ChipsDecoded

The Information reports companies linked to Alice Huang invested in DeepSeek's latest funding round, aiming to position her network as a supplier of Nvidia's restricted Blackwell chips. $NVDA $TSM $SOX $QQQ $SPY (via The Times) #semiconductors #chips #tech

Samsung broke ground on an advanced chip packaging hub in South Korea, turning its Onyang site into a key HBM packaging center with 6 trillion won in initial investment. $MU $NVDA $TSM $SOX $QQQ $SPY (via NewKerala) #semiconductors #chips #tech

President Trump says former Apple CEO Tim Cook should lead Nvidia after Jensen Huang's resignation, calling Cook 'the only man' for the job on Truth Social. No successor has been picked. $NVDA $AAPL $SOX $QQQ $SPY (via NorthJersey.com) #semiconductors #chips #tech

Jensen Huang has agreed to testify before Congress before Thanksgiving, House Foreign Affairs Chair Brian Mast says, after lawmakers threatened a subpoena. No date is set. $NVDA $SOX $QQQ $SPY (via Engadget) #semiconductors #chips #tech

BofA raised its $AMD target to $700 from $650, keeping a Buy, and cut $INTC to $80 from $100, citing low visibility on Intel's 2027 CPU supply plans. $SOX $QQQ $SPY (via TipRanks) #semiconductors #chips #tech

Wall Street keeps stepping back from $NVDA after Jensen Huang's resignation: Bernstein cut its target to $200 from $400, Melius downgraded to Hold, Goldman cut to $220. $SOX $QQQ $SPY (via Barron's) #semiconductors #chips #tech

With Huang gone, questions hang over Nvidia's stakes across the AI supply chain — $INTC fell 2.2% in early trading, $MRVL 3.4%, $LITE 4.6%, $COHR 2.6% and $GLW 2.9%. $NVDA $SOX $QQQ $SPY (via Barron's) #semiconductors #chips #tech

Jensen Huang has resigned as Nvidia CEO, effective immediately, after the board's probe into reports he was targeted by a foreign-intelligence effort. CFO Colette Kress is interim CEO. $NVDA $SOX $QQQ $SPY (via USA Today) #semiconductors #chips #tech

Nvidia's board is preparing to oust CEO Jensen Huang, the Wall Street Journal reports, after reports of two extramarital affairs. Shares fell 8.6% in after-hours trading to $158.76. $NVDA $SOX $QQQ $SPY (via Barron's) #semiconductors #chips #tech

Axios reports Commerce Secretary Lutnick has repeatedly stalled Trump's crackdown on firms suspected of diverting $NVDA chips to China. $SOX $QQQ $SPY (via Reuters) #semiconductors #chips #tech

Cornell found an electric field can change how semiconductors shed heat: in aluminum nitride, conductivity rose or fell with field direction, and boron nitride tests saw thermal resistance fall up to 25%. $NVDA $SOX $QQQ $SPY (via Cornell Chronicle) #semiconductors #chips #tech

Chip stocks rallied hard today: the $SOX index rose 5.7%, with $ARM up 12.1%, $MU up 11.9% and $AMD up 7.3%. The index has now climbed 17.4% from its recent low. $QQQ $SPY (via IBD) #semiconductors #chips #tech

Treasury Secretary Bessent pressed Commerce Secretary Lutnick over why Megaspeed, the $NVDA customer accused of diverting chips to China, still isn't on the Entity List. Lutnick said he'd look into it. $SOX $QQQ $SPY (via Axios) #semiconductors #chips #tech

Nvidia fell 5.5% to $168.89, a second straight drop, after The Information reported at least $7.5B of its chips reached Chinese firms since 2023. The report is unverified. $NVDA $SOX $QQQ $SPY (via Sovereign Magazine) #semiconductors #chips #tech

CoreWeave beat Q3 estimates after the close: revenue jumped 168% to $3.66B vs $3.54B expected, and it raised full-year guidance. Its order backlog climbed to $132.5B. $CRWV $NVDA $SOX $QQQ $SPY (via IBD) #semiconductors #chips #tech

AMD's 6th Gen EPYC server chips are now generally available — up to 256 Zen 6 cores per socket, built for AI and cloud data centers, with systems shipping from major server makers. $AMD $SOX $QQQ $SPY (via AMD) #semiconductors #chips #tech

Nvidia is donating its OpenShell agent-security runtime to the CNCF and open-sourcing new DSX AI factory tools for Kubernetes, including faster inference restarts. $NVDA $SOX $QQQ $SPY (via NVIDIA Blog) #semiconductors #chips #tech

Chipmakers warn AI data-center demand is squeezing auto chip supply: Nexperia says it is "totally oversubscribed" as capacity shifts to AI, with bottlenecks hitting cars and industrial gear. $STM $NXPI $TSM $SOX $QQQ $SPY (via Reuters) #semiconductors #chips #tech

Anthropic set its IPO price range at $70–$78 a share, valuing it up to ~$1T — and its chip and cloud suppliers agreed to buy $26B of stock alongside it. $NVDA $GOOGL $AMD $AVGO $MU $TSM $SOX $QQQ $SPY (via Motley Fool) #semiconductors #chips #tech

Nvidia fell 4.3% today while chip peers rallied — $AMD +13%, $AVGO +9% — as the board's probe into CEO Jensen Huang stayed in focus. The Nasdaq rose 2.7% in the rebound. $NVDA $SOX $QQQ $SPY (via CNN) #semiconductors #chips #tech