ARM

TrendForce

2026-10-23 03:10:47

TrendForce says server CPU shipments could grow more than 40% in 2027 as Arm share rises to 30%

TrendForce said in its latest AI server industry research that server CPUs are becoming more important as AI agent services expand and inference workloads take up a larger share of cloud data center activity. The firm expects server CPU shipments to rise 31% year over year in 2026, then accelerate to more than 40% growth in 2027 as AI inference demand keeps climbing and AI agent adoption deepens. The report said the internal mix of CPUs and GPU/ASIC accelerators in server racks is shifting from roughly 1:8 in the past toward 1:2 and even 1:1. That change means a similar scale of AI accelerators now requires more CPUs for task scheduling and inference-related processing. On market share, TrendForce said x86 vendors Intel and AMD still controlled nearly 90% of the market in 2025, while Arm products had only recently moved past 10%. It expects AMD’s server CPU share to reach about 27% in 2026, Arm to pass 20% in 2026, and Arm to expand further to 30% in 2027 as products from NVIDIA, Google, AWS, Microsoft, OpenAI, Arm, Huawei and Alibaba move into volume production or ramp shipments.

150

Rivian

2026-10-18 16:08:43

Rivian develops 5nm in-house chip and works with Uber on end-to-end self-driving system

Rivian is developing a 5nm in-house chip with Arm and Taiwan Semiconductor Manufacturing Co. (TSMC), according to TechCrunch as cited by Techub. The electric vehicle maker is also building an end-to-end autonomous driving system for passenger vehicles and future robotaxis in partnership with Uber. Separately, Rivian has created internal AI models to power its in-car assistant. CEO RJ Scaringe said the company plans to license its EV architecture, software, AI models, and autonomous driving stack to "many different brands." He also said Mind Robotics, an industrial robotics startup in which Rivian holds a partial stake, has hired former Ford, Apple, and Tesla executive Doug Field as president. In addition, Rivian’s joint technology venture with Volkswagen Group is focused on EV architecture and software, with capital totaling $5.8 billion.

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Armada

2026-10-12 16:15:49

Armada earmarks 1% of ARM supply to support Ethereum core contributors

Armada said it has made a "1% pledge," committing 1% of the ARM token supply to support Ethereum core contributors. The project said the move is intended to back Ethereum core development. Protocol Guild also shared the announcement on X. The update was cited by Techub News, with attribution to @trent_vanepps in the source item. No additional details on allocation, timeline, or distribution terms were disclosed in the brief. The announcement centers on support for contributors working on Ethereum’s core development efforts, with Armada explicitly framing the commitment around that goal.

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U.S. premarke

2026-10-12 10:34:24

U.S. premarket chip, storage and optical networking stocks split, with Micron down more than 2%

U.S. stocks tied to semiconductors, memory and optical communications traded mixed in Monday premarket action, according to market data from BIT (bit.com) cited by BlockBeats on Oct. 12. In semiconductors, Lam Research (LRCX) fell 1.04%, Applied Materials (AMAT) dropped 1.08%, and Arm (ARM) lost 1.48%. Memory names were broadly lower, led by Micron Technology (MU), which declined 2.12%. Western Digital (WDC) fell 1.44%, Sandisk (SNDK) slipped 1.7%, and Seagate Technology (STX) was down 1.11%. Optical communications-related stocks also showed mixed performance, though most names moved lower. Applied Optoelectronics (AAOI) fell 2.11%, Coherent (COHR) dropped 1.64%, Credo (CRDO) lost 1.23%, and Astera (ALAB) declined 1.61%. Two names posted slight gains: Lumentum (LITE) rose 0.07% and Nokia (NOK) added 0.09%.

420

US stocks

2026-10-08 13:31:12

U.S. stocks opened lower, with AI names broadly down and Arm off 4.04%

U.S. equities opened in the red, according to data cited by Odaily from MSX.COM. The Dow Jones Industrial Average fell 0.35% at the open, while the S&P 500 also slipped 0.35%. The Nasdaq declined 0.48%, and the VIX volatility index rose 3.18%. AI-related stocks were broadly lower in early trading. Arm dropped 4.04%, CoreWeave fell 3.3%, Marvell lost 2.97%, NXP Semiconductors was down 2.9%, and KLA declined 2.64%. The report also noted that MSX describes itself as a leading RWA trading platform. According to the platform, it has listed hundreds of RWA tokens tied to popular U.S. stocks and ETF underlyings, including NVIDIA, GOOGL, MSFT, AMZN, META, TSM, and AMD. No additional market context or reasons for the declines were provided in the source report.

510

Qualcomm

2026-10-07 01:18:12

Qualcomm trial against Arm opens in Delaware over royalties, test tools and V10 licensing

Qualcomm’s lawsuit against Arm has entered a five-day jury trial in the U.S. District Court for the District of Delaware, according to court disclosures in case 1:24-cv-00490. Qualcomm alleges that Arm failed to provide chip testing tools required under their license agreements and leaked a 2024 threat letter about terminating a key licensing deal, which Qualcomm says damaged its chip partnership talks with Meta Platforms. As part of the case, Qualcomm is seeking an unusual remedy that could let it stop paying Arm royalties for as long as five years, with the amount at stake potentially reaching billions of dollars. Arm has denied the allegations and argued that Qualcomm has not shown actual harm. In parallel, Judge Maryellen Noreika is also set to hear a bench trial on whether Arm negotiated in good faith over a license for its next-generation V10 instruction set architecture. The dispute adds another layer to the long-running tension between the two companies following Qualcomm’s 2021 acquisition of Nuvia.

620

U.S. after-ho

2026-10-01 06:22:49

Chip stocks rise in U.S. after-hours trading, with SOXL up more than 9%

Chip-related names moved higher in U.S. after-hours trading, according to market data cited by ChainCatcher from Gate. The biggest gain in the group came from the Direxion Daily Semiconductor Bull 3x Shares ETF, or SOXL, which rose more than 9%. Arm gained 4%, while Advanced Micro Devices (AMD) and Intel each climbed more than 3%. Other semiconductor names also posted gains. SanDisk rose 2.8%, SK Hynix added 2.7%, Broadcom advanced 1.6%, Nvidia gained 1.5%, and Micron Technology rose 1.4%. The move reflected broad strength across chip stocks during the U.S. night session, with both individual semiconductor companies and a leveraged sector ETF trading higher.

630

US stocks

2026-09-29 01:00:11

U.S. stocks close lower as AI names slide, with Arm down more than 8.7%

U.S. equities finished lower, according to data from MSX.COM, with all three major indexes ending the session in negative territory. The Dow Jones Industrial Average fell 0.67%, the S&P 500 lost 0.77%, and the Nasdaq dropped 0.92%. At the same time, the VIX volatility index rose 8.07%. AI-related stocks broadly moved lower. Arm posted the steepest decline among the names listed, falling 8.7%. Ambarella dropped 5.5%, Atlassian fell 4.9%, Meta lost 4.79%, and Marvell declined 3.83%. The update also noted that MSX is a major RWA trading platform. It has listed hundreds of RWA tokens tied to popular U.S. stocks and ETF underlyings, including NVIDIA, GOOGL, MSFT, AMZN, META, TSM, and AMD.

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