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Thursday 8 October 2026
AI boom reportedly drives tech giants toward new debt financing for chips
Major technology companies are increasingly turning to private credit and other forms of debt to fund the enormous cost of AI infrastructure, as demand for computing capacity pushes...
Thursday 8 October 2026
Wolfspeed secures conditional US$1.5B US defense loan for SiC, GaN expansion
Wolfspeed has received a conditional commitment for up to US$1.5 billion in long-term financing from the US Department of War to expand domestic production of silicon carbide (SiC)...
Thursday 8 October 2026
Fed could hike again before year-end as liquidity is watched
The Federal Reserve raised rates by 1 quarter point in September, and with the standoff between the US and Iran still unresolved and US inflation remaining elevated, markets expect...
Thursday 8 October 2026
Broadcom reportedly in early talks to finance OpenAI's custom chip purchases
Broadcom is increasingly arranging the money its customers need to buy its chips. Fresh off launching a US$60 billion debt package to fund Anthropic's AI build-out, the company has...
Wednesday 7 October 2026
SpaceX's US$40 billion Nvidia financing spotlights rise of AI compute as an asset class
SpaceX is seeking roughly US$40 billion in financing to fund purchases of Nvidia AI chips, in a deal led by Apollo Global Management that could become one of the largest examples yet...
Monday 5 October 2026
Chipmakers turn balance sheets into AI sales tools: How customer financing is becoming the new industry norm
Recent reports citing Anthropic's IPO filings show that Broadcom has agreed to provide up to US$42 billion in convertible-note financing to help fund the AI company's infrastructure...
Monday 5 October 2026
Weekly news roundup: Musk looms large as AI chip boom drives capacity expansion and geopolitical risks
Across the week, Taiwan-linked semiconductor groups and their partners continued expanding capacity, while AI demand, export controls, and financing structures shaped the industry...
Friday 2 October 2026
China financing chain linked to Nvidia Blackwell chips, 32 Asus servers exposed
A China-backed leasing firm appears to have helped Chinese companies buy restricted Nvidia Blackwell platform chips through financial leasing, according to a recent report. The transactions...
Friday 2 October 2026
Taiwan government backs 7 semiconductor schools to upgrade equipment
To address chip talent shortages, Taiwan has a law in place to promote industry-academia collaboration by establishing semiconductor schools. However, the current financing scheme...
Friday 2 October 2026
Commentary: Broadcom's US$42 billion Anthropic loan exposes AI's emerging chip-financing loop
When the underlying economics of infrastructure commitments meet the financing muscle of the companies supplying foundational compute, the traditional boundary between supplier and...
Friday 2 October 2026
SK Hynix says Solidigm IPO remains undecided as AI storage demand drives investment
SK Hynix has reiterated that no decision has been made on a potential US initial public offering (IPO) or other external financing for its Solidigm subsidiary, as the company weighs...
Friday 2 October 2026
GMI Cloud secures NT$14.05 billion loan for AI factory
CTBC Bank and GMI Cloud on October 1 announced the closing of an NT$14.05 billion (about US$445 million) syndicated credit facility to fund Taiwan's first AI factory. The deal is the...
Friday 2 October 2026
Onsemi revises Synaptics takeover deal after rival bid
Onsemi has amended its agreement to buy Synaptics in an all-cash deal, a move that could reshape semiconductor competition and affect global technology supply chains. The revised cash...
Friday 25 September 2026
From ISM 1.0 to Semicon 2.0—India's chip subsidy overhaul draws early interest, raises the bar for investors
India's new semiconductor incentive regime is putting more capital at risk for manufacturers, but the first wave of investment commitments suggests lower subsidies have not stopped...
Wednesday 23 September 2026
Seven Chinese AI companies hit US$10.7 billion ARR, but the harder race is paying for scale

China's leading AI developers are scaling revenue rapidly, but the gap with their US rivals remains substantial — and the cost...