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PUBLISHED
May 9, 2026 · 1:13 AM EDT
Micron Is the Memory Toll Booth Behind NVIDIA’s AI GPU Boom
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Hazel Kaya
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15 min read
REVIEWED BY
Omer Sheikh
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Since the second half of 2025, the global semiconductor industry has been squeezed by a rare convergence of forces: surging artificial intelligence (AI) demand, escalating geopolitical fragmentation, and...The article requires paid subscription.Subscribe Now
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United States/Electronic Equipment and Components/NYSE:GLW
Corning NVIDIA Deal Ties Optical Growth To AI Data Center Demand
May 09, 2026
Simply Wall St
Reviewed by Bailey Pemberton
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Corning (NYSE:GLW) and NVIDIA announced a multi year partnership to expand U.S. optical connectivity manufacturing for
2026-05-09
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Apple inks ‘preliminary chip-making agreement’ with Intel: A major step in American Semiconductor Revival
Friday, May 8, 2026 6:35 pm
2 Comments
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In a significant development for the tech and semiconductor industries, Apple and Intel have struck a preliminary agreement unde
2026-05-09
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2026-05-09
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United States/Semiconductors/NasdaqGS:TSEM
Assessing Tower Semiconductor (TSEM) Valuation After Credit Outlook Shift And Defense Ramp-Up
May 09, 2026
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Tower Semiconductor (NasdaqGS:TSEM) is back in focus after S&P’s Maalot unit shifted its credit rating outlook to Positive and Axiro’s radar chips on Tower’s SiGe process began ramping into volume production for U.S. d
2026-05-09
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2026-05-09
MarketBeat
ASML (NASDAQ:ASML) Stock Price Up 5% - Still a Buy?
Written by MarketBeat
May 8, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
ASML shares jumped 5% on Friday, with trading volume running above average as the stock moved to around $1,592 after closing at $1,516.60 the prior day.
Recent analyst commentary remains supportive: Berenberg reiterated a buy rating, while multiple firms kept bullish v
2026-05-09
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