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Barometer Capital Management highlighted Lam Research in its Q2 2026 letter, noting robust performance driven by memory chip demand. Equipment suppliers are benefiting as memory manufacturers expand …
DeepSeek plans to deploy 160,000 Huawei Ascend 950DT AI chips in Inner Mongolia to reduce reliance on Nvidia. However, Huawei faces severe component shortages, and DeepSeek will continue using Nvidia…
NVIDIA gains 4.39% as U.S. approves export licenses for Chinese firms to purchase H200 accelerators. Strong Q4 earnings, analyst upgrades, and CEO diplomatic engagement in China drive bullish momentu…
Samsung secured certification to supply next-gen HBM4 chips for Nvidia's AI platform, potentially gaining early market advantage ahead of Micron's delayed production ramp-up in 2026.
SK Hynix plans a $13 billion chip-packaging plant to meet rising AI memory demand, potentially impacting Micron. Despite expansion risks, the HBM market is expected to grow strongly through 2030, wit…
Broadcom beat Q3 estimates, raised Q4 guidance and secured $10B in XPU orders (likely OpenAI), sending AVGO sharply higher and causing a slight selloff in Nvidia and AMD as AI chip competition heats …
Nvidia CEO Jensen Huang will attend October's APEC summit in South Korea, highlighting US–Korea tech ties and AI. The visit spotlights partnerships with Samsung and SK hynix and raises supply-chain a…