Semiconductor News & Analysis Feed
20 articles
2026-09-28
news.google.com
2026-09-28
2026-09-15
2026-09-11
finance.yahoo.com
2026-09-11
As demand for artificial intelligence surges, Amazon has tripled its NVIDIA GPU orders to 3 million chips, reflecting the expanding role of AI in cloud computing and the critical importance of NVIDIA’s leadership in the GPU market. The new agreement includes advanced processors such as the Blackwell
2026-09-09
www.taipeitimes.com
2026-09-09
2026-09-08
www.bloomberg.com
2026-09-08
2026-09-08
ca.finance.yahoo.com
2026-09-08
2026-09-08
finance.yahoo.com
2026-09-08
2026-08-16
pluang.com
2026-08-16
The worsening laser chip shortage amid surging AI demand presents significant implications for the semiconductor industry. This supply constraint reflects the rapid growth in demand for high-performance computing and data transmission across critical sectors including data centers, 5G communications
2026-07-29
news.google.com
2026-07-29
2026-07-26
news.google.com
2026-07-26
2026-07-20
en.sedaily.com
2026-07-20
2026-07-20
www.gurufocus.com
2026-07-20
2026-07-16
www.datacenterknowledge.com
2026-07-16
2026-07-16
www.theinformation.com
2026-07-16
2026-07-10
finance.yahoo.com
2026-07-10
SK Hynix, a leading South Korean chipmaker, is preparing a $26.5 billion American Depositary Receipt (ADR) offering to capitalize on surging demand for AI infrastructure. This move reflects strong investor interest in AI-related stocks and highlights a growing trend among Asian tech firms to access
2026-07-06
news.google.com
2026-07-06
2026-07-05
news.google.com
2026-07-05
2026-06-29
www.tikr.com
2026-06-29
As artificial intelligence continues to surge, the memory chip sector is experiencing unprecedented growth. Micron Technology and SanDisk, two key players in this space, are both benefiting from the escalating demand for memory components. While Micron produces both DRAM and NAND flash, it also lead
2026-06-28
www.quiverquant.com
2026-06-28
Micron Technology's recent quarterly earnings beat expectations, driven by strong demand for high-bandwidth memory (HBM) fueled by AI applications. Despite ongoing supply constraints, the company raised its outlook, leading to an initial stock rally followed by profit-taking. Analysts have upgraded
2026-06-04
news.google.com
2026-06-04