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tech-ai: semiconductorsHaberler

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Nvidia's $500 billion neocloud bet reshapes AI infrastructure financing

Nvidia's $500 billion neocloud bet reshapes AI infrastructure financing

Aug 15 2026, 03:42
Nvidia's $500 billion compute financing bet turns GPUs into collateral

Nvidia's $500 billion compute financing bet turns GPUs into collateral

Aug 15 2026, 02:20
ASE Technology LEAP demand drives 35% ATM revenue growth in 2026

ASE Technology LEAP demand drives 35% ATM revenue growth in 2026

Aug 14 2026, 15:02
Nvidia's $4.6B China loss contrasts with AMD's blowout quarter

Nvidia's $4.6B China loss contrasts with AMD's blowout quarter

Aug 14 2026, 13:08
SK Hynix scouts US fab sites after $26.5B Nasdaq listing

SK Hynix scouts US fab sites after $26.5B Nasdaq listing

Aug 14 2026, 11:21
Nvidia turns Groq into customer after $20 billion deal

Nvidia turns Groq into customer after $20 billion deal

Aug 14 2026, 09:34
Nvidia CPO switches enter mass production, cutting laser count 75%

Nvidia CPO switches enter mass production, cutting laser count 75%

Aug 14 2026, 09:17
TSMC and Broadcom Expected to Reach $4 Trillion by 2028

TSMC and Broadcom Expected to Reach $4 Trillion by 2028

Aug 14 2026, 09:09
Nanya Plastics confirms 100% electronic materials price surge

Nanya Plastics confirms 100% electronic materials price surge

Aug 14 2026, 07:41
Cambricon, Moore Threads Sales Jump 108% as HBM Costs Bite

Cambricon, Moore Threads Sales Jump 108% as HBM Costs Bite

Aug 14 2026, 06:44
SMIC revenue tops $3 billion as AI demand lifts mature-node pricing

SMIC revenue tops $3 billion as AI demand lifts mature-node pricing

Aug 13 2026, 22:45
Applied Materials lifts 2026 packaging growth forecast to 70%

Applied Materials lifts 2026 packaging growth forecast to 70%

Aug 13 2026, 21:41
Micron launches $250 million fund to back next-generation AI

Micron launches $250 million fund to back next-generation AI

Aug 13 2026, 21:05
Lam Research to invest $3 billion expanding global R&D lab network

Lam Research to invest $3 billion expanding global R&D lab network

Aug 13 2026, 20:36
Optical interconnect to hit $580M as AI data centers ditch copper

Optical interconnect to hit $580M as AI data centers ditch copper

Aug 13 2026, 17:05
A100 rentals extend to 2029, stretching GPU life to 9 years

A100 rentals extend to 2029, stretching GPU life to 9 years

Aug 13 2026, 16:11
HBF spec targets 512GB stacks to ease AI memory bottleneck

HBF spec targets 512GB stacks to ease AI memory bottleneck

Aug 13 2026, 16:03
Memory Stocks Rally as SanDisk Jumps 12% on AI Demand

Memory Stocks Rally as SanDisk Jumps 12% on AI Demand

Aug 13 2026, 15:52
AMD plans $5 billion bond sale, its largest investment-grade offering

AMD plans $5 billion bond sale, its largest investment-grade offering

Aug 13 2026, 15:44
Memory stocks rally 7% as Temasek plans Samsung, SK Hynix stakes

Memory stocks rally 7% as Temasek plans Samsung, SK Hynix stakes

Aug 13 2026, 15:27
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