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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…
Alphabet is reportedly shifting some chip manufacturing to Intel for 2028, signaling a move to diversify away from TSMC. While this suggests long-term manufacturing growth for Intel, the news has pre…
Wedbush reports surging demand for Nvidia's Grace Blackwell systems, creating supply shortages reminiscent of previous cycles. Despite memory bottlenecks, Nvidia's proactive supply chain management f…
Nvidia is expanding its AI hardware dominance with the upcoming 'Vera' CPU, deepening its reliance on SK Hynix for memory. CEO Jensen Huang's visit to South Korea signals strategic partnerships acros…
Intel has secured a deal to manufacture Google's TPU chips starting in 2028. Additionally, Nvidia is reportedly evaluating Intel’s foundry services for its next-generation Feynman GPU architecture, p…
Nvidia is deepening its partnership with SK Hynix to supply memory for its new Vera data-center processor. This expansion into standalone CPUs strengthens Nvidia's AI infrastructure ecosystem and sig…
Nvidia and SK Hynix signed a multiyear partnership to co-develop next-generation memory for AI factories and integrate AI into chip design. The alliance will support Nvidia's upcoming Vera Rubin supe…
Nvidia and SK Hynix signed a multiyear deal to co-design future AI memory chips, bolstering Nvidia's next-generation Vera Rubin accelerator supply chain.
NVIDIA and SK hynix have entered a multiyear partnership to co-develop next-generation memory for AI infrastructure, including the Vera Rubin supercomputers. The collaboration integrates NVIDIA’s AI …
Seaport Global Securities upgraded AMD to Buy with a $430 price target, citing improved CPU demand and enhanced chip supply from TSMC. Analysts remain bullish on AMD's long-term AI infrastructure pot…
Nvidia CEO Jensen Huang confirmed that the company has secured sufficient supply chain capacity to meet the surging demand for AI infrastructure, effectively addressing investor concerns regarding pr…
TD Cowen raised its AMD price target to $600, citing potential gains in server market share due to AI data center strength. While supply constraints and Nvidia's laptop competition weigh on sentiment…
Nvidia CEO Jensen Huang confirmed secured supply chains to support robust growth for CPUs and GPUs. The company is aggressively expanding into AI-enabled PCs and data center CPUs, aiming to diversify…
Nvidia CEO Jensen Huang highlighted robust growth potential driven by the AI boom, despite acknowledging ongoing supply chain constraints. While the company continues to innovate, global market senti…
Nvidia CEO Jensen Huang announced sufficient supply capacity for robust growth in AI-driven GPUs and CPUs. The company is partnering with Microsoft to launch an AI-integrated PC chip this fall, direc…
Nvidia CEO Jensen Huang strengthened ties with key South Korean partners like SK Hynix and Samsung at a Taipei summit. The strategic push to cement supply chains for the upcoming AI and robotics boom…
Server supplier Wiwynn warns of a widening component squeeze impacting AI infrastructure. While demand from Microsoft and Meta remains strong, supply chain bottlenecks for networking and memory chips…
Nvidia's strong quarterly results and resilient AI chip demand outlook boosted semiconductor supply chain stocks across Asia. Suppliers including TSMC, Foxconn, and Japanese manufacturers rallied on …
AMD announces $10B+ investment in Taiwan's semiconductor ecosystem to support next-generation AI chips, strengthening manufacturing capacity and partnerships amid intensifying competition with Nvidia.
Nvidia's strong earnings forecast and Samsung's averted strike boosted Asian markets. Oil prices recovered as tankers resumed Strait of Hormuz passage amid US-Iran negotiations. S&P 500 and Nasdaq ra…