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236 articles
Trending Companies
NVIDIA775 TSMC254 Intel167 Micron Technology136 AMD126 Broadcom110 SK Hynix106 Micron95 Samsung83 SpaceX74 Microsoft70 Google70 Samsung Electronics67 ASML66 Amazon64
Trending Technologies
EUV567 3nm514 AI253 AI chips210 GPU190 HBM97 DRAM97 AI infrastructure93 semiconductor89 GaN67 data center62 memory chips56 AI accelerators48 semiconductor manufacturing44 CPU43
2026-05-14
NVIDIA Targets Secure Enterprise AI Scale With Fortinet And Red Hat Partnerships - Yahoo Finance
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finance.yahoo.com 2026-05-14 Yahoo Finance
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2026-05-14
Accelerated X-Ray Analysis for Nanoscale Imaging (XANI) of Novel Materials - NVIDIA Developer
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developer.nvidia.com 2026-05-14 NVIDIA Developer
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2026-05-13
RGTI: Chiplet-based quantum systems drive rapid scaling and industry adoption, with strong global investment - TradingView
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www.tradingview.com 2026-05-13 TradingView
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2026-05-13
Fortinet Deepens Integration to Uniquely Secure Enterprise AI at Scale with NVIDIA - Investing News Network
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investingnews.com 2026-05-13 Investing News Network
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2026-05-13
Europe’s Photonics Push Runs Through Spain
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eetimes.com 2026-05-13 Pat Brans
Spain coordinates Europe’s €400 million PIXEurope initiative to turn photonics research into scalable semiconductor manufacturing capacity.
PhotonicsSemiconductorEuropean Technology PolicyAI InfrastructurePhotonic Integrated CircuitsPhotonic ChipsOptical CommunicationData Centers
2026-05-13
IONQ: Quantum platform scales with semiconductor tech, record revenues, and strong commercial adoption - TradingView
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www.tradingview.com 2026-05-13 TradingView
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2026-05-12
Advanced Micro Devices vs. Nvidia: What Scale and Trajectories in Their Revenue Tell Investors - Yahoo Finance
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finance.yahoo.com 2026-05-12 Yahoo Finance
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2026-05-12
Advanced Micro Devices vs. Nvidia: What Scale and Trajectories in Their Revenue Tell Investors - The Motley Fool
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www.fool.com 2026-05-12 The Motley Fool
Advanced Micro Devices: Moderate Revenue ExpansionAdvanced Micro Devices(AMD0.61%)primarily earns its revenue by designing and selling microprocessors, graphics processing units, and embedded processors for consumer, commercial, and enterprise computing markets.It announced an expanded infrastructure partnership withMeta Platformsin February 2026, and it reported an approximately 13% net income ma
Semiconductor IndustryRevenue GrowthArtificial IntelligenceGPUNVIDIAAMDData CenterComputing Hardware
2026-05-12
Alpha Compute Corp. Secures $32.2 Million Lease Agreement for Enterprise-Scale NVIDIA B200 GPU Deployment - Quiver Quantitative
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www.quiverquant.com 2026-05-12 Quiver Quantitative
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2026-05-12
MinIO adds petabyte-scale MemKV cache for Nvidia GPU inference - Blocks & Files
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www.blocksandfiles.com 2026-05-12 Blocks & Files
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2026-05-12
AI tax scare wipes out $300B: Why Samsung, Nvidia, and chip stocks fell - Investing.com
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www.investing.com 2026-05-12 Investing.com
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2026-05-12
Applied Materials and TSMC partner to accelerate AI chip scaling - Scientific Computing World
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www.scientific-computing.com 2026-05-12 Scientific Computing World
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2026-05-12
Applied Materials and TSMC Partner at the EPIC Center to Accelerate AI Scaling - HPCwire
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www.hpcwire.com 2026-05-12 HPCwire
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2026-05-11
The Scale Behind NVIDIA and IREN's AI Infrastructure Deal - Data Centre Magazine
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datacentremagazine.com 2026-05-11 Data Centre Magazine
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2026-05-11
A $5B chip R&D hub: how Applied Materials and TSMC aim to scale AI - Stock Titan
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www.stocktitan.net 2026-05-11 Stock Titan
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2026-05-11
Applied Materials and TSMC Partner at the EPIC Center to Accelerate AI Scaling - GlobeNewswire
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www.globenewswire.com 2026-05-11 GlobeNewswire
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2026-05-11
Memory bottlenecks threaten data-center GPU efficiency as AI inference scales, says Micron SVP - digitimes
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www.digitimes.com 2026-05-11 digitimes
Micron's senior vice president, Jeremy Werner, told The Circuit Podcast that memory has become a strategic bottleneck for data-center inference, warning that insufficient memory can sharply cut GPU utilization while faster, larger memory can theoretically...The article requires paid subscription.Subscribe Now
SemiconductorMemory TechnologyAI InferenceData CenterGPU EfficiencyStorage MemoryChip DesignArtificial Intelligence
2026-05-11
NVIDIA GeForce NOW Data Breach: Armenian Users’ Personal Information Exposed via GFN.am Partner System - Rescana
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news.google.com 2026-05-11 Rescana
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2026-05-09
Micron Has The Better Scarcity, Sandisk Has The Hotter Trade (NASDAQ:SNDK) - Seeking Alpha
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seekingalpha.com 2026-05-09 Seeking Alpha
Home Stock Ideas Long Ideas Tech  Micron Has The Better Scarcity, Sandisk Has The Hotter Trade May 09, 2026, 6:51 AM ETSandisk Corporation (SNDK) Stock, MU Stock, MU:CA Stock, SNDK:CA Stock The Alpha Analyst 3.97K Followers Follow 5 Share Save Play (14min) Comments (6) Follow Seeking Alpha on Google for the latest stock news Summary Micron benefits more directly from AI-driven HBM and DRAM scarcit
Micron TechnologySanDiskDRAMHBMAI chipSemiconductor industryMemory marketSupply and demand
2026-05-08
Big Tech reportedly offers to fund SK Hynix fabs and EUV tools in escalating AI memory race - digitimes
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www.digitimes.com 2026-05-08 digitimes
Global technology firms are reportedly offering unprecedented investment proposals to secure memory supply from SK Hynix, including funding new production lines and helping pay for expensive semiconductor equipment — underscoring the growing intensity of the...The article requires paid subscription.Subscribe Now
Semiconductor IndustryAI ChipsMemory MarketSK HynixTSMCNVIDIAEUV LithographyChip Manufacturing