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NVIDIA173 SK Hynix85 Micron Technology64 TSMC52 Samsung49 Micron47 Samsung Electronics42 Intel30 AMD27 Apple26 Synopsys22 SK hynix21 Microsoft20 Broadcom17 Anthropic15
Trending Technologies
EUV144 3nm126 HBM60 DRAM55 AI51 AI chips42 memory chips39 GPU35 semiconductor21 NAND flash15 AI accelerators13 memory13 HBM412 AI infrastructure11 GaN11
2026-07-08
Nvidia Lands Crunch Perplexity Deal But the Stock Is Falling - Barron's
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www.barrons.com 2026-07-08 Barron's
2026-07-08
Infineon supplies SiC technology to ADVANTICS, enhancing efficiency in power converters for megawatt charging - Bisinfotech
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www.bisinfotech.com 2026-07-08 Bisinfotech
2026-07-08
Nvidia (NVDA) Expands AI Reach With Palantir Verkada And Life Sciences Partnerships - simplywall.st
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simplywall.st 2026-07-08 simplywall.st
2026-07-08
Why This Semiconductor ETF Might Be the Most Underrated AI Play Right Now - The Motley Fool
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www.fool.com 2026-07-08 The Motley Fool
2026-07-08
Vultr and SUSE Launch Validated Full-Stack NVIDIA Enterprise AI Platform to Accelerate Production Deployments - Business Wire
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news.google.com 2026-07-08 Business Wire
2026-07-08
GM & Micron: Shoring up US Memory Chip Supply Chain - Procurement Magazine
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procurementmag.com 2026-07-08 Procurement Magazine
2026-07-08
Is Micron (MU) Quietly Rewriting Its Investment Story With Long-Term Auto Memory Deals? - simplywall.st
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simplywall.st 2026-07-08 simplywall.st
2026-07-08
onsemi to sell two chip plants in U.S., Philippines to cut $35 million in annual costs - 디지털투데이
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www.digitaltoday.co.kr 2026-07-08 디지털투데이
2026-07-08
Infineon supplies SiC to Advantics for megawatt charging - Automotive World
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www.automotiveworld.com 2026-07-08 Automotive World
2026-07-08
Clay Approves $30M Deal With Micron for Semiconductor Plant - Finger Lakes Daily News
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www.fingerlakesdailynews.com 2026-07-08 Finger Lakes Daily News
2026-07-08
Advanced packaging is poised for a pivotal shift: Goldman Sachs is bullish on the leading glass substrate player, while Ming-Chi Kuo strongly backs Taiwan Semiconductor (TSM.US). - Moomoo
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www.moomoo.com 2026-07-08 Moomoo
2026-07-08
The Quarterly Pricing Data That Explains Why TSMC Dominates the Semiconductor Industry - Dr. Robert Castellano's Semiconductor Deep Dive Newsletter
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drrobertcastellano.substack.com 2026-07-08 Dr. Robert Castellano's Semiconductor Deep Dive Newsletter
2026-07-08
Apple Begins Testing CXMT DRAM Ahead Of A Possible Negotiation Power Play With Samsung, SK hynix, And Micron - Wccftech
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wccftech.com 2026-07-08 Wccftech
2026-07-08
Samsung widens Nvidia Vera Rubin memory play with PCIe 6.0 eSSD
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digitimes.com 2026-07-08
Samsung Electronics has started mass production of its PM1763 enterprise SSD, a PCIe 6.0-based drive built for AI infrastructure and slated for Nvidia's next-generation Vera Rubin platform, expanding the company's AI memory strategy beyond HBM into high-performance server storage.
2026-07-08
CPUs return to AI spotlight as agentic workloads reshape data center demand; Perplexity plans to adopt Nvidia's Vera
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digitimes.com 2026-07-08
As AI workloads pivot toward emerging needs for systems that can perform tasks with a coordinated balance between speed and control, the hardware race is moving beyond GPUs. While the critical role GPUs have played across the AI compute landscape is not in doubt, the expansion of inference, reasoning, and agentic AI is placing CPUs back at the center of the AI hardware race.
2026-07-08
ASE expands globally as Hanmi Semiconductor targets CoWoS packaging demand
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digitimes.com 2026-07-08
South Korean equipment maker Hanmi Semiconductor is moving beyond high-bandwidth memory (HBM) tools into advanced chip packaging, a shift that could affect the global semiconductor supply chain. As ASE boosts capacity to meet TSMC-linked demand, Hanmi is positioning for broader sales growth in the second half of 2026 and beyond.
2026-07-08
National Center for Instrumentation Research helps academia break 2D materials bottleneck
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digitimes.com 2026-07-08
As AI infrastructure chip orders flood in and TSMC runs near nonstop, academia has found it difficult to carry out industry-academia collaboration with the world's top foundry house. Taiwan's government-funded research institutes, including the National Institutes of Applied Research (NIAR) and Industrial Technology Research Institute (ITRI), are emerging as a better route for partnerships.
2026-07-08
AI servers squeeze MOSFET supply while PC slump tests power component pricing power
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digitimes.com 2026-07-08
AI servers are tightening Taiwan's power component supply chain, lifting demand for MOSFETs, PMICs, cooling motors and power management products even as weak PC demand limits suppliers' ability to pass on higher costs.
2026-07-08
Nasdaq falls sharply as AI worries hit semiconductor stocks - Honolulu Star-Advertiser
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www.staradvertiser.com 2026-07-08 Honolulu Star-Advertiser
2026-07-08
Applied Materials (AMAT) Dips More Than Broader Market: What You Should Know - Yahoo Finance
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finance.yahoo.com 2026-07-08 Yahoo Finance