chipmakers

Nvidia has announced an increase to its share buyback programme, signalling confidence in its long-term financial position despite ongoing market volatility around AI stocks. The move returns cash to shareholders and is being discussed as a sign the chipmaker believes its valuation remains strong. Investors are weighing it against broader questions about sustained demand for AI hardware.

Vanguard International Semiconductor, the smaller affiliate of chip giant TSMC, is considering building a second chipmaking plant in Singapore through a joint venture, responding to growing global demand for semiconductors. The plan would expand Singapore's role as a key manufacturing hub in the semiconductor supply chain, where Vanguard already operates a wafer fabrication facility.

NVIDIA's board has approved an increase to the company's stock repurchase programme, authorising up to $150 billion in additional buybacks. The move signals the chipmaker's confidence in its cash flow and is being read by investors as a way to return capital while share prices remain elevated amid the AI boom.

Nvidia shares climbed after the AI chipmaker announced plans for a major share buyback. The move signals confidence in future cash flows and offers a way to return capital to shareholders, drawing attention from investors watching the company at the center of the artificial intelligence boom.

Nvidia has expanded its share buyback programme by $150 billion, adding to the company's existing authorisation to repurchase its own stock. The announcement, reported by CNBC, comes as the chipmaker continues to post strong results driven by demand for its AI-focused semiconductors. Investors typically view large buyback authorisations as a signal of management confidence in future cash flows.

Nvidia shares rose after the company carried out the largest share buyback in its history. The move, which returned cash to shareholders at record scale, was read by investors as a sign of confidence in the chipmaker's ongoing profitability and cash generation, lifting the stock in trading.

Nvidia has announced a $150 billion stock buyback authorization, the largest single authorization ever approved by a company. The move signals the chipmaker's confidence in its cash flow and long-term prospects, and is being read by investors as a strong commitment to returning capital to shareholders amid the company's dominant position in AI hardware.

AMD's market value briefly crossed the $1 trillion mark, putting the chipmaker in an elite group long dominated by Nvidia. Coverage frames AMD as a longtime underdog now nipping at Nvidia's heels, fueled by investor enthusiasm for AI-driven semiconductor demand, though the milestone proved short-lived as the stock slipped back below the threshold.

NVIDIA has increased its share repurchase program to $235 billion, according to a Yahoo Finance headline. The announcement reportedly coincides with the release of a new AI safety tool. The move would be one of the largest buyback programs on record, underscoring the chipmaker's enormous cash position during the AI boom. Further details on the timeline and terms of the buyback were not provided.

CanSemi, a Chinese photonics-focused chipmaker, is attracting record investor demand ahead of its market debut, according to the South China Morning Post. The company, which works with silicon photonics technology used in optical communications, has drawn unusually strong interest in its listing, reflecting continued investor appetite for China's domestic semiconductor sector despite broader market uncertainty.

Chinese chipmaker ESWIN is preparing a Hong Kong listing that would make it the city's first publicly traded RISC-V open-source chip company, aiming to raise up to $2.5 billion. The move highlights growing investor interest in RISC-V, an open-source alternative to Arm and x86 architecture, amid ongoing US-China technology restrictions and efforts to build a domestic semiconductor supply chain.

Cerebras, the AI chipmaker known for its wafer-scale processors, has agreed to supply AI computing systems to Gimlet Labs, a cloud computing startup. The deal puts Cerebras hardware at the heart of the young company's infrastructure as it builds out AI cloud services, and marks another customer win for Cerebras as it competes with Nvidia and other AI hardware providers.

Nvidia is raising its dividend for 2026, a move highlighted by Morningstar as putting dividend growth stocks back in focus for investors. While the chipmaker's payout remains small relative to its earnings, the increase signals confidence in sustained cash flows and is prompting discussion about whether income-focused investors should give high-growth tech names a second look alongside traditional dividend payers.

Qualcomm has confirmed it is working closely with Samsung on future 2nm chips, signalling that Samsung Foundry is in line to manufacture next-generation Snapdragon processors. The announcement strengthens Samsung's standing in the race for advanced chipmaking capacity, where it competes with TSMC. Observers see it as a vote of confidence in Samsung's 2nm process despite earlier yield concerns.

Chinese chipmaker Amicro, described as a 'little giant' firm, has cleared a key regulatory hurdle for a listing in Hong Kong, according to sources cited by the South China Morning Post. The move would give the semiconductor company access to fresh capital as China continues pushing to build up its domestic chip industry.