Semiconductor News & Analysis Feed
880 articles
2026-05-11
www.digitimes.com
2026-05-11
digitimes
AI-driven demand and new product cycles are accelerating competition among major memory makers, creating pressure across storage and component supply chains. Production is running near full capacity, margins on some DDR5 products have improved, and...The article requires paid subscription.Subscribe Now
2026-05-11
www.kptv.com
2026-05-11
KPTV
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2026-05-11
news.google.com
2026-05-11
EE Times Asia
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2026-05-10
finance.yahoo.com
2026-05-10
Yahoo Finance
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2026-05-10
www.koreatimes.co.kr
2026-05-10
The Korea Times
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2026-05-10
www.benzinga.com
2026-05-10
Benzinga
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2026-05-09
www.tomshardware.com
2026-05-09
Tom's Hardware
Copy linkFacebookXWhatsappRedditPinterestFlipboardEmailShare this article6Join the conversationFollow usAdd us as a preferred source on GoogleNewsletterSubscribe to our newsletterWe took Nvidia's RTX Mega Geometry technology through a series of tests in Alan Wake 2 and the RTX Bonsai Diorama Demo to see how this tech reduces VRAM consumption and eliminates visual artifacts, thus helping pave the w
2026-05-09
www.techbuzz.ai
2026-05-09
The Tech Buzz
Nvidiaisn't just selling AI chips anymore - it's become the industry's most aggressive investor. The company has pushed past $40 billion in equity investments this year, deploying billions at a time into companies across the AI infrastructure stack while simultaneously signing commercial deals with many of the same firms. It's a dual strategy that's reshaping the competitive landscape and raising
2026-05-09
www.cnbc.com
2026-05-09
CNBC
Nvidia
stepped on the gas last year, putting cash into companies up and down the AI infrastructure stack and helping to fund businesses that could turn around and buy the chipmaker's technology. It's been a lucrative endeavor, as the company's $5 billion bet on Intel
is now worth over $25 billion, a historic return in a matter of months.
In 2026, the pace of deals has kicked into overdrive, wit
2026-05-09
propakistani.pk
2026-05-09
ProPakistani
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AI Chip Shortage Cripples PC Market — ASUS, MSI, Gigabyte Face Nearly 33% Decline
By Afaq Wajdan Malik | Published May 9, 2026 | 1:34 pm
Motherboard sales are falling sharply as ongoing AI-related chip shortages continue to cripple the PC h
2026-05-09
www.digitimes.com
2026-05-09
digitimes
Since the second half of 2025, the global semiconductor industry has been squeezed by a rare convergence of forces: surging artificial intelligence (AI) demand, escalating geopolitical fragmentation, and...The article requires paid subscription.Subscribe Now
2026-05-09
www.theglobeandmail.com
2026-05-09
The Globe and Mail
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2026-05-09
www.zacks.com
2026-05-09
Zacks Investment Research
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2026-05-09
letsdatascience.com
2026-05-09
Let's Data Science
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2026-05-08
www.thestreet.com
2026-05-08
thestreet.com
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2026-05-08
www.barchart.com
2026-05-08
Barchart.com
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2026-05-08
www.digitimes.com
2026-05-08
digitimes
Global technology firms are reportedly offering unprecedented investment proposals to secure memory supply from SK Hynix, including funding new production lines and helping pay for expensive semiconductor equipment — underscoring the growing intensity of the...The article requires paid subscription.Subscribe Now
2026-05-08
www.datacenterknowledge.com
2026-05-08
Data Center Knowledge
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2026-05-07
gulfnews.com
2026-05-07
Gulf News
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UAE to build chiplet facility for defence, AI and aerospace systems
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UAE to build chiplet facility for defence, AI and aerospace systems
Tawazun and Lockheed Martin sign deal to build local mi
2026-05-07
www.kedglobal.com
2026-05-07
KED Global
Samsung Electronics Co. is accelerating construction of a new mega-fab at its Pyeongtaek semiconductor complex by at least six months as South Korea’s memory chipmakers and their global peers race to secure dominance in the booming artificial intelligence era.