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LS Securities lifts SK hynix target as labor, bonus risks rise with memory surge - CHOSUNBIZ - Chosunbiz

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biz.chosun.com 2026-05-11 Chosunbiz

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ARM vs. INTC: Which AI-Era Semiconductor Stock Will Reward Patient Investors? - 24/7 Wall St.

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247wallst.com 2026-05-09 24/7 Wall St.

If you are a retirement-focused investor staring at Arm Holdings (NASDAQ:ARM | ARM Price Prediction) and Intel (NASDAQ:INTC) after both stocks have torn higher, the question is simple: Which one belongs in a portfolio built to preserve capital and compound steadily? Video Muted Both semiconductor stocks have ridden the AI wave hard. Arm is up nearly 90% year to date (YTD) and Intel an even more

Semiconductor Industry AI Chips Investment Analysis Valuation Comparison Retirement Investing Stock Investment ARM Holdings Intel

Supermicro-tied execs used Thailand government entity to ship Nvidia AI GPUs to China — report alleges Chinese web giant Alibaba received restricted servers - Tom's Hardware

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www.tomshardware.com 2026-05-09 Tom's Hardware

Copy linkFacebookXWhatsappRedditPinterestFlipboardEmailShare this article0Join the conversationFollow usAdd us as a preferred source on GoogleNewsletterSubscribe to our newsletterABloomberginvestigation on Friday shed some additional light on theindictment of Supermicro executives and employeestied to a $2.5 billion smuggling of restricted hardware to China. As it appears, the group allegedly used

Supermicro Nvidia AI GPUs export controls China sanctions Thailand Alibaba semiconductor supply chain

Qualcomm To Have A Stacked Chipset Lineup This Year, Offering Both Flagship 2nm And Lower-Tier 3nm Options To Offer Device Diversification - Wccftech

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wccftech.com 2026-05-09 Wccftech

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Sony And TSMC Sensor Venture Tests Sony Group’s Chip And Cash Priorities - simplywall.st

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simplywall.st 2026-05-09 simplywall.st

Home Portfolios Watchlist Community Discover Screener Sign Up or Login Advertisement Japan/Consumer Durables/TSE:6758 Sony And TSMC Sensor Venture Tests Sony Group’s Chip And Cash Priorities May 09, 2026 Simply Wall St Reviewed by Bailey Pemberton Sony Group (TSE:6758) announced a new joint venture with Taiwan Semiconductor Manufacturing Company (TSMC) to develop and manufacture next generation im

Sony TSMC Image Sensors Semiconductor AI Applications Automotive Electronics Robotics Capital Expenditure

Corning NVIDIA Deal Ties Optical Growth To AI Data Center Demand - simplywall.st

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simplywall.st 2026-05-09 simplywall.st

Home Portfolios Watchlist Community Discover Screener Sign Up or Login Advertisement United States/Electronic Equipment and Components/NYSE:GLW Corning NVIDIA Deal Ties Optical Growth To AI Data Center Demand May 09, 2026 Simply Wall St Reviewed by Bailey Pemberton Share Copy Link Corning (NYSE:GLW) and NVIDIA announced a multi year partnership to expand U.S. optical connectivity manufacturing for

Corning NVIDIA AI data center optical connectivity semiconductor manufacturing U.S. domestic production supply chain integration AI infrastructure

Nvidia Stock Rises After IREN AI Tie-Up. Why It Keeps Making ‘Circular’ Deals. - Barron's

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www.barrons.com 2026-05-08 Barron's

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Nvidia stock rises after IREN AI tie-up. Why it keeps making 'circular' deals. - MSN

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www.msn.com 2026-05-08 MSN

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IREN stock surges as Nvidia backs AI expansion with warrants tied to 30 million shares - The Block

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www.theblock.co 2026-05-08 The Block

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Al Chip Market Research and Global Forecast Report 2025-2030: Lucrative Opportunities in AI-Driven Diagnostics Expansion, Cloud Infrastructure Expansion and Rising Adoption of ASIC Technologies - Yahoo Finance Singapore

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sg.finance.yahoo.com 2026-05-07 Yahoo Finance Singapore

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Al Chip Market Research and Global Forecast Report 2025-2030: Lucrative Opportunities in AI-Driven Diagnostics Expansion, Cloud Infrastructure Expansion and Rising Adoption of ASIC Technologies - Yahoo Finance

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finance.yahoo.com 2026-05-07 Yahoo Finance

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Al Chip Market Research and Global Forecast Report 2025-2030: Lucrative Opportunities in AI-Driven Diagnostics Expansion, Cloud Infrastructure Expansion and Rising Adoption of ASIC Technologies - Yahoo Finance UK

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uk.finance.yahoo.com 2026-05-07 Yahoo Finance UK

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Lattice Semiconductor to Acquire AMI in $1.65 Billion Deal to Expand AI Infrastructure Capabilities - citybiz

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www.citybiz.co 2026-05-05 citybiz

TSMC's Unit TSMC Global Acquires Fixed-Income Securities For $107.8 Mln - TradingView

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news.google.com 2026-05-05 TradingView

Which Chips Actually Matter? Europe Reassesses Its Semiconductor Strategy After Nexperia Wakeup Call

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eetimes.com 2026-04-09 Pat Brans

As the Nexperia episode sharpens Europe’s focus, experts say resilience will hinge on application relevance, supply chain depth, and smarter investment priorities.

Semiconductor Strategy European Chip Policy Nexperia Incident Chip Value Chain Advanced Node Mature Node Automotive Chips Power Devices

Alibaba Launches XuanTie C950 CPU for Agentic AI

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eetimes.com 2026-04-01 Pablo Valerio

Alibaba is directly challenging global chip leaders by leveraging open-standard architecture to redefine the AI hardware landscape.

Alibaba XuanTie C950 RISC-V Agentic AI Semiconductor Chip Design AI Accelerator Technological Sovereignty

Hiwin and Qualcomm bring edge AI to PLP equipment with Load Port tie-up at Computex

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digitimes.com

Hiwin Technologies and Qualcomm Inc. announced a partnership at Computex 2026 to integrate Qualcomm Dragonwing Q6 series processors into Hiwin's Load Port products, delivering edge AI capabilities for semiconductor panel-level packaging (PLP) equipment. The collaboration positions Hiwin's Load Port as the smart edge node in front-end modules, aiming to improve real-time image processing, status se

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