Importance:NewsAI memory chips competition
Micron Faces New Threat From Samsung’s Memory Chip for AI
Micron stock has been on a stellar run but it still faces fierce competition from Samsung and SK Hynix. Source: barrons.com
⚡ Hardware & Infrastructure
AI chips, GPUs, data centers, cloud compute, and the hardware powering the AI revolution.
462 articles
Importance:NewsComputex AI infrastructure
At Computex, Nvidia and Taiwan's expanding role in AI infrastructure set to take centre stage
At Taiwan's annual Computex trade show next week, the spotlight is likely to be dominated, as usual, by Nvidia and its products, but also by the island's... Source: reuters.com
Importance:NewsGroq AI chip startup funding
After Nvidia’s $20B not-acqui-hire, AI chip startup Groq reportedly raising $650M
Chipmaker Groq is looking to raise $650 million in internal funding as it pivots from hardware to focus more on AI inference, the process of refining the... Source: techcrunch.com
Importance:NewsByteDance AI chip development
China’s ByteDance Developing New AI Chips Like Those from Nvidia Partner Groq
TikTok owner ByteDance is developing a new chip to run artificial intelligence models as part of an aggressive expansion of its homegrown AI infrastructure. Source: theinformation.com
Importance:NewsAI networking supply chain
Stocks In AI Bottleneck Soar 1,000%. Now Nvidia Is Demanding 20X More Supply
Nvidia (NVDA) requested suppliers increase indium phosphide laser capacity 20x through 2030 to support AI cluster networking, though suppliers countered... Source: 247wallst.com
Importance:NewsAI chip energy efficiency
Energy use forcing rethink of AI chip design, TSMC says
A senior TSMC executive said on Thursday that surging electricity demands from AI are making energy efficiency rather than computing power the main... Source: reuters.com
Importance:NewsNvidia photonics investment
Nvidia is investing billions into this emerging technology that could change the AI industry
Nvidia has committed at least $6.5 billion to companies developing photonics technology since March this year. Photonics is considered to be a more... Source: cnbc.com
Importance:NewsAI chip deals / data center supply
Qualcomm strikes AI chip deal with TikTok owner ByteDance, Bloomberg News reports
Qualcomm reached a deal with TikTok owner ByteDance to supply chips for AI data centers, Bloomberg News reported on Tuesday, citing people familiar with... Source: reuters.com
Importance:NewsAI chip market / HBM memory
SK Hynix hits $1 trillion valuation as AI boom lifts South Korean chip stocks
Shares of SK Hynix soared over 11% on Wednesday, pushing the South Korean memory-chip maker above the $1 trillion market capitalization mark. Source: cnbc.com
Importance:NewsAI chip deals / data center supply
Qualcomm Strikes AI Chip Deal With TikTok Owner ByteDance
Qualcomm Inc. reached a deal with TikTok owner ByteDance Ltd. to supply chips for artificial intelligence data centers, according to people familiar with... Source: bloomberg.com
Importance:NewsAI chip supply chain / market cap
SK Hynix and Micron: Booming AI chip demand helps create two new $1tn club members
Shares in South Korea's SK Hynix, a key supplier to AI chip giant Nvidia, jumped by 10% on Wednesday, continuing a rally that has seen its share price more... Source: bbc.com
Importance:Newssemiconductor supply chain investment
AMD and Nvidia deepen investments in Taiwan semiconductor ecosystem
When AMD CEO Lisa Su arrived in Taiwan on May 20, she announced plans to invest more than US$10 billion with local supply-chain partners and the island's... Source: digitimes.com
Importance:ResearchGPU energy efficiency
Improving GPU Energy Efficiency With Component-Level Power Management (AMD)
Researchers from AMD released “CompPow: A Case for Component-level GPU Power Management”. Abstract “The ever increasing demand for ML-driven intelligence in... Source: semiengineering.com
Importance:Newsexport controls / chip smuggling
After $2.5 billion Supermicro smuggling bust, Nvidia CEO urges company to fix export control compliance — Taiwan also begins to crack down on AI GPU chip smuggling to China
Nvidia CEO Jensen Huang called on Super Micro Computer to strengthen its export compliance controls after arriving in Taipei on Saturday, months after U.S.... Source: tomshardware.com
Importance:NewsAI chip packaging / supply chain
Embedded substrates draw AI chip interest as packaging turns strategic
Rising interest in embedded substrates among Nvidia, AMD, and Intel signals potential shifts in AI data‑center supply chains, as the technology promises... Source: digitimes.com
Importance:NewsNvidia market outlook / China
Nvidia says its forecast for $200 billion CPU market includes China
Nvidia CEO Jensen Huang aimed to assure investors that it can keep up its blockbuster growth. Source: reuters.com
Importance:NewsAI chip research hub
Meta, Broadcom And Others Launch $125 Million UCLA AI Chip Hub
Broadcom Inc., Applied Materials Inc., GlobalFoundries Inc., Meta Platforms Inc., and Synopsys, Inc. announced on Thursday that they have partnered with the... Source: finance.yahoo.com
Importance:NewsAMD Taiwan AI infrastructure investment
AMD (AMD) Announces $10B Investment in Taiwan AI Infrastructure
Advanced Micro Devices Inc. (NASDAQ:AMD) is one of the best multibagger stocks to buy in 2026. On May 21, Advanced Micro Devices announced a strategic... Source: finance.yahoo.com
Importance:NewsNvidia record earnings / CPU expansion
Nvidia posts record $81.6B quarter, unveils $200B CPU push
China in forecast: Jensen Huang said Nvidia's $200B CPU market projection includes Chinese demand despite ongoing U.S. export controls. Source: msn.com
Importance:NewsNvidia earnings Q1 FY2027
Nvidia Earnings May 2026: AI Chip Giant Beats Estimates Despite Stock Dip
Nvidia reported Q1 FY2027 earnings with $81.62B revenue beating estimates. Discover why NVDA stock dipped and what it means for AI investors in 2026. Source: intellectia.ai