Feed Deep Dive Matrix Subscribe About

Semiconductor News & Analysis Feed

560 articles
Trending Companies
NVIDIA226 Micron Technology104 SK Hynix100 TSMC77 Micron54 Samsung53 Samsung Electronics48 Intel39 Apple33 AMD32 SK hynix24 Synopsys23 Microsoft21 SpaceX20 Infineon20
Trending Technologies
EUV183 3nm166 AI77 DRAM73 HBM72 AI chips59 GPU52 memory chips52 semiconductor26 NAND flash19 AI infrastructure17 AI chip15 HBM415 AI accelerators14 GaN14
2026-05-11
Nvidia backs IREN in 5GW AI infrastructure push tied to US$2.1 billion stake - digitimes
0.92
www.digitimes.com 2026-05-11 digitimes
Nvidia is expanding its influence beyond AI chips and deeper into the infrastructure layer underpinning the global artificial intelligence boom, announcing a strategic partnership with AI cloud and data center operator IREN to deploy up to 5 gigawatts of AI...The article requires paid subscription.Subscribe Now
Artificial IntelligenceData CenterSemiconductorNVIDIAAI ChipInfrastructure InvestmentIRENClean Energy
2026-05-11
India roundup: India accelerates semiconductor and display ambitions with new approvals, AI infrastructure expansion - digitimes
0.85
www.digitimes.com 2026-05-11 digitimes
India is advancing its electronics and semiconductor manufacturing strategy through new approvals for semiconductor and Mini/Micro LED projects, while companies including Tata Electronics and Yotta Data Services expand investments tied to chips, AI...The article requires paid subscription.Subscribe Now
India semiconductor policyMini LED technologyMicro LED technologyAI infrastructureSemiconductor manufacturingDisplay technologyTata ElectronicsYotta Data Services
2026-05-11
CoreWeave CEO Says Nvidia Must Expand AI Capacity Or Risk Losing Customers To AMD As IREN Deal Boosts Infrastructure - Yahoo Finance
0.92
finance.yahoo.com 2026-05-11 Yahoo Finance
__fail__
2026-05-11
Nvidia Drives AI Factory Buildouts and Infrastructure - Let's Data Science
0.92
letsdatascience.com 2026-05-11 Let's Data Science
__fail__
2026-05-10
Why NVIDIA (NVDA) Is Up 8.4% After New AI Infrastructure Alliances With IREN and Corning – And What's Next - simplywall.st
0.9
simplywall.st 2026-05-10 simplywall.st
__fail__
2026-05-10
Why NVIDIA (NVDA) Is Turning Its AI Hardware Lead Into an Infrastructure Moat - Yahoo Finance
0.94
finance.yahoo.com 2026-05-10 Yahoo Finance
__fail__
2026-05-10
A Look At Corning (GLW) Valuation After The NVIDIA AI Infrastructure Partnership And Share Price Surge - simplywall.st
0.8
simplywall.st 2026-05-10 simplywall.st
__fail__
2026-05-09
Assessing Nvidia (NVDA) Valuation After New AI Infrastructure Deals With Corning And IREN - simplywall.st
0.85
simplywall.st 2026-05-09 simplywall.st
__fail__
2026-05-08
AI Infrastructure Frenzy: Micron Soars 10% as HBM Shortage Fuels Data Center Supercycle - Moomoo
0.95
www.moomoo.com 2026-05-08 Moomoo
__fail__
2026-05-08
AI Infrastructure Frenzy: Micron Soars 15% as HBM Shortage Fuels Data Center Supercycle - Moomoo
0.9
www.moomoo.com 2026-05-08 Moomoo
__fail__
2026-05-08
IREN Stock Soars as Nvidia Drops $3.4B AI Infrastructure Deal - GuruFocus
0.85
www.gurufocus.com 2026-05-08 GuruFocus
__fail__
2026-05-08
Kenyi bets on Arm AGI CPU and chiplets to reshape edge telecom infrastructure - The Mobile Network
0.85
the-mobile-network.com 2026-05-08 The Mobile Network
__fail__
2026-05-08
Honor Magic 9 Pro Max to use 2nm flagship chip + dual 200MP cameras - Huawei Central
0.88
www.huaweicentral.com 2026-05-08 Huawei Central
__fail__
2026-05-08
Nvidia: The Application Layer Could Pressure AI Infrastructure Economics - Seeking Alpha
0.85
seekingalpha.com 2026-05-08 Seeking Alpha
__fail__
2026-05-08
NVIDIA Expands AI Infrastructure From Utility Scale Builds To Homes - Yahoo Finance
0.87
finance.yahoo.com 2026-05-08 Yahoo Finance
__fail__
2026-05-08
NVIDIA, IREN Announce Strategic Partnership to Deploy Large-Scale AI Infrastructure - The Fast Mode
0.87
www.thefastmode.com 2026-05-08 The Fast Mode
__fail__
2026-05-08
NVIDIA, Corning Expand U.S. Optical Manufacturing for AI Infrastructure Growth - The Fast Mode
0.89
www.thefastmode.com 2026-05-08 The Fast Mode
__fail__
2026-05-08
Nvidia Places Massive AI Infrastructure Bet on IREN’s 5 GW Pipeline - Data Center Knowledge
0.9
www.datacenterknowledge.com 2026-05-08 Data Center Knowledge
__fail__
2026-05-08
IREN inks AI infrastructure deal with Nvidia - CNBC
0.8
www.cnbc.com 2026-05-08 CNBC
__fail__
2026-05-08
Nvidia to invest up to $2.1 billion in IREN in partnership that deploys as much as 5 gigawatts of its AI infrastructure - Sherwood News
0.9
sherwood.news 2026-05-08 Sherwood News
__fail__