Saturday, June 27, 2026

#AI chips

31 articles

SOXX Surges 79% Year-to-Date as AI Chip Demand Reshapes Semiconductor Markets

SOXX Surges 79% Year-to-Date as AI Chip Demand Reshapes Semiconductor Markets

Salvado•Jun 17, 2026

SOXX Up 79% YTD as AI Semiconductor Supercycle Expands Beyond Data Centers

SOXX Up 79% YTD as AI Semiconductor Supercycle Expands Beyond Data Centers

Salvado•Jun 13, 2026

Semiconductor Sector Splits Into Two Valuation Tiers as AI Demand and Geopolitics Diverge

Semiconductor Equities

Semiconductor Sector Splits Into Two Valuation Tiers as AI Demand and Geopolitics Diverge

Salvado•Jun 3, 2026

Tiger Global Stacks Nvidia, Broadcom, TSMC as AI Chip Vertical Integration Accelerates

Technology Sector & Semiconductor Stocks

Tiger Global Stacks Nvidia, Broadcom, TSMC as AI Chip Vertical Integration Accelerates

Salvado•May 25, 2026

Broadcom's $100B AI Chip Target Hinges on Single Taiwan Manufacturer

Corporate Risk & Earnings

Broadcom's $100B AI Chip Target Hinges on Single Taiwan Manufacturer

Salvado•Apr 28, 2026

U.S. Defense Rare Earth Ban Triggers Semiconductor Supply Chain Realignment as AI Chip Race Accelerates

Semiconductor Sector

U.S. Defense Rare Earth Ban Triggers Semiconductor Supply Chain Realignment as AI Chip Race Accelerates

Salvado•Apr 19, 2026

TSMC's Taiwan Concentration Creates Geopolitical Risk Despite AI Chip Dominance

Technology Sector

TSMC's Taiwan Concentration Creates Geopolitical Risk Despite AI Chip Dominance

Salvado•Apr 12, 2026

ARM Targets $15B Annual Revenue as Chip Manufacturing Pivot Accelerates AI Semiconductor Demand

Technology Stocks

ARM Targets $15B Annual Revenue as Chip Manufacturing Pivot Accelerates AI Semiconductor Demand

Salvado•Apr 12, 2026

Huawei's 950PR AI Chip Targets Nvidia as Equipment Makers Surge Amid Memory Sector Divergence

Technology Stocks

Huawei's 950PR AI Chip Targets Nvidia as Equipment Makers Surge Amid Memory Sector Divergence

Salvado•Apr 9, 2026

Nvidia China Ban Creates $7B Dual-Infrastructure Cost for Global Tech Companies

Technology Stocks

Nvidia China Ban Creates $7B Dual-Infrastructure Cost for Global Tech Companies

Salvado•Mar 30, 2026

Huawei's 950PR Chip Targets 750,000 Unit Shipments as Chinese Tech Giants Shift from Nvidia

Technology Stocks

Huawei's 950PR Chip Targets 750,000 Unit Shipments as Chinese Tech Giants Shift from Nvidia

Salvado•Mar 30, 2026

US-China Chip Export Controls Split AI Semiconductor Market Into Competing Ecosystems

US-China Chip Export Controls Split AI Semiconductor Market Into Competing Ecosystems

Salvado•Mar 30, 2026

Chip Design Tools Cut AI Silicon Development Time as US-China Competition Reshapes Semiconductor Supply Chains

Semiconductors & Tech Stocks

Chip Design Tools Cut AI Silicon Development Time as US-China Competition Reshapes Semiconductor Supply Chains

Salvado•Mar 30, 2026

Marvell, Samsung Lead Semiconductor Rally as AI Chip Demand Surges from Enterprise Clients

Tech Sector Earnings

Marvell, Samsung Lead Semiconductor Rally as AI Chip Demand Surges from Enterprise Clients

Salvado•Mar 22, 2026

Nvidia Projects $1 Trillion in Chip Sales Through 2027 as AI Semiconductor Race Accelerates

Technology Sector

Nvidia Projects $1 Trillion in Chip Sales Through 2027 as AI Semiconductor Race Accelerates

Salvado•Mar 18, 2026

Nvidia Projects $1 Trillion in Chip Sales Through 2027 as AI Semiconductor Race Intensifies

Technology Stocks

Nvidia Projects $1 Trillion in Chip Sales Through 2027 as AI Semiconductor Race Intensifies

Salvado•Mar 17, 2026

AI Chip Startups Pull $330M+ Rounds as Specialized Silicon Displaces General GPUs

AI Chip Startups Pull $330M+ Rounds as Specialized Silicon Displaces General GPUs

ViaNews Editorial Team (Markets)•Mar 15, 2026

Broadcom Posts Strong Q1 Earnings as US GPU Export Controls Reshape AI Chip Supply Chain

Broadcom Posts Strong Q1 Earnings as US GPU Export Controls Reshape AI Chip Supply Chain

ViaNews Editorial Team (Markets)•Mar 15, 2026

Nvidia H200 Shipments Halted as US Tightens AI Chip Export Controls Targeting China

Technology Sector & Semiconductors

Nvidia H200 Shipments Halted as US Tightens AI Chip Export Controls Targeting China

ViaNews Editorial Team (Markets)•Mar 13, 2026

GlobalFoundries M&A Spree Signals Fab Consolidation Over New AI Chip Plant Buildouts

Semiconductor Sector

GlobalFoundries M&A Spree Signals Fab Consolidation Over New AI Chip Plant Buildouts

ViaNews Editorial Team (Markets)•Mar 10, 2026