Semiconductors

Manufacturing Chip Manufacturing Chip Design AI Chips Artificial Intelligence Memory Chips Nvidia AI Technology Memory Technology Graphics Processing Units

67 ARTICLES

47m ago

Three Memory Giants Join Trillion-Dollar Club as AI Drives HBM Shortage

Investors have re-rated Micron, Samsung and SK Hynix on sold-out high-bandwidth memory bookings, creating a large valuation gap that could reverse if supply or AI spending changes.

8 ARTICLES

1h ago

Synopsys Heads Into Q2 Report as Ansys Integration Comes Under Scrutiny

4 ARTICLES

1h ago

Bitdeer Names Michael Potter as CFO as It Reorients Toward AI Data Centers

16 ARTICLES

1h ago

Nvidia Pledges $150 Billion a Year to Taiwan and Plans 'Constellation' Taipei Campus

7 ARTICLES

2h ago

SK hynix Announces iHBM, Embeds Cooling Elements Inside HBM Packages

9 ARTICLES

2h ago

Marvell Beats Q1 Estimates and Raises Revenue Outlook on AI Demand

44 ARTICLES

7h ago

Samsung Union Ratifies 10‑Year Profit‑Sharing Deal and Stops Planned 18‑Day Strike

5 ARTICLES

9h ago

Taiwan Detains Three and Seizes About 50 Supermicro Servers in Export‑Forgery Probe

36 ARTICLES

16h ago

Huawei Unveils Tau Scaling Law and LogicFolding, Sees Path to 1.4nm‑Equivalent Chips by 2031

3 ARTICLES

16h ago

Samsung Plans $1.5 Billion Chip-Testing Plant in Vietnam

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108 ARTICLES

yesterday

Micron Joins $1 Trillion Club After UBS Triples Price Target

4 ARTICLES

yesterday

U.S. Clears Nvidia H200 Sales to Chinese Tech Giants but Beijing Has Blocked Shipments

3 ARTICLES

yesterday

Intel Stock Near $120 After Rally Outpaces Wall Street Targets

3 ARTICLES

yesterday

Meta Raises 2026 AI Spend to $125–$145 Billion and Cuts Thousands of Jobs

4 ARTICLES

yesterday

Cyient Semiconductors Secures $30 Million Financing at $500 Million Valuation

4 ARTICLES

3d ago

Huawei Unveils 122.88TB SSD Using Die-on-Board Packaging

3 ARTICLES

3d ago

Coherent Rerated as AI Infrastructure Play After Q3 Beat and Reported Nvidia Investment

Semiconductors

Three Memory Giants Join Trillion-Dollar Club as AI Drives HBM Shortage

Synopsys Heads Into Q2 Report as Ansys Integration Comes Under Scrutiny

Bitdeer Names Michael Potter as CFO as It Reorients Toward AI Data Centers

Nvidia Pledges $150 Billion a Year to Taiwan and Plans 'Constellation' Taipei Campus

SK hynix Announces iHBM, Embeds Cooling Elements Inside HBM Packages

Marvell Beats Q1 Estimates and Raises Revenue Outlook on AI Demand

Samsung Union Ratifies 10‑Year Profit‑Sharing Deal and Stops Planned 18‑Day Strike

AMD Nears $1 Trillion Valuation After Rapid Rally

Samsung Reports Prototype 900‑Layer V‑NAND Chip

Semtech Shares Surge After Strong Q1 Results and Bullish Q2 Guidance

Never miss stories about

Semiconductors

Taiwan Detains Three and Seizes About 50 Supermicro Servers in Export‑Forgery Probe

Huawei Unveils Tau Scaling Law and LogicFolding, Sees Path to 1.4nm‑Equivalent Chips by 2031

Samsung Plans $1.5 Billion Chip-Testing Plant in Vietnam

Micron Joins $1 Trillion Club After UBS Triples Price Target

U.S. Clears Nvidia H200 Sales to Chinese Tech Giants but Beijing Has Blocked Shipments

Intel Stock Near $120 After Rally Outpaces Wall Street Targets

Meta Raises 2026 AI Spend to $125–$145 Billion and Cuts Thousands of Jobs

Cyient Semiconductors Secures $30 Million Financing at $500 Million Valuation

Huawei Unveils 122.88TB SSD Using Die-on-Board Packaging

Coherent Rerated as AI Infrastructure Play After Q3 Beat and Reported Nvidia Investment

Never miss stories about

Semiconductors