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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

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$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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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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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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Opinion: 7 stocks expecting a post-earnings jolt — including Applied Materials and Cisco Systems - MarketWatch

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www.marketwatch.com 2026-05-08 MarketWatch

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IREN stock surges as Nvidia backs AI expansion with warrants tied to 30 million shares - The Block

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www.theblock.co 2026-05-08 The Block

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Exclusive: Trump administration plans to invite CEOs from Nvidia, Apple, Exxon on China trip - Semafor

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www.semafor.com 2026-05-08 Semafor

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NVIDIA And Corning: Long-Term Partnership Expands U.S. AI Infrastructure Manufacturing - Pulse 2.0

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pulse2.com 2026-05-08 Pulse 2.0

NVIDIA and Corning announced a multiyear commercial and technology partnership aimed at expanding U.S.-based manufacturing capacity for optical connectivity products used in artificial intelligence infrastructure.Under the partnership, Corning plans to increase its U.S. optical connectivity manufacturing capacity by 10 times and expand domestic fiber production capacity by more than 50% to support

Artificial Intelligence Semiconductor Manufacturing U.S. Manufacturing Optical Connectivity Data Centers GPU Fiber Optics Supply Chain Security

KLIC Q1 Deep Dive: Accelerating Demand and Advanced Packaging Expansion Drive Outlook - StockStory

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stockstory.org 2026-05-08 StockStory

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Powering the Next American Century: US Energy Secretary Chris Wright and NVIDIA’s Ian Buck on the Genesis Mission - NVIDIA Blog

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blogs.nvidia.com 2026-05-08 NVIDIA Blog

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Here’s just how much Nvidia has been left behind in the extreme semiconductor rally - MarketWatch

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www.marketwatch.com 2026-05-08 MarketWatch