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451 articles
Trending Companies
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Trending Technologies
EUV530 3nm478 AI163 AI chips158 GPU141 HBM80 RTX Spark76 memory chips59 AI infrastructure53 DRAM52 GaN46 Vera Rubin40 Blackwell40 CPU37 SiC37
2026-05-05
Why Nvidia Stock Is ‘Undervalued’ Amid Booming AI Demand - Barron's
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www.barrons.com 2026-05-05 Barron's
2026-05-05
Global trade group SEMI sees robust demand for chips despite geopolitical risks - Reuters
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www.reuters.com 2026-05-05 Reuters
2026-05-05
STMicro targets more than $3 billion in space chip revenue as demand grows - ET Telecom
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telecom.economictimes.indiatimes.com 2026-05-05 ET Telecom
2026-05-05
SK Hynix weighs memory plant shift as HBM demand outlook changes - digitimes
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www.digitimes.com 2026-05-05 digitimes
2026-05-05
ON Semiconductor Narrows First-Quarter Loss on AI Data-Center Demand - WSJ
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www.wsj.com 2026-05-05 WSJ
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2026-05-05
MU Stock Marches Toward $600 on HBM Demand but Valuation Risks Start to Bite - FXLeaders
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www.fxleaders.com 2026-05-05 FXLeaders
2026-05-04
SPIL buys multiple Nanke plants to boost advanced packaging capacity for AI demand - digitimes
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www.digitimes.com 2026-05-04 digitimes
2026-05-03
Why AXT, Inc. Stock Jumped 21% as AI Wafer Demand Put Its $100 Million Backlog in Focus - TechStock²
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ts2.tech 2026-05-03 TechStock²
2026-04-23
Telecom Industry Bets on Automation to Tackle AI Squeeze
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eetimes.com 2026-04-23 Pablo Valerio
The telecom sector's survival hinges on rapid software automation to counteract soaring hardware costs fueled by the booming AI demand.
Telecom IndustryArtificial IntelligenceSemiconductor Supply ChainAutomationCapital Expenditure5G6GChip Costs
2026-04-17
TSMC Chases Soaring AI Demand
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eetimes.com 2026-04-17 Alan Patterson
TSMC slams the gas to expand chip production for AI giants, but shortages loom.
TSMCAI chipsSemiconductor manufacturingChip capacity3nm process2nm processAI infrastructureChip foundry
FADU wins new contracts as AI workloads reshape data storage
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digitimes.com
As artificial intelligence (AI) workloads place unprecedented demands on data storage systems, South Korean SSD controller designer FADU is betting that next-generation storage architecture will become a critical battleground in the AI infrastructure race.