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NVIDIA52 TSMC28 AMD18 Intel15 SK Hynix11 Microsoft11 Micron Technology10 Samsung10 Micron10 Samsung Electronics9 Meta Platforms8 Applied Materials8 Apple8 Synopsys7 ASML6
Trending Technologies
EUV53 3nm45 AI15 GPU14 HBM10 DRAM9 AI chips7 2nm7 DDR56 EPYC6 AI chip5 semiconductor5 Zen 65 HBM44 AI accelerators4
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
AMD Plans $10B Investment in Taiwan to Boost AI Infrastructure
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eetimes.com 2026-05-22
AMD to invest more than $10 billion in Taiwan ecosystem, ramping HPC chips on TSMC’s 2-nm process amid AI buildout.
AI chipsSemiconductor manufacturingTSMCAMDAI infrastructureHigh-performance computing2nm processData centers
2026-05-21
Zacks Investment Ideas feature highlights: NVIDIA - Zacks Investment Research
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www.zacks.com 2026-05-21 Zacks Investment Research
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2026-05-21
Navitas vs onsemi: Which Stock Wins the AI Power Infrastructure Race? - Zacks Investment Research
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www.zacks.com 2026-05-21 Zacks Investment Research
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2026-05-21
MU vs. AMD: Which AI Semiconductor Stock Is the Better Buy? - Zacks Investment Research
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www.zacks.com 2026-05-21 Zacks Investment Research
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2026-05-21
ASML (ASML) Just Flashed Golden Cross Signal: Do You Buy? - Zacks Investment Research
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www.zacks.com 2026-05-21 Zacks Investment Research
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2026-05-21
AMD unveils US$10 billion Taiwan AI investment, ramps up TSMC 2nm chip production - Focus Taiwan
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focustaiwan.tw 2026-05-21 Focus Taiwan
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2026-05-21
Its Not Just Nvidia: Three Chips Power The Boom - Real Investment Advice
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realinvestmentadvice.com 2026-05-21 Real Investment Advice
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2026-05-21
14,470 Shares in onsemi $ON Bought by North Dakota State Investment Board - MarketBeat
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www.marketbeat.com 2026-05-21 MarketBeat
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2026-05-21
AMD Announces Over $10 Billion Investment in Taiwan to Enhance AI Infrastructure and Advanced Packaging Capabilities - Quiver Quantitative
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www.quiverquant.com 2026-05-21 Quiver Quantitative
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2026-05-21
LG Innotek wins long-term substrate deals as Intel and cloud giants secure supply
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digitimes.com 2026-05-21
LG Innotek has secured substrate supply terms with major technology customers that increasingly resemble long-term agreements used in the memory-chip sector, boosting the South Korean supplier's revenue visibility and reducing profit volatility, according to reports.Hankyungand Yonhap, citing a KB Securities report, said the proposed contracts include large upfront payments, binding multi-year sup
2026-05-21
TSMC's COUPE push puts Samsung's silicon photonics ambitions under pressure
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digitimes.com 2026-05-21
Samsung Electronics has launched silicon photonics foundry services and entered pilot production, signaling during its latest earnings call that optical communication modules will soon move to mass production — backed by aggressive investment. Yet compared with TSMC, which has already achieved breakthroughs in co-packaged optics (CPO) through Taiwan's well-established supply chain ecosystem, Samsu
2026-05-21
TSMC's cautious capex is averting an AI bubble, says investor
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digitimes.com 2026-05-21
TSMC's restrained expansion strategy is helping the global market avoid an AI bubble, according to veteran semiconductor investor Gavin Baker, the chief investment officer at Atreides Management. Speaking at the 2026 Sohn Investment Conference, Baker's view runs counter to market consensus at a time when tech giants are pouring money into AI chips and global chip manufacturing is under unprecedent
2026-05-21
Nvidia shows the chips are alright despite lack of China summit deal - InvestmentNews
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www.investmentnews.com 2026-05-21 InvestmentNews
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2026-05-21
NVIDIA Beats Estimates After Market Session Surges - Zacks Investment Research
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www.zacks.com 2026-05-21 Zacks Investment Research
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2026-05-20
Zacks.com featured highlights include NVIDIA and Micron Technology - May 20, 2026 - Zacks.com - Zacks Investment Research
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www.zacks.com 2026-05-20 Zacks Investment Research
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2026-05-20
Zacks Investment Ideas feature highlights: ServiceNow, Bank of America and NVIDIA - Zacks Investment Research
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news.google.com 2026-05-20 Zacks Investment Research
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2026-05-20
Lam Research vs. Applied Materials: Which AI Chip Stock Has the Edge? - Zacks Investment Research
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www.zacks.com 2026-05-20 Zacks Investment Research
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2026-05-20
Investment House LLC Reduces Stock Position in Texas Instruments Incorporated $TXN - MarketBeat
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www.marketbeat.com 2026-05-20 MarketBeat
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2026-05-20
Nvidia Earnings Preview: Why Cloud Giants May Offer Better AI Investments in 2026 - News and Statistics - IndexBox
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www.indexbox.io 2026-05-20 IndexBox
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