Feed Deep Dive Matrix Subscribe About

Semiconductor News & Analysis Feed

20 articles
Trending Companies
NVIDIA170 TSMC59 Goldman Sachs35 Micron Technology32 SK Hynix29 Intel27 Micron23 OpenAI23 SB Energy22 BlackRock21 Samsung20 Norges Bank19
Trending Technologies
EUV92 3nm87 AI58 GPU46 AI chips45 AI infrastructure42 DRAM28 data center23 HBM21 semiconductor17 advanced packaging15 AI data centers15
2026-08-18
Xiaomi’s Profits Declined for the Third Consecutive Quarter Amidst Global Memory Chip Shortage - Electronics For You BUSINESS
0.88
news.google.com 2026-08-18
2026-08-17
The Global Market for Computing and AI for Data Centers Report 2026–2040: Evaluating GPUs, Custom ASICs, Arm vs x86, and Strategies of Nvidia, AMD, Google, and AWS - Yahoo Finance
0.9
finance.yahoo.com 2026-08-17
2026-08-15
Apollo Global Management (APO) Is Up 10.5% After Joining NVIDIA’s $500 Billion AI Infrastructure Push - simplywall.st
0.75
simplywall.st 2026-08-15
In August 2026, NVIDIA announced memorandums of understanding with Apollo Global Management and five other leading financial institutions to create independent compute financing platforms, aiming to mobilize over US$500.0 billion of third-party capital for AI infrastructure. This partnership positio
NVIDIAApollo Global ManagementAI InfrastructureFinancial ServicesInvestment PlatformCapital FinancingArtificial IntelligenceSemiconductor Industry
2026-08-11
Singapore okays Texas Instruments' $7.5B acquisition of Silicon Labs, amid fragmented global market - TNGlobal
0.85
technode.global 2026-08-11
Singapore's Competition and Consumer Commission (CCS) has approved Texas Instruments' $7.5 billion acquisition of Silicon Laboratories, marking a swift regulatory clearance within two months. Although both firms operate in overlapping product areas such as wireless connectivity SoCs, microcontroller
Semiconductor MergerTexas InstrumentsSilicon LaboratoriesSingapore Regulatory ApprovalChip Industry ConsolidationWireless Connectivity SoCMicrocontrollerPower Management IC
2026-08-09
Encore Global Management LP Makes New Investment in NVIDIA Corporation $NVDA - MarketBeat
0.92
news.google.com 2026-08-09
2026-08-08
Is Micron Still a Buy as the Global Memory Race Accelerates? - The Globe and Mail
0.95
news.google.com 2026-08-08
2026-08-08
Is Micron Still a Buy as the Global Memory Race Accelerates? - The Globe and Mail
0.88
news.google.com 2026-08-08
2026-08-08
Is Micron Still a Buy as the Global Memory Race Accelerates? - The Motley Fool
0.88
news.google.com 2026-08-08
2026-08-07
NVIDIA Corporation $NVDA Shares Purchased by Tiger Global Management LLC - MarketBeat
0.9
news.google.com 2026-08-07
2026-08-07
NVIDIA Corporation $NVDA Shares Sold by Delta Global Management LP - MarketBeat
0.9
news.google.com 2026-08-07
2026-08-04
Apple’s M5 MacBook Air faces supply crunch amid global memory chip shortage - The Economic Times
0.85
economictimes.indiatimes.com 2026-08-04
2026-08-04
CXMT listing fuels concerns over DRAM prices and global memory competition
0.92
digitimes.com 2026-08-04
2026-07-31
CXMT's blockbuster debut in Shanghai sets stage for next test against global memory giants - CNBC
0.85
www.cnbc.com 2026-07-31
CXMT's successful Shanghai IPO, with a nearly 466% surge on its debut, has drawn attention to China's ambitions in the semiconductor industry. However, analysts emphasize that closing the technological gap in advanced memory chips—particularly in high-bandwidth memory (HBM), a key enabler of AI—will
Semiconductor IndustryMemory ChipsCXMTShanghai DebutDRAM MarketAI ChipsHBM TechnologyUS-China Tech Rivalry
2026-07-28
Chip stocks down: Micron, Sandisk, Intel shares get hammered as AI uncertainty infects global markets - Fast Company
0.92
news.google.com 2026-07-28
2026-07-27
5 Ways China's Newly Public CXMT Could Threaten Samsung and SK Hynix in the Global Memory Chip Market - International Business Times Australia
0.85
www.ibtimes.com.au 2026-07-27
China's newly listed memory chip company CXMT surged 465% on its Shanghai Stock Exchange debut, becoming the country's most valuable listed firm. This event has reignited debate in South Korea’s semiconductor industry about whether CXMT poses a genuine long-term threat to Samsung Electronics and SK
Memory ChipsSemiconductor IndustryCXMTSamsungSK HynixDRAM MarketChinese SemiconductorsGlobal Supply Chain
2026-07-26
Tiger Global Management LLC Has $1.88 Billion Stake in Taiwan Semiconductor Manufacturing Company Ltd. $TSM - MarketBeat
0.95
news.google.com 2026-07-26
2026-07-22
SK Hynix Nasdaq Debut Shows Global Memory Expansion Race - EE Times
0.92
news.google.com 2026-07-22
2026-07-21
SK Hynix Nasdaq Debut Shows Global Memory Expansion Race
0.92
eetimes.com 2026-07-21
SK Hynix's recent successful U.S. IPO, raising $26.5 billion, marks the largest foreign company share sale in Nasdaq history, valuing the company at $1.2 trillion. This capital infusion supports an ambitious domestic expansion plan aimed at reinforcing SK Hynix's market leadership in memory semicond
Memory ChipsSemiconductor ManufacturingAI DemandCapital ExpansionGlobal CompetitionDRAMHBMIPO
2026-07-18
ChangXin Memory Technologies emerges as wild card in global memory chip market - Crypto Briefing
0.92
cryptobriefing.com 2026-07-18
2026-07-17
Semiconductor Sell-Off Weighs on Global Markets, Is the Correction Nearing an End? - Investing.com
0.75
www.investing.com 2026-07-17