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Amphenol (APH) surges on AI-driven demand for connectors and interconnects, posting record earnings, raised guidance, and strong estimate revisions—reinforcing bullish sentiment across the broader AI…
Sony and TSMC plan a $6.3B joint venture for next-gen image sensor chips, targeting 2029 production in Japan. Both companies show strong momentum, but rising memory costs from this expansion could sq…
Semiconductor equipment makers Onto Innovation and Camtek report record AI-driven demand for HBM and advanced packaging inspection tools, confirming accelerating AI infrastructure buildout across the…
Sandisk surges on AI memory optimism as it partners with SK Hynix on High Bandwidth Flash (HBF) tech. Alphabet joins the consortium to diversify AI memory supply beyond costly HBM, a minor but positi…
Lumentum CEO warns of a severe Indium Phosphide (InP) shortage, a critical material for AI data centers, which NVDA and AVGO rely on for connectivity. Despite massive demand and sold-out components, …
The US government is actively investing in strategic industries like semiconductors and critical minerals to compete with China, notably taking stakes in Intel and MP Materials. While these moves sig…
Amkor Technology signed a $1.5B multi-year deal with Nvidia to expand U.S. advanced chip packaging capacity, supporting AI infrastructure growth. Amkor also works with AMD, but the news is not a dire…
Asian markets—Taiwan, South Korea, Japan—are driving international ETF outperformance this year, fueled by AI chip demand tied to TSMC, Samsung, SK Hynix, and semiconductor equipment makers, reflecti…
Giverny Capital highlights TSMC's near-100% gain since last summer, driven by 68% YoY revenue growth. As the leading chipmaker for Nvidia, Apple, and Broadcom, TSMC's strength signals robust AI-drive…
NVIDIA unveiled its next-gen 'Vera Rubin' platform, triggering a hardware supply chain rally. Despite the technical innovation, NVIDIA's stock remained flat as investors rotated capital out of softwa…
Alphabet is reportedly negotiating with Samsung to manufacture a memory component for its upcoming TPU AI chip, 'Icefish'. TSMC will remain the primary manufacturer. The move highlights tight AI chip…
Google is reportedly negotiating with Samsung to utilize its 2-nanometer manufacturing process for the production of next-generation tensor processing units (TPUs). This strategic move aims to divers…
Google has partnered with Samsung to manufacture artificial intelligence chips, aiming to mitigate production capacity constraints. This strategic move ensures a more stable supply chain for their ev…
Google is reportedly partnering with Samsung to manufacture components for its 10th-generation 'Icefish' AI chip. By diversifying production away from TSMC, Google aims to mitigate supply chain bottl…
Elon Musk will detail 'Terafab,' a new chip-manufacturing facility for Tesla and SpaceX, at an ASML event. Additionally, rumors regarding a massive upcoming SpaceX IPO are fueling market interest, si…
NVIDIA faces significant delays in its 800V DC power architecture and co-packaged optics (CPO) production, with large-scale shipments pushed to 2028. These setbacks, linked to integration and yield c…
Taiwan is considering stricter criminal export controls on AI chip sales to China to align with U.S. policy. These regulations aim to prevent illegal rerouting of advanced hardware, potentially impac…
Nvidia CEO Jensen Huang highlighted major growth potential in South Korea, citing extensive partnerships with SK Hynix and SK Telecom. These collaborations are expected to generate massive revenue, r…
Google and Nvidia are exploring Intel as a potential backup foundry partner for chip manufacturing, seeking to diversify their supply chains beyond current providers.
Nvidia secured a strategic multiyear partnership with SK Hynix to co-develop next-gen memory for its AI infrastructure. The collaboration covers data center chips, robotics, and AI-driven manufacturi…