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2026-05-11
TSMC expected to remain Apple's primary chip manufacturing partner despite reported Intel deal: Report - The Economic Times
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economictimes.indiatimes.com 2026-05-11 The Economic Times
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2026-05-11
MU Stock Surges 15% to $746 as AI Memory Supercycle Accelerates and HBM Supply Stays Sold Out - FXLeaders
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www.fxleaders.com 2026-05-11 FXLeaders
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2026-05-11
India roundup: India accelerates semiconductor and display ambitions with new approvals, AI infrastructure expansion - digitimes
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www.digitimes.com 2026-05-11 digitimes
India is advancing its electronics and semiconductor manufacturing strategy through new approvals for semiconductor and Mini/Micro LED projects, while companies including Tata Electronics and Yotta Data Services expand investments tied to chips, AI...The article requires paid subscription.Subscribe Now
India semiconductor policyMini LED technologyMicro LED technologyAI infrastructureSemiconductor manufacturingDisplay technologyTata ElectronicsYotta Data Services
2026-05-11
Elon Musk tours Intel’s semiconductor fab plant in Hillsboro ahead of Tesla, SpaceX partnership - KPTV
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www.kptv.com 2026-05-11 KPTV
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2026-05-11
TrendForce Sees Tightening Advanced Packaging and 3nm Capacity as AI Competition Turns Into a Supply Chain Arms Race - EE Times Asia
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news.google.com 2026-05-11 EE Times Asia
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2026-05-11
Applied Materials Lost Share Across Key Semiconductor Equipment Markets in 2025 - Dr. Robert Castellano's Semiconductor Deep Dive Newsletter
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drrobertcastellano.substack.com 2026-05-11 Dr. Robert Castellano's Semiconductor Deep Dive Newsletter
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2026-05-11
Jim Cramer Says Nvidia Is 'Tough To Beat' On Corning Deal, Points Out Google, Amazon Still Have An 'Opponent With Multiple Legs Up' - Yahoo Finance
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finance.yahoo.com 2026-05-11 Yahoo Finance
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2026-05-11
Micron Technology (MU) Valuation Check As AI Supercycle And 245TB SSD Launch Drive Intense Investor Interest - simplywall.st
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simplywall.st 2026-05-11 simplywall.st
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2026-05-11
TSMC to remain top Apple chipmaker despite reported Intel deal: Experts - Taipei Times
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www.taipeitimes.com 2026-05-11 Taipei Times
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2026-05-10
Apple to Produce Chips at Intel Foundry, Cutting TSMC Dependence - 조선일보
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www.chosun.com 2026-05-10 조선일보
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2026-05-10
Why NVIDIA (NVDA) Is Up 8.4% After New AI Infrastructure Alliances With IREN and Corning – And What's Next - simplywall.st
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simplywall.st 2026-05-10 simplywall.st
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2026-05-10
Beyond NVIDIA: Picks-and-Shovels AI Plays with Strong Momentum - MarketBeat
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www.marketbeat.com 2026-05-10 MarketBeat
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2026-05-10
1 Stock to Buy, 1 Stock to Sell This Week: Applied Materials, Alibaba - Investing.com
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news.google.com 2026-05-10 Investing.com
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2026-05-10
TSMC to remain top Apple chipmaker despite reported Intel deal: Experts - Focus Taiwan
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focustaiwan.tw 2026-05-10 Focus Taiwan
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2026-05-10
Assessing indie Semiconductor (INDI) Valuation After A 55% Monthly Share Price Surge - simplywall.st
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simplywall.st 2026-05-10 simplywall.st
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2026-05-10
Plato Investment Management Ltd Reduces Stock Position in Qualcomm Incorporated $QCOM - MarketBeat
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www.marketbeat.com 2026-05-10 MarketBeat
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2026-05-10
NVIDIA’s Own AI Costs Now Dwarf What It Pays Human Employees, VP Admits, as Compute Bills Spiral Across the Industry - Wccftech
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wccftech.com 2026-05-10 Wccftech
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2026-05-10
NVIDIA’s Own AI Costs Now Exceed What It Pays Human Employees, VP Admits, as Compute Bills Spiral Across the Industry - Wccftech
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wccftech.com 2026-05-10 Wccftech
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2026-05-10
Is It Too Late To Reassess Tower Semiconductor (TSEM) After Its 460% One Year Surge? - simplywall.st
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simplywall.st 2026-05-10 simplywall.st
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2026-05-10
Assessing ASML Holding’s (ENXTAM:ASML) Valuation After A Strong Year Of Share Price Momentum - simplywall.st
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simplywall.st 2026-05-10 simplywall.st
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