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EUV202 3nm178 AI90 HBM87 DRAM83 AI chips82 GPU68 memory chips52 semiconductor26 NAND flash22 AI infrastructure21 2nm19 NAND19 GaN18 chip manufacturing17
2026-05-21
AMD Plans $10B Investment in Taiwan to Boost AI Infrastructure
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eetimes.com 2026-05-21 Alan Patterson
AMD announced today (May 21) that it will invest more than $10 billion in Taiwan’s sprawling electronics ecosystem to boost production of AI chips and servers. The U.S. company also said it is ramping production of the industry’s first high-performance computing (HPC) chips on the2-nm process at TSMC, the island’s chipmaking giant.It’s another sign that the AI buildup is not slowing down. Top tech
AI ChipsSemiconductor InvestmentTSMCAMDAI InfrastructureHigh-Performance ComputingChip Manufacturing2nm Process
2026-05-21
Nvidia Q1 earnings: AI infrastructure outlook 'remains intact' - Yahoo Finance
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finance.yahoo.com 2026-05-21 Yahoo Finance
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2026-05-21
Nvidia Q1 Highlights: Double Beat, Dividend Increased, 'Largest Infrastructure Expansion In Human History' Coming - Benzinga
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www.benzinga.com 2026-05-21 Benzinga
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2026-05-20
Nvidia anticipates new regional wave of AI infrastructure - BNamericas
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www.bnamericas.com 2026-05-20 BNamericas
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2026-05-20
Nvidia Still Dominates AI Training, but Cerebras Is Changing the Inference Discussion - Dr. Robert Castellano's Semiconductor Deep Dive Newsletter
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drrobertcastellano.substack.com 2026-05-20 Dr. Robert Castellano's Semiconductor Deep Dive Newsletter
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2026-05-20
Samsung's advisor warns of memory chip market crash by 2028 - SamMobile
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www.sammobile.com 2026-05-20 SamMobile
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2026-05-20
Nvidia earnings signal where AI infrastructure buildout is going: Goldman's Snider - MSN
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www.msn.com 2026-05-20 MSN
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2026-05-20
Nvidia earnings signal where AI infrastructure buildout is going: Goldman's Snider - CNBC
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www.cnbc.com 2026-05-20 CNBC
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2026-05-19
AI Chip Energy Efficiency: Hoth Therapeutics Restructures as Rocket One Inc. to Enter the AI Semiconductor Infrastructure Market with Acquisition of Exclusive Rights to Next Generation AI Semiconductor Acceleration Technology Built on Non-Volatile Nanoma - TradingView
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www.tradingview.com 2026-05-19 TradingView
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2026-05-19
Could Cerebras Be the Next Nvidia? - The Motley Fool
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www.fool.com 2026-05-19 The Motley Fool
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2026-05-19
Market Brief: After SK Hynix And Micron, Where Does The AI Infrastructure Trade Go Next? - Seeking Alpha
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seekingalpha.com 2026-05-19 Seeking Alpha
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2026-05-19
This Nvidia-Backed Artificial Intelligence (AI) Infrastructure Company Is Solving a Key Problem. It Could Easily Become a Multibagger Stock in the Next 3 Years - The Motley Fool
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www.fool.com 2026-05-19 The Motley Fool
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2026-05-19
New Mexico SIC Commits $400M to Power, Digital Infrastructure - connectmoney.com
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www.connectmoney.com 2026-05-19 connectmoney.com
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2026-05-19
Micron: Why The Crash May Be Coming (NASDAQ:MU) - Seeking Alpha
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seekingalpha.com 2026-05-19 Seeking Alpha
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2026-05-18
Navitas to Showcase Breakthrough GaN and SiC Based Solutions for AI Data Center, Energy and Grid Infrastructure, and Industrial Electrification at PCIM 2026 - Yahoo Finance
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finance.yahoo.com 2026-05-18 Yahoo Finance
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2026-05-18
New Pressure Builds On Nvidia As Cerebras Redefines AI Chip Design - NDTV
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www.ndtv.com 2026-05-18 NDTV
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2026-05-18
NVIDIA (NVDA) vs. Cerebras (CBRS): A Growing Competition in AI C - GuruFocus
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www.gurufocus.com 2026-05-18 GuruFocus
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2026-05-18
ARK Invest boosts Cerebras stake with $46.4M buy, trims TSMC - MSN
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www.msn.com 2026-05-18 MSN
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2026-05-18
Nvidia vs Cerebras: AI Chip Stock Battle After Cerebras' Record IPO - News and Statistics - IndexBox
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www.indexbox.io 2026-05-18 IndexBox
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2026-05-18
Nvidia vs. Cerebras: Better AI Stock to Buy Now - AOL.com
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www.aol.com 2026-05-18 AOL.com
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