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2026-05-09
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2026-05-09
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Foundryecosystem Report: Terafab; capacity, EUV, GaN
How much does a fab cost? What is the cur
2026-05-09
simplywall.st
2026-05-09
simplywall.st
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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
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Corning (NYSE:GLW) and NVIDIA announced a multi year partnership to expand U.S. optical connectivity manufacturing for
2026-05-09
macdailynews.com
2026-05-09
MacDailyNews
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Apple inks ‘preliminary chip-making agreement’ with Intel: A major step in American Semiconductor Revival
Friday, May 8, 2026 6:35 pm
2 Comments
News
In a significant development for the tech and semiconductor industries, Apple and Intel have struck a preliminary agreement unde
2026-05-09
simplywall.st
2026-05-09
simplywall.st
United States/Semiconductors/NasdaqGS:TSEM
Assessing Tower Semiconductor (TSEM) Valuation After Credit Outlook Shift And Defense Ramp-Up
May 09, 2026
Simply Wall St
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Tower Semiconductor (NasdaqGS:TSEM) is back in focus after S&P’s Maalot unit shifted its credit rating outlook to Positive and Axiro’s radar chips on Tower’s SiGe process began ramping into volume production for U.S. d
2026-05-09
www.marketbeat.com
2026-05-09
MarketBeat
ASML (NASDAQ:ASML) Stock Price Up 5% - Still a Buy?
Written by MarketBeat
May 8, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
ASML shares jumped 5% on Friday, with trading volume running above average as the stock moved to around $1,592 after closing at $1,516.60 the prior day.
Recent analyst commentary remains supportive: Berenberg reiterated a buy rating, while multiple firms kept bullish v
2026-05-09
finance.yahoo.com
2026-05-09
Yahoo Finance
A Look At Corning (GLW) Valuation After The NVIDIA AI Data Center Partnership
Simply Wall St
Fri, May 8, 2026 at 2:30 PM PDT 2 min read
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Corning (GLW) is back on many investors’ screens after announcing a multi year part
2026-05-09
www.fool.com
2026-05-09
The Motley Fool
Nvidia(NVDA1.38%), the world's largest company, has in recent days been dancing back and forth across the $5 trillion market cap threshold. Today, it's above that level. But those are just short-term movements. What long-term investors really want to know is when it could hit the next major milestone: $10 trillion. But is it even possible or realistic for Nvidia to get that far?Image source: Getty
2026-05-09
www.fool.com
2026-05-09
The Motley Fool
ExpandNASDAQ:IRENIrenToday's Change(-4.68%) $-2.48Current Price$50.46Key Data PointsMarket Cap$18BDay's Range$48.48- $53.1152wk Range$8.27- $76.87Volume366KAvg Vol40MGross Margin19.13%Iren(IREN4.68%), which develops and operates renewable-powered data centers forBitcoin(BTC0.04%)mining and AI cloud services, closed Friday at $61.2, up 7.65%. The stock moved higher after announcing a multi-year par
2026-05-09
americanbazaaronline.com
2026-05-09
The American Bazaar
Big Tech partners with kids’ brands on digital moderation campaign amid controversy
2026-05-09
eetimes.com
2026-05-09
Geopolitical tensions are rewriting memory sourcing—ditch old habits and future-proof your supply chain to avoid costly disruption.
2026-05-09
tomshardware.com
2026-05-09
Jowi Morales
Intel and Apple have reportedly reached a deal in which the former will manufacture chips for the latter.
2026-05-09
www.fool.com
2026-05-09
The Motley Fool
Semiconductor stocks have been at the heart of the artificial intelligence (AI) boom. That's because the chips and equipment are necessary to handle the massive computing power needed for AI workloads.Chipmakers likeNvidia,Broadcom, andAMD, to name a few, have been juggernauts over the past several years, but they have come back to Earth a bit in 2026. For the most part, that's due more to their u
2026-05-08
www.fool.com
2026-05-08
The Motley Fool
The proliferation of artificial intelligence (AI) has supercharged the semiconductor industry in recent years. That isn't surprising, as chips are the basic building blocks of AI applications.From training AI models to running inference applications to storing and moving data, chips are essential at every step of the AI lifecycle. Simply put, there won't be any large language models (LLMs) or AI s
2026-05-08
tomshardware.com
2026-05-08
Hassam Nasir
Switch Online is also getting more expensive in two regions.
2026-05-08
www.fool.com
2026-05-08
The Motley Fool
Micron(MU5.81%)stock took a tumble Thursday, falling 3% on a report from Bernstein highlighting trouble in the computer memory spot market.On Friday, shares of the popularcomputer memory-makerbounced 9.3% through 10:30 a.m. ET -- Bernstein may be behind this movement, too.Image source: Getty Images.What Bernstein says about MicronBernstein warned yesterday of a shortage of both DRAM and NAND flash
2026-05-08
www.fool.com
2026-05-08
The Motley Fool
ChipmakerNvidia(NVDA1.38%)is the largest publicly traded company in the world by market capitalization. It's also the largest publicly traded company in history, hitting a high of $5.26 trillion on April 27. It's currently at $5.17 trillion.That's a jaw-dropping valuation, and Nvidia reached it quickly.The company's market capis up more than 80% over the past year alone and more than 1,300% in the
2026-05-08
tomshardware.com
2026-05-08
Mark Tyson
A top Microsoft exec has admitted that Windows 11 still relies on a bunch of old code from the 1990s.
2026-05-08
tomshardware.com
2026-05-08
Jowi Morales
More jurisdictions across the United States have been enacting a data center ban, with the total number of active bans reaching 50 as of April 2026.
2026-05-08
tomshardware.com
2026-05-08
Brandon Hill
We’ve tested the top Thunderbolt 5 docks on the market, combining six into one battle for the crown.
2026-05-08
pr.tsmc.com
2026-05-08
Taiwan Semiconductor
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