Situational Awareness is pouring $500 million into Source Foundry, a startup developing new equipment to ease bottlenecks in advanced semiconductor …
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Commerzbank’s Marco Stoeckle argues that the AI trade is at a crossroads, with ‘Mag 7’ euphoria fading and hyperscalers facing …
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Deutsche Bank’s Jim Reid notes that despite higher United States (US) Treasury yields and renewed speculation about a July Fed …
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China has worked for years to build its own semiconductors, but Macquarie thinks now is the time to buy. “We …
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‘Memory supply crisis’: Wall Street triggers huge selloff in fear of looming chip shortages
Traders are selling tech stocks today in reaction to Apple’s announcement that it would have to raise the prices of …
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Nvidia CEO Jensen Huang announced plans for a new campus in Taiwan during an employee meeting on May 27, 2026. …
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An Alibaba logo is displayed at the company’s booth at China International Fair for Trade in Services (CIFTIS) in Beijing, …
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Key takeaways US inflation accelerated sharply in April, with headline CPI rising to 3.8% y/y and core CPI to 2.8% …
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Supermicro CEO: ‘No one’ beyond indicted employees were part of alleged $2.5 billion chip smuggling
Super Micro Computer CEO Charles Liang spoke out during the company’s fiscal third quarter earnings call to deliver a message. …
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Asian equities rise on Tuesday amid hopes for a resolution to the Middle East conflict. Bloomberg reported that US President …