65 articles
2026-05-13
www.fool.com
2026-05-13
The Motley Fool
While there may be questions surrounding the validity of companies spending hundreds of billions of dollars on artificial intelligence (AI) infrastructure, the reality is, that money is being spent, a handful of companies are directly benefiting from it -- most prominent among them, chipmakers.With those hardware companies getting paid right now, these businesses have major upside, and I think mos
2026-05-13
247wallst.com
2026-05-13
24/7 Wall St.
__fail__
2026-05-12
digitimes.com
2026-05-12
TSMC is facing fierce customer competition and supply shortages as demand surges for artificial intelligence and high-performance computing chips, forcing fabless chipmakers to consider limited shifts in manufacturing partners to ease constraints.
2026-05-12
digitimes.com
2026-05-12
As the semiconductor industry grapples with the growing energy demands of artificial intelligence, Cyient Semiconductors is repositioning itself away from being a primarily semiconductor engineering and ASIC services provider and toward a more product-oriented hybrid model centered on intelligent power and proprietary semiconductor products.
2026-05-12
digitimes.com
2026-05-12
Flexible printed circuit board (FPCB) manufacturer Flexium Interconnect said during an earnings call on May 8 that, looking ahead, imbalances in memory market supply and demand will impact the industry. Aside from major US customers with stronger pricing power, the mass production and shipment schedules for new products such as smart glasses and artificial intelligence (AI) servers have been delay
2026-05-12
digitimes.com
2026-05-12
Pan Jit International and its subsidiary participated in Make NTU 2026, a 36-hour student hackathon hosted by the electrical engineering student association at National Taiwan University, and sponsored corporate awards focused on robotic gripper applications. The event, held in 2026, aimed to promote projects that combined artificial intelligence, sensing, smart control, and innovative design to e
2026-05-12
digitimes.com
2026-05-12
April results across Taiwan's electronics hardware supply chain underscored how deeply artificial intelligence infrastructure is reshaping demand patterns — from advanced materials to server systems.
2026-05-11
digitimes.com
2026-05-11
Nvidia is expanding its influence beyond AI chips and deeper into the infrastructure layer underpinning the global artificial intelligence boom, announcing a strategic partnership with AI cloud and data center operator IREN to deploy up to 5 gigawatts of AI infrastructure globally.
2026-05-10
www.theglobeandmail.com
2026-05-10
The Globe and Mail
__fail__
2026-05-10
www.theglobeandmail.com
2026-05-10
The Globe and Mail
__fail__
2026-05-10
www.theglobeandmail.com
2026-05-10
The Globe and Mail
__fail__
2026-05-10
finance.yahoo.com
2026-05-10
Yahoo Finance
__fail__
2026-05-10
www.fool.com
2026-05-10
The Motley Fool
The explosive growth of artificial intelligence (AI) is rewriting the rules for semiconductor demand, with memory and storage chips emerging as the next pillars deployed across data centers, model training, and real-time inference.Companies likeMicron Technology(MU+15.40%)andSanDisk(SNDK+16.40%)have delivered jaw-dropping financial results and stock gains as AI systems become increasingly memory-h
2026-05-10
news.google.com
2026-05-10
AOL.com
__fail__
2026-05-10
www.fool.com
2026-05-10
The Motley Fool
Evolving from its roots in industrial and electronics equipment,Nokia(NOK+3.81%)has long been a cornerstone of global connectivity. Once a dominant force in mobile handsets that defined an era of brick phones, the company has quietly reinvented itself as a leader in network infrastructure.Amid the explosive growth of artificial intelligence (AI), Nokia has forged a partnership withNvidia(NVDA+1.73
2026-05-10
www.fool.com
2026-05-10
The Motley Fool
Oil has been in the news since the start of the Iran war, but it's not the only natural resource facing disruptions. Qatar provides about a third of the global helium supply, and on Feb. 28, Iranian drone strikes hit QatarEnergy's Ras Laffan Industrial facility, one of only two in the world capable of producing semiconductor-grade helium.Although it appears the U.S. and Iran may be close to a peac
2026-05-07
www.aol.com
2026-05-07
AOL.com
__fail__
2026-05-07
www.fool.com
2026-05-07
The Motley Fool
A shift is happening in the artificial intelligence (AI) computing space. Hyperscalers and AI companies are transitioning from training large language models to putting those models to work on real-world data to unlock the productivity gains that this technology promises.A lot ofmoney has been spenton data center infrastructure that's optimized to train models using large datasets. Inference, on t
2026-05-07
www.fool.com
2026-05-07
The Motley Fool
On March 11,Nvidiaannounced that it would invest $2 billion inNebius Group(NBIS5.19%), a neocloud company that offers dedicated artificial intelligence (AI) data centers and software solutions to companies looking to run AI workloads in the cloud.Nebius stock has jumped by 57% since that investment was revealed. However, the good news for investors is that it isn't too late to buy shares of this f
2026-05-06
digitimes.com
2026-05-06
Buoyed by robust demand for artificial intelligence and the early success of price increases, Vanguard International Semiconductor Corporation (VIS) is projecting a stronger performance for the second quarter of 2026, with wafer shipments expected to rise by more than 10% from the previous quarter. Average selling prices are forecast to increase by 2% to 4%, while gross margins are likely to recov