Semiconductors

↓ Cooling Business

ASML extends chipmaking dominance as customers embrace High NA

ASML reinforces its industry dominance as major semiconductor customers adopt advanced High NA technology.

3 sources 3 articles v 1 1d ago

↑ Rising Business

Broadcom: Buckle Up For What's Coming (NASDAQ:AVGO)

10 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.

10 sources 13 articles v 10 1d ago

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South Korea's expanded espionage law takes effect amid push to protect chip technology

South Korea's revised espionage act takes effect with severe penalties to protect critical chip technology from foreign leaks.

6 sources 6 articles v 4 2d ago

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Micron's Taiwan workers to get rewards worth up to 68 months of pay

1 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.

1 sources 1 articles v 0 3d ago

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Micron Stays Flat as 68-Month Bonuses Fail to End Strike Risk

5 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.

5 sources 6 articles v 3 3d ago

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It's About To Get Worse For Nvidia (NASDAQ:NVDA)

Market analysis from Trefis raises questions regarding the pricing and value of Nvidia's expanded guidance and guides.

1 sources 1 articles v 0 3d ago

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Jensen Huang explains why Nvidia will grow an astounding 70% next year

Nvidia CEO Jensen Huang forecasts 70% growth for the coming year amid conflicting reports on competitive pressure and market sentiment.

4 sources 6 articles v 3 3d ago

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Wall Street Just Erased $57 Billion From Micron. The Shortage Behind Its Boom Is Getting Worse.

Wall Street erased $57 billion from Micron as the shortage behind its boom intensifies, sparking major market coverage.

5 sources 5 articles v 14 4d ago

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Jim Cramer has strong message for Nvidia, Broadcom investors

Financial media outlets are tracking Jim Cramer's market messages alongside stock movements for Nvidia, Broadcom, and Marvell.

6 sources 8 articles v 5 2d ago

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Why Qualcomm’s AI Chip Deal Proves Nvidia Is Still Top Dog

Qualcomm's $60 billion strategic move signals a pivot beyond smartphones as the company navigates a competitive AI chip landscape dominated by Nvidia.

1 sources 1 articles v 0 5d ago

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Why Micron Stock Is Gaining Today

Micron stock is trending upward following a historic surge in operating margins and high anticipation for its upcoming September earnings report.

5 sources 5 articles v 3 5d ago

◼ Archived Technology 🔮 holds ✗

Apple Unveils A20 Pro as First 2nm Smartphone Chip

Apple has launched the iPhone 18 Pro series featuring the A20 Pro, the first smartphone processor built on a 2nm process.

9 sources 12 articles v 9 6d ago

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Besxar is building an orbital semiconductor factory, one SpaceX rocket at a time

Besxar is utilizing SpaceX reusable rockets to test and develop the infrastructure for a space-based semiconductor manufacturing factory.

7 sources 7 articles v 5 6d ago

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Micron Stock Pops on Fresh Memory-Chip Price Data

Micron stock draws varied financial coverage following fresh market data and shifting valuations.

3 sources 4 articles v 2 6d ago

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Qualcomm Signs Deal to Provide Amazon With Custom AI Chips

Qualcomm signs a deal to supply Amazon with custom AI chips, shifting market dynamics across the technology sector.

1 sources 2 articles v 3 7d ago

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Mistral raises €3B as sovereign AI becomes big business

Mistral AI has secured a €3 billion funding round backed by industry giants NVIDIA and ASML as sovereign AI infrastructure becomes a primary business driver.

2 sources 2 articles v 1 6d ago

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Intel CPU prices reportedly rising 10% again as Qualcomm and MediaTek target IPC and IoT gaps

Intel faces dual market attention as reported price hikes align with foundry scale discussions and competitive shifts.

2 sources 2 articles v 1 7d ago

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Intel Set to Raise CPU Prices by Another 10% in October

Intel stock jumps and shares rise amid reports of an upcoming ten percent price hike for central processing units.

5 sources 5 articles v 3 7d ago

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Xiaomi’s wide foldable promises more power than Samsung’s

Huawei is implementing pioneering chip design technology in its first major operational test, according to recent reports.

1 sources 1 articles v 0 5d ago

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Qualcomm stock pops 10% on data center infrastructure deal with Amazon

Qualcomm shares surged 10% following the announcement of a $4 billion deal to develop custom AI chips for Amazon's data center infrastructure.

6 sources 6 articles v 4 7d ago

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ASML to work with major chipmakers to use latest tools for larger chips

ASML is partnering with Intel, Samsung, and TSMC to integrate High-NA EUV technology for the production of next-generation AI chips.

4 sources 4 articles v 2 7d ago

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ASML Wins Over Top Chipmakers for New EUV Machines

ASML secures commitments from top chipmakers like TSMC and Samsung for its newest EUV machines amid rising demand.

11 sources 13 articles v 11 6d ago

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Micron's $50 Billion Guide Gets an 8.3% Signal From Seoul

Micron Technology's stock has reclaimed the $1,000 mark amid new memory-chip price data and a specific 8.3% signal emanating from Seoul.

8 sources 14 articles v 10 6d ago

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AI cancer cures slowed by chip shortage, says UK's biggest tech boss

Arm CEO Rene Haas warns that chip supply chain bottlenecks are delaying the development of AI-driven cancer cures.

3 sources 4 articles v 9 7d ago

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Global shares are mixed as chipmaker shares rally in Tokyo and Seoul

OpenAI's launch of the Astra model and GPT-6 has sparked a rally in memory-chip stocks across Tokyo and Seoul, despite broader global market volatility.

7 sources 7 articles v 5 7d ago

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Belgium detains Chinese man on suspicion of semiconductor espionage

Belgium detains a Belgian-Chinese researcher over suspected theft of chip secrets, according to coverage from the Financial Times.

1 sources 1 articles v 0 8d ago

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Belgium detains Chinese man on suspicion of semiconductor espionage

Belgian authorities have detained a Belgian-Chinese man on suspicion of semiconductor espionage just before his planned departure for Beijing.

5 sources 5 articles v 3 8d ago

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Nvidia just sent a strong signal to AMD and Intel investors

Nvidia's latest financial results and valuation metrics are sending ripples through the semiconductor industry, impacting investor sentiment for AMD and Intel.

5 sources 5 articles v 3 7d ago

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With AI Revenue Set to Surge 400% Over the Next 2 Years, Broadcom Stock Looks Like a Buy on Recent Dip

Broadcom stock is gaining investor attention as projections suggest a 400% surge in AI revenue over the next two years.

3 sources 3 articles v 1 8d ago

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How a Blacklisted Chinese Tech Giant Kept Buying America’s Best A.I. Chips

A blacklisted Chinese server giant used rebranding and an international subsidiary to acquire billions of dollars in advanced US AI chips.

7 sources 7 articles v 5 8d ago

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Taiwan flexes chip diplomacy muscles as it faces pressure to share AI wealth with allies

Taiwan leverages its dominance in AI semiconductor production as diplomatic pressure grows to share economic wealth with global allies.

18 sources 19 articles v 20 7d ago

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‘RAMageddon’ hits consumer electronics as AI drains chip supply

A critical memory-chip scarcity, dubbed 'RAMageddon,' is driving up prices for consumer electronics as AI data centers deplete global supplies.

5 sources 5 articles v 3 9d ago

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South Korea exports surpass full-year record, hit $709.4 billion YTD

South Korea's year-to-date exports have hit $709.4 billion, positioning the nation to potentially become the fourth country to reach $1 trillion in annual exports.

11 sources 11 articles v 9 8d ago

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Micron is doubling down on AI memory chips. That could pay off big time for investors.

Micron expands HBM production capacity to catch up with competitors amid a broad rebound in memory chip stocks.

6 sources 6 articles v 4 10d ago

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Micron: AI Fatigue Into A Big Day (NASDAQ:MU)

1 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.

1 sources 2 articles v 1 10d ago

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MU Stock Gains, but the 50-Day Moving Average Is a Mystery

Micron shares experience gains while market watchers focus on technical indicators like the 50-day moving average.

2 sources 2 articles v 4 11d ago

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Wall Street sees nearly 40% upside for one AI chip giant

Financial analysts suggest a significant valuation gap for Broadcom, citing a potential 40% upside for the AI chip giant.

2 sources 2 articles v 1 10d ago

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Nvidia Leads Chip Stocks Higher Amid Renewed Confidence In AI Spending

7 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.

7 sources 10 articles v 7 11d ago

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South Korea proposes record $597 billion 2027 budget to supercharge AI investment

10 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.

10 sources 16 articles v 13 13d ago

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Galaxy Z Fold 8 is so popular that Samsung is stealing parts from next year's phones just to make more

9 news sources are covering this Technology story right now — PULSE is tracking how fast it spreads.

9 sources 9 articles v 7 14d ago

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Not Nvidia, Not AMD. Micron Could Be September's Biggest AI Winner or Loser.

3 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.

3 sources 3 articles v 1 14d ago

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Micron Technology (MU) Gains Driven by Earnings Upgrades

1 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.

1 sources 1 articles v 0 14d ago

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Nvidia’s $3.5B MediaTek bet reveals its plan for tackling Big Tech’s AI chip buildout

11 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.

11 sources 11 articles v 9 14d ago

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Nvidia Just Delivered Bad News for AMD and Intel

2 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.

2 sources 2 articles v 1 15d ago

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China’s CXMT Makes Breakthrough in Advanced Memory Chips

4 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.

4 sources 4 articles v 10 15d ago

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Nvidia to Invest $3.5 Billion in Chipmaker MediaTek

Nvidia has announced a $3.5 billion investment in chipmaker MediaTek to deepen their partnership and expand collaboration on AI technology.

12 sources 18 articles v 16 14d ago

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I've Covered Semiconductors for 5 Years. Nvidia Is My No. 1 Pick Heading Into 2027.

6 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.

6 sources 6 articles v 4 15d ago

◼ Archived Technology 🔮 fades ✗

China’s CXMT Is Getting Ready To Make History As LPDDR6 RAM Mass Production Scheduled To Happen In September; One Hint Reveals Limitations In Total Output

5 news sources are covering this Technology story right now — PULSE is tracking how fast it spreads.

5 sources 6 articles v 3 14d ago

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Nvidia’s AI advantage is moving beyond the GPU

Nvidia is expanding its dominance in the AI sector as its strategic advantage evolves beyond the production of traditional GPUs.

6 sources 7 articles v 4 16d ago

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Sandisk’s (SNDK) $31B Japan Bet Raises A Bigger Question

Sandisk and Kioxia are committing over $31 billion to expand memory chip production in Japan to meet the demands of the ongoing AI boom.

5 sources 5 articles v 3 17d ago

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Chinese Chipmaker CXMT’s Sales Jump 10-Fold As AI Demand Soars

Chinese chipmaker CXMT has seen a ten-fold increase in sales driven by the global surge in demand for artificial intelligence technology.

1 sources 1 articles v 0 17d ago

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Micron’s Chinese rival just reported its first earnings as a public company

China's CXMT reports a massive 870% revenue surge and its first-half profit in its first earnings report as a public company.

5 sources 5 articles v 3 17d ago

◼ Archived Technology 🔮 fades ✗

China's CXMT to supply memory chip for Xiaomi's upcoming folding phone

China's CXMT begins mass production of LPDDR6 memory chips, securing a core supply role for the upcoming Xiaomi 18 Fold smartphone.

10 sources 10 articles v 8 16d ago

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Trump Administration Working on AI Rule to Curb China’s Remote Access to Chips

The Trump administration is developing new AI rules to prevent China from utilizing remote access to reach high-performance computing chips.

6 sources 6 articles v 4 16d ago

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Marvell beats forecasts, shares slip as growth outlook underwhelms

4 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.

4 sources 4 articles v 6 18d ago

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Broadcom’s Real Risk Is Its Customer List

Broadcom’s stock teeters between a 200‑day EMA dip and a Wall Street‑predicted 25% AI rally, while analysts warn its customer list could be a hidden Achilles’ heel.

4 sources 4 articles v 2 20d ago

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OpenAI Claims Its New Chips Can Outperform Nvidia Processors in Tests

3 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.

3 sources 3 articles v 1 20d ago

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OpenAI says its Jalapeño chip can power faster AI responses than the competition

OpenAI introduces the Jalapeño chip, claiming its new hardware outperforms Nvidia processors in AI inference speed and efficiency.

3 sources 3 articles v 1 21d ago

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Memory Stocks Slide on Report Apple May Source Chinese Chips: SanDisk Down 9%, Micron and Western Digital Down 7%

7 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.

7 sources 7 articles v 5 21d ago

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Nvidia Makes Aggressive Move Ahead of Earnings

1 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.

1 sources 1 articles v 1 22d ago