UK Chip Startup Fractile Nears $6.5 Billion Valuation After Landing $250 Million Anthropic Deal: British AI chip startup Fractile is raising $600M at a $6.5B valuation after securing a $250M chip supply deal with Anthropic. Its chips won't ship until 2027.
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Micron reportedly plans to double HBM capacity to about 100,000 wafers a month by year-end, chasing Samsung and SK Hynix as HBM4 ramps for Nvidia's Vera Rubin.

#AiChips #HBM #Memory #Micron #Nvidia #Semiconductors

DeepSeek plans 160,000 Huawei AI chips in a gigawatt-scale Mongolia data center. China's AI self-reliance push is real. 🔗 youtube.com/shorts/F_u2i... #ChinaAI #AIChips

Macquarie upgraded Broadcom to Outperform, calling the chipmaker the cleanest listed way into Anthropic's compute buildout, as AI chip orders spread across six customers.

#AiChips #Anthropic #Broadcom #Nvidia #OpenAI #Semiconductors #WallStreet

Broadcom ($AVGO) projects massive AI chip sales: $115B by 2027, $230B by 2028. However, high demand and supply constraints could inflate costs for major tech players. 💡 #AIChips #Broadcom

#Halbleiter #Quantencomputing #ChinaTech #EuroTech #Lithografie #AIChips #Technologienautonomie #ComputeFrontier

#Halbleiter #Quantencomputing #ChinaTech #EuroTech #Lithografie #AIChips #Technologienautonomie #ComputeFrontier