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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
Nvidia’s CEO Jensen Huang reportedly left off Donald Trump’s China CEO delegation (NVDA:NASDAQ) - Seeking Alpha
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seekingalpha.com 2026-05-12 Seeking Alpha
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2026-05-12
NVIDIA confirms GeForce NOW data breach, pledges full support for investigation - TweakTown
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www.tweaktown.com 2026-05-12 TweakTown
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2026-05-12
UBS reiterates buy rating on Nvidia with $245 price target, citing AI demand - Crypto Briefing
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cryptobriefing.com 2026-05-12 Crypto Briefing
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2026-05-12
Innolux shares surge on reports of potential TSMC FOPLP partnership - digitimes
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www.digitimes.com 2026-05-12 digitimes
Unlike AUO, which remained in the red in the first quarter of 2026, Innolux returned to operating profitability, posting net income of NT$1.79 billion (approx. US$56.9 million) for the quarter.The article requires paid subscription.Subscribe Now
LCD panel industrySemiconductor manufacturingTSMCInnoluxFOPLP technologyProfitabilityQ1 financial resultsDisplay panel
2026-05-12
America's biggest defense technology company Palantir may have sent a ‘stock warning’ to Nvidia: You will - The Times of India
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news.google.com 2026-05-12 The Times of India
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2026-05-12
Chinese A.I. Firms Push Beyond Nvidia as DeepSeek Turns to Huawei - The New York Times
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www.nytimes.com 2026-05-12 The New York Times
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2026-05-12
Texas Instruments (TXN) Valuation Check As AI Infrastructure Optimism Lifts Semiconductor Stocks - simplywall.st
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simplywall.st 2026-05-12 simplywall.st
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2026-05-12
AI Chip Rotation 2026: Should You Trim Nvidia, Buy Intel and AMD? - Gotrade
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www.heygotrade.com 2026-05-12 Gotrade
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2026-05-12
Is Archer Aviation's NVIDIA Partnership a Game Changer for Autonomous Flight - Kavout
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www.kavout.com 2026-05-12 Kavout
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2026-05-12
Nvidia Stock (NVDA) Closes at Record High as AI Trade Accelerates - TipRanks
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www.tipranks.com 2026-05-12 TipRanks
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2026-05-12
Semiconductor Metrology/Inspection Is Capturing the Economics of Advanced Packaging - Dr. Robert Castellano's Semiconductor Deep Dive Newsletter
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drrobertcastellano.substack.com 2026-05-12 Dr. Robert Castellano's Semiconductor Deep Dive Newsletter
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2026-05-12
Intel CEO confirms ongoing collaboration with NVIDIA on new products - TweakTown
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www.tweaktown.com 2026-05-12 TweakTown
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2026-05-12
Navitas Semiconductor (NVTS) Hits All-Time High as Indian Partner Launches 7 GaN Tech - Yahoo Finance
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finance.yahoo.com 2026-05-12 Yahoo Finance
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2026-05-12
Semiconductor capacity limitations grow - Sourceability
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sourceability.com 2026-05-12 Sourceability
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2026-05-12
Intel's revival secret: Suppliers with TSMC's stamp of approval - digitimes
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www.digitimes.com 2026-05-12 digitimes
With TSMC capacity under mounting supply-demand pressure, Intel — once written off by many as a company fighting for survival — is staging a credible comeback.The article requires paid subscription.Subscribe Now
IntelTSMCSemiconductor Supply ChainChip ManufacturingTechnology PartnershipIndustry RevivalSupply Chain ManagementAdvanced Process
2026-05-12
Evaluation of NVIDIA stock downgraded after the last trading session - StockInvest.us
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stockinvest.us 2026-05-12 StockInvest.us
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2026-05-12
Apple, Qualcomm and MediaTek take different paths as TSMC capacity stays tight - digitimes
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www.digitimes.com 2026-05-12 digitimes
TSMC is facing fierce customer competition and supply shortages as demand surges for artificial intelligence and high-performance computing chips, forcing fabless chipmakers to consider limited shifts in manufacturing partners to ease constraints.The article requires paid subscription.Subscribe Now
Semiconductor IndustryChip ManufacturingTSMCAI ChipsHigh-Performance ComputingSupply Chain ConstraintsFoundry BusinessChip Demand
2026-05-12
Deutsche Bank Raises Micron Stock (MU) Price Target to $1,000 on Strong AI Memory Demand - TipRanks
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www.tipranks.com 2026-05-12 TipRanks
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2026-05-12
Apple-Intel Foundry Deal Could Reshape U.S. Chip Manufacturing
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eetimes.com 2026-05-12 Pat Brans
The reported agreement may just represents a symbolic hedge against TSMC concentration.
AppleIntelChip ManufacturingUS Semiconductor IndustryAdvanced Process TechnologyAI ChipsSemiconductor Supply ChainGovernment Intervention