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16 articles
Trending Companies
NVIDIA96 TSMC39 Samsung Electronics28 SK Hynix26 Samsung26 Micron Technology24 Micron24 SK hynix22 Intel22 Microsoft18 Infineon17 AMD17 Google12 Apple12 ASML10
Trending Technologies
EUV105 3nm87 AI35 HBM34 DRAM23 AI chips21 GPU21 memory chips15 NAND flash15 advanced packaging12 AI infrastructure9 semiconductor9 AI data center8 HBM47 IoT6
2026-07-06
Memory chip giant raises $28 billion in landmark US listing as AI demand surges - eciks.org
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news.google.com 2026-07-06 eciks.org
2026-07-05
Micron Technology's Stock Soars 241% Amid AI Demand Surge - Intellectia AI
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news.google.com 2026-07-05 Intellectia AI
2026-06-29
Micron vs SanDisk: Which Memory Stock Has More Upside as AI Demand Surges? - TIKR.com
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www.tikr.com 2026-06-29 TIKR.com
Key Takeaways: Both Micron and SanDisk are signing long-term supply deals with AI customers worth tens of billions of dollars. Micron makes a special type of memory chip that AI systems desperately need. SanDisk does not. Analyst estimates suggest both stocks could double from here, but the paths and risks are very different. Now Live: Discover how much upside your favorite stocks could have usin
SemiconductorMemory ChipsArtificial IntelligenceDRAMNAND FlashAI ServersData CentersHigh Bandwidth Memory
2026-06-28
Micron Technology Stock (MU) Opinions on Recent Earnings and AI Demand Surge - Quiver Quantitative
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www.quiverquant.com 2026-06-28 Quiver Quantitative
Earnings Beat: Social media discussions centered on Micron Technology's recent quarterly results that exceeded expectations, with observers noting robust demand for high-bandwidth memory driven by AI applications. Many highlighted the company's raised outlook amid persistent supply constraints in the sector. The stock experienced an initial rally followed by some profit-taking in subsequent sessio
Micron TechnologySemiconductorAI MemoryEarnings BeatStock RallyAnalyst RatingsInstitutional HoldingsInsider Trading
2026-06-09
AI supply chain shortages shift from chips to equipment
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digitimes.com 2026-06-09
As four major North American CSPs step up AI infrastructure spending, global semiconductor output forecasts keep rising. But the AI demand surge is also exposing hidden supply-chain bottlenecks, with industry watchers saying the number of components that are currently in a severe shortage now far exceeds those that are not.
2026-06-04
TSMC CEO signals unwavering AI demand surge; what it means for Apple’s chip supply and roadmap - MacDailyNews
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news.google.com 2026-06-04 MacDailyNews
2026-05-21
Nvidia posts record quarter as AI demand surges, but muted guidance caps investor excitement - Proactive financial news
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www.proactiveinvestors.com 2026-05-21 Proactive financial news
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2026-05-20
Micron Price Target Hiked 100% by Citi on AI Demand Surge - TradingView
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www.tradingview.com 2026-05-20 TradingView
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2026-05-17
Applied Materials Sees Semiconductor Shortage Through 2030 Amid AI Demand Surge - thelec.net
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www.thelec.net 2026-05-17 thelec.net
1Samsung Display, LG Display to Supply OLED Panels for Apple iPhone 18 Pro Models2Apple Considers Samsung and Intel Foundries to Reduce Reliance on TSMC3WIRobotics Raises 95 Billion Won in Series B Funding4Samsung Electronics, Union to Resume Wage Talks Ahead of Strike Deadline5Samsung Electronics Union Faces Growing Backlash Over 45 Trillion Won Bonus Demand6Global Semiconductor Packaging Market
Semiconductor shortageArtificial intelligence demandApplied MaterialsChip manufacturingSupply chain crisisMarket demandTechnology developmentGlobal semiconductor market
2026-05-15
SK Hynix Inches Near US$1tn Market Cap as AI Demand Surges - AI Magazine
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aimagazine.com 2026-05-15 AI Magazine
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2026-05-15
Nvidia Stock Soars as UBS Sees Massive AI Demand Surge Ahead - TradingView
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www.tradingview.com 2026-05-15 TradingView
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2026-05-14
TSMC forecasts $1.5T chip market as AI demand surges - MSN
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www.msn.com 2026-05-14 MSN
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2026-05-14
TSMC forecasts $1.5T chip market as AI demand surges - MSN
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www.msn.com 2026-05-14 MSN
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2026-05-14
TSMC raises global chip market forecast to $1.5 trillion as AI demand surges - Proactive financial news
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www.proactiveinvestors.com 2026-05-14 Proactive financial news
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2026-05-14
TSMC raises global chip market forecast to $1.5 trillion as AI demand surges - Proactive Investors
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www.proactiveinvestors.co.uk 2026-05-14 Proactive Investors
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2026-05-14
Susquehanna raises Nvidia price target to $275 on AI demand surge - Crypto Briefing
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cryptobriefing.com 2026-05-14 Crypto Briefing
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