Chips & Compute·3 min readNvidia reportedly wants all its HBM suppliers to use TSMC’s 3nm processTThe Next Web6d ago
Finance·3 min readJim Cramer isn't giving up on semiconductor stocks despite the sell off. Here's whyCCNBC12d ago
Industry & Manufacturing·3 min readWhy this little known Chinese chipmaker has caused a global stock routCCNBC12d ago
Finance·1 min readHow Nvidia, Micron and a surprising jobs report drove last week's stock actionCCNBC22d ago
Chips & Compute·3 min readMicron sees the memory shortage tightening into 2028 after a record quarterTThe Next Web23d ago
Finance·1 min readYou think Nvidia's $235 billion buyback is big? Just wait and see what Micron might doCCNBC24d ago
Finance·1 min readMicron drops despite 'a great quarter.' Why Cramer is sticking with the stockCCNBC24d ago
Finance·1 min readWe're raising our Micron price target after an incredible quarter and robust guidanceCCNBC25d ago
Finance·1 min readNvidia is approaching a breakout level. Plus, what we want to see from MicronCCNBC25d ago
Chips & Compute·1 min readHow AI data centers are making everything more expensiveBBusiness InsiderAug 28
Robotics·5 min readWaymo built its own robotaxi chip and published its supplier listTThe Next WebAug 20
Finance·4 min readLeopold Aschenbrenner's Situational Awareness bet big on SanDisk and Micron before it blew upBBusiness InsiderAug 17
Finance·3 min readA Prominent AI Investor Is Now Crumbling, in What Could Be a Sign of Things to ComeFFuturismAug 1
Chips & Compute·2 min readTech and chip makers lose $1 trillion in massive AI sell-offMMashableJul 30
Dev·5 min readChipAgents Expands Series A to $134 Million as AI Agents Move Deeper Into Semiconductor DesignUUnite.AIJul 29
Chips & Compute·2 min readMusk thanks Micron for chips, and builds a $55bn fab to replace itTThe Next WebJul 23
Business & Enterprise·3 min readApple dethrones Nvidia to regain title of world’s most valuable companyTTCovered by 2 sourcesJul 17
Chips & Compute·4 min readThe AI boom broke the memory market, and the bust could be brutalTThe Next WebJul 13
Chips & Compute·2 min readUS investors will soon get access to SK Hynix, another memory maker riding the AI boomTTechCrunchJul 6
Industry & Manufacturing·3 min readThe chip industry has a warning for Trump: hands off the memory marketTThe Next WebJul 3