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NVIDIA518 TSMC268 Intel135 AMD125 SK Hynix112 Micron Technology107 Samsung Electronics93 Micron91 Synopsys84 Microsoft82 Qualcomm78 Huawei74 Infineon65 Samsung59 Apple53
Trending Technologies
EUV430 3nm402 AI165 AI chips119 GPU105 HBM102 DRAM64 memory chips61 LogicFolding55 AI infrastructure49 CPU47 GaN40 semiconductor37 Tau Scaling Law37 SiC37
2026-05-17
ST Targets Nvidia's 800V AI Data Center Power Architecture - 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
SemiconductorArtificial IntelligenceData CenterPower ManagementChip DesignOLED DisplayAppleSamsung Electronics
2026-05-16
A Look At Coherent (COHR) Valuation After NVIDIA Deal And Strong Q3 AI Datacenter Momentum - simplywall.st
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simplywall.st 2026-05-16 simplywall.st
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2026-05-16
Infineon's AI Data Center Bet: €1.5 Billion in Sight, But Geopolitics Intervenes - AD HOC NEWS
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www.ad-hoc-news.de 2026-05-16 AD HOC NEWS
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2026-05-16
Texas Instruments stock (US8825081040): AI data center demand and Q1 momentum push shares to fresh h - AD HOC NEWS
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www.ad-hoc-news.de 2026-05-16 AD HOC NEWS
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2026-05-15
Eaton (ETN) Valuation In Focus As AI Data Center Demand, NVIDIA Deal And New Investment Lift Optimism - simplywall.st
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simplywall.st 2026-05-15 simplywall.st
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2026-05-15
Infineon’s GaN Patent Double and AI Data-Centre Surge Lift Shares to 25-Year Peak — Insiders Tak - AD HOC NEWS
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www.ad-hoc-news.de 2026-05-15 AD HOC NEWS
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2026-05-15
TSMC’s $1.5tn chip forecast signals decade of pressure on AI data centre networks - capacityglobal.com
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capacityglobal.com 2026-05-15 capacityglobal.com
HomeNewsTSMC’s $1.5tn chip forecast signals decade of pressure on AI data centre networksAITSMC’s $1.5tn chip forecast signals decade of pressure on AI data centre networks15 May 20264 minutesThe world's largest contract chipmaker, TSMC has revised its 2030 market projection upward by 50%, from just over $1 trillion to $1.5 trillion in the space of roughly two years.Saf MalikSenior Content and Ins
TSMCAIData CenterSemiconductor ManufacturingChip MarketAI ComputingAdvanced Process NodesPackaging Technology
2026-05-15
Texas Instruments (TXN) Is Up 8.0% After Strong Q1 AI Data Center-Driven Beat Is Reported - simplywall.st
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simplywall.st 2026-05-15 simplywall.st
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2026-05-14
BofA Hikes NVIDIA Price Target to $320 on Massive $1.7 Trillion AI Data Center Forecast - 24/7 Wall St.
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247wallst.com 2026-05-14 24/7 Wall St.
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2026-05-13
Why NVIDIA (NVDA) Is Pushing Deeper Into AI Data Center Connectivity - Yahoo Finance
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finance.yahoo.com 2026-05-13 Yahoo Finance
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2026-05-13
Micron’s 256GB DDR5 Push Tests AI Data Center Optimism Versus Valuation - simplywall.st
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simplywall.st 2026-05-13 simplywall.st
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2026-05-12
AI data centres prioritise memory, smartphone and PC costs could rise 15 percent - 디지털투데이
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www.digitaltoday.co.kr 2026-05-12 디지털투데이
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2026-05-12
Is Navitas Semiconductor’s (NVTS) New Shelf Offering Quietly Rewriting Its AI Data Center Narrative? - simplywall.st
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simplywall.st 2026-05-12 simplywall.st
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2026-05-09
A Look At Coherent (COHR) Valuation After Strong Q3 Results And Nvidia AI Data Center Deal - simplywall.st
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simplywall.st 2026-05-09 simplywall.st
Home Portfolios Watchlist Community Discover Screener Sign Up or Login Advertisement United States/Electronic Equipment and Components/NYSE:COHR A Look At Coherent (COHR) Valuation After Strong Q3 Results And Nvidia AI Data Center Deal May 09, 2026 Simply Wall St Coherent (COHR) just reported third quarter results that put its AI data center and communications exposure in the spotlight, with reve
CoherentNVIDIAAI Data CenterOptical ComponentsPhotonicsSemiconductor MaterialsStock PerformanceValuation Analysis
2026-05-09
Corning NVIDIA Deal Ties Optical Growth To AI Data Center Demand - simplywall.st
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simplywall.st 2026-05-09 simplywall.st
Home Portfolios Watchlist Community Discover Screener Sign Up or Login Advertisement United States/Electronic Equipment and Components/NYSE:GLW Corning NVIDIA Deal Ties Optical Growth To AI Data Center Demand May 09, 2026 Simply Wall St Reviewed by Bailey Pemberton Share Copy Link Corning (NYSE:GLW) and NVIDIA announced a multi year partnership to expand U.S. optical connectivity manufacturing for
CorningNVIDIAAI data centeroptical connectivitysemiconductor manufacturingU.S. domestic productionsupply chain integrationAI infrastructure
2026-05-09
A Look At Corning (GLW) Valuation After The NVIDIA AI Data Center Partnership - Yahoo Finance
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finance.yahoo.com 2026-05-09 Yahoo Finance
A Look At Corning (GLW) Valuation After The NVIDIA AI Data Center Partnership Simply Wall St Fri, May 8, 2026 at 2:30 PM PDT 2 min read 1 GLW +2.49% NVDA +1.75% Explore stocks on Coinbase Trading disclosure Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Corning (GLW) is back on many investors’ screens after announcing a multi year part
CorningNVIDIAAI Data CenterFiber OpticsSemiconductor MaterialsInvestment ValuationMarket TrendsRevenue Growth
2026-05-08
Will Fiber and Photonics Define Nvidia’s Next AI Data Center Push? - Data Center Knowledge
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www.datacenterknowledge.com 2026-05-08 Data Center Knowledge
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2026-05-08
Nvidia invests up to $2.1 billion in IREN AI data center deal - qz.com
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qz.com 2026-05-08 qz.com
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2026-05-08
Nvidia Deepens AI Data Center Push With IREN Deal - GuruFocus
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www.gurufocus.com 2026-05-08 GuruFocus
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2026-05-08
Nvidia to invest up to $2.1 billion in IREN as part of AI data center deal - Reuters
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www.reuters.com 2026-05-08 Reuters
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