Updated
Updated · CNBC · Jun 25
IBM Rises 3% After Unveiling Sub-1-Nanometer Chip Technology
Updated
Updated · CNBC · Jun 25

IBM Rises 3% After Unveiling Sub-1-Nanometer Chip Technology

3 articles · Updated · CNBC · Jun 25

Summary

  • IBM shares gained 3% in premarket trading after the company unveiled what it said is the first technology capable of making chips smaller than one nanometer.
  • The company said the breakthrough would deliver a substantial jump in computing power for generative AI and cloud infrastructure, giving investors a fresh semiconductor growth angle.
  • The move came amid a broader chip rally: Micron surged 18.5% after quarterly earnings and revenue beat forecasts, while Qualcomm jumped 11% on a sharply higher 2029 non-handset revenue target.
  • Memory-linked names also advanced, with Sandisk up 15.6%, Western Digital up 13% and Lam Research adding 6%, underscoring strong risk appetite across semiconductor stocks.

Insights

With semiconductor stocks soaring on AI hype, are we witnessing a revolution or inflating the next great tech bubble?
Can America's new quantum foundry outpace China's push for complete semiconductor independence by 2030?
As chips shrink below one nanometer, can we build an 'off-switch' for AI before its power becomes uncontrollable?