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EUV166 3nm138 AI chips65 AI61 GPU52 HBM51 DRAM50 memory chips32 AI infrastructure20 NAND flash18 2nm16 semiconductor15 data center13 data centers13 NAND12
2026-05-26
Why Navitas Sees GaN Playing a Bigger Role Inside Future AI Racks - Yahoo Finance
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finance.yahoo.com 2026-05-26 Yahoo Finance
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2026-05-26
Why Navitas Sees GaN Playing a Bigger Role Inside Future AI Racks - TradingView
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www.tradingview.com 2026-05-26 TradingView
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2026-05-26
Why Navitas Sees GaN Playing a Bigger Role Inside Future AI Racks - Zacks Investment Research
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www.zacks.com 2026-05-26 Zacks Investment Research
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2026-05-26
Infineon's €1.5 Billion AI Revenue Bet Fuels a 100% Rally and a Corporate Reshuffle - AD HOC NEWS
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www.ad-hoc-news.de 2026-05-26 AD HOC NEWS
Infineons, Billion Infineon's €1.5 Billion AI Revenue Bet Fuels a 100% Rally and a Corporate Reshuffle 26.05.2026 - 05:01:42 | boerse-global.de Infineon stock nearly doubles in 2026 on AI data center sales forecast of €1.5B, with restructuring and strong margins boosting investor confidence. Infineon's €1.5 Billion AI Revenue Bet Fuels a 100% Rally and a Corporate Reshuffle - Foto: über boerse-g
InfineonAI chipsdata centerpower semiconductorsautomotive electronicsrenewable energysilicon carbidegallium nitride
2026-05-26
GlobalWafers rolls out phased GaN capacity expansion to ease supply crunch
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digitimes.com 2026-05-26
Following GlobalWafers' shareholders' meeting on May 25, Chairperson Doris Hsu stated that the company's core compound semiconductor business, gallium nitride (GaN), is addressing strong demand for high-efficiency power solutions in AI servers. The company is also beginning to see emerging demand from diversified applications such as AI robotics. As a result, production capacity in 2026 has alread
2026-05-26
Infineon’s Trifecta: A GaN Patent Victory, a €91 Million EU Consortium, and €2.5 Billion in AI Revenue Ambition - AD HOC NEWS
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www.ad-hoc-news.de 2026-05-26 AD HOC NEWS
Infineon’s, Trifecta Infineon’s Trifecta: A GaN Patent Victory, a €91 Million EU Consortium, and €2.5 Billion in AI Revenue Ambition 25.05.2026 - 21:51:36 | boerse-global.de Infineon stock hits 52-week high after ITC bans Chinese rival for GaN patent infringement; AI data center revenue projected to reach €2.5B, alongside €91M EU power semiconductor project. Infineon’s Trifecta: A GaN Patent Vic
InfineonGaN patentEU fundingAI data centerPower semiconductorAutomotive electronicsRenewable energySmart infrastructure
2026-05-26
Applied Materials UCLA Chip Hub Ties AI Research To Future Demand - simplywall.st
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simplywall.st 2026-05-26 simplywall.st
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2026-05-26
NVIDIA Stock Analysis & Price Prediction 2026: AI Rally Continues - Intellectia AI
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intellectia.ai 2026-05-26 Intellectia AI
NVIDIA has once again demonstrated why it sits at the center of the artificial intelligence revolution. With the stock rallying 18% this week following blockbuster earnings, investors are asking a critical question: how much runway remains for the world's most valuable semiconductor company? The numbers tell a compelling story—revenue surged to $81.6 billion in the most recent quarter, while data
NVIDIAArtificial IntelligenceSemiconductor IndustryAI ChipsData CenterEarnings AnalysisStock Price PredictionInvestment Strategy
2026-05-25
Cadence LiDAR IP Win With Aeva Highlights Expanding Physical AI Role - Yahoo Finance
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finance.yahoo.com 2026-05-25 Yahoo Finance
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2026-05-25
Qualcomm Stock Is the Sleeping Giant of the AI Revolution. It’s Starting to Wake Up. - Barchart
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www.barchart.com 2026-05-25 Barchart
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2026-05-24
NVIDIA AI Releases Gated DeltaNet-2: A Linear Attention Layer That Decouples Erase and Write in the Delta Rule - MarkTechPost
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www.marktechpost.com 2026-05-24 MarkTechPost
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2026-05-23
Nvidia Reigns On, Meta-AI IPOs File, Google I/O Consumer AI Roadmap & More. AI-RTZ #1095 - AI: Reset to Zero
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michaelparekh.substack.com 2026-05-23 AI: Reset to Zero
AI: Reset to Zero Subscribe Sign in WEEKLY ROUNDUP Nvidia Reigns On, Meta-AI IPOs File, Google I/O Consumer AI Roadmap & More. AI-RTZ #1095 ...weekly roundup ending 5/22/26 MICHAEL PAREKH MAY 23, 2026 Share 1. Nvidia Q1 2027 Reigns On — Sans China: Wednesday’s earnings report from Nvidia did its now-customary thing — beat the highest analyst estimates, then raised the next quarter’s guidance even
Artificial IntelligenceNVIDIASemiconductor IndustryAI ChipsEarnings ReportInvestment RatingTech StocksAI Development
2026-05-23
Datadog, SK Hynix added to AI 30 List as Wedbush sees ‘third inning” of AI revolution - Yahoo! Finance Canada
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ca.finance.yahoo.com 2026-05-23 Yahoo! Finance Canada
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2026-05-23
Datadog, SK Hynix added to AI 30 List as Wedbush sees ‘third inning” of AI revolution - Proactive financial news
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www.proactiveinvestors.com 2026-05-23 Proactive financial news
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2026-05-22
NVIDIA and AMD have made consecutive purchases, prompting investment banks to raise their target price! AI chip and optical interconnect leader Marvell Technology (MRVL.US) could ignite another AI rally with its upcoming earnings report. - 富途牛牛
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news.futunn.com 2026-05-22 富途牛牛
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2026-05-22
AMD Stock Jumps As 2nm AI Ramp Triggers Target Hikes - timothysykes.com
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www.timothysykes.com 2026-05-22 timothysykes.com
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2026-05-22
Micron Options Signal It's Time to Protect Gains From 700% AI Rally: Options Chatter - Moomoo
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www.moomoo.com 2026-05-22 Moomoo
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2026-05-22
Lenovo's AI Revenue Surge Exposes Nvidia's China Blind Spot - Benzinga
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www.benzinga.com 2026-05-22 Benzinga
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2026-05-22
TSMC Trails 140% AI Rallies As Investors Broaden Chip Bets - GuruFocus
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www.gurufocus.com 2026-05-22 GuruFocus
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2026-05-22
Nvidia's AI Rack Is Almost Doubling In Value. Which Suppliers Win? - Moomoo
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www.moomoo.com 2026-05-22 Moomoo
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