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EUV102 3nm81 AI30 HBM21 DRAM19 GPU16 2nm15 AI chips13 DDR57 NAND flash7 EUV lithography7 AI data centers7 AI infrastructure7 DUV6 chip manufacturing6
2026-05-28
Why Navitas Sees GaN Playing a Bigger Role Inside Future AI Racks - qz.com
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qz.com 2026-05-28 qz.com
UNTITLED Why Navitas Sees GaN Playing a Bigger Role Inside Future AI Racks NVTS heads to PCIM 2026 with 800V AI power designs. It believes GaN will be a must-have tech inside next-gen multi-MW racks. Originally published on Zacks Investment Research Share to X Share to Facebook Share to Reddit Share to Email Share to Link Add Quartz on Google Navitas Semiconductor NVTS plans to exhibit new galliu
Gallium NitrideAI InfrastructurePower ConversionData CenterSemiconductor IndustryNavitas SemiconductorSilicon Carbide800V Systems
2026-05-28
Synopsys Q2 Earnings Surpass Estimates, Revenues Rise Y/Y - The Globe and Mail
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news.google.com 2026-05-28 The Globe and Mail
2026-05-28
After Micron, Nvidia-Supplier SK Hynix Joins $1 Trillion Club As AI Chip Frenzy Reaches New Heights— Analyst Says Memory Boom Is Far From Over - Yahoo Finance
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finance.yahoo.com 2026-05-28 Yahoo Finance
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2026-05-28
Retail traders are pouring money into the memory-stock craze - Business Insider
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www.businessinsider.com 2026-05-28 Business Insider
Memory stocks have been on a tear and it's paying off for retail traders. Everyday investors poured into memory stocks like Micron and SK Hynix in recent months, and the trend has continued as shares climb to fresh record highs, according to JPMorgan's latest research. "Despite strong performance—including Micron and SK Hynix crossing the $1T market-cap milestone on Tuesday—there is little evide
Memory ChipsAI DevelopmentSemiconductor IndustryRetail InvestorsMarket TrendsDRAMNAND FlashChip Supply Chain
2026-05-28
ASML: Why Europe's AI Giant Is Not The Best Chip Buy (NASDAQ:ASML) - Seeking Alpha
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seekingalpha.com 2026-05-28 Seeking Alpha
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2026-05-28
Groq targets $650 million fundraise after Nvidia licensing deal, Axios reports By Reuters - Investing.com
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www.investing.com 2026-05-28 Investing.com
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2026-05-28
Cantor Fitzgerald reiterates Applied Materials stock rating on AI growth outlook - Investing.com
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www.investing.com 2026-05-28 Investing.com
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2026-05-28
Options traders bet against semiconductor rally - CNBC
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www.cnbc.com 2026-05-28 CNBC
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2026-05-28
Groq targets $650 million fundraise after Nvidia licensing deal, Axios reports - Reuters
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www.reuters.com 2026-05-28 Reuters
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2026-05-28
Despite Hitting a $1 Trillion Valuation, Micron Remains My Favorite Stock for 2026 - 24/7 Wall St.
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247wallst.com 2026-05-28 24/7 Wall St.
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2026-05-28
Despite Hitting a $1 Trillion Valuation, Micron Remains My Favorite Stock for 2026 - Yahoo Finance
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finance.yahoo.com 2026-05-28 Yahoo Finance
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2026-05-28
Groq targets $650 million fundraise after Nvidia licensing deal, Axios reports - Yahoo Finance
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finance.yahoo.com 2026-05-28 Yahoo Finance
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2026-05-28
Leaks reveal US authorities concerned about the rise of ‘anti-tech extremists’ as AI data center issues become increasingly contentious
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tomshardware.com 2026-05-28 Jowi Morales
Law enforcement agencies are warning that protests over AI and data centers could boil over and turn into civil unrest.
Artificial IntelligenceData CentersAnti-tech ExtremismUS GovernmentCybersecuritySocial ProtestsData PrivacyTechnology Policy
2026-05-28
AMAT: AI-driven demand is accelerating growth and innovation in logic, DRAM, and advanced packaging - TradingView
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www.tradingview.com 2026-05-28 TradingView
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2026-05-28
Toshiba SiC MOSFET samples support 800V AI data centres ... - eeNews Europe
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www.eenewseurope.com 2026-05-28 eeNews Europe
Toshiba has started test-sample shipments of a 1200V trench-gate SiC MOSFET aimed at power supply systems in AI data centres. The TW007D120E is housed in a QDPAK top-side cooled package and is designed to support higher current capability, improved thermal performance and higher power density in the power stage.
SiC MOSFETAI data centersPower managementToshibaSemiconductor devicesPower supply systemsData center infrastructureSiC technology
2026-05-28
Synopsys delivers beat-and-raise, shares fall weakness in chip IP business - Proactive financial news
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www.proactiveinvestors.com 2026-05-28 Proactive financial news
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2026-05-28
Synopsys delivers beat-and-raise, shares fall weakness in chip IP business - Yahoo! Finance Canada
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ca.finance.yahoo.com 2026-05-28 Yahoo! Finance Canada
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2026-05-28
Synopsys delivers beat-and-raise, shares fall weakness in chip IP business - Yahoo Finance
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finance.yahoo.com 2026-05-28 Yahoo Finance
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2026-05-28
AMD: Winning The AI Race Without Beating Nvidia (Upgrade) (NASDAQ:AMD) - Seeking Alpha
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seekingalpha.com 2026-05-28 Seeking Alpha
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2026-05-28
Synopsys falls despite 'solid' Q2, outlook; analysts remain largely positive - MSN
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www.msn.com 2026-05-28 MSN
Synopsys' (SNPS) second-quarter results and outlook beat estimates and saw largely positive reactions from analysts. However, shares of the electronic design automation company fell about 5% on Thursday. J.P. Morgan kept its Overweight rating and $650 price target on the stock. "Synopsys delivered another solid set of results and guidance (which came in incrementally better than expectations) w
Electronic Design AutomationSemiconductor EDASynopsys EarningsAI Chip DesignChip Design ToolsAnalyst RatingsSemiconductor Industry TrendsTech Stock Performance