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EUV53 3nm45 AI15 GPU14 HBM10 DRAM9 AI chips7 2nm7 DDR56 EPYC6 AI chip5 semiconductor5 Zen 65 HBM44 AI accelerators4
2026-05-12
Nvidia stock: should investors worry over Jensen Huang’s China snub? - TradingView
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www.tradingview.com 2026-05-12 TradingView
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2026-05-12
Evaluation of NVIDIA stock downgraded after the last trading session - StockInvest.us
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stockinvest.us 2026-05-12 StockInvest.us
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2026-05-12
Arm's AGI CPU demand surges as supply constraints loom
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digitimes.com 2026-05-12
Arm is preparing to expand beyond its traditional IP licensing business by introducing data center CPUs, positioning itself to compete directly with some of its own customers, including AWS, Google, and Nvidia, while maintaining rapid growth in licensing revenue driven by rising demand for AI infrastructure.
2026-05-12
WPG Holdings, WT Microelectronics see record April revenue on strong AI server demand
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digitimes.com 2026-05-12
Leading IC distributors WPG Holdings and WT Microelectronics posted double-digit growth in both monthly and cumulative revenue for January to April 2026, driven by demand for data centers and AI-related servers.
2026-05-12
AI drives IC price hikes, lifts China chip exports 83.7% in April
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digitimes.com 2026-05-12
Global investment in AI computing power is continuing to boost semiconductor demand, and China's chip exports are surging in tandem. Data from China's General Administration of Customs show that China's IC export value rose 100.1% year-over-year in April 2026, marking the first time it has doubled and reflecting how price hikes in AI servers, data centers, and memory are spreading rapidly through
2026-05-12
NVIDIA (NASDAQ:NVDA) Trading Up 2% - What's Next? - MarketBeat
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www.marketbeat.com 2026-05-12 MarketBeat
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2026-05-12
Intel gains on reports SK Hynix partnership could boost chip-packaging business - TradingView
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www.tradingview.com 2026-05-12 TradingView
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2026-05-12
Nvidia has added an Oracle’s worth of market cap in just four trading days - MarketWatch
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www.marketwatch.com 2026-05-12 MarketWatch
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2026-05-12
Micron Rallies as Memory Chip Shortage Fuels AI Demand - TradingView
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www.tradingview.com 2026-05-12 TradingView
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2026-05-12
Nvidia Looks Powerful Heading Into Q1 FY27 (NASDAQ:NVDA) - Seeking Alpha
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seekingalpha.com 2026-05-12 Seeking Alpha
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2026-05-11
TSMC: The AI Infrastructure Monopoly Trading at a Discount - Investing.com
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www.investing.com 2026-05-11 Investing.com
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2026-05-11
What Analog Devices (ADI)'s AI-Fueled Semiconductor Rally and Analyst Upgrades Means For Shareholders - simplywall.st
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simplywall.st 2026-05-11 simplywall.st
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2026-05-11
SK Hynix Surges 15% to New High: HBM Shortage Until 2028, How Much Longer Can AI Memory King Rise? - TradingKey
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www.tradingkey.com 2026-05-11 TradingKey
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2026-05-11
SK Hynix stock at record high: how much further can the AI darling run? - TradingView
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www.tradingview.com 2026-05-11 TradingView
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2026-05-11
Is Micron the Next Nvidia? Why the 2026 "Memory Crunch" Makes MU Stock a Top AI Buy - TradingKey
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www.tradingkey.com 2026-05-11 TradingKey
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2026-05-11
Nvidia Reports Earnings in May. Here's Why I'm Loading Up Before the Report. - The Motley Fool
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www.fool.com 2026-05-11 The Motley Fool
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2026-05-11
Nvidia Reports Earnings in May. Here's Why I'm Loading Up Before the Report. - AOL.com
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www.aol.com 2026-05-11 AOL.com
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2026-05-11
Weekly news roundup: Taiwan freezes trading in MediaTek; 2D NAND shortage spirals
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digitimes.com 2026-05-11
Below are the most-read DIGITIMES Asiastories from the week of May 4-10, 2026:
2026-05-11
Chinese semiconductor suppliers expand SEA presence at SEMICON SEA 2026
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digitimes.com 2026-05-11
At SEMICON Southeast Asia 2026 in Kuala Lumpur, China's semiconductor equipment makers are steadily "infiltrating" the Southeast Asian market, extending from back-end packaging and testing into front-end processes while setting up subsidiaries in Singapore and Malaysia and using localized branding to break through. The shift is reshaping the competitive landscape at the region's annual semiconduct
2026-05-09
Micron Surges 38% in a Week, Market Cap Breaks 840 Billion, Can This AI Memory Leader Continue the Rally? - TradingKey
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www.tradingkey.com 2026-05-09 TradingKey
 Search Markets News Analysis Tools Stock Screener Learn    Log in Start for free Analysis Stocks Micron Surges 38% in a Week, Market Cap Breaks 840 Billion, Can This AI Memory Leader Continue the Rally? TradingKey AuthorJay Qian May 9, 2026 4:52 AM AI Podcast 04:22    AI Summary  Overview Key Points Micron Technology's stock has surged due to high demand for AI storage, particularly Hi
Micron TechnologyAI MemoryHigh Bandwidth MemorySemiconductor IndustrySupply and DemandInvestment AnalysisStock Price SurgeMarket Capitalization