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2026-07-12
InP supply crunch leaves South Korea exposed
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digitimes.com 2026-07-12
Coherent has agreed to prepay AXT US$22.3 million under a three-year agreement for committed 6-inch indium phosphide substrate capacity, showing how buyers are moving to reserve future supply as AI data center investment strains a concentrated photonics materials market.
2026-07-11
Taiwan Semiconductor Manufacturing Company Ltd. $TSM is ARGA Investment Management LP's 5th Largest Position - MarketBeat
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www.marketbeat.com 2026-07-11 MarketBeat
2026-07-11
Micron CEO Sanjay Mehrotra Announces $250 Billion Investment for Expanded Artificial Intelligence (AI) Memory Chip Development - The Globe and Mail
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www.theglobeandmail.com 2026-07-11 The Globe and Mail
2026-07-11
Micron CEO Sanjay Mehrotra Announces $250 Billion Investment for Expanded Artificial Intelligence (AI) Memory Chip Development - Yahoo Finance
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finance.yahoo.com 2026-07-11 Yahoo Finance
2026-07-11
Micron CEO Sanjay Mehrotra Announces $250 Billion Investment for Expanded Artificial Intelligence (AI) Memory Chip Development - The Motley Fool
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www.fool.com 2026-07-11 The Motley Fool
2026-07-11
Micron Boosts U.S. Plant Investment to $250 Billion on AI Chip Craze - Briefs Finance
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www.briefs.co 2026-07-11 Briefs Finance
2026-07-11
Trump celebrates $250B Micron investment, says America is 'GETTING SHOVELS IN THE GROUND' - Fox Business
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www.foxbusiness.com 2026-07-11 Fox Business
2026-07-11
Investment expert says SK Hynix debut is a ‘sign’ of market sentiment - Fox Business
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www.foxbusiness.com 2026-07-11 Fox Business
2026-07-11
Micron Technology announces $500 million investment in GlobalWafers - Herald Democrat
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www.heralddemocrat.com 2026-07-11 Herald Democrat
2026-07-11
Memory Boom Drives $250 Billion Investment From Micron - Data Center Richness | Substack
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datacenterrichness.substack.com 2026-07-11 Data Center Richness | Substack
2026-07-10
Micron raises U.S. investment to $250 billion for AI memory chips - qz.com
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qz.com 2026-07-10 qz.com
2026-07-10
Micron raises U.S. investment to $250 billion for AI memory chips - Yahoo Finance
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finance.yahoo.com 2026-07-10 Yahoo Finance
2026-07-10
Nasdaq Futures, Memory Stocks Dragged Ahead of SK Hynix Debut - Schaeffer's Investment Research
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www.schaeffersresearch.com 2026-07-10 Schaeffer's Investment Research
2026-07-10
Nvidia supplier King Yuan Electronics plans $1.4 billion US facility investment By Investing.com - Investing.com
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www.investing.com 2026-07-10 Investing.com
2026-07-10
Micron increases total US chip investment to $250bn, announces $500m partnership with GlobalWafers - Data Center Dynamics
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www.datacenterdynamics.com 2026-07-10 Data Center Dynamics
2026-07-10
Micron Technology Stock Climbs 7% on $3 Billion Domestic Supply Chain Investment - TIKR.com
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www.tikr.com 2026-07-10 TIKR.com
2026-07-10
Latest News In AI Chips - SK Hynix's Nasdaq Debut Shakes AI Investments Market - simplywall.st
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simplywall.st 2026-07-10 simplywall.st
2026-07-10
Micron Raises US Semiconductor Investment to $250 Billion, Breaks Ground on New York Fab - thelec.net
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www.thelec.net 2026-07-10 thelec.net
2026-07-10
Will Russell Index Removal Reshape Synopsys' (SNPS) AI and Ansys-Driven Investment Narrative? - Yahoo Finance
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finance.yahoo.com 2026-07-10 Yahoo Finance
2026-07-10
Own SK Hynix's local shares or ADRs, but not both, says investment advisor - CNBC
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www.cnbc.com 2026-07-10 CNBC