Semiconductors

Chip Manufacturing Manufacturing Nvidia Memory Chips Market Trends Memory chips Memory Market Industry Trends Market Demand Micron Technology

TeamGroup Says Global DRAM Shortage Will Deepen and Prices Won’t Fall Before H2 2028

Surging AI data-center demand is diverting most DRAM output to enterprise buyers, creating consumer shortages with steep spot premiums.

Micron Stock Rises After Monthlong Pullback as Debate Grows Over Profit Sustainability

Four Workers Killed During Steel-Structure Work at TSMC Kaohsiung Site

Taiwan to Build $2B–$4B Texas Park for Small Chip and AI Suppliers

SK Hynix Ties U.S. Equipment Exports to China to a Promise to Build a U.S. NAND Fab

ASML Raises 2026 Outlook as AI and HBM Shortages Boost EUV Demand

Arm CEO Says AI Could Help Cure Cancer but Chip and Data-Center Shortages Threaten Progress

South Korea Creates Future Fund to Recycle AI Chip Tax Windfalls

Nvidia’s Public Equity Holdings Are Heavily Concentrated in SpaceX, CoreWeave and Intel

AMD Agrees to Buy Taalas to Add Model‑Specific Inference Chips

U.S. Awards GlobalFoundries $300 Million to Advance Silicon Photonics for AI Data Centers

Intel Expands Google Cloud Partnership to Deploy Gemini Enterprise Companywide

AMD Buys MEXT to Use AI Software to Stretch Data-Center Memory

European Commission Proposes Technological Sovereignty Package

Gartner Sees Global IT Spending Reaching $6.31 Trillion in 2026 on AI Infrastructure Boom

Nvidia’s Jensen Huang Says China’s ‘Ghost Datacenters’ Could Match Anthropic’s Mythos

Trio-Tech Revises Cyberattack Disclosure After Leak From Singapore Subsidiary

Credo’s Blowout Quarter Puts Growth on Display as Reliance on Few Hyperscalers Looms

Loop Capital Initiates Astera Labs at Buy With $250 Target on AI Connectivity Thesis

AMD Shares Jump on Meta’s 6GW AI Pact and New AI Chips, Ecosystem Investments