Semiconductor News & Analysis Feed
18 articles
2026-08-31
news.google.com
2026-08-31
2026-08-18
www.investing.com
2026-08-18
2026-08-06
www.asiaresearchnews.com
2026-08-06
2026-08-06
www.newswise.com
2026-08-06
2026-08-05
www.kedglobal.com
2026-08-05
2026-08-04
www.kedglobal.com
2026-08-04
2026-07-22
www.sdxcentral.com
2026-07-22
2026-07-12
news.google.com
2026-07-12
2026-07-03
tomshardware.com
2026-07-03
Blackstone-owned data center developer QTS has officially abandoned its plan to build what would have been the world's largest data center campus in Virginia. The 'Digital Gateway' project, spanning 2,100 acres and designed to house a 22-million-square-foot, gigawatt-scale facility, faced years of l
2026-06-28
www.theglobeandmail.com
2026-06-28
This article analyzes two companies in NVIDIA's portfolio—CoreWeave and Nokia—examining their growth potential in the AI-driven landscape. As one of the most successful tech companies of the 2020s, NVIDIA has driven stock performance in its investees, such as Intel and Nebius, which have seen signif
2026-06-28
www.theglobeandmail.com
2026-06-28
This article analyzes NVIDIA's expanding strategy in the tech sector, particularly its investments in CoreWeave and Nokia. As one of the most successful tech companies of the 2020s, NVIDIA has driven growth in other firms through direct investments and strategic partnerships. CoreWeave, a rising clo
2026-06-28
finance.yahoo.com
2026-06-28
NVIDIA has emerged as one of the most successful tech companies of the 2020s, not only through its own growth but also by driving the success of other firms through strategic partnerships and direct investments. CoreWeave and Nokia are two such beneficiaries, seeing significant stock appreciation du
2026-06-28
www.fool.com
2026-06-28
This article highlights NVIDIA's remarkable success in the tech sector during the 2020s and explores other stocks within its ecosystem that are gaining attention. NVIDIA's dominance in AI has not only driven its own performance but also boosted the valuations of partner companies. CoreWeave, a neocl
2026-06-17
www.trefis.com
2026-06-17
Micron Technology's stock has surged 785% over the past year, driven by strong demand fueled by the AI revolution, particularly in high-bandwidth memory and cloud/AI server solutions. However, while its data center SSD business was once a key growth driver, it has now been largely overshadowed. The
2026-06-17
www.trefis.com
2026-06-17
Micron Technology's stock has surged 785.1% over the past year, driven by an insatiable demand for its memory chips fueled by AI. However, this success masks a strategic shift: the company's once-pivotal data center SSD business has been largely sidelined. While the company's narrative now centers o
2026-06-04
finance.yahoo.com
2026-06-04
2026-06-02
finance.yahoo.com
2026-06-02
2026-06-01
tomshardware.com
2026-06-01
The U.S. Bureau of Industry and Security (BIS) recently issued new guidance to close a loophole that previously allowed Chinese-owned subsidiaries located outside China to purchase advanced AI chips. This loophole was exploited by some Chinese AI firms through subsidiaries in countries like Malaysia