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Semiconductors

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PC Partner Warns Entry‑Level GPU Shortages Will Deepen and Prices Will Climb

PC Partner says AI-driven demand for GDDR6 and GDDR7 has pushed memory costs higher and lengthened component lead times, tightening supply.

India and U.S. Move to Turn AI, Chip and Minerals Pacts Into Industry-Led Projects

KLA Rallies After 10-for-1 Split as Analysts Lift Targets and Flag Rich Valuation

AI Buildout Supercharges China’s Chip Industry at Semicon China

Analysis Finds Nvidia’s Arm-Based GB10 Cores Match AMD and Intel Desktop Performance

Teradyne Stock Jumps on AI-Fueled Q4 Beat and Big Q1 Guidance

JPMorgan Backs Nvidia, Broadcom, Micron as Top AI Chip Picks Ahead of Earnings

Reports Point to Nvidia Cutting RTX 50 Production by Up to 40% in Early 2026

SK Hynix Leak Warns of DRAM Shortages Through 2028 as PC Prices Rise

SK Group Elevates 85 Younger Executives in AI-Focused Overhaul

UBS Lifts Micron Target to $275, Says HBM Supply Is Fully Booked Through 2026

ASML Signals 2026 Sales Holding Up as EUV Orders Surge

Adani Calls for Tech Self-Reliance, Launches Adani–IIT Fellowship, Touts 30 GW Renewable Park

Intel’s 18A Process Suffers Sub-10% Yields on Panther Lake Chips

Trump Criticizes CHIPS Act, Raises Concerns for U.S.-Taiwan Semiconductor Relations