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2026-05-09
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OBON Corp. linked to Nvidia chip smuggling scheme that allegedly funneled $2.5B in AI servers to Alibaba
US prosecutors say a Bangkok-based company helped route restricted Nvidia AI servers through Southeast Asia to China, skirting export controls in place since 2022.
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2026-05-09
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2026-05-09
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Is Costco Preparing Another Special Dividend This Year?$30 stock to buy before Starlink goes public (WATCH NOW!) (Ad)The USMCA Review Is Coming: 3 Border-Sensitive Stocks to WatchRocket Lab Posts Record Q1 Revenue, Raises Q2 GuidanceIran War Shock: What I Was Told In That Private Meeting (Ad)SLB’s Tough Quarter Masks a Powerful Long-Term ShiftHims & Hers Earnings Preview: The
2026-05-09
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2026-05-09
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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
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2026-05-09
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Is Costco Preparing Another Special Dividend This Year?$30 stock to buy before Starlink goes public (WATCH NOW!) (Ad)The USMCA Review Is Coming: 3 Border-Sensitive Stocks to WatchRocket Lab Posts Record Q1 Revenue, Raises Q2 GuidanceIran War Shock: What I Was Told In That Private Meeting (Ad)SLB’s Tough Quarter Masks a Powerful Long-Term ShiftHims & Hers Earnings Preview: The
2026-05-09
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2026-05-09
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Is Costco Preparing Another Special Dividend This Year?$30 stock to buy before Starlink goes public (WATCH NOW!) (Ad)The USMCA Review Is Coming: 3 Border-Sensitive Stocks to WatchRocket Lab Posts Record Q1 Revenue, Raises Q2 GuidanceIran War Shock: What I Was Told In That Private Meeting (Ad)SLB’s Tough Quarter Masks a Powerful Long-Term ShiftHims & Hers Earnings Preview: The
2026-05-09
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2026-05-09
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United States/Semiconductors/NasdaqGS:QCOM
Qualcomm Weighs AI Upside As Apple Locks In TSMC 2nm Supply
May 09, 2026
Simply Wall St
Reviewed by Bailey Pemberton
Apple has reportedly secured over 50% of TSMC’s initial 2nm chip production capacity, limiting early access for other customers such as NasdaqGS:QCOM.
Qual
2026-05-09
www.bostonglobe.com
2026-05-09
The Boston Globe
(Bloomberg) -- A key company behind Thailand’s national AI effort is suspected of helping to smuggle billions of dollars worth of Super Micro Computer Inc. servers containing advanced Nvidia Corp. chips to China, with Alibaba Group Holding Ltd. one of multiple end customers, according to people familiar with the matter.US prosecutors this year outlined a scheme in which Super Micro’s co-founder al
2026-05-09
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2026-05-09
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United States/Semiconductors/NasdaqGS:MRVL
Marvell Technology (MRVL) Valuation Check After Nvidia Investment And Expanding Custom AI Chip Partnerships
May 09, 2026
Simply Wall St
Marvell Technology (MRVL) is back in focus after a sharp 6.2% one day drop. This comes on the heels of record data center revenue, a US
2026-05-09
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2026-05-09
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Micron Surges 38% in a Week, Market Cap Breaks 840 Billion, Can This AI Memory Leader Continue the Rally?
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AuthorJay Qian
May 9, 2026 4:52 AM
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Micron Technology's stock has surged due to high demand for AI storage, particularly Hi
2026-05-09
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2026-05-09
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United States/Electronic Equipment and Components/NYSE:COHR
A Look At Coherent (COHR) Valuation After Strong Q3 Results And Nvidia AI Data Center Deal
May 09, 2026
Simply Wall St
Coherent (COHR) just reported third quarter results that put its AI data center and communications exposure in the spotlight, with reve
2026-05-09
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2026-05-09
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PUBLISHED
May 9, 2026 · 1:13 AM EDT
Micron Is the Memory Toll Booth Behind NVIDIA’s AI GPU Boom
By
Hazel Kaya
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15 min read
REVIEWED BY
Omer Sheikh
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Micron
NASDAQ
MU
$746.81
▲ +100.34 (+15.52%)
DAY RANGE
$676.37 – $747.21
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MARKET STATUS
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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
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2026-05-09
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United States/Electronic Equipment and Components/NYSE:GLW
Corning NVIDIA Deal Ties Optical Growth To AI Data Center Demand
May 09, 2026
Simply Wall St
Reviewed by Bailey Pemberton
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Corning (NYSE:GLW) and NVIDIA announced a multi year partnership to expand U.S. optical connectivity manufacturing for
2026-05-09
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2026-05-09
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Apple inks ‘preliminary chip-making agreement’ with Intel: A major step in American Semiconductor Revival
Friday, May 8, 2026 6:35 pm
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In a significant development for the tech and semiconductor industries, Apple and Intel have struck a preliminary agreement unde
2026-05-09
finance.yahoo.com
2026-05-09
Yahoo Finance
A Look At Corning (GLW) Valuation After The NVIDIA AI Data Center Partnership
Simply Wall St
Fri, May 8, 2026 at 2:30 PM PDT 2 min read
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Corning (GLW) is back on many investors’ screens after announcing a multi year part