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1821 articles
Trending Companies
NVIDIA337 TSMC193 Micron Technology81 SK Hynix78 AMD72 Micron65 Synopsys62 Intel60 Samsung Electronics57 Huawei56 UBS40 Samsung39 Apple36 Microsoft36 Infineon34
Trending Technologies
EUV292 3nm270 AI103 AI chips86 HBM71 GPU67 memory chips46 DRAM43 LogicFolding43 CPU31 GaN28 Tau Scaling Law28 semiconductor27 1.4nm26 EDA26
2026-05-25
Lam Research CEO: New fabs alone will not solve chip bottlenecks
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digitimes.com 2026-05-25
Lam Research CEO Tim Archer said artificial intelligence and robotics can help chipmakers improve fab productivity as the semiconductor industry faces memory capacity constraints, chip-scaling limits, and growing demand for faster equipment delivery.
2026-05-25
AI data centers spark 800V HVDC rush for Taiwan lead frame suppliers
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digitimes.com 2026-05-25
The shift toward 800V high-voltage direct current (HVDC) power architectures in AI data centers is driving a surge in demand for power semiconductors, boosting shipments for Taiwanese lead frame suppliers SDI Corporation and Jih Lin Technology and raising expectations for double-digit revenue growth in 2026.
2026-05-25
Nvidia's Vera CPU push lifts LPDDR outlook for Samsung, SK Hynix
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digitimes.com 2026-05-25
Nvidia's decision to sell its Vera CPU as a standalone chip could create a new source of demand for low-power DRAM, adding another pressure point to the already tight memory supply chain.
2026-05-25
Assessing Corning (GLW) Valuation After Nvidia AI Partnership And Long Term Targets - simplywall.st
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news.google.com 2026-05-25 simplywall.st
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2026-05-25
Nvidia is watching Huawei turn China into an AI chip market - Startup Fortune
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startupfortune.com 2026-05-25 Startup Fortune
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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
Does Alpha and Omega Semiconductor’s (AOSL) Intel-Focused Power Chips Reframe Its Margin and Execution Story? - simplywall.st
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simplywall.st 2026-05-25 simplywall.st
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2026-05-25
Nvidia AI Chip Smuggling Draws Taiwan's First Criminal Prosecution: Jensen Huang Rebukes Supermicro - Tech Times
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www.techtimes.com 2026-05-25 Tech Times
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2026-05-25
Tech: How Republicans want to tackle memory chip shortage - Punchbowl News
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punchbowl.news 2026-05-25 Punchbowl News
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2026-05-25
Synopsys stock (US8716071076): AI chip design boom drives fresh earnings momentum - AD HOC NEWS
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www.ad-hoc-news.de 2026-05-25 AD HOC NEWS
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2026-05-25
Micron stock drops as Samsung strike spikes fears over memory-chip shortage - MSN
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www.msn.com 2026-05-25 MSN
Micron Technology stock slumped Monday. Investors were watching for labor action at rival Samsung Electronics that could disrupt memory-chip supplies and further boost prices. Shares closed down 6% to $681.54 after closing down 6.6% on Friday. It was Micron’s third consecutive trading day down after rising more than 140% this year. Even with the recent drop, the stock is up more than sevenfold i
Memory ChipsSemiconductor IndustryMicron TechnologySamsung ElectronicsSupply Chain RiskAI InfrastructureChip ShortageLabor Strike
2026-05-25
Infineon power MOSFETs: how these chips quietly power modern electronics - AD HOC NEWS
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www.ad-hoc-news.de 2026-05-25 AD HOC NEWS
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2026-05-25
Why Rigetti Computing (RGTI) Is Up 48.0% After CHIPS Act Equity Partnership News And What's Next - simplywall.st
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simplywall.st 2026-05-25 simplywall.st
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2026-05-25
Nvidia CFO flags GPU price surge as AI chip shortage deepens - MSN
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www.msn.com 2026-05-25 MSN
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2026-05-25
Nvidia CFO flags GPU price surge as AI chip shortage deepens - MSN
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www.msn.com 2026-05-25 MSN
GPU prices jump: Nvidia's CFO reported 2026 rental prices for H100 GPUs rose 20% and A100s 15%, defying normal semiconductor depreciation trends. Shortage spans stack: The AI chip bottleneck now affects GPUs, memory, networking gear, and cooling systems as hyperscaler demand overwhelms supply. Economic implications: Rising prices for older chips suggest AI infrastructure is behaving like a scarc
NvidiaGPU pricingAI chipsSemiconductor shortageData centerCloud computingChip supply chainArtificial intelligence
2026-05-25
Nvidia CEO Huang urges Super Micro to tighten up - Taipei Times
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www.taipeitimes.com 2026-05-25 Taipei Times
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2026-05-25
No immediate chip tariffs expected, but protections important, US says - Taipei Times
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www.taipeitimes.com 2026-05-25 Taipei Times
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2026-05-24
Nvidia is watching Huawei turn China into a closed AI chip market. - Startup Fortune
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startupfortune.com 2026-05-24 Startup Fortune
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2026-05-24
Nvidia is watching Huawei turn China into a real AI chip market - Startup Fortune
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startupfortune.com 2026-05-24 Startup Fortune
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2026-05-24
AI Memory Shortage: AMD's Lisa Su Identifies High-Bandwidth Memory as AI Chip Supply's Next Cap - Tech Times
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www.techtimes.com 2026-05-24 Tech Times
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