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671 articles
Trending Companies
NVIDIA722 TSMC237 Microsoft214 AMD164 Intel152 Dell111 Qualcomm106 Nvidia92 Micron Technology91 SK Hynix88 Samsung87 Lenovo84 Samsung Electronics77 Apple75 ASUS69
Trending Technologies
EUV595 3nm546 GPU171 AI146 RTX Spark146 AI chips130 HBM94 CPU52 CUDA52 DRAM51 AI agents51 LPDDR5X48 Blackwell46 AI infrastructure43 GaN42
2026-05-18
Wall Street Brunch: Nvidia Time (undefined:NVDA) - Seeking Alpha
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seekingalpha.com 2026-05-18 Seeking Alpha
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2026-05-18
Wall Street Brunch: Nvidia Time (undefined:NVDA) - Seeking Alpha
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seekingalpha.com 2026-05-18 Seeking Alpha
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2026-05-18
Nvidia in the spotlight - Financial Times
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www.ft.com 2026-05-18 Financial Times
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2026-05-18
Nvidia in the spotlight - Financial Times
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www.ft.com 2026-05-18 Financial Times
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2026-05-18
ASML to partner with India’s Tata Electronics - Taipei Times
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www.taipeitimes.com 2026-05-18 Taipei Times
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2026-05-18
TSMC’s Kumamoto fab swings to profit in Q1 - Taipei Times
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www.taipeitimes.com 2026-05-18 Taipei Times
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2026-05-17
Applied Materials, Inc. Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year - simplywall.st
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simplywall.st 2026-05-17 simplywall.st
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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
Taiwan chipmakers quietly fill gaps left by Korea's HBM push - digitimes
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www.digitimes.com 2026-05-17 digitimes
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2026-05-17
Galatek targets advanced packaging market, eyes Taiwan foundries - digitimes
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www.digitimes.com 2026-05-17 digitimes
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2026-05-16
Micron Stock Hit an All-Time High of $818. What Comes Next for MU? - TIKR.com
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www.tikr.com 2026-05-16 TIKR.com
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2026-05-16
Tata Electronics, ASML join hands for semiconductor manufacturing in India - The Economic Times
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economictimes.indiatimes.com 2026-05-16 The Economic Times
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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
Taiwan semiconductor materials, April 2026— One sector, two races - digitimes
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www.digitimes.com 2026-05-16 digitimes
Among the 19 Taiwan-listed semiconductor materials companies tracked byDigitimes, 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...The article requires paid subscription.Subscribe Now
Semiconductor MaterialsTaiwan SemiconductorIndustry AnalysisSupply ChainTechnology DevelopmentMarket TrendsCompany GrowthIndustry Cycle
2026-05-16
Taiwan Semiconductor Manufacturing (NYSE:TSM) Shares Down 3.1% - Time to Sell? - MarketBeat
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www.marketbeat.com 2026-05-16 MarketBeat
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2026-05-16
18 days. That's all it takes for a Samsung strike to crash the global AI chip market, and the whole world - The Economic Times
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economictimes.indiatimes.com 2026-05-16 The Economic Times
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2026-05-15
NVIDIA Likely to Beat Q1 Earnings Estimates: Time to Buy the Stock? - Zacks Investment Research
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www.zacks.com 2026-05-15 Zacks Investment Research
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2026-05-15
Eaton (ETN) Valuation In Focus As AI Data Center Demand, NVIDIA Deal And New Investment Lift Optimism - simplywall.st
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simplywall.st 2026-05-15 simplywall.st
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2026-05-15
Nvidia’s Future in China Remains Unclear After Trump-Xi Summit - The New York Times
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www.nytimes.com 2026-05-15 The New York Times
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2026-05-15
TSMC's Vanguard stake sale signals AI-era capital pivot - digitimes
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www.digitimes.com 2026-05-15 digitimes
TSMC's decision to sell down its stake in Vanguard International Semiconductor (VIS) is the second significant portfolio move the company has made in as many weeks — and together, the two transactions sketch the outline of a deliberate capital reallocation...The article requires paid subscription.Subscribe Now
TSMCVanguard International SemiconductorCapital AllocationArtificial IntelligenceSemiconductor ManufacturingInvestment StrategyTechnology StocksIndustry Transformation