Semiconductor News & Analysis Feed
20 articles
2026-08-24
www.benzinga.com
2026-08-24
2026-08-22
www.theregister.com
2026-08-22
2026-08-21
2026-08-15
www.pymnts.com
2026-08-15
2026-08-12
finance.yahoo.com
2026-08-12
2026-08-12
2026-07-28
news.google.com
2026-07-28
2026-07-26
news.google.com
2026-07-26
2026-07-23
www.barchart.com
2026-07-23
2026-07-23
finance.yahoo.com
2026-07-23
2026-07-22
www.hackster.io
2026-07-22
2026-07-22
tomshardware.com
2026-07-22
Following TSMC's record earnings, ADATA Chairman Simon Chen stated that the global DRAM shortage will persist for another decade and dismissed current talk of an AI bubble, suggesting it may not occur until 2040 or 2050. He emphasized that AI applications are expanding beyond data centers into robot
2026-07-14
news.google.com
2026-07-14
2026-07-14
news.google.com
2026-07-14
2026-07-02
247wallst.com
2026-07-02
NVIDIA's bold investment in the AI neocloud domain has sparked widespread industry attention. This news explores NVIDIA's strategic intent behind building an AI neocloud platform, positioning this move as a key strategy for maintaining leadership in the AI era. From a technological perspective, NVID
2026-07-02
finance.yahoo.com
2026-07-02
NVIDIA has launched a new initiative called the AI Compute Partnership, enabling AI cloud providers to access GPU infrastructure without upfront capital investment. This move allows NVIDIA to generate both traditional hardware revenue and ongoing usage-based income through revenue sharing. The strat
2026-07-02
www.xtb.com
2026-07-02
Recent sharp declines in SK Hynix's stock price have sparked widespread speculation about whether the AI bubble has burst. As a leading global manufacturer of memory chips, SK Hynix plays a crucial role in artificial intelligence and data center markets. Its significant sell-off reflects growing mar
2026-07-01
www.investing.com
2026-07-01
Prominent investor Michael Burry has initiated short positions against Tesla and NVIDIA, signaling concerns about a potential AI bubble. This move reflects growing skepticism about current market valuations in the AI sector. Burry's investment strategy, known for contrarian approaches, suggests he a
2026-06-25
fortune.com
2026-06-25
Micron Technology's strong earnings report, which significantly exceeded analyst expectations, sparked a global rally in tech stocks. The company reported revenue of $50 billion, far surpassing estimates of $43.2 billion, and raised its capital expenditure guidance to over $25 billion, signaling con
2026-06-25