370 articles
2026-05-11
www.voiceofemirates.com
2026-05-11
صوت الإمارات
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2026-05-11
digitimes.com
2026-05-11
Nvidia is expanding its influence beyond AI chips and deeper into the infrastructure layer underpinning the global artificial intelligence boom, announcing a strategic partnership with AI cloud and data center operator IREN to deploy up to 5 gigawatts of AI infrastructure globally.
2026-05-11
digitimes.com
2026-05-11
The AI semiconductor supply chain is showing unexpected signs of a shift, with TSMC's long-held dominance in the foundry market beginning to loosen. US chipmakers are increasingly engaging with Samsung Electronics and Intel as alternative suppliers, and AMD has already handed its 2nm order to Samsung.
2026-05-11
digitimes.com
2026-05-11
DIGITIMES senior analyst Luke Lin said Warren Buffett's investment in Apple should be viewed not simply as a stock trade, but as a bet on the company and its leadership under CEO Tim Cook.
2026-05-11
digitimes.com
2026-05-11
Intel's reported preliminary agreement to manufacture some chips for Apple devices would mark a major validation point for CEO Lip-Bu Tan's effort to rebuild the US chipmaker's foundry business. It would not, however, resolve the deeper manufacturing, cost, and organizational challenges still standing between Intel and a full-scale comeback.
2026-05-11
www.kptv.com
2026-05-11
KPTV
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2026-05-11
blogs.nvidia.com
2026-05-11
NVIDIA Blog
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2026-05-11
blogs.nvidia.com
2026-05-11
NVIDIA Blog
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2026-05-11
drrobertcastellano.substack.com
2026-05-11
Dr. Robert Castellano's Semiconductor Deep Dive Newsletter
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2026-05-11
wccftech.com
2026-05-11
Wccftech
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2026-05-11
intellectia.ai
2026-05-11
Intellectia AI
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2026-05-11
www.investing.com
2026-05-11
Investing.com
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2026-05-11
intellectia.ai
2026-05-11
Intellectia AI
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2026-05-11
www.taipeitimes.com
2026-05-11
Taipei Times
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2026-05-10
www.chosun.com
2026-05-10
조선일보
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2026-05-10
www.theglobeandmail.com
2026-05-10
The Globe and Mail
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2026-05-10
www.theglobeandmail.com
2026-05-10
The Globe and Mail
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2026-05-10
www.theglobeandmail.com
2026-05-10
The Globe and Mail
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2026-05-10
finance.yahoo.com
2026-05-10
Yahoo Finance
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2026-05-10
www.fool.com
2026-05-10
The Motley Fool
The explosive growth of artificial intelligence (AI) is rewriting the rules for semiconductor demand, with memory and storage chips emerging as the next pillars deployed across data centers, model training, and real-time inference.Companies likeMicron Technology(MU+15.40%)andSanDisk(SNDK+16.40%)have delivered jaw-dropping financial results and stock gains as AI systems become increasingly memory-h