Semiconductor News & Analysis Feed

20 articles
2026-09-09
www.telecomtv.com 2026-09-09
2026-09-08
news.google.com 2026-09-08
2026-09-02
finance.yahoo.com 2026-09-02
NVIDIA's $2 billion investment in Coherent Corp. signals a strategic move to secure critical optical infrastructure for AI systems. The deal, involving equity stake and a multiyear nonexclusive agreement, underscores growing concerns over data transmission bottlenecks in large-scale AI clusters. As
2026-08-27
247wallst.com 2026-08-27
2026-08-25
evertiq.com 2026-08-25
2026-08-25
news.google.com 2026-08-25
2026-08-24
www.trendforce.com 2026-08-24
2026-08-19
news.google.com 2026-08-19
2026-08-18
www.theglobeandmail.com 2026-08-18
2026-08-18
www.eenewseurope.com 2026-08-18
2026-08-18
seekingalpha.com 2026-08-18
2026-08-18
finviz.com 2026-08-18
2026-08-14
news.google.com 2026-08-14
2026-08-13
247wallst.com 2026-08-13
The Korean stock market surged another 3.5% overnight, pushing into a technical bull market just over a month after a historic sell-off. The rally was driven by renewed optimism around AI infrastructure spending, with memory stocks leading the charge. SK Hynix and Samsung Electronics rose 5.9% and 4
2026-08-13
finance.yahoo.com 2026-08-13
Korea's stock market surged another 3.5% overnight, driven by renewed optimism around AI infrastructure spending and a rebound from a recent sell-off. The Kospi index has risen nearly 23% since its July 30 low, with SK Hynix and Samsung Electronics gaining 5.9% and 4.9% respectively. Memory stocks a
2026-08-11
www.tradingkey.com 2026-08-11
On August 10, U.S. tech stocks faced headwinds, with NVIDIA and Intel leading the declines. NVIDIA’s plan to raise $500 billion for AI infrastructure sparked market concerns over debt financing risks, causing its stock to drop nearly 3%. Intel’s $15 billion stock offering led to a more than 4% decli
2026-07-15
news.google.com 2026-07-15
2026-06-26
news.futunn.com 2026-06-26
2026-06-23
constructiondigital.com 2026-06-23
Coherent and NVIDIA have broken ground on a $650 million expansion of a semiconductor manufacturing campus in Sherman, Texas. The project aims to double the site’s production space, add a new building with advanced cleanroom and wafer fabrication capabilities, and create over 1,000 jobs. Originally
2026-06-23
aimagazine.com 2026-06-23
Coherent has officially begun construction of its expanded manufacturing facility in Sherman, Texas, marking a pivotal step in global AI infrastructure development. The site, which operates the world's first 6-inch indium phosphide (InP) fabrication plant, is designed to scale production of speciali