RISC-V Chip Technology: The technology is being used by major Chinese tech firms such as Alibaba Group Holding and has become a new front in the strategic competition over advanced chip technology between the U.S. and China.
Malaysia plans to build Southeast Asia’s largest integrated circuit design park that is part of its efforts to move beyond chip assembly and into high-value work
Marvell Technology: Marvell said it expects the AI chip business to hit $2.5 billion in sales by its fiscal 2026. Marvell helps customers such as Amazon.com design custom chips for their cloud units and competes against rivals such as Alphabet supplier Broadcomm, which has said it expects $10 billion in AI chip sales this year.
Nvidia briefly hit $2 trillion in market value for the first time on Friday - two days after it released quarterly earnings - riding on insatiable demand for its chips which feature prominently in the generative AI craze.
Arm, which is majority owned by Japan's SoftBank Group, argues that its CPUs will become the preferred pairing with Nvidia's chips in many artificial intelligence data centers, which has helped drive Arm's shares up more than 60% this year.