Semiconductor News & Analysis Feed
20 articles
2026-08-20
2026-08-19
www.trendforce.com
2026-08-19
2026-08-12
www.cnbc.com
2026-08-12
After three years of significant AI investment, NVIDIA is now seeking to advance AI infrastructure by partnering with six major U.S. asset managers, signaling a fundamental shift toward treating AI infrastructure as a new asset class. The collaboration aims to raise up to $500 billion for building n
2026-08-05
news.google.com
2026-08-05
2026-08-04
www.tradingview.com
2026-08-04
2026-08-03
www.barrons.com
2026-08-03
2026-08-01
tomshardware.com
2026-08-01
Major tech companies including Amazon, Google, Meta, and Microsoft have invested over $1 trillion in AI infrastructure since 2023, with an additional $745 billion expected this year. This massive capital expenditure has driven rapid expansion in data centers, significantly impacting electricity grid
2026-07-29
www.theregister.com
2026-07-29
SK Hynix's memory price fluctuations have drawn attention from major technology companies, highlighting the complexity and sensitivity of the semiconductor supply chain. As a leading memory chip manufacturer, SK Hynix's pricing changes significantly impact the entire industry. Major tech companies l
2026-07-29
news.google.com
2026-07-29
2026-07-27
news.google.com
2026-07-27
2026-07-26
news.google.com
2026-07-26
2026-07-25
wtvbam.com
2026-07-25
South Korea's SK Hynix and Samsung Electronics have entered into a $950 billion semiconductor supply partnership with major U.S. technology companies, including NVIDIA. The deal includes long-term memory chip supplies worth $750 billion from SK Hynix and $200 billion from Samsung Electronics to Broa
2026-07-25
uk.finance.yahoo.com
2026-07-25
On July 25, 2026, Reuters reported that South Korean semiconductor giants SK Hynix and Samsung Electronics have entered into a $950 billion chip partnership with major U.S. technology companies, including NVIDIA. The deal includes long-term supply commitments of $750 billion in memory chips from SK
2026-07-25
ca.finance.yahoo.com
2026-07-25
On July 25, 2026, Reuters reported that South Korean semiconductor giants SK Hynix and Samsung Electronics have entered into a $950 billion chip partnership with major U.S. technology companies, including NVIDIA. The agreement, disclosed by presidential adviser Kim Yong-beom, includes SK Hynix suppl
2026-07-25
www.reuters.com
2026-07-25
2026-07-25
finance.yahoo.com
2026-07-25
On July 25, 2026, Reuters reported that South Korean semiconductor giants SK Hynix and Samsung Electronics are entering into a landmark $950 billion partnership with major U.S. technology companies, including NVIDIA. The deal includes long-term supply commitments of $750 billion in memory chips from
2026-07-25
finance.yahoo.com
2026-07-25
On July 24, 2026, NVIDIA, Microsoft, Palantir Technologies, and over 20 other tech firms jointly urged U.S. policymakers to avoid early restrictions on open-weight AI models. The companies argue that such models, which allow users to download, modify, and operate them independently, foster competiti
2026-07-25
sg.finance.yahoo.com
2026-07-25
On July 24, 2026, NVIDIA, Microsoft, Meta, Palantir, and more than 20 other tech firms jointly urged U.S. policymakers to avoid early restrictions on open-weight AI models. The companies argue that such models, which allow users to download, modify, and operate them independently, foster competition
2026-07-23
finance.yahoo.com
2026-07-23
2026-07-22
www.barrons.com
2026-07-22