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SK hynix weighs $3 billion Chongqing stake sale as AI demand grows
Aug 09 2026, 12:20
Intel Foundry wins Fortinet chip deal, challenging TSMC's 72% share
Aug 09 2026, 07:01
SK Hynix ex-employee jailed 18 months for China chip leak
Aug 09 2026, 02:35
Nvidia and Micron earnings reframe the 2027 AI infrastructure trade
Aug 08 2026, 15:01
Musk Says Memory Demand Growing 200% a Year as Supply Lags
Aug 08 2026, 11:33
Memory LTAs lock in $94 billion, lifting cycle floor above past peaks
Aug 07 2026, 13:40
Optical stocks face China chokepoint as laser shortage runs to 2027
Aug 07 2026, 11:31
AMD acquires Taalas, adding 16,000-token inference chip to AI portfolio
Aug 07 2026, 09:40
SK hynix commits 54 trillion won to two new AI memory fabs
Aug 07 2026, 08:04
Intel faces steep climb to close TSMC's 70% foundry lead
Aug 07 2026, 05:03
Memory's 50% system value share signals structural shift for Micron
Aug 07 2026, 01:42
AI supply crunch spreads to wafers, ABF locked through 2028
Aug 06 2026, 15:24
TSMC pulls 3nm ramp forward 2-3 months to 180,000 wafers
Aug 06 2026, 14:41
Tesla's $119B Terafab chip plant lands in Texas with 3,000 jobs
Aug 06 2026, 14:24
Asian chip stocks slide 9% as AI spending doubts resurface
Aug 06 2026, 09:04
NVIDIA targets $200B AI-RAN market with Chinese base station partners
Aug 06 2026, 05:57
Samsung, Kioxia race to mass-produce PCIe 6.0 NAND for AI
Aug 06 2026, 05:55
Memory makers lock in $93.9 billion as long-term deals reshape pricing
Aug 06 2026, 03:14
Anthropic confirms in-house chip team with $485K engineer salaries
Aug 05 2026, 13:18
Netlist, Samsung sign 5-year cross-license pact for AI memory tech
Aug 05 2026, 10:22
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