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2026-05-08
Chip shortage hits the motherboard market; sales of the four major manufacturers are expected to plummet by more than 25% this year. - Moomoo
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www.moomoo.com 2026-05-08 Moomoo
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2026-05-08
Chip shortage hits the motherboard market; sales of the four major manufacturers are expected to plummet by more than 25% this year. - 富途牛牛
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news.futunn.com 2026-05-08 富途牛牛
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2026-05-08
NVIDIA, IREN Announce Strategic Partnership to Deploy Large-Scale AI Infrastructure - The Fast Mode
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www.thefastmode.com 2026-05-08 The Fast Mode
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2026-05-08
Geopolitics Is Rewriting Memory Sourcing
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eetimes.com 2026-05-08 Marco Mezger
Geopolitical tensions are rewriting memory sourcing—ditch old habits and future-proof your supply chain to avoid costly disruption.
Memory Supply ChainGeopoliticsDRAMNAND FlashSemiconductor Supply ChainUS-China RelationsMemory SourcingSupply Chain Resilience
2026-05-08
Nvidia Places Massive AI Infrastructure Bet on IREN’s 5 GW Pipeline - Data Center Knowledge
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www.datacenterknowledge.com 2026-05-08 Data Center Knowledge
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2026-05-08
TSMC eyes bigger US investment; Arizona chip expansion accelerates - digitimes
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www.digitimes.com 2026-05-08 digitimes
Taiwan remained the largest foreign delegation at the US Department of Commerce's SelectUSA Investment Summit for a third straight year, with TSMC indicating it may further expand its US investment footprint amid rising demand for advanced semiconductor...The article requires paid subscription.Subscribe Now
TSMCUS InvestmentSemiconductor ManufacturingChip ExpansionArizonaAdvanced ProcessSupply Chain SecurityChina-US Trade
2026-05-08
Nasdaq-100 hits record as Nvidia leads QQQ surge - MSN
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www.msn.com 2026-05-08 MSN
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2026-05-08
Micron: I Finally Get It - The Market Still Underestimates The AI Memory Supercycle (MU) - Seeking Alpha
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seekingalpha.com 2026-05-08 Seeking Alpha
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2026-05-08
IREN stock surges as Nvidia backs AI expansion with warrants tied to 30 million shares - The Block
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www.theblock.co 2026-05-08 The Block
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2026-05-08
IREN stock surges 27% on Nvidia partnership for AI infrastructure - Investing.com
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www.investing.com 2026-05-08 Investing.com
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2026-05-08
Nvidia CEO Huang sends blunt new message on AI compute boom - thestreet.com
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www.thestreet.com 2026-05-08 thestreet.com
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2026-05-08
Powering the Next American Century: US Energy Secretary Chris Wright and NVIDIA’s Ian Buck on the Genesis Mission - NVIDIA Blog
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blogs.nvidia.com 2026-05-08 NVIDIA Blog
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2026-05-08
Morgan Stanley raises price targets across semiconductor sector - thestreet.com
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www.thestreet.com 2026-05-08 thestreet.com
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2026-05-08
Announcing General Availability of OCI Compute with RTX PRO: Accelerating Multimodal AI and Visual Computing with NVIDIA RTX PRO Blackwell 6000 GPUs - Oracle Blogs
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blogs.oracle.com 2026-05-08 Oracle Blogs
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2026-05-07
Global Chip Shortage 2026: How to Beat Rising Prices and Delivery Delays - CBIZ
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www.cbiz.com 2026-05-07 CBIZ
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2026-05-07
Qualcomm Reveals Two New Affordable Phone Chips With Smooth Motion UI Tech - Engadget
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www.engadget.com 2026-05-07 Engadget
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2026-05-07
Alphabet Is About to Overtake Nvidia as the World’s Biggest Company - 24/7 Wall St.
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news.google.com 2026-05-07 24/7 Wall St.
2026-05-07
Here are Thursday's biggest analyst calls: Nvidia, Apple, Uber, Microsoft, Disney, CoreWeave, Alcoa & more - CNBC
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www.cnbc.com 2026-05-07 CNBC
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2026-05-07
Following CoWoS, will the next generation of advanced packaging be CoPoS? - 富途牛牛
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news.futunn.com 2026-05-07 富途牛牛
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Advanced PackagingSemiconductor PackagingCoWoS TechnologyChip PackagingSemiconductor ManufacturingTechnology DevelopmentPackaging TechnologyChip Design
2026-05-07
Chip shortage hits the computer motherboard market, four major motherboard manufacturers lower annual sales targets - Bitget
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www.bitget.com 2026-05-07 Bitget
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