICEDNVDA · FRESHwww.fool.com ↗

Apple iPhone 18 Pro & Pro Max debut with variable aperture camera & 2nm A20 Pro chip

Wed Sep-09 19:31:11product85

Apple unveiled the iPhone 18 Pro and Pro Max featuring a mechanical variable aperture camera, a 2-nanometer A20 Pro chip, and enhanced on-device AI capabilities.

AAPL ▲ REPRICINGMSFT · FRESHGOOGL · PRICEDMETA · PRICEDTSLA · FRESHNVDA · FRESHAMD · PRICEDQCOM · REPRICINGwww.gizmochina.com ↗

The Reckoning In App Monetisation: How DTC Can Drive Profitability For The Broader App Market - TechRound

Wed Sep-09 19:30:55regulatory65

A US court ruling forcing Apple to allow direct-to-consumer in-app transactions is driving a shift away from the 30% app store fee model shared by Apple and Google.

AAPL ▼ REPRICINGGOOGL ▼ PRICEDtechround.co.uk ↗

Tesla Cybercab Strength Comes with Weakness in China - Tesla (NASDAQ:TSLA)

Wed Sep-09 19:30:51other65

Tesla's retail sales in China fell 12.4% year-over-year in August, marking its weakest performance in that market since 2022 despite a rise in exports.

TSLA ▼ FRESHwww.benzinga.com ↗

Micron Gains 2.4% as Memory's 86% Margin Era Refuses to Break

Wed Sep-09 19:30:47earnings85

Micron Technology reported strong fiscal third-quarter results with an 84.9% adjusted gross margin and projected $50 billion in fourth-quarter sales driven by sustained AI memory demand.

MU ▲ PRICEDNVDA · FRESHAMD · PRICEDTSM · REPRICINGAVGO · REPRICINGca.finance.yahoo.com ↗

Investors: Sept. 16 Will Be a Critical Day for the Stock Market. Here's What You Need to Know. - AOL

Wed Sep-09 19:10:51other65

The Federal Reserve is expected to announce a potential interest rate hike on September 16 due to persistent inflation and strong job growth, which could negatively impact equity markets.

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