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2426 articles
Trending Companies
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Trending Technologies
EUV135 3nm110 AI48 HBM37 GPU34 DRAM30 AI chips29 2nm17 AI infrastructure14 HBM413 CPU12 CUDA12 AI data centers11 memory chips11 AI models10
2026-07-20
One Date Nvidia Investors Should Not Overlook This July - The Motley Fool
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www.fool.com 2026-07-20 The Motley Fool
Nvidia ( NVDA 1.97% ) will release its next quarterly update in late August. However, there are several dates in July that its shareholders should pay close attention to. One of them is Wednesday, July 29. Here is why. All eyes on the hyperscalers A few of Nvidia's customers account for a large percentage of its business. During its fiscal year 2026, ending Jan. 25, the company said that sales to
NVIDIAMicrosoftArtificial IntelligenceGPUCloud ComputingSemiconductorEarnings ReportAI Infrastructure
2026-07-20
Micron rated Buy on growing HBM demand beyond N... - Pluang
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pluang.com 2026-07-20 Pluang
2026-07-20
'Give me my money back': South Korean traders' leveraged SK Hynix, Samsung bets unravel after selloff - CNBC
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www.cnbc.com 2026-07-20 CNBC
2026-07-20
3 AI Infrastructure Stocks With The Quality To Handle A Pricey Market - simplywall.st
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news.google.com 2026-07-20 simplywall.st
2026-07-20
Micron's 30% Decline Is Dragging Down the iShares Semiconductor ETF (NASDAQ: SOXX). Here's a Low-Cost Vanguard ETF to Buy Instead. - The Motley Fool
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www.fool.com 2026-07-20 The Motley Fool
2026-07-20
India’s next chip push: Semicon 2.0 targets more fabs, memory, displays and advanced packaging - Moneycontrol.com
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www.moneycontrol.com 2026-07-20 Moneycontrol.com
2026-07-20
Key facts: TSMC to Invest Up to $265B in Arizona; Reviews Export Controls - TradingView
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www.tradingview.com 2026-07-20 TradingView
2026-07-20
Chey Warns of Deeper Chip Shortage in 2026 as AI Demand Surges - Seoul Economic Daily
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en.sedaily.com 2026-07-20 Seoul Economic Daily
2026-07-20
SK Group Chairman Chey Tae-won Warns of "Hellish" Memory Chip Shortage, Eyes U.S. Fab Construction - finance.biggo.com
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finance.biggo.com 2026-07-20 finance.biggo.com
2026-07-20
Intel reassigns global fabs, eyes early 14A and EMIB-T AI wins
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digitimes.com 2026-07-20
Intel has accelerated its global footprint reset for 2026 after receiving investments from the US government, SoftBank, and Nvidia. Supply-chain sources said the company has relaunched its worldwide manufacturing sites, pushing ahead with Intel 18A mass production, 14A and high-NA EUV development, and advanced packaging programs including EMIB, EMIB-T, Foveros, and hybrid bonding (HB). The goal is
2026-07-20
Merck ramps up AI semiconductor materials push as Level Up nears completion
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digitimes.com 2026-07-20
AI is redrawing the rules of semiconductor competition, pushing materials suppliers beyond simple chemical inputs and toward integrated technologies, equipment, services, and system solutions. Merck said that as chip manufacturing advances from 2nm toward 1.4nm, the industry is moving closer to atomic-scale production, where competition will hinge on the broader ecosystem spanning materials, proce
2026-07-20
TSMC expansion strengthens Arizona's talent pull as advanced manufacturing shifts west
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digitimes.com 2026-07-20
TSMC's ability to attract talent extends beyond Taiwan to the US, as its additional US$100 billion investment in Arizona for advanced manufacturing facilities is expected to further expand the state's semiconductor cluster and reshape domestic workforce migration, with local estimates suggesting that around 100,000 people are relocating to Arizona each year.
2026-07-20
Memory Chips Just Fell Into a Bear Market. Micron Is Down 30% From Its High Even as AI Demand Booms. - The Motley Fool
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www.fool.com 2026-07-20 The Motley Fool
2026-07-20
Apple’s stunning Nvidia flip reveals where AI money is moving - thestreet.com
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www.thestreet.com 2026-07-20 thestreet.com
2026-07-20
Advanced Micro Devices vs. Navitas Semiconductor: Here's What The Quarterly Revenue Trends of These Artificial Intelligence Companies Reveal to Investors - The Motley Fool
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www.fool.com 2026-07-20 The Motley Fool
2026-07-20
Jensen Huang's $4 Trillion Artificial Intelligence (AI) Projection Could Propel Nvidia's Market Cap to $20 Trillion - The Motley Fool
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www.fool.com 2026-07-20 The Motley Fool
2026-07-20
Astera Labs vs. Navitas Semiconductor: What the Revenue Trajectories of These Artificial Intelligence Companies Reveal to Investors. - The Motley Fool
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www.fool.com 2026-07-20 The Motley Fool
2026-07-20
Taiwan Semiconductor Manufacturing Just Showed the Artificial Intelligence (AI) Build-Out Is Alive and Well With This Jaw-Dropping Announcement - The Motley Fool
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www.fool.com 2026-07-20 The Motley Fool
2026-07-20
A Hidden Threat for Micron? Apple Is Eyeing a Fix for AI Memory Demands - The Globe and Mail
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www.theglobeandmail.com 2026-07-20 The Globe and Mail
2026-07-20
A Hidden Threat for Micron? Apple Is Eyeing a Fix for AI Memory Demands - The Globe and Mail
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www.theglobeandmail.com 2026-07-20 The Globe and Mail