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NVIDIA781 TSMC256 Intel169 Micron Technology136 AMD126 Broadcom111 SK Hynix108 Micron96 Samsung83 SpaceX74 Google72 Microsoft70 Samsung Electronics68 ASML66 Amazon64
Trending Technologies
EUV570 3nm515 AI255 AI chips213 GPU190 DRAM98 HBM98 AI infrastructure93 semiconductor89 GaN68 data center63 memory chips57 AI accelerators48 semiconductor manufacturing44 CPU43
2026-05-26
Chiplet boom puts Taiwan's InPsytech and its AI connectivity IPs in the spotlight
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digitimes.com 2026-05-26
As the global semiconductor industry pivots toward chiplet-based designs — where multiple smaller chips are packaged together rather than built as a single monolithic die — the specialized intellectual property that makes those chips communicate reliably has become critical infrastructure. InPsytech, a Taiwanese IP design firm and subsidiary of Egis Technology, has staked its business on exactly t
2026-05-25
Infineon Shatters 26-Year Ceiling as AI Infrastructure Boom Turns the Chipmaker into the DAX’s Hot - AD HOC NEWS
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www.ad-hoc-news.de 2026-05-25 AD HOC NEWS
Infineon, Shatters Infineon Shatters 26-Year Ceiling as AI Infrastructure Boom Turns the Chipmaker into the DAX’s Hottest Stock 25.05.2026 - 08:40:42 | boerse-global.de Infineon shares close at €73.19, a level last seen in 1999, as broad demand from AI, automotive, and industrial sectors drives 91% year-to-date gain. Infineon Shatters 26-Year Ceiling as AI Infrastructure Boom Turns the Chipmaker
InfineonSemiconductorAI InfrastructureDAXAutomotive ChipsIndustrial ChipsPower SemiconductorsStock Rally
2026-05-25
Infineon Closes at 25-Year High as AI Infrastructure and Auto Recovery Drive DAX-Leading Rally - AD HOC NEWS
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www.ad-hoc-news.de 2026-05-25 AD HOC NEWS
Infineon, Closes Infineon Closes at 25-Year High as AI Infrastructure and Auto Recovery Drive DAX-Leading Rally 25.05.2026 - 07:21:22 | boerse-global.de Infineon stock surges 91% YTD to €73.19, a 25-year peak, driven by power semiconductor demand for AI and EVs, strong Q2 results, and raised full-year outlook. Infineon Closes at 25-Year High as AI Infrastructure and Auto Recovery Drive DAX-Leadi
InfineonSemiconductorAI InfrastructureElectric VehiclesPower SemiconductorsDAX IndexAutomotive ElectronicsStrong Q2 Results
2026-05-25
Nvidia's reporting pivot and AMD's US$10B Taiwan bet signal a new frontier in AI chip war
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digitimes.com 2026-05-25
Nvidia's structural pivot to isolate its ACIE market and AMD's US$10 billion investment in Taiwan infrastructure signal a profound realignment in the AI chip war. Both developments reflect a shared urgency to expand beyond traditional hyperscale clouds into the booming, highly lucrative global enterprise, industrial, and sovereign AI factory frontiers.
2026-05-24
Why Billionaire Stanley Druckenmiller Dumped Nvidia but Loaded Up on These 3 AI Infrastructure Stocks for the Next Boom - Yahoo Finance
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finance.yahoo.com 2026-05-24 Yahoo Finance
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2026-05-24
Why Billionaire Stanley Druckenmiller Dumped Nvidia but Loaded Up on These 3 AI Infrastructure Stocks for the Next Boom - The Motley Fool
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www.fool.com 2026-05-24 The Motley Fool
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2026-05-24
Infineon Soars to 26-Year High as AI Infrastructure Bets Drive Revenue Forecasts Beyond €2 Billion - AD HOC NEWS
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www.ad-hoc-news.de 2026-05-24 AD HOC NEWS
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2026-05-24
Micron’s U.S. DRAM Expansion Aims To Cement Role In Critical Infrastructure - simplywall.st
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simplywall.st 2026-05-24 simplywall.st
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2026-05-24
Infineon Taps AI Infrastructure Boom with Revamped Structure and Accelerated Fab Launch - AD HOC NEWS
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www.ad-hoc-news.de 2026-05-24 AD HOC NEWS
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2026-05-24
Nvidia’s Jensen Huang Has a Narrow Window to Fix a Massive AI Infrastructure Mistake - Dr. Robert Castellano's Semiconductor Deep Dive Newsletter
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drrobertcastellano.substack.com 2026-05-24 Dr. Robert Castellano's Semiconductor Deep Dive Newsletter
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2026-05-23
NVIDIA Partnerships Anchor AI Infrastructure In Real Enterprise Workflows - simplywall.st
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simplywall.st 2026-05-23 simplywall.st
Home Portfolios Watchlist Community Discover Screener Sign Up or Login Advertisement United States/Semiconductors/NasdaqGS:NVDA NVIDIA Partnerships Anchor AI Infrastructure In Real Enterprise Workflows May 23, 2026 Simply Wall St Reviewed by Bailey Pemberton Nvidia (NasdaqGS:NVDA) is expanding enterprise AI partnerships around its DGX and Nemotron platforms. Vu Technologies is using Nvidia DGX Spa
NVIDIAArtificial IntelligenceData CenterGPUEnterprise AIPartnershipsDGX PlatformNemotron
2026-05-23
AI trade: Investors may want to look outside infrastructure, Nvidia - Yahoo Finance
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finance.yahoo.com 2026-05-23 Yahoo Finance
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2026-05-22
U.S. Quantum Bet Puts Hardware First, But Utility Remains the Test
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eetimes.com 2026-05-22 Pat Brans
A $2 billion CHIPS Act package backs quantum hardware across major modalities, underscoring Washington’s view of quantum computing as strategic infrastructure. The harder task is turning that hardware into useful applications.
Quantum ComputingSemiconductor ManufacturingCHIPS ActQuantum HardwareQuantum InfrastructureIndustrial PolicyQuantum FoundryQuantum Investment
2026-05-22
Why Nvidia Needs More Than GPUs To Win The AI Infrastructure Race - Forbes
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www.forbes.com 2026-05-22 Forbes
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2026-05-22
Nvidia revenue jumps 85% on AI infrastructure demand - CIO Dive
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www.ciodive.com 2026-05-22 CIO Dive
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2026-05-22
AMD's $10B Investment in Taiwan: 2nm EPYC Venice Chips and AI Infrastructure Surge - News and Statistics - IndexBox
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www.indexbox.io 2026-05-22 IndexBox
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2026-05-22
TXN's AI Infrastructure Push Grows: Can It Boost Revenues Further? - TradingView
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www.tradingview.com 2026-05-22 TradingView
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2026-05-22
An AI trade involving energy and infrastructure that's doubled your money, topping Nvidia - CNBC
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news.google.com 2026-05-22 CNBC
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2026-05-21
The TSMC Paradox: Huge AI Silicon Supply Vs. Finite Infrastructure (NYSE:TSM) - Seeking Alpha
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seekingalpha.com 2026-05-21 Seeking Alpha
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2026-05-21
Navitas vs onsemi: Which Stock Wins the AI Power Infrastructure Race? - Yahoo Finance
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finance.yahoo.com 2026-05-21 Yahoo Finance
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