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2026-05-17
Micron's HBM Sales Locked for Two Years, but the Market Demands Proof at This Week's J.P. Morgan Con - AD HOC NEWS
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www.ad-hoc-news.de 2026-05-17 AD HOC NEWS
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2026-05-17
Qualcomm signs major data center customer, expands market reach beyond mobile chips - Crypto Briefing
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cryptobriefing.com 2026-05-17 Crypto Briefing
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2026-05-17
Trump Clears Nvidia H200 Sales To Alibaba, Tencent And 8 Others, But Beijing Halts Deliveries - Yahoo Finance
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finance.yahoo.com 2026-05-17 Yahoo Finance
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2026-05-17
This Semiconductor Stock Has Jumped 330% and Just Became a Top 8% Portfolio Holding - Yahoo Finance
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finance.yahoo.com 2026-05-17 Yahoo Finance
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2026-05-17
This Semiconductor Stock Has Jumped 330% and Just Became a Top 8% Portfolio Holding - The Motley Fool
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www.fool.com 2026-05-17 The Motley Fool
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2026-05-16
Infineon Sheds Auto-Supplier Label as Goldman Lifts Target to €75; Shares Slip on China Trade Jitt - AD HOC NEWS
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www.ad-hoc-news.de 2026-05-16 AD HOC NEWS
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2026-05-16
Tata Electronics, ASML join hands to power India’s first commercial semiconductor fab - Moneycontrol.com
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www.moneycontrol.com 2026-05-16 Moneycontrol.com
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semiconductor manufacturingIndia semiconductor industryTata ElectronicsASML3nm processEUV lithographysemiconductor investmentIndia manufacturing
2026-05-16
Trump calls $14 billion Taiwan arms deal a 'negotiating chip' with China after Xi said Taiwan issue could lead to 'clashes and even conflicts'
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tomshardware.com 2026-05-16 Luke James
Trump's remarks came at the close of a two-day summit with Chinese President Xi Jinping.
Semiconductor IndustryUS-China RelationsTaiwan IssueArms SalesDonald TrumpTaiwan Strait CrisisChip ManufacturingTSMC
2026-05-16
Tata Electronics, ASML join hands for semiconductor manufacturing in India - The Economic Times
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economictimes.indiatimes.com 2026-05-16 The Economic Times
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2026-05-16
Texas county passes data center ban for rural areas for a year, move comes in wake of AI data centers moving to remote areas to skirt regulations
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tomshardware.com 2026-05-16 Jowi Morales
Hill County is the first jurisdiction to pass a temporary ban on data center projects in Texas.
Data CenterAI Data CenterTexasRural AreaData Center RegulationEnergy SupplyLocal Government PolicyUrban Planning
2026-05-16
AI data centers require 36 times more fiber than standard servers
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tomshardware.com 2026-05-16 Luke James
Major Chinese optical fiber manufacturers have booked orders stretching into 2027, as AI data center construction drives demand growth that the supply chain can't match.
AI data centersoptical fibersupply chainsemiconductor industryfiber optic cablesdata center infrastructuremanufacturing capacitychip packaging
2026-05-16
Infineon Dips on Profit-Taking as JPMorgan Backs Bullish Thesis with Sector Upgrade - AD HOC NEWS
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www.ad-hoc-news.de 2026-05-16 AD HOC NEWS
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2026-05-16
NVIDIA Corporation $NVDA Stake Lessened by Schmidt P J Investment Management Inc. - MarketBeat
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www.marketbeat.com 2026-05-16 MarketBeat
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2026-05-16
Evaluating Tower Semiconductor (NasdaqGS:TSEM) After Strong Q1 Beat And Major Silicon Photonics Supply Deals - simplywall.st
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simplywall.st 2026-05-16 simplywall.st
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2026-05-16
Dow Jones Futures: S&P 500, Nasdaq Hold Near Highs; Nvidia, Walmart Earnings Loom - Investor's Business Daily
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www.investors.com 2026-05-16 Investor's Business Daily
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2026-05-16
Renesas Electronics Corp stock (JP3164720009): automotive chip supplier in focus after Toyota-linked - AD HOC NEWS
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www.ad-hoc-news.de 2026-05-16 AD HOC NEWS
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2026-05-16
Taiwan semiconductor materials, April 2026— One sector, two races
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digitimes.com 2026-05-16
Among the 19 Taiwan-listed semiconductor materials companies tracked by Digitimes, 10 (53%) grew month-on-month in April, 12 (63%) posted positive year-on-year growth, and 14 (74%) are ahead on a cumulative January–April basis. On the surface, those are reasonable numbers — but the distribution underneath tells a more complicated story.
2026-05-16
Nvidia Stock Investors Just Got Fantastic News from Wall Street - The Motley Fool
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www.fool.com 2026-05-16 The Motley Fool
Nvidia(NVDA1.38%)has had a stellar run over the past few years, but those gains have been marked by significant volatility. Theartificial intelligence (AI)chipmaker has gained 1,440% since the start of 2023 (as of this writing), but has fallen 10% or more on at least five occasions. Furthermore, in early 2025, the stock plunged 37%, so it isn't for the faint of heart.Some investors have been avoid
NvidiaAI chipsWall Streetstock analysisprice targetanalyst ratingsartificial intelligencesemiconductor industry
2026-05-16
Jim Cramer Says Buy Nvidia for Valuation, Not China Bet. Stock Trades Cheaper Than Intel and AMD. - 24/7 Wall St.
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247wallst.com 2026-05-16 24/7 Wall St.
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2026-05-16
Dow Jones futures: S&P 500, Nasdaq hold near highs; Nvidia, Walmart earnings loom - MSN
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www.msn.com 2026-05-16 MSN
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