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2026-05-08
TSMC sales grow 17.5% on extended AI buildout boom - MSN
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www.msn.com 2026-05-08 MSN
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2026-05-08
Taiwan Semiconductor's revenue in April increased by 17.5% year-on-year, with AI demand supporting the company’s expansion momentum for the entire year. - 富途牛牛
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news.futunn.com 2026-05-08 富途牛牛
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TSMCSemiconductor RevenueAI Chips3nm ProcessEUV LithographyArtificial IntelligenceChip ManufacturingSemiconductor Industry
2026-05-08
Big Tech reportedly offers to fund SK Hynix fabs and EUV tools in escalating AI memory race - digitimes
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www.digitimes.com 2026-05-08 digitimes
Global technology firms are reportedly offering unprecedented investment proposals to secure memory supply from SK Hynix, including funding new production lines and helping pay for expensive semiconductor equipment — underscoring the growing intensity of the...The article requires paid subscription.Subscribe Now
Semiconductor IndustryAI ChipsMemory MarketSK HynixTSMCNVIDIAEUV LithographyChip Manufacturing
2026-05-08
TSMC Sales Grow 17.5% on Extended AI Buildout Boom - Bloomberg.com
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www.bloomberg.com 2026-05-08 Bloomberg.com
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2026-05-08
SK Hynix Can't Build AI Memory Chips Fast Enough — And Big Tech Is Reportedly Lining Up To Fund It - Benzinga
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www.benzinga.com 2026-05-08 Benzinga
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2026-05-08
AI Boom Drives Unprecedented Investment Offers for SK Hynix - Electronics For You BUSINESS
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www.electronicsforyou.biz 2026-05-08 Electronics For You BUSINESS
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2026-05-08
BofA Lifts Price Objective, Estimates for ASML Amid Expected Earnings Growth on Low-NA EUV Boost - marketscreener.com
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www.marketscreener.com 2026-05-08 marketscreener.com
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2026-05-08
Elmos Semiconductor SE Just Missed EPS By 8.4%: Here's What Analysts Think Will Happen Next - Yahoo Finance
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finance.yahoo.com 2026-05-08 Yahoo Finance
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2026-05-08
Analysis: Samsung's union fight exposes a fault line in semiconductor investment - digitimes
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www.digitimes.com 2026-05-08 digitimes
A labor dispute at Samsung Electronics is sharpening a debate with implications well beyond South Korea: how semiconductor companies balance worker compensation against the capital-intensive investment cycles that determine who leads in chips.The article requires paid subscription.Subscribe Now
Semiconductor IndustryLabor DisputeSamsung ElectronicsChip ManufacturingInvestment CyclesUnion MovementSouth Korean SemiconductorLabor Costs
2026-05-08
Goldman Sachs Sets the Stage for Nvidia Stock Ahead of Next Week’s Earnings - TipRanks
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www.tipranks.com 2026-05-08 TipRanks
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2026-05-08
Chip shortage hits the motherboard market; sales of the four major manufacturers are expected to plummet by more than 25% this year. - Moomoo
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www.moomoo.com 2026-05-08 Moomoo
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2026-05-08
Chip shortage hits the motherboard market; sales of the four major manufacturers are expected to plummet by more than 25% this year. - 富途牛牛
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news.futunn.com 2026-05-08 富途牛牛
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2026-05-08
SK Hynix flooded with unprecedented offers from big tech firms to secure chip supplies - ET Telecom
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telecom.economictimes.indiatimes.com 2026-05-08 ET Telecom
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2026-05-08
NVIDIA Expands AI Infrastructure From Utility Scale Builds To Homes - Yahoo Finance
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finance.yahoo.com 2026-05-08 Yahoo Finance
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2026-05-08
NVIDIA, Corning Expand U.S. Optical Manufacturing for AI Infrastructure Growth - The Fast Mode
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www.thefastmode.com 2026-05-08 The Fast Mode
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2026-05-08
SoftBank in talks with Nvidia, Foxconn on Japan AI server plan- Nikkei - Investing.com
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www.investing.com 2026-05-08 Investing.com
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2026-05-08
TSMC eyes bigger US investment; Arizona chip expansion accelerates - digitimes
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www.digitimes.com 2026-05-08 digitimes
Taiwan remained the largest foreign delegation at the US Department of Commerce's SelectUSA Investment Summit for a third straight year, with TSMC indicating it may further expand its US investment footprint amid rising demand for advanced semiconductor...The article requires paid subscription.Subscribe Now
TSMCUS InvestmentSemiconductor ManufacturingChip ExpansionArizonaAdvanced ProcessSupply Chain SecurityChina-US Trade
2026-05-08
$3.4B NVIDIA cloud deal taps 60MW at IREN's Texas campus - Stock Titan
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www.stocktitan.net 2026-05-08 Stock Titan
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2026-05-08
Big Tech Wants SK Hynix Chips So Badly It’s Offering To Fund Capacity - Finimize
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finimize.com 2026-05-08 Finimize
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2026-05-08
Exclusive: SK Hynix flooded with unprecedented offers from big tech firms to secure chip supplies - Reuters
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www.reuters.com 2026-05-08 Reuters
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