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Palantir and Nvidia announced a collaboration to bring sovereign AI to critical supply chains, starting with Nvidia's own operations. The joint AI stack integrates Nvidia's Nemotron open models into …
Nvidia director Mark Stevens sold $646.5 million worth of shares, putting short-term pressure on the stock. Meanwhile, Nvidia is aggressively securing AI chip testing capacity, tightening supply for …
OpenAI is expanding its partnership with Samsung Electronics on next-generation chip development and enterprise AI deployment. The company highlighted collaboration with Broadcom on its custom infere…
AI data center demand for high-bandwidth memory is shifting wafer capacity away from mobile devices, quadrupling smartphone memory costs. While chipmakers benefit, Apple shares slipped on warnings of…
Key Nvidia supplier Wistron raised $1.47 billion to scale AI-server production and procure raw materials. The capital injection boosts manufacturing capacity for Nvidia's AI hardware, including its n…
Chinese rare earth suppliers are halting shipments to the U.S. and key allies over geopolitical tensions and sanctions fears. Critical materials essential for semiconductors and electric vehicle magn…
Micron Technology faces potential strike action in Taiwan as labor unions demand massive bonus overhauls, including 15% of quarterly operating profits. Disruption at Micron's primary manufacturing hu…
Nvidia invested $2 billion in Coherent Corp. through a strategic multiyear agreement to secure vital optical components and manufacturing capacity, targeting bandwidth bottlenecks in scaling next-gen…
Nvidia increased future supply and capacity commitments to $279 billion, budgeting $267 billion primarily for memory through fiscal 2029. This underscores massive multi-year visibility and sustained …
Micron workers in Taiwan threaten strike action demanding higher profit-sharing bonuses following record AI earnings. With Taiwan producing most of Micron's DRAM and HBM chips, potential disruptions …
Samsung has locked approximately 70% of its HBM capacity through 2031 via long-term agreements with major buyers including Nvidia, Microsoft, and Google. The discounted multiyear supply agreements en…
Photronics beat Q3 earnings estimates but provided lukewarm Q4 guidance, causing an initial stock surge to quickly fade. While high-end chip demand is strong, the company cited low visibility into fu…
Nvidia (NVDA) is aggressively securing supply components for AI chips, with commitments more than doubling to $279 billion. This strategic move highlights robust demand for NVDA's technology and rein…
Nvidia confirmed that high memory chip prices are here to stay and will continue to rise into next year. However, Nvidia is willing to pay these prices to secure supply, and it has more than doubled …
Nvidia reported strong earnings and guidance, confirming robust AI demand. However, persistent memory shortages present a supply constraint, which is bullish for memory suppliers like Samsung and SK …
Nvidia secured a $1.5 billion multi-year advanced packaging agreement with Amkor Technology, providing prepayment to support US-based packaging capacity for next-generation AI chips. Despite Amkor's …
AMD is investing over $10 billion in Taiwan's semiconductor ecosystem through 2029 to expand advanced packaging and system manufacturing capacity. The initiative aims to alleviate chip packaging bott…
SK Hynix reached a tentative wage deal shifting most bonus payouts from cash to company stock alongside a 6.3% base wage increase. Coming after a record $28.6 billion share cancellation plan, the agr…
Record InP substrate price hikes exceeding 10% are triggering a massive rally across optics and photonics stocks. Driving the move, NVIDIA's VR200 NVL72 AI server ramps remain robust, while instituti…
Lumentum reported 109% revenue growth driven by AI optical demand, raised guidance, and expanded capacity, signaling robust AI infrastructure spending that benefits optical networking and AI hardware…