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EUV429 3nm401 AI164 AI chips117 GPU102 HBM99 DRAM62 memory chips60 LogicFolding55 AI infrastructure48 CPU47 GaN40 semiconductor37 Tau Scaling Law37 SiC37
2026-05-27
Micron above $1T, SpaceX-Tesla merger talk electrify markets, but Dow misses out on 130th birthday bonus - InvestmentNews
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www.investmentnews.com 2026-05-27 InvestmentNews
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SemiconductorMicronMarket CapitalizationSpaceXTeslaMarket SentimentDow JonesTechnology Stocks
2026-05-27
Largest-ever U.S. chip equipment R&D investment backs cleaner wafers - Stock Titan
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www.stocktitan.net 2026-05-27 Stock Titan
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2026-05-26
Why Navitas Sees GaN Playing a Bigger Role Inside Future AI Racks - Zacks Investment Research
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www.zacks.com 2026-05-26 Zacks Investment Research
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2026-05-26
Mmbg Investment Advisors CO. Purchases 2,018 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM - MarketBeat
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www.marketbeat.com 2026-05-26 MarketBeat
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2026-05-26
Taiwan Semiconductor Manufacturing Company Ltd. $TSM Holdings Decreased by Seaview Investment Managers LLC - MarketBeat
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www.marketbeat.com 2026-05-26 MarketBeat
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2026-05-26
Horizon Investments LLC Sells 12,749 Shares of NVIDIA Corporation $NVDA - MarketBeat
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www.marketbeat.com 2026-05-26 MarketBeat
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2026-05-26
Zacks.com featured highlights include Micron Technology, Murphy USA and Vertiv - May 26, 2026 - Zacks.com - Zacks Investment Research
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www.zacks.com 2026-05-26 Zacks Investment Research
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2026-05-26
Qualcomm Incorporated $QCOM Shares Sold by Choate Investment Advisors - MarketBeat
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www.marketbeat.com 2026-05-26 MarketBeat
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2026-05-26
Artemis Investment Management LLP Sells 184,111 Shares of NVIDIA Corporation $NVDA - MarketBeat
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www.marketbeat.com 2026-05-26 MarketBeat
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2026-05-26
Is NVIDIA’s US$2 Billion AI Optics Deal Altering The Investment Case For Coherent (COHR)? - simplywall.st
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simplywall.st 2026-05-26 simplywall.st
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2026-05-26
AMD and Nvidia deepen investments in Taiwan semiconductor ecosystem - digitimes
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www.digitimes.com 2026-05-26 digitimes
When AMD CEO Lisa Su arrived in Taiwan on May 20, she announced plans to invest more than US$10 billion with local supply-chain partners and the island's broader semiconductor ecosystem. The goal, she said, was to help secure a long-term supply of advanced... Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time t
Semiconductor IndustrySupply Chain InvestmentTaiwan SemiconductorChip ManufacturingTechnology InvestmentAMD InvestmentNVIDIA InvestmentAdvanced Process
2026-05-26
SK hynix launches iHBM integrated cooling solution for next-generation AI memory chips - Vietnam Investment Review - VIR
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vir.com.vn 2026-05-26 Vietnam Investment Review - VIR
SEOUL, South Korea, May 26, 2026 /PRNewswire/ -- SK hynix Inc. (or "the company", www.skhynix.com) announced today the launch of the iHBM solution that embeds integrated cooling elements(ICEs)[1] within the high-bandwidth memory(HBM) package for next-generation HBM products. [1] ICE(Integrated Cooling Elements): A cooling element made of electrically non-conductive, thermally conductive silicon-b
SK hynixHBM memoryAI chipsthermal management3D stackingchip packagingsemiconductor materialsmemory chips
2026-05-26
Kioxia targets 2027 BiCS 10 NAND production as Samsung, SK Hynix hold back investment
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digitimes.com 2026-05-26
Kioxia is targeting 2027 production of its 10th-generation BiCS 10 NAND, a move that could help the Japanese memory maker narrow its technology gap with Samsung Electronics and SK Hynix as the South Korean rivals delay investment in their own next-generation NAND technologies, according to ZDNet Korea.
2026-05-26
AMD and Nvidia deepen investments in Taiwan semiconductor ecosystem
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digitimes.com 2026-05-26
When AMD CEO Lisa Su arrived in Taiwan on May 20, she announced plans to invest more than US$10 billion with local supply-chain partners and the island's broader semiconductor ecosystem. The goal, she said, was to help secure a long-term supply of advanced artificial intelligence (AI) chips.
2026-05-26
Holy Stone Enterprise says AI power surge will deepen global MLCC shortages
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digitimes.com 2026-05-26
Holy Stone Enterprise warns that AI-driven power upgrades are creating global shortages and record demand for multilayer ceramic capacitors (MLCCs), with lead times beyond 20 weeks and tighter supply expected through 2027. The developments could reshape supply chains for servers, data centers, and high-power consumer electronics worldwide, and accelerate global investment in components.
2026-05-25
Can Qualcomm's Expanded Stellantis Tie-Up Boost Its Shares? - Zacks Investment Research
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www.zacks.com 2026-05-25 Zacks Investment Research
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2026-05-25
Linden Rose Investment LLC Purchases New Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM - MarketBeat
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www.marketbeat.com 2026-05-25 MarketBeat
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2026-05-25
Morningstar Investment Management LLC Sells 62,972 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM - MarketBeat
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www.marketbeat.com 2026-05-25 MarketBeat
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2026-05-25
Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Sold by Intermede Investment Partners Ltd - MarketBeat
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www.marketbeat.com 2026-05-25 MarketBeat
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2026-05-25
NVIDIA Corporation $NVDA Holdings Decreased by Mogy Joel R Investment Counsel Inc. - MarketBeat
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www.marketbeat.com 2026-05-25 MarketBeat
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