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EUV53 3nm45 AI15 GPU14 HBM10 DRAM9 AI chips7 2nm7 DDR56 EPYC6 AI chip5 semiconductor5 Zen 65 HBM44 AI accelerators4
2026-05-15
Semiconductor materials and biotech stocks drive mid‑cap YTD rally (IJH:NYSEARCA) - Seeking Alpha
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seekingalpha.com 2026-05-15 Seeking Alpha
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2026-05-15
JP Morgan sees semiconductor sector in 'sweet spot' as inventory levels signal upcycle - Yahoo Finance UK
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uk.finance.yahoo.com 2026-05-15 Yahoo Finance UK
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2026-05-15
Jefferies raises Applied Materials stock price target on AI growth - Investing.com
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www.investing.com 2026-05-15 Investing.com
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2026-05-15
Trump Personally Calls Nvidia CEO Jensen Huang To Join China Trip At Last Minute Amid Backlash Over AI Chip Sales To Beijing: Report - Yahoo Finance
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finance.yahoo.com 2026-05-15 Yahoo Finance
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2026-05-15
The Blockbuster Cerebras IPO Is a Huge Bet on Nvidia Fatigue - WSJ
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www.wsj.com 2026-05-15 WSJ
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2026-05-15
The Blockbuster Cerebras IPO Is a Huge Bet on Nvidia Fatigue - WSJ
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www.wsj.com 2026-05-15 WSJ
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2026-05-15
TSMC to sell 152 million shares in chipmaker Vanguard - Latest news from Azerbaijan
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news.az 2026-05-15 Latest news from Azerbaijan
News.Az is an Azerbaijani informational-analytical news portal that publishes a wide range of content, including analytical materials, in-depth articles, insightful commentaries, and the latest news.
TSMCVanguardSemiconductorChipStockInvestmentTechnologyFinance
2026-05-15
Nvidia's Jensen Huang Spotted Eating Noodles on Beijing Sidewalk During Trump Visit - Bloomberg.com
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news.google.com 2026-05-15 Bloomberg.com
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2026-05-15
Micron’s HBM Allocation Is Spoken for Through 2026, but a CEO Stock Sale and a Beijing Summit Add - AD HOC NEWS
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www.ad-hoc-news.de 2026-05-15 AD HOC NEWS
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2026-05-15
Texas Instruments Incorporated $TXN Shares Sold by Bank Julius Baer & Co. Ltd Zurich - MarketBeat
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www.marketbeat.com 2026-05-15 MarketBeat
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2026-05-15
Targeting $279: Can NVIDIA's Q1 Earnings Justify Wall Street's High Expectations? - Moomoo
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www.moomoo.com 2026-05-15 Moomoo
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2026-05-15
JPMorgan maintains 'Overweight' rating on Infineon - marketscreener.com
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www.marketscreener.com 2026-05-15 marketscreener.com
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2026-05-15
SK Hynix Pushes Past Packaging Logjam as HBM Capacity Is Spoken For Through 2026 - AD HOC NEWS
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www.ad-hoc-news.de 2026-05-15 AD HOC NEWS
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2026-05-15
Beijing is 'playing a little hard to get' on allowing purchases of Nvidia's H200 chips: Paul Triolo - CNBC
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www.cnbc.com 2026-05-15 CNBC
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2026-05-15
Taiwan: TSMC unveils advanced packaging breakthroughs and 2nm roadmap at Symposium - english.punjabkesari.com
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english.punjabkesari.com 2026-05-15 english.punjabkesari.com
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2026-05-15
Texas Instruments Insider Makes Major Move in Multimillion-Dollar Stock Sale - TipRanks
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www.tipranks.com 2026-05-15 TipRanks
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2026-05-15
Chip export controls not major topic in China talks, US trade rep Greer tells Bloomberg News - Reuters
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www.reuters.com 2026-05-15 Reuters
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2026-05-15
This AI Semiconductor Stock Beat the S&P 500 by 9 Points. A Fund Just Exited Completely - The Motley Fool
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www.fool.com 2026-05-15 The Motley Fool
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2026-05-15
China keeps tight InP export controls despite Trump-Xi talks
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digitimes.com 2026-05-15
As the US and China continue to clash over geopolitics and critical materials supply, industry sources say China's restrictions on indium phosphide (InP) substrates for optical communications remain unchanged and are widely seen as part of Beijing's effort to counter US-led AI development.
2026-05-15
Commentary: The Thucydides trap and TSMC's COUPE
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digitimes.com 2026-05-15
On May 14, Xi Jinping opened his summit with Donald Trump in Beijing by invoking the Thucydides Trap — the idea that a rising power and an established hegemon are structurally destined for conflict. Then he turned to Taiwan. If not handled properly, he warned, the two countries face clashes and even conflicts.