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20 articles
Trending Companies
TSMC9 Intel8 AMD7 Micron5 Nvidia5 NVIDIA5 Apple4 Samsung4 Synopsys4 SK Hynix3 ASML3 Siemens EDA3
Trending Technologies
EDA6 HBM5 FinFET4 Blackwell3 Agentic AI3 GPU3 Electronic Design Automation2 3D NAND2 Flash Memory2 300mm wafer2 Bluetooth 6.02 DRAM2
2026-09-30
VSMC bets on value over cost as Singapore fab builds next-generation R&D and IP capabilities
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digitimes.com 2026-09-30
2026-09-29
GF's MIPS bets on RISC-V physical AI, expands into autos and data centers - digitimes
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www.digitimes.com 2026-09-29
2026-09-29
Infineon Bets on Precision Sensors and AI Power as Analysts Split on the Road Ahead - AD HOC NEWS
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www.ad-hoc-news.de 2026-09-29
2026-09-28
Micron Technology (MU) Could Be 46% Undervalued As AI Memory Bets Face Earnings Test - simplywall.st
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simplywall.st 2026-09-28
Micron Technology's potential 46% undervaluation sits at the intersection of AI-driven memory demand and the perennial cyclical skepticism surrounding DRAM makers. The core thesis rests on Micron's positioning in high-bandwidth memory, where its HBM3E shipments and HBM4 roadmap place it as a credibl
Micron TechnologyAI MemoryHBMDRAMValuationSemiconductor CycleAI ChipsData Center
2026-09-26
FormFactor Surpasses Wall Street Price Targets, Bets on Further Upside from HBM Testing Dominance - finance.biggo.com
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finance.biggo.com 2026-09-26
2026-09-24
Social Buzz: Wallstreetbets Stocks Mostly Lower Premarket Thursday; Sandisk, Micron Technology to Decline - marketscreener.com
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www.marketscreener.com 2026-09-24
2026-09-24
SoftBank's growing bets on AI and semiconductor assets - Reuters
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www.reuters.com 2026-09-24
2026-09-23
Michael Burry expands short bets on Micron, Palantir and semiconductor stocks - ca.finance.yahoo.com
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ca.finance.yahoo.com 2026-09-23
2026-09-23
Infineon Trims Memory Arm and Bets Big on AI Power as Analysts Diverge - AD HOC NEWS
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www.ad-hoc-news.de 2026-09-23
2026-09-23
Qualcomm Unveils Snapdragon 8 Elite Gen 6, Bets Big on Agentic AI - MarketBeat
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www.marketbeat.com 2026-09-23
2026-09-23
Kiwoom sees Samsung miss Q3 profit but bets on HBM and foundry growth - CHOSUNBIZ - Chosunbiz
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biz.chosun.com 2026-09-23
2026-09-22
AMD Joins NVIDIA In Elite $1 Trillion Club As Wall Street Bets Big On AI - HotHardware
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hothardware.com 2026-09-22
2026-09-21
Nvidia Has Been the King of AI. This ETF Bets the Next Winners Will Be Somewhere Else. - The Globe and Mail
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www.theglobeandmail.com 2026-09-21
2026-09-21
Nvidia Has Been the King of AI. This ETF Bets the Next Winners Will Be Somewhere Else. - fool.com
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www.fool.com 2026-09-21
2026-09-18
Startup bets returned over twice the money invested. SK hynix plans wider AI investments. - Stock Titan
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news.google.com 2026-09-18
2026-09-18
Micron Stock Soars as India Facility Bets Big on AI Memory Demand - Yahoo Finance Singapore
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sg.finance.yahoo.com 2026-09-18
2026-09-18
Micron Stock Soars as India Facility Bets Big on AI Memory Demand - GuruFocus
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www.gurufocus.com 2026-09-18
2026-09-17
Samsung bets on zHBM as 2.5D memory nears its limits
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digitimes.com 2026-09-17
2026-09-16
Nanya-backed Piecemakers bets edge AI devices will diverge from reliance on HBM - Tom's Hardware
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www.tomshardware.com 2026-09-16
2026-09-16
Piecemakers bets edge AI devices will diverge from reliance on HBM
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tomshardware.com 2026-09-16
PieceMakers, a DRAM designer backed by Nanya, has entered Taiwan's Emerging Stock Board with a strong market reception, seeing its stock price rise 23.6% on its debut. Unlike traditional HBM vendors, PieceMakers bets that AI inference memory will diverge from training memory, proposing a solution us
DRAM DesignAI InferenceHBMHybrid BondingEdge AINVIDIATSMCSemiconductor Supply Chain