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1119 articles
Trending Companies
NVIDIA322 TSMC185 Micron Technology74 SK Hynix74 AMD72 Micron63 Intel58 Huawei55 Samsung Electronics55 Synopsys48 UBS40 Samsung37 Microsoft35 Apple34 Infineon31
Trending Technologies
EUV277 3nm257 AI99 AI chips84 HBM67 GPU66 memory chips43 LogicFolding42 DRAM39 CPU31 GaN27 Tau Scaling Law27 semiconductor26 1.4nm26 SiC25
2026-05-17
A 45,000-person labor strike at Samsung's memory chip plants could throw a wrench into the AI boom - Fortune
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fortune.com 2026-05-17 Fortune
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2026-05-17
Wolfspeed (WOLF) Is Up 33.3% After Q3 Miss And AI-Focused SiC Pivot - Has The Bull Case Changed? - simplywall.st
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simplywall.st 2026-05-17 simplywall.st
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2026-05-17
Applied Materials Posts Record Quarterly Revenue on AI Chip Demand - thelec.net
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www.thelec.net 2026-05-17 thelec.net
1Samsung Display, LG Display to Supply OLED Panels for Apple iPhone 18 Pro Models2Apple Considers Samsung and Intel Foundries to Reduce Reliance on TSMC3WIRobotics Raises 95 Billion Won in Series B Funding4Samsung Electronics, Union to Resume Wage Talks Ahead of Strike Deadline5Samsung Electronics Union Faces Growing Backlash Over 45 Trillion Won Bonus Demand6Global Semiconductor Packaging Market
SemiconductorAI ChipApplied MaterialsTSMCChip DemandRevenue GrowthSemiconductor EquipmentArtificial Intelligence
2026-05-17
PDF Solutions stock (US6932821050): earnings momentum and AI chip design push niche player into focu - 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
How Nvidia & Apple can be the Global, US Open Source AI Champions vs China. AI-RTZ #1089 - AI: Reset to Zero
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michaelparekh.substack.com 2026-05-17 AI: Reset to Zero
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2026-05-17
Assessing Corning (GLW) Valuation After NVIDIA AI Partnership And 2026 Growth Guidance - simplywall.st
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simplywall.st 2026-05-17 simplywall.st
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2026-05-17
Applied Materials Earnings Preview: Q2 2026 Results Expected This Week - IndexBox
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www.indexbox.io 2026-05-17 IndexBox
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2026-05-17
Samsung Begins HBM4 Shipments as SK Hynix Lags and a 50,000-Worker Strike in Five Days Threatens the AI Chip Supply - Tech Times
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www.techtimes.com 2026-05-17 Tech Times
Samsung Electronics became the first chipmaker to mass-produce and ship sixth-generation high-bandwidth memory chips in February — the component that Nvidia, AMD, and Google are competing to secure for their next-generation AI accelerators — whilenegotiations with more than 50,000 workers collapsed this week, leaving a threatened 18-day strike starting May 21 as the single biggest near-term risk t
HBM4AI chipsSemiconductor supply chainDRAMMemory chipsSamsung ElectronicsSK HynixLabor strike
2026-05-17
TSMC Trims Vanguard Stake To Sharpen Focus On AI Chip Core - simplywall.st
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simplywall.st 2026-05-17 simplywall.st
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2026-05-17
Assessing SK hynix (KOSE:A000660) Valuation After Its Recent Share Price Surge - simplywall.st
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simplywall.st 2026-05-17 simplywall.st
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2026-05-17
Apple Intel Foundry Shift Reshapes ASML Tool Demand Outlook - simplywall.st
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simplywall.st 2026-05-17 simplywall.st
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2026-05-17
Applied Materials Stock (AMAT) Opinions on Strong Earnings and AI Demand - Quiver Quantitative
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www.quiverquant.com 2026-05-17 Quiver Quantitative
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2026-05-17
Apple Intel Foundry Link Puts ASML Growth And Valuation In Focus - Yahoo Finance
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finance.yahoo.com 2026-05-17 Yahoo Finance
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2026-05-17
Micron Refocuses On Global AI Memory As China Data Center Sales End - simplywall.st
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simplywall.st 2026-05-17 simplywall.st
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2026-05-17
How can an employee strike at Samsung Electronics crash global AI chip market in 18 days? | Disagreement is over bonus payments by Samsung | Inshorts - Inshorts
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inshorts.com 2026-05-17 Inshorts
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2026-05-17
ASML Partners With Tata Electronics to Advance India Chip Plans - Bloomberg.com
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www.bloomberg.com 2026-05-17 Bloomberg.com
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2026-05-16
A Look At Coherent (COHR) Valuation After NVIDIA Deal And Strong Q3 AI Datacenter Momentum - simplywall.st
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simplywall.st 2026-05-16 simplywall.st
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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
ON Semiconductor (ON) Is Up 9.6% After Zero‑Coupon Convert Deal And Buyback Pivot - Has The Bull Case Changed? - simplywall.st
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simplywall.st 2026-05-16 simplywall.st
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2026-05-16
Nvidia (NVDA) Valuation Check As Narratives Clash With Cautious Cash Flow Outlook - simplywall.st
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simplywall.st 2026-05-16 simplywall.st
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