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Semiconductors

Nvidia AMD Advanced Micro Devices Market Competition Chip Manufacturing Market Impact Manufacturing AI Accelerators Graphics Processing Units Super Micro Computer

Micron Rises on Tight Memory Supply and Surging AI Data‑Center Demand

Limited high‑bandwidth memory capacity has pushed prices and margins higher, prompting bullish buy calls and multi‑year price forecasts.

Stories older than 24h

Ericsson Misses Q1 Profit Target, Approves SEK 15 Billion Buyback

Broadcom Extends AI Lead With Blowout Quarter and Higher Q2 Outlook as Insider Sales Draw Scrutiny

Broadcom’s AI Push Draws Bigger Forecasts as New Chips Ship and Supply Is Locked In

Nvidia Projects At Least $1 Trillion In AI‑Chip Revenue By 2027 As It Details New Platforms And Deals

Meta Strikes Multi-Year, Multibillion-Dollar Deal to Rent Google TPUs

Nvidia and Meta Seal Multiyear Deal for Millions of AI Chips to Scale Global Infrastructure

Nvidia, SK Leaders Meet in Silicon Valley to Discuss HBM4 Supply and AI Cooperation

China Signals Opening for Nvidia H200 Orders as Jensen Huang Plans Beijing Trip

Intel in Advanced Talks to Buy SambaNova for About $1.6 Billion

TSMC Posts Strong Q3 as $165 Billion U.S. Expansion Advances

Nebius Taps Microsoft and Meta Megadeals to Expand Beyond Hyperscalers

DoorDash Signs Multi-Year Deal to Use Serve Robotics’ Sidewalk Bots for Deliveries

Nvidia–UAE AI Chip Deal Stalled as U.S. Ties Export Approval to Investments and China Risks

Samsung Leads Hiring Wave With 60,000 Jobs Over Five Years Focused on Chips, Biotech and AI

Alibaba Secures China Unicom for AI Chips as SMIC Trials Homegrown Lithography

Broadcom’s $10 Billion AI Order Recasts Chip Race as Analysts Trim Nvidia Outlook

Marvell Slumps After Data-Center Miss and Softer Guidance

Nvidia Posts Record Quarter, Guides to $54 Billion as China Sales Stay Frozen

Aehr Test Systems Secures Six More Sonoma Orders From Hyperscaler as Stock Soars