Synopsys saw its stock surge after a major strategic investment from Nvidia. Despite strong fundamentals, the rally has pushed its valuation into expensive territory, raising questions for investors.
Marvell Technology is making a massive move into optical AI interconnects, agreeing to acquire startup Celestial AI for a deal that could be worth up to $5.5 billion. The acquisition is a strategic bet on the “photonic fabric” needed to link the next generation of AI chips together.
The U.S. government is moving to invest $150 million in chip lithography startup xLight. This follows a pattern of taking equity stakes in key semiconductor companies, signaling a new, direct financial strategy for the CHIPS Act.
Merck Electronics is investing heavily in Taiwan to support TSMC. Its new €500 million chemical plant in Kaohsiung aims to meet a huge chunk of local demand for critical chipmaking materials.
Legendary investor Michael Burry is betting against Nvidia and AI hyperscalers, seeing a bubble inflated by accounting. He argues the $30,000 GPUs powering the boom may physically or economically fail long before their 6-year depreciation schedule assumes, risking massive write-downs.
Two major players in underwater tech are joining forces. Kongsberg Discovery’s sensing systems are being integrated into MacArtney’s towed vehicle platforms, creating new turnkey solutions for deep-sea work.
Samsung could see operating profit skyrocket 129% to nearly $69 billion next year according to a bullish analyst forecast. The surge hinges on successful 2nm chip production and booming memory prices. This would mark one of the most dramatic corporate turnarounds in recent tech history.
NVIDIA CEO Jensen Huang is making his fifth visit to Taiwan this year around Thanksgiving. The trips focus on supply chain discussions and checking on TSMC founder Morris Chang’s health. This unprecedented frequency reveals how critical Taiwan’s manufacturing ecosystem is to NVIDIA’s AI dominance.
Samsung is pushing to finalize HBM4 pricing with Nvidia by year-end, aiming to match SK Hynix’s rates around mid-$500 per stack. The company has accelerated its timeline and now targets second-quarter 2026 shipments, potentially narrowing SK Hynix’s supply advantage from six months to just one quart
RAM prices have jumped 500% since October while SSD costs have doubled, according to industry reports. Major PC manufacturers are already adjusting prices and configurations in response to the ongoing shortage.
