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Shares of materials science specialistCorning(GLW+2.49%)surged earlier this week after the company announced a multi-year partnership withartificial intelligence (AI)chipmakerNvidia. The deal, which dramatically expands U.S. manufacturing of the optical components that AI data centers rely on, sent the stock to fresh 52-week highs. With shares now up an incredible 315% over the last 12 months, the

Corning NVIDIA Optical Communications AI Chip Semiconductor Materials Supply Chain U.S. Manufacturing Silicon Photonics

NVIDIA Corporation $NVDA is Asset Management One Co. Ltd.'s 2nd Largest Position - MarketBeat

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www.marketbeat.com 2026-05-08 MarketBeat

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Taiwan Semiconductor's revenue in April increased by 17.5% year-on-year, with AI demand supporting the company’s expansion momentum for the entire year. - 富途牛牛

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news.futunn.com 2026-05-08 富途牛牛

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TSMC Semiconductor Revenue AI Chips 3nm Process EUV Lithography Artificial Intelligence Chip Manufacturing Semiconductor Industry

Chip shortage hits the computer motherboard market, four major motherboard manufacturers lower annual sales targets - Bitget

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www.bitget.com 2026-05-08 Bitget

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Following CoWoS, will the next generation of advanced packaging be CoPoS? - 富途牛牛

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news.futunn.com 2026-05-07 富途牛牛

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Advanced Packaging Semiconductor Packaging CoWoS Technology Chip Packaging Semiconductor Manufacturing Technology Development Packaging Technology Chip Design

Chip shortage hits the computer motherboard market, four major motherboard manufacturers lower annual sales targets - Bitget

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www.bitget.com 2026-05-07 Bitget

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Alphabet is about to surpass Nvidia as the world's most valuable company. How did we get here? - Business Insider

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www.businessinsider.com 2026-05-07 Business Insider

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NVIDIA Extreme Co Design Roadmap 2026 Large - ServeTheHome

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www.servethehome.com 2026-05-07 ServeTheHome

Forums AI Server Server Systems Server CPUs Accelerators Server Motherboards Server Chassis Other Components 5G Edge Storage Networking Workstation Workstation Processors Workstation Motherboards Software Operating Systems Server Applications Virtualization Guides Buyer’s Guides Tips Top Hardware Components for TrueNAS / FreeNAS NAS Servers Top Hardware Components for pfSense Appliances Top Hardwa

NVIDIA Server Chips AI Computing Data Center Semiconductor Design 3nm Process EUV Lithography High-Performance Computing

Apple Considers Samsung and Intel Foundries to Reduce Reliance on TSMC - thelec.net

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www.thelec.net 2026-05-06 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

Nvidia CEO Jensen Huang Claims The Company Now Has 'Zero Percent' Market Share In China — Here's Why - bgr.com

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www.bgr.com 2026-05-06 bgr.com

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Building for the Rising Complexity of Agentic Systems with Extreme Co-Design | NVIDIA Technical Blog - NVIDIA Developer

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developer.nvidia.com 2026-05-06 NVIDIA Developer

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Smartphone shipments decline in Q1 as chip shortage, Iran war drive costs higher: IDC - MSN

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www.msn.com 2026-05-05 MSN

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