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20 articles
Trending Companies
NVIDIA98 TSMC41 Micron Technology29 AMD22 Texas Instruments17 Intel16 SK Hynix15 Micron14 Apple13 OpenAI10 Anthropic9 Samsung9
Trending Technologies
EUV65 3nm56 AI32 GPU23 AI chips22 HBM21 DRAM15 2nm9 memory chips9 AI infrastructure9 CUDA8 AI accelerators7
2026-07-28
Cadence rises after Q2 beat as analysts highlight record backlog, agentic AI-driven demand - Seeking Alpha
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news.google.com 2026-07-28
2026-07-28
Cadence’s Q2 Earnings Beat Every Guidance Line. The Backlog Explains Why. - TIKR.com
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news.google.com 2026-07-28
2026-07-28
[CDNS Q2 2026 Earnings Call] Cadence Soars to Record Backlog, Raises Full-Year Outlook to 19% Growth as IP Revenue Jumps Over 40% and AI Demand Accelerates - finance.biggo.com
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news.google.com 2026-07-28
2026-07-28
Cadence Lifts 2026 Forecast as AI Chip Design Boom Drives Record Backlog - finance.biggo.com
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news.google.com 2026-07-28
2026-07-27
Micron’s $100 Billion HBM Backlog Can’t Stop the Volatility — Here’s Why - AD HOC NEWS
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news.google.com 2026-07-27
2026-07-17
ASML Stock Guide: EUV Orders, Backlog and AI Capex Signals Explained - MEXC
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www.mexc.co 2026-07-17
2026-07-13
$100 Billion Backlog, 16 Long-Term Deals: Is Micron Stock a Buy Below $1,000? - NAI500
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news.google.com 2026-07-13
2026-07-13
Is a Deal With Ford and a $100 Billion Backlog Enough to Get Micron Stock Back Over $1,200? - The Globe and Mail
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news.google.com 2026-07-13
2026-07-13
Is a Deal With Ford and a $100 Billion Backlog Enough to Get Micron Stock Back Over $1,200? - The Motley Fool
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news.google.com 2026-07-13
2026-07-13
Is a Deal With Ford and a $100 Billion Backlog Enough to Get Micron Stock Back Over $1,200? - Yahoo Finance
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news.google.com 2026-07-13
2026-07-07
The Bull Case For ASML Holding (ENXTAM:ASML) Could Change Following AI-Fueled Backlog And Mistral Partnership - Yahoo Finance
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news.google.com 2026-07-07
2026-07-06
ASML Holding NV (ASML) A Top AI Stock to Buy on Soaring Order Backlog and Wafer Market Expansion - Insider Monkey
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news.google.com 2026-07-06
2026-07-06
ASML Holding NV (ASML) A Top AI Stock to Buy on Soaring Order Backlog and Wafer Market Expansion - Yahoo Finance
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news.google.com 2026-07-06
2026-07-03
2nm foundry orders surge again! Samsung secures massive ASIC order from Meta, with backlog racing toward KRW 50 trillion - 富途牛牛
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news.futunn.com 2026-07-03
2026-07-03
2nm foundry orders surge again! Samsung secures massive ASIC order from Meta, with backlog racing toward KRW 50 trillion - Moomoo
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www.moomoo.com 2026-07-03
2026-07-02
Own Cadence For AI? Oracle’s Backlog Demands A Look - Trefis
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www.trefis.com 2026-07-02
This article from the Trefis team provides an in-depth analysis of Oracle and Cadence's performance and prospects in the AI wave. While Cadence is gaining attention for its AI chip design tools and recent stock surge, Oracle's massive backlog and clear guidance present a stronger forward-looking cas
Semiconductor Design SoftwareAI Chip DesignOracleCadenceAI InfrastructureCloud ComputingEnterprise SoftwareChip Design Tools
2026-06-29
Lenovo AI Server Backlog Hits $21 Billion as HBM Shortage Stalls China’s Compute Race - Tech Times
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www.techtimes.com 2026-06-29
As China's artificial intelligence computing race accelerates, Lenovo's AI server backlog has surged to $21 billion, highlighting a global surge in demand for AI infrastructure. However, this growth is hindered by a critical shortage of high-bandwidth memory (HBM), a key component in AI servers. Len
AI ServerHBM ShortageLenovoChina AI RaceXinchuangGPUNVIDIAMemory Chip
2026-06-29
CoreWeave (CRWV) Secures $99 Billion Backlog With Nvidia, Meta, Microsoft And OpenAI - Yahoo Finance
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finance.yahoo.com 2026-06-29
CoreWeave (CRWV) has secured a $99 billion backlog from major AI players including NVIDIA, Meta, Microsoft, and OpenAI, highlighting its growing role in the AI infrastructure sector. These long-term contracts underscore the increasing demand for high-performance computing resources among leading tec
AI InfrastructureGPU Cloud ServicesData Center ConstructionArtificial Intelligence ComputeSemiconductor Supply ChainCloud ComputingTechnology Stock InvestmentAI Hardware
2026-06-28
Micron Stock’s $1,600 Target Ignited by Sold-Out HBM Backlog and AI Supercycle - FXLeaders
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www.fxleaders.com 2026-06-28
Micron Technology is experiencing a significant stock rally driven by strong demand for its high-bandwidth memory (HBM) chips in AI infrastructure. Market expectations are high ahead of its Q3 2026 earnings report, with estimates projecting a massive EPS of $19.72, representing over 900% year-over-y
Micron TechnologyHigh-Bandwidth MemoryAI InfrastructureAI SupercycleEarnings ExpectationsSemiconductor IndustryCapital ExpenditureMarket Sentiment
2026-06-26
Micron (MU) Stock’s Epic Rally: $1,600 Target Ignited by Fully Sold-Out HBM Backlog - FXLeaders
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www.fxleaders.com 2026-06-26
Micron Technology (MU) is experiencing a historic stock rally driven by strong demand for its high-bandwidth memory (HBM) chips in AI infrastructure. Market anticipation for its Q3 2026 earnings report, projected to show an EPS of around $19.72—a year-over-year growth of over 900%—has fueled investo
Micron TechnologyHigh Bandwidth MemoryAI InfrastructureEarnings ReportMarket SentimentSemiconductor IndustryAI ChipsCapital Expenditure