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Micron's Taiwan labor unions threaten strike action over profit-sharing bonuses, with over 80% of surveyed members in favor. Taiwan is Micron's largest base for DRAM and HBM production. Although reco…
Intel-backed startup Kepler Computing emerged from stealth with alternative 3D-stacked memory targeting 2027 production to challenge high-bandwidth memory scarcity. However, Micron maintains strong p…
Palantir and NVIDIA announced a partnership integrating NVIDIA Nemotron open models into Palantir AIP to optimize complex supply chains. Starting with NVIDIA's own production of Vera Rubin AI racks, …
Nvidia is aggressively paying suppliers to secure components and meet high revenue growth forecasts. While this strategy aims to bypass supply constraints, it carries inherent financial risks for the…
Nvidia projects 70% revenue growth for the next fiscal year, but notes demand could support up to 100% growth if not for supply constraints, primarily in memory. Despite these challenges, shares gain…
SMCI's Q4 beat was driven by a one-off margin spike from delayed GPU shipments, not demand strength. September guidance shows margins reverting to ~10.5% as volume returns, with $60B+ in orders signa…
Article details fierce competition between Micron and SK hynix in AI memory (HBM), a critical bottleneck for NVIDIA and AMD's AI chips. Both memory makers show strong margins and demand visibility, r…
Brown Advisory's Q2 2026 letter praised TSMC's AI/HPC leadership and rising capex driven by Nvidia demand, though the fund underperformed its benchmark due to semiconductor underexposure.
Trump administration plans to restrict Chinese optical transceiver imports, boosting Lumentum (LITE) as an AI data center supplier alternative. Stock is up 131% YTD, tied to Nvidia infrastructure dem…
SK Hynix ADRs jumped 5% as six brokerages issued bullish ratings, citing AI memory dominance and HBM chip demand, despite trading below IPO price and mixed earnings.
Oil surged 4%+ on Middle East strikes and Iran halting tankers in Hormuz Strait. Chip stocks tanked globally on AI bubble fears and SK hynix's weak guidance, a key Nvidia supplier. Markets await Fed'…
TSMC plans up to 10% chip price hikes starting 2027 due to dominant market position and strong AI-driven demand. TSMC shares surged 4.6%. Customers like Nvidia, Apple, AMD, and Broadcom have limited …
Giverny Capital's Q2 2026 letter highlights TSMC's ~100% gain and 68% YoY June revenue growth, underscoring robust AI-driven chip demand benefiting major customers like Nvidia, Broadcom, and Apple.
Article warns memory chipmakers Micron and SK Hynix face cyclical risk despite AI-driven demand, citing John Templeton's 'this time it's different' caution. Massive capex could eventually oversupply …
Nvidia secured multiple strategic partnerships in South Korea, including a multi-year memory chip deal with SK Hynix and AI cloud collaborations with SK Telecom, Naver, and LG.
Nvidia CEO Jensen Huang announced plans to significantly boost chip purchases from SK Hynix. The partnership, worth billions annually, is set to continue for at least two years, ensuring a stable sup…
Nvidia CEO Jensen Huang concluded a high-profile visit to South Korea, focusing on deepening partnerships with key memory chip suppliers Samsung and SK Hynix. By prioritizing direct relations and dip…
Nvidia CEO Jensen Huang reportedly pressured Super Micro Computer to improve compliance after Taiwanese authorities detained three people over false server shipment declarations. Investors worry oper…
Nvidia reports Q1 2027 earnings May 20 amid mixed signals: CEO exclusion from trade delegation and export curbs weigh against supply-chain investments and strong YTD gains. Taiwan export weakness add…
Nvidia is shifting from AI model training to inference dominance with a full-stack platform, leveraging hardware and software integration reminiscent of Apple's ecosystem, which strengthens its AI ma…