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2026-05-13
Taiwan's semiconductor supply chain posts broadly positive April; AI demand clearly visible across ecosystem - digitimes
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www.digitimes.com 2026-05-13 digitimes
Of the 238 Taiwan-listed semiconductor and related companies tracked by Digitimes, 73% (173 companies) posted positive year-on-year revenue growth in April 2026, and 58% (139) grew month-over-month. Memory makers, AI server assemblers, and advanced packaging...The article requires paid subscription.Subscribe Now
semiconductorsupply chainTaiwanAI chipsmemory chipsadvanced packagingrevenue growthindustry analysis
2026-05-13
MRAM Gets Its Own SIG
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eetimes.com 2026-05-13 Gary Hilson
SNIA MRAM alliance looks to unite a broader ecosystem to encourage magnetoresistive random access #memory (#MRAM) adoption.
MRAMStorage TechnologySemiconductorMemory TechnologyIndustry AllianceSNIASTT-MRAMNon-Volatile Memory
2026-05-12
AI stocks Nvidia, AMD, Broadcom nab price-target hikes - MSN
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www.msn.com 2026-05-12 MSN
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2026-05-12
AI Stocks Nvidia, AMD, Broadcom Nab Price-Target Hikes - Investor's Business Daily
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www.investors.com 2026-05-12 Investor's Business Daily
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2026-05-12
Here are Tuesday's biggest analyst calls of the day: Nvidia, Broadcom, Tesla, Lowe's, Disney, Intel & more - CNBC
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www.cnbc.com 2026-05-12 CNBC
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2026-05-12
Why AMD's AI roadmap is 'very competitive' with Nvidia's - Yahoo Finance UK
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uk.finance.yahoo.com 2026-05-12 Yahoo Finance UK
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2026-05-12
Why AMD's AI roadmap is 'very competitive' with Nvidia's - Yahoo Finance UK
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uk.finance.yahoo.com 2026-05-12 Yahoo Finance UK
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2026-05-12
Tech Bytes: Nvidia’s spending spree sharpens debate over whether AI boom is becoming a bubble - Proactive financial news
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www.proactiveinvestors.com 2026-05-12 Proactive financial news
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2026-05-12
Applied Materials and TSMC Partner to Drive Semiconductor R&D Roadmap - The Futurum Group
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futurumgroup.com 2026-05-12 The Futurum Group
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2026-05-11
Broadcom is dominating the custom AI chip market and doesn't get a tenth of the press Nvidia does - msn.com
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www.msn.com 2026-05-11 msn.com
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2026-05-11
The Memory Wall Is Real, Here Is the Door
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eetimes.com 2026-05-11 Brett Cline
The DRAM crunch is real—secure your AI product roadmap now with memory compression or risk falling behind.
DRAM shortageAI memory demandHigh-bandwidth memory (HBM)Semiconductor supply chainMemory compressionChip production capacityMemory price surgeAI chip
2026-05-10
Alphabet Approaches Overtaking Nvidia in Market Value - Let's Data Science
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letsdatascience.com 2026-05-10 Let's Data Science
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2026-05-10
Semiconductor sector adds $3.8 trillion in market cap as AI demand broadens - Investing.com
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www.investing.com 2026-05-10 Investing.com
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2026-05-09
Meet the Super Semiconductor Stock Obliterating Nvidia, AMD, and Broadcom Right Now - AOL.com
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www.aol.com 2026-05-09 AOL.com
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2026-05-09
Meet the Super Semiconductor Stock Obliterating Nvidia, AMD, and Broadcom Right Now - Yahoo Finance
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finance.yahoo.com 2026-05-09 Yahoo Finance
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2026-05-09
Meet the Super Semiconductor Stock Obliterating Nvidia, AMD, and Broadcom Right Now - The Motley Fool
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www.fool.com 2026-05-09 The Motley Fool
Semiconductor stocks have been at the heart of the artificial intelligence (AI) boom. That's because the chips and equipment are necessary to handle the massive computing power needed for AI workloads.Chipmakers likeNvidia,Broadcom, andAMD, to name a few, have been juggernauts over the past several years, but they have come back to Earth a bit in 2026. For the most part, that's due more to their u
Semiconductor stocksArtificial Intelligence chipsAI computingChip testing equipmentSemiconductor industryMarket performanceInvestment analysisFinancial reports
2026-05-08
Zacks Investment Ideas feature highlights: Broadcom, Taiwan Semiconductor and NVIDIA - The Globe and Mail
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www.theglobeandmail.com 2026-05-08 The Globe and Mail
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2026-05-08
Zacks Investment Ideas feature highlights: Broadcom, Taiwan Semiconductor and NVIDIA - The Globe and Mail
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www.theglobeandmail.com 2026-05-08 The Globe and Mail
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2026-05-07
Zacks Investment Ideas feature highlights: AMD, Nvidia and Broadcom - The Globe and Mail
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www.theglobeandmail.com 2026-05-07 The Globe and Mail
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2026-05-07
Not Nvidia. Not Broadcom. Intel Is Going to Be the Biggest Winner of the Artificial Intelligence (AI) Inference Era. - AOL.com
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www.aol.com 2026-05-07 AOL.com
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