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EUV53 3nm45 AI15 GPU14 HBM10 DRAM9 AI chips7 2nm7 DDR56 EPYC6 AI chip5 semiconductor5 Zen 65 HBM44 AI accelerators4
2026-05-18
As AI redraws chip industry, TSMC faces its first real rivals
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digitimes.com 2026-05-18
The global map of semiconductor manufacturing is beginning to shift. For years, the market for advanced chip production was dominated almost entirely by TSMC. But the rise of artificial intelligence (AI), intensifying geopolitical tensions, and mounting pressure from Washington to secure critical supply chains are beginning to loosen that grip.
2026-05-17
My Top Artificial Intelligence Stock for Retirees (Hint: It's Not Nvidia) - The Motley Fool
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www.fool.com 2026-05-17 The Motley Fool
Retirees who want exposure to artificial intelligence (AI) often run into a basic conflict. The companies most closely associated with the theme tend to be volatile and expensive, and they pay little to no dividends. The goal of a retirement portfolio is roughly the opposite: stable cash flow, moderate drawdowns, and enough growth to keep up with inflation.The good news is that one of the largest
Artificial IntelligenceRetirement InvestmentCisco SystemsNVIDIAAI InfrastructureData CenterNetworking EquipmentDividend Yield
2026-05-17
Micron Has Completely Proven Me Wrong (Rating Upgrade) (NASDAQ:MU) - Seeking Alpha
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seekingalpha.com 2026-05-17 Seeking Alpha
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2026-05-17
NVIDIA GeForce RTX 5070Ti and Intel Core Ultra 7 265KF gaming PC is $450 cheaper in this Newegg deal - PC Guide
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news.google.com 2026-05-17 PC Guide
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2026-05-17
Micron’s HBM Pipeline Is Full Through 2026, Yet the Stock’s 9% Correction Tells a Separate Story - 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
Institutional investors boost Micron Technology, Intel stocks in Q1 - Crypto Briefing
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cryptobriefing.com 2026-05-17 Crypto Briefing
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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
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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2026-05-16
Which AI Chip Stock Could Be the Next Nvidia? Broadcom, Marvell, AMD or Intel? - International Business Times
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www.ibtimes.com 2026-05-16 International Business Times
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2026-05-16
[13F] NVIDIA releases 1Q portfolio! Maintains Intel at the top, increases position in CoreWeave, and newly acquires COHR and GENB - Moomoo
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www.moomoo.com 2026-05-16 Moomoo
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2026-05-16
Intel (INTC) Stock Plunges 6% Amid AI Chip Market Bubble Concerns - MEXC
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www.mexc.com 2026-05-16 MEXC
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2026-05-16
Taiwan semiconductor materials, April 2026— One sector, two races
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digitimes.com 2026-05-16
Among the 19 Taiwan-listed semiconductor materials companies tracked by Digitimes, 10 (53%) grew month-on-month in April, 12 (63%) posted positive year-on-year growth, and 14 (74%) are ahead on a cumulative January–April basis. On the surface, those are reasonable numbers — but the distribution underneath tells a more complicated story.
2026-05-16
Jim Cramer Says Buy Nvidia for Valuation, Not China Bet. Stock Trades Cheaper Than Intel and AMD. - 24/7 Wall St.
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247wallst.com 2026-05-16 24/7 Wall St.
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2026-05-16
Tiger Global takes new position in Intel; adds to Broadcom, Nvidia among Q1 moves (MSFT:NASDAQ) - Seeking Alpha
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seekingalpha.com 2026-05-16 Seeking Alpha
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2026-05-16
Nvidia, Intel and other hot chip stocks fall as AI exuberance fades - MarketWatch
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www.marketwatch.com 2026-05-16 MarketWatch
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2026-05-15
Intel (INTC) Stock Plunges 6% Amid AI Chip Market Bubble Concerns - Blockonomi
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blockonomi.com 2026-05-15 Blockonomi
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2026-05-15
Intel Slumps 7%, AMD and NVIDIA Slide 4% in Chipmaker Selloff - 24/7 Wall St.
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247wallst.com 2026-05-15 24/7 Wall St.
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2026-05-15
Intel's Explosive Rally Vs Taiwan Semiconductor's Steady Dominance: Which AI Chip Giant Wins? - Benzinga
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www.benzinga.com 2026-05-15 Benzinga
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2026-05-15
TSMC’s AI Windfall Is Pushing Apple Out, And Cupertino Is Turning To Intel’s 18A-P Before It Loses Bargaining Power - Wccftech
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wccftech.com 2026-05-15 Wccftech
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2026-05-15
LMT Group and Infineon start mentorship programme for companies developing smart IoT devices - Telecompaper
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www.telecompaper.com 2026-05-15 Telecompaper
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